We designed and run this platform with the regulatory frameworks that govern Indian mutual fund distribution, insurance solicitation, and personal-data handling built in from the start — not bolted on afterwards. Below is what that means in practice, and where you can go to see the details for yourself.
| Regulator | Standing |
|---|---|
| SEBI | Mutual fund investments are subject to market risks — all scheme-related documents should be read carefully. This platform does not provide personalised investment advice; every recommendation flows through your distributor, who is accountable for it under their own AMFI/SEBI standing. |
ARN disclosure, mutual-fund risk disclaimers, "insurance is the subject matter of solicitation" language, and NPS disclaimers appear wherever this platform generates client-facing documents.
A published Privacy Policy, consent captured at every point client data is collected, and a documented breach-response process.
HTTPS/HSTS everywhere, hashed passwords, role-based access control, CSRF/SQLi/XSS defenses, login rate-limiting, and a full audit trail of every action — reviewed on an ongoing basis.
Card and UPI payment data is handled entirely by our PCI-DSS Level 1 certified payment gateway (Razorpay) or a manual UPI reference — this platform's own servers never see a card number, CVV, or UPI PIN.
We do not collect or store Aadhaar numbers anywhere on this platform. The KYC tools here link out to authorised AMC/registrar portals for that purpose rather than collecting it themselves.
This platform helps a distributor track and organise their own commission/GST paperwork — it does not file returns on anyone's behalf. See the GST & Commission Invoicing module.
This page is a plain-language summary, not a legal certification. We take the regulatory and data-protection obligations that apply to this platform seriously and structure the product around them, as described above — but this page itself doesn't substitute for reading the Privacy Policy, and it isn't a guarantee against every possible claim. If you have a specific compliance question — for your own onboarding, an audit, or anything else — email us at the address above and we'll answer it directly rather than leave you to infer it from a summary page.