Privacy Policy

Who we are

Greenbar Wealth is an AMFI-registered mutual fund distributor based in Ahmedabad, founded by Raj Thakkar. We are a sub-distributor of Kotak Securities. This policy explains what we collect when you use greenbarwealth.com or contact us, and how that information is used.

Office: 1217 Swati Clover, Shilaj Circle, Ahmedabad. Phone: +91 97120 58438. Email:  raj@greenbarwealth.com.

Information we collect

• Details you send through the contact form: your name, email address, phone number and message
• Details you share when we plan with you, such as goals, existing investments, insurance cover and KYC documents required to transact in mutual funds
• Basic technical data such as browser type and pages visited, where the site or our host records it

How we use it

• To reply to an enquiry and to provide goal-based planning, SIP setup, portfolio reviews and related services
• To complete mutual fund transactions, including sharing what a fund house, registrar or Kotak Securities needs for KYC and order processing
• To keep required business and regulatory records
• We do not sell your personal information

Cookies

The site may use cookies that are needed for it to function, and cookies that remember preferences. You can control cookies in your browser. Blocking them may limit some parts of the site.

How long we keep information

Enquiry and client records are kept for as long as we are working with you, and afterwards for the period mutual fund distribution and tax rules require. When a record is no longer needed, we delete or anonymise it.

Your choices

You can ask what personal information we hold, ask for a correction, or ask us to stop contacting you about anything that is not required for an existing transaction. Write to greenbarassetmanagement@gmail.com. Some records cannot be deleted while a regulatory or transaction duty still applies.

Security

We take reasonable care to limit access to client information. No website or email channel is perfectly secure, so please avoid sending account passwords or full card numbers by email.

A note on investing

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

Nothing on this website is a promise of return, and it is not tax, legal or investment advice under the SEBI Investment Adviser regulations. Greenbar Wealth acts as a mutual fund distributor.

Updates

We may update this policy when our practices change. The version on this page is the one that applies.