Privacy Policy

Effective Date: 03 July 2026

Whitetown Global Financial Services Pvt Ltd (“WTG”, “we”, “us”, or “our”), CIN: U70200PY2023PTC009072, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you visit our website www.whitetownglobal.com (the “Site”), interact with our services, or engage with us as a client or prospective client.

We comply with the Digital Personal Data Protection Act, 2023 (“DPDP Act”), Information Technology Act, 2000, SEBI (Mutual Funds) Regulations, AMFI guidelines, and other applicable Indian laws.

1. Information We Collect

We may collect:

  • Personal Information: Name, contact details, PAN, Aadhaar (where required), passport, address, bank details, KYC documents, and investment-related information.
  • Usage Data: IP address, browser type, device information, cookies, and site usage analytics.
  • Financial Data: Details related to mutual fund transactions processed through AMC/RTA platforms.

2. How We Use Your Information

We use your data for:

  • Providing mutual fund distribution and related execution-only services.
  • Client onboarding, KYC/FATCA/CRS compliance, and transaction processing.
  • Communicating with you about services, regulatory updates, or statements.
  • Improving our website and complying with legal obligations (SEBI/AMFI/RBI requirements).

We do not use your data for personalized investment advice or unsolicited marketing.

3. Sharing of Information

We may share data with:

  • Asset Management Companies (AMCs) and Registrar & Transfer Agents (RTAs) for transaction execution.
  • Regulators (SEBI, AMFI, Income Tax authorities) as required.
  • Our introducers/partners (e.g., Strategia Wealth Managers Ltd) strictly for facilitation of eligible client introductions, subject to confidentiality.
  • Service providers under strict data processing agreements.

We do not sell your personal data.

4. Data Security

We implement reasonable security safeguards to protect your data. However, no system is completely secure.

5. Your Rights (under DPDP Act)

You have the right to:

  • Access, correct, or delete your data (subject to legal requirements).
  • Withdraw consent (which may impact our ability to provide services).
  • Grievance redressal.

Contact us at contact@whitetownglobal.com for requests.

6. Cookies and Tracking

We use essential cookies for site functionality. You can manage preferences through your browser settings.

7. International Transfers

For NRI/overseas clients, data may be transferred outside India in compliance with applicable laws.

8. Changes to This Policy

We may update this Policy. Continued use of the Site constitutes acceptance of changes.

9. Contact Us

Whitetown Global Financial Services Pvt Ltd
Registered Office: 74 Karuvadikuppam Road, Vasanth Nagar, Muthialpet, Puducherry 605003
Email: contact@whitetownglobal.com
ARN: 278838

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.