M&A Experts - Privacy Policy

M&A Experts, a company based in Bangalore, India, operating as an Investment Banker under the name M&A Experts (formerly known as IIFL Wealth and Asset Management Group), provides various financial and ancillary services. In the course of its business dealings with investors, both online and offline, and users of the website, personal information, including confidential data, may be disclosed.

In this Privacy Policy, "You" or "User" refers to any natural or legal person, including both online and offline investors, while "We," "Us," or "Our" pertains to M&A Experts.

At M&A Experts, we value the privacy of everyone visiting our website and are dedicated to safeguarding the privacy and security of all visitors' personal information.

The protection of your privacy is a fundamental principle for us. We acknowledge that Your Personal Information is among our most critical assets. We store and process Your Information, including any sensitive financial information, on secure computers protected by physical and technological security measures. If you disagree with the transfer or use of Your Information in this manner, please refrain from providing your information on the website.

We stay informed about global trends and have updated our policy to align with the requirements under GDPR (General Data Protection Regulation) applicable to EU customers.

M&A Experts and its affiliates may share, transfer, license, or convey some or all of your personal information to another business entity for various business activities, reorganization, amalgamation, restructuring, or any other reasons. Once you provide your information to us, you provide it to both M&A Experts and its affiliate, and we may use this information to provide you with services related to your transactions with M&A Experts.

Our policy regarding the collection and use of personal information is outlined below.

Collection Of Sensitive Personal Data Or Personal Information:

M&A Experts may collect personal information such as:

  • Name, gender, residential/correspondence address, telephone number, date of birth, marital status, email address, or other contact information.
  • Identification Documents, Aadhaar details, KYC Status, Signature, and Photograph.
  • Bank account or other payment instrument details.
  • Any other details for providing services.

In addition to personal information, and to provide services, M&A Experts may collect Aadhaar, fingerprint details, and signature solely for completing account opening procedures and authenticating transactions. Providing Aadhaar is voluntary, and we acknowledge that we will collect, use, and store such details in compliance with applicable laws and this Privacy Policy. We ensure that Personal Data is used in line with applicable data protection laws, including GDPR, where applicable. Your information will be kept secure with restricted access according to the 'need to know' principles.

M&A Experts or its authorized agents will not retain or store information longer than required, except when lawfully used or required under other applicable laws.

The information collected will be used for the purpose for which it was collected.

By agreeing to avail of the services offered by M&A Experts, you agree to the collection and use of your Sensitive Personal Data or Personal Information by M&A Experts.

Right to Opt-out:

You have the right to refuse or withdraw your consent to share/disseminate your Sensitive Personal Data or Personal Information by contacting customer care. However, in such an event, you would no longer avail of the services of M&A Experts. The opt-out request would not be applicable to correspondence and communications already initiated by M&A Experts.

Communications:

When using the Website or sending emails or other data, information, or communication to us, you agree that you are communicating with us through electronic records, consenting to receive communications via electronic records from us periodically and as required. We may communicate with you by email or other modes of communication, electronic or otherwise.

Log File Information Collected And Stored Automatically (Cookies):

When you register with or view our site, our servers automatically record certain information sent by your web browser. This information includes the type of browser you are using, the type of Operating System, the domain name of your Internet Service Provider, the date and time of your visit, and the pages on our website. We use this information to improve our website design, content, and provide a better browsing experience.

This notice/policy does not create contractual or legal rights but informs users that by using the website, they consent to the collection and use of information by M&A Experts as stated above.

If you prefer to restrict, block, or delete cookies, you can use your browser for this purpose. Please note that disabling all cookies may affect the performance of our website, and some features may not work as expected.

Updating Or Reviewing Your Sensitive Personal Data Or Personal Information:

Upon a written request to us, you may review the sensitive personal data or information provided. M&A Experts will ensure that any inaccurate or deficient personal information or sensitive personal data or information is corrected or amended as feasible.

Reasonable Security Practices For Protecting Information:

M&A Experts uses commercially reasonable physical, managerial, and technical safeguards to maintain the integrity and security of your personal information. While we make reasonable efforts to ensure the security of our systems, we cannot guarantee the security of information transmitted to us. You transmit information to M&A Experts at your own risk.

To protect your privacy and security, M&A Experts takes steps, such as requesting a unique password, to verify your identity before granting access to your account. You are responsible for maintaining the secrecy of your unique password and account information.

Links To Other Web Sites:

Our website may have links to other websites on the World Wide Web. The privacy policies of these websites are not under our control. Once you leave our servers, the use of any information you provide is governed by the privacy policy of the operator of the site you are visiting. Read their privacy policies for further information.

Notification Procedures:

M&A Experts provides notifications, required by law or for marketing/business-related purposes, via email notice, written or hard copy notice, or through conspicuous posting on our website page, at our discretion. You may opt out of certain means of notification as described in this Privacy Policy.

Changes To Our Privacy Policy:

This policy may change from time to time. If changes occur, M&A Experts will post them on the M&A Experts website to keep users informed of information collection, use, and disclosure. Changes are effective when posted on this page. Visit our website to stay updated on any policy changes.

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