1. Introduction - Bellwether Capital Private Limited ("Portfolio Manager", "we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://bellwethercapital.in ("Website") and/or use our digital onboarding services ("Service"). Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Website or use our Digital onboarding Service. You may instead opt for physical onboarding.

2. Information We Collect - We collect information about you in connection with your mandate to invest with us. The information we collect is used strictly for the purposes of opening and activating your account with us [whether physical or digital onboarding].

Personal Data 

• Identity Verification Information: Such as your name, date of birth, PAN number, driver's license number, passport number, or other government-issued identification numbers.

• Contact Information: Such as your email address, telephone number, and mailing address.

• Demographic information: Such as your age, gender, and occupation.

• Financial information: Such as bank details, annual income and net worth

3. Use of Your Information We use the information we collect about you for the following purposes: 

• To Provide and Manage the Onboarding Service: This includes processing your onboarding request and providing access to our Vendors for identity verification and other required validations. 

• To Communicate with You: This includes sending you emails and other communications related to your account with us. 

• To Protect Against Fraud: This includes using your information for identity verification and fraud prevention purposes. 

• To Comply with Legal Obligations: This includes fulfilling the regulatory requirements.

• To permit you access to your portfolio reports: This allows you to login and download your portfolio reports so as to enable you to file your tax returns. 

4. Sharing Your Information: We may share information we have collected about you with: 

• External Vendors: To facilitate the digital onboarding process, including identity verification and document collection. 

• Partners: Such as custodians, for their onboarding procedures as necessary for the purpose of opening custody, depository and bank accounts as applicable. By using our Service, you agree to indemnify and hold harmless these partners for their use of your information in accordance with their processes. 

• For Legal Reasons: When required to comply with applicable law or respond to valid legal processes, including from law enforcement or other government agencies. 

5. Data Protection and Security 

• Security Measures: We employ industry-standard security measures to protect the integrity and confidentiality of your information. 

• Internet Risks: Use of the internet carries inherent risks. While we take adequate precautions against misuse, we disclaim responsibility for any breaches not directly caused by our negligence. 

• No Absolute Guarantee: Despite our efforts, we cannot guarantee absolute security, and we are not liable for any unauthorized access or breaches unless directly caused by our negligence. 

6. Client Rights

• Access and Correction: You have the right to access and correct your personal information. You can request to review, update, or delete your personal data by contacting us.

• Choice of Onboarding Method: You have the option to choose between digital and physical onboarding processes. If you prefer not to use our digital onboarding services, you can opt for the physical process instead. 

7. Retention of Data: We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy, to fulfil our contractual obligations, or as required by law. 

8. Changes to the Privacy Policy: We will update these Terms from time to time at our sole discretion and publish the same on our website www.bellwethercapital.in. Clients are expected to visit the website to check for updates if any, and continued use of the Service after such changes will constitute acceptance of the new Terms. 

9. Contact Information If you have any questions or concerns about this Privacy Policy, please contact us.