Parag Estate and Succession Services LLP ("we", "our", "us") is an AMFI Registered Mutual Fund Distributor (ARN: 330915) engaged in distribution of mutual fund products and related financial services.

Information We Collect

We may collect the following information:

• Name, PAN, Aadhaar (where required for KYC)
• Contact details (phone number, email, address)
• Bank account details for transactions
• Investment preferences and financial profile
• KYC and CKYC information as required by SEBI/AMFI norms

How We Use Information

We use your information for:

• Processing mutual fund investments and redemptions
• Completing KYC and regulatory compliance
• Providing investment-related services and updates
• Communication regarding transactions and services
• Record keeping as required under SEBI/AMFI regulations

Information Sharing

We may share your information only with:

• Asset Management Companies (AMCs)
• Registrar & Transfer Agents (CAMS, KFintech, etc.)
• SEBI/AMFI/regulatory authorities when required by law
• Banks and payment gateways for transaction processing

We do not sell or rent personal data to third parties.

Data Security

We take reasonable technical and organizational measures to protect your data against unauthorized access, loss, or misuse.

Data Retention

We retain client data as required under SEBI/AMFI regulations and applicable Indian laws.

Cookies

Our website may use cookies to improve user experience and analytics.

Your Rights

You may request access, correction, or deletion of your data subject to regulatory retention requirements.