Privacy Policy

Eraqus Investment Advisors (SEBI Registered Investment Adviser, Registration No. INA000019983) is committed to maintaining the confidentiality and security of client information. This Privacy Policy explains how we collect, use, and protect your data, in compliance with SEBI (Investment Advisers) Regulations, 2013, and applicable laws.

Information Collection and Use

We collect personal and financial information to understand your investment needs and risk profile. This may include your name, contact details, KYC documents, financial data, and risk preferences.
The information is used to:

  • Provide personalized investment advisory services
  • Conduct risk profiling and suitability assessments
  • Comply with regulatory obligations

Eraqus Investment Advisors does not use your information for unsolicited marketing or unrelated commercial purposes.

Sharing of Information
We do not sell or rent your personal information. Your information may be shared only:
  • As required by law or regulatory authorities
  • With authorized service providers under confidentiality agreements
  • With your express consent for specific services
Disclosures are strictly limited and made only for regulatory or operational purposes.
Data Security
We maintain appropriate technical and organizational safeguards to protect your data. Despite best efforts, no system is completely secure, and transmission of data is at the client’s risk.
Clients are responsible for providing accurate information and maintaining confidentiality of any login credentials.
Risk Profiling and Client Responsibility

Investment advice is based on the client’s disclosed risk profile and financial information. The accuracy of risk profiling relies on the correctness of information provided by the client.  Eraqus Investment Advisors is not responsible for any mismatches arising from incomplete or inaccurate disclosures by clients.

Cookies and Website Usage

We may use cookies to enhance user experience and collect anonymous usage data. You can control cookie settings through your browser. Usage data helps improve website functionality and security.

Changes to the Privacy Policy

Eraqus Investment Advisors may update this Privacy Policy from time to time. Changes will be effective immediately upon posting. Clients are encouraged to review the policy periodically.

 

By accessing our website and engaging our services, you agree to the terms outlined in this Privacy Policy.