MoneySutraa

Featured Insight — Gold vs Nifty

A concise, 3-part series comparing gold and Indian equities across regimes, drawdowns, and practical allocation rules.

Who we are

MoneySutraa is a compliance-first, research-driven investment advisory. We combine clear frameworks with practical execution—so you always know what to buy, how much, and when to de-risk.

Last updated: 15 December 2025

MoneySutraa Fin Services LLP (“MoneySutraa”, “we”, “our”, “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information when you interact with us through our website, WhatsApp, email, social platforms, webinars and forms.

By using our website or sharing your details with us, you agree to the practices described in this policy. We operate as a Mutual Fund Distributor under ARN-336976 and follow applicable SEBI/AMFI guidelines. We do not sell your data.

1. What information we collect

We may collect the following types of information:

1.1 Information you provide directly

• Name
• Email address
• Phone number / WhatsApp number
• Preferred language
• City / location (when shared by you)
• Details you share about your financial goals, current investments, risk profile and time horizon
• Responses submitted via website contact forms, webinar / workshop registration forms, Google Forms, Zoho Forms or similar tools, and email / WhatsApp conversations

1.2 Technical & usage information

When you visit our website, some information may be collected automatically, such as:

• IP address and approximate location
• Device type, browser type and version
• Pages visited and time spent
• Referral source (for example: social media, ad campaign, search engine)

This may be collected via analytics and advertising tools (for example, Google Analytics, Meta Pixel or similar).

2. How we use your information

We use your information to:

• Respond to your enquiries and contact requests
• Schedule calls, meetings, webinars or workshops you have shown interest in
• Understand your goals, risk profile and time horizon so that we can offer personalised mutual fund guidance
• Share requested resources, notes, checklists or follow-up information
• Send important updates related to your bookings, services or regulatory changes
• Improve our content, research, services and website experience
• Run limited, consent-based communication campaigns (for example: webinar reminders, post-session follow-ups and check-ins on your plan)

We do not use your information to push specific products purely for commission. Our approach is process-first and documentation-led.

3. Legal basis & consent

We process your information based on:

• Your consent – when you fill a form, contact us or opt in to communication
• Legitimate interests – to respond to your queries, maintain records, improve our services and comply with applicable regulations
• Legal and regulatory obligations – where SEBI/AMFI or other authorities require us to maintain certain records

You can withdraw your consent for non-essential communications at any time by emailing wecare@moneysutraa.com or replying “STOP” on WhatsApp (where applicable).

4. How we share your information

We do not sell or rent your personal data.

We may share your information only with:

• Service providers who help us operate (for example: website hosting, email services, webinar platforms, form tools, CRM / data storage tools), under confidentiality or data protection commitments.
• Regulators or legal authorities where required by law, regulation or valid legal process.
• Mutual fund platforms / intermediaries only where you explicitly authorise us to assist with execution or onboarding.

5. Data storage, security & retention

• Your data may be stored in secure third-party tools (for example: Google Workspace, form tools, CRM, or hosting providers) with standard industry security measures.
• We take reasonable precautions to protect your information from unauthorised access, misuse or loss.
• We retain your information as long as required:
  • To serve you and manage our relationship; and
  • To comply with applicable laws, SEBI/AMFI record-keeping norms and audit requirements.

Where data is no longer required, we will delete or anonymise it within a reasonable timeframe, subject to regulatory requirements.

6. Your rights & choices

Subject to applicable law, you may have the right to:

• Access the personal information we hold about you
• Request correction or update of inaccurate or incomplete information
• Withdraw consent for certain uses (for example, marketing messages)
• Request deletion of your information, where legally permissible

You can exercise these rights by emailing us at wecare@moneysutraa.com with the subject line: “Privacy request – [Your Name]”. We may need to verify your identity before acting on certain requests.

7. WhatsApp, email & third-party links

• When you contact us via WhatsApp, your messages are also subject to WhatsApp’s own privacy policy.
• When you contact us via email, your information is processed by the respective email providers (for example: Gmail or our hosting provider).
• Our website and content may contain links to third-party websites, tools, event platforms or mutual fund platforms. We are not responsible for their privacy practices and encourage you to review their policies separately.

8. Children’s privacy

Our services, content and workshops are primarily designed for adults (18+). We do not knowingly collect personal information from children without appropriate parental or guardian consent. If you believe a minor has shared their details with us without consent, please email wecare@moneysutraa.com and we will take appropriate steps.

9. Updates to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in regulations, our services and processes, or the tools and platforms we use.

When we update the policy, we will revise the “Last updated” date at the top. Significant changes may also be communicated through our website or email.

10. How to contact us

For any questions, concerns or requests about this Privacy Policy or how we handle your data, you can reach us at:

MoneySutraa Fin Services LLP
Email: wecare@moneysutraa.com
WhatsApp: +91 74001 53953