Privacy Policy

Quantamental Strategic Ventures, a proprietorship based in Mumbai, Maharashtra, is the data fiduciary responsible for personal data processed through this website and in the course of providing distribution services. This policy is framed with reference to the Digital Personal Data Protection Act, 2023 and the Digital Personal Data Protection Rules, 2025 notified under it.

Questions about how your personal data is handled may be addressed to Rajesh Gwalani, Proprietor, at info@quantamentalstrategicventures.com. As a proprietorship we do not appoint a separate Data Protection Officer, and the proprietor answers these questions personally.

This website carries no contact form, no account login and no transaction facility. Our hosting provider records standard technical logs, such as IP address, browser type and pages requested, for security and reliability purposes.

The typefaces used on this site are currently served by Google Fonts. As a consequence your browser requests those files from Google when a page loads, and Google receives your IP address in the course of serving them. We receive nothing from this and it is not used by us for any purpose. We intend to serve these files from our own domain, which will remove the request to Google entirely.

If you contact us by telephone, email or a messaging service such as WhatsApp, we receive:

• Your name
• The telephone number or email address you contact us from
• The content of your enquiry, and anything further you choose to send with it

To distribute mutual funds, Specialised Investment Funds and Portfolio Management Services we are required to collect and process the following:

• Full name, date of birth and gender
• Permanent Account Number (PAN)
• Residential address, and overseas address where you are a non-resident
• Telephone number and email address
• Bank account number and IFSC
• KYC documentation, including proof of identity, proof of address, photograph and specimen signature
• Tax residency status, and FATCA and CRS declarations
• Occupation, and declared income range or net worth where required for suitability
• Nominee details
• Folio numbers, holdings and transaction history
• Details of dependants, obligations and goals, where relevant to assessing suitability
• Your responses to the investor profile questionnaire, and the profile derived from them

• To respond to your enquiry
• To assess suitability and construct recommendations
• To execute and service transactions through asset management companies, portfolio managers, registrars and transaction platforms
• To meet obligations under SEBI regulations, the AMFI Code of Conduct, KYC and anti money laundering requirements, and tax law

Your KYC documentation, financial particulars and transaction records are held within the platform through which your investments are transacted. You can view your own details there, and amend them.

An application may be completed in either of two ways. You may complete it yourself through a link we send you. Alternatively, where you prefer, you send us the information and documents and we complete the form on your behalf, and it then comes to you to review and accept before it is submitted. Nothing is submitted without your acceptance.

Where you send documents or information to us by email or through a messaging service such as WhatsApp, copies remain within those services until they are deleted. Those services, along with our website hosting, are operated by providers who may process data outside India, under their own terms. We do not place your documents anywhere other than the transaction platform they are needed for.

Personal data is shared with asset management companies, portfolio managers, registrars and transfer agents, KYC registration agencies, any empanelled distribution partner and the transaction platform we use, to the extent required to execute and service your investments. It is shared with regulators and authorities where the law requires. We do not sell personal data and we do not share it for advertising.

• Enquiries that do not become a client relationship. Retained for 24 months from the last contact, and then deleted.
• Client records. Retained for the duration of the relationship and for five years after it ends, in line with record-keeping obligations under anti money laundering law and SEBI and AMFI requirements.
• Records subject to a longer obligation. Where a specific legal, regulatory or tax provision requires a longer period, or where a dispute or investigation is live, the relevant records are retained until that requirement is discharged.

Where an investment is held for a minor and operated by a parent or lawful guardian, the child's personal data is processed only on the basis of verifiable consent given by that parent or guardian, and only to the extent required to open and service the folio. We do not carry out tracking, behavioural monitoring or targeted advertising directed at children.

Subject to the Act, you may request access to your personal data, ask for it to be corrected or completed, request erasure where it is no longer required and no legal obligation requires its retention, nominate another person to exercise your rights, and withdraw consent where processing relies on consent. Withdrawing consent may prevent us from continuing to service your investments.

To exercise any of the rights above, or to withdraw consent, write to info@quantamentalstrategicventures.com with the words "Data request" in the subject line, so that it is recognised and answered as such. We will respond within the period prescribed under the Act.

If you are not satisfied with how a request or a complaint has been handled, write to grievance@quantamentalstrategicventures.com. You also retain the right to complain directly to the Data Protection Board of India, established under the Act, independently of us.

If personal data we hold is lost, disclosed or accessed without authorisation, we will inform every affected person without delay, describing what happened, the likely consequences, and the steps being taken to limit the harm and to prevent a recurrence. We will also report the breach to the Data Protection Board of India within 72 hours, with the detail the Rules require.

Where we have reason to believe an email address may itself be affected, we will use the telephone number on record instead.

We apply reasonable safeguards to protect personal data against unauthorised access, loss and misuse. No system is entirely secure, and we cannot guarantee absolute security.

This notice is published in English. If you would prefer it in Hindi, Marathi or another language listed in the Eighth Schedule to the Constitution, write to us and we will arrange a copy.

This policy may be updated. The date below indicates when it was last revised.