Privacy Policy
3E Advisors is committed to protecting the privacy and confidentiality of personal information in our possession and control. This Privacy Policy outlines the measures 3E Advisors takes to safeguard your information and describes how we collect, use, disclose, and treat personal information through our website (https://3eadvisors.in), its subpages, and other interactions with our clients and prospective clients. This Privacy Policy may be updated periodically to reflect changes in our practices. We encourage you to review this policy regularly for the latest updates.
- Collection of Information
3E Advisors collects personal information when clients register or interact with us. This may include:
Contact details: Name, email address, phone number, and mailing address.
Financial details: Billing address, bank account information, and other payment-related details.
Demographic details: Date of birth, gender, marital status, and nominee information.
Compliance data: PAN, KYC details, and supporting documents.
Transactional data: Investment details, transaction history, and related behaviour.
Technical information: Location data, IP address, and device identifiers when accessing our platform.
All information is provided voluntarily by clients or retrieved from authorized third parties, such as Know Your Customer (KYC) Registration Agencies. Clients can browse parts of our platform without providing personal information; however, certain services require registration and data sharing.
- Use of Information
3E Advisors uses personal and non-personal information for the following purposes:
Providing and improving our services.
Addressing client queries, disputes, and troubleshooting issues.
Enhancing platform security and integrity.
Processing transactions and payment instructions.
Informing clients about offers, updates, and new services.
Customizing user experiences and marketing materials.
Detecting and preventing fraud or unauthorized activities.
With your consent, we may share your information with third parties such as banks, financial institutions, payment gateways, and regulatory authorities to facilitate transactions and comply with legal requirements.
- Sharing of Information
3E Advisors may disclose personal information to:
Service providers and consultants under contractual obligations to maintain confidentiality.
Third parties, as required to comply with legal obligations or enforce our terms.
Authorized regulatory bodies, exchanges, or financial institutions to process transactions.
We will not share your personal information with third parties for their marketing purposes without your explicit consent. Additionally, 3E Advisors is not responsible for the privacy practices of third-party websites linked on our platform.
- Security Measures
3E Advisors employs reasonable security measures to protect personal information against loss, unauthorized access, misuse, or alteration. This includes:
Secure servers for processing and storing sensitive information.
Encryption technologies for payment data transmission.
Regular audits and updates to our security protocols.
Clients are advised to maintain the confidentiality of their account credentials and take necessary precautions to safeguard their data. While we strive to protect your information, we cannot guarantee complete security against breaches beyond our control.
- Changes to Privacy Policy
3E Advisors reserves the right to modify this Privacy Policy at any time. Changes will be effective immediately upon posting. Clients are encouraged to review this page periodically to stay informed about updates.
For any questions or concerns about this Privacy Policy, please contact us at info@3eadvisor.in