Privacy Policy

Effective Date: 1st March 2025
Website: http://dreamlinefinvest.com/

At Dreamline Finvest, we value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your information when you use our website and services related to Insurance, Loans, Mutual Funds, and Demat Account services.

1. Information We Collect

We may collect the following types of information:

A. Personal Information

  • Full Name
  • Date of Birth
  • Contact Details (Mobile Number, Email Address)
  • Residential Address
  • PAN Card Number
  • Aadhaar Number (where required and legally permitted)
  • Income Details and Employment Information
  • Bank Account Details (for processing applications)

B. Non-Personal Information

  • IP address
  • Browser type
  • Device information
  • Pages visited on our website
  • Cookies and usage data

2. How We Use Your Information

We use your information for the following purposes:

  • To process insurance, loan, mutual fund, and demat account applications
  • To verify your identity (KYC compliance)
  • To communicate policy updates, loan status, and service-related notifications
  • To improve our website and services
  • To comply with legal and regulatory requirements
  • To provide customer support

We do not sell or rent your personal information to third parties.

3. Sharing of Information

Your information may be shared with:

  • Insurance companies
  • Banks and NBFCs
  • Mutual Fund companies and AMCs
  • Depository Participants and Demat service providers
  • Regulatory authorities (if required by law)
  • Technology and service partners assisting in operations

All third parties are obligated to maintain confidentiality and data security.

4. Data Security

We implement appropriate technical and organizational security measures to protect your personal information from:

  • Unauthorized access
  • Alteration
  • Disclosure
  • Destruction

Despite our efforts, no method of data transmission over the internet is 100% secure. Users are advised to take precautions when sharing sensitive information online.

5. Cookies Policy

Our website may use cookies to:

  • Enhance user experience
  • Analyze website traffic
  • Understand user preferences

You can choose to disable cookies through your browser settings.

6. Data Retention

We retain your information:

  • As long as required to provide services
  • As necessary to comply with legal obligations
  • For resolving disputes and enforcing agreements

7. Your Rights

You have the right to:

  • Access your personal information
  • Request correction of inaccurate data
  • Withdraw consent (where applicable)
  • Request deletion of data, subject to legal requirements

To exercise these rights, please contact us using the details below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

9. Updates to This Privacy Policy

Dreamline Finvest reserves the right to update this Privacy Policy at any time. Changes will be posted on this page with the updated effective date.

10. Contact Us

If you have any questions regarding this Privacy Policy, please contact:

Dreamline Finvest
Website: http://dreamlinefinvest.com/
Email:info@dreamlinefinvest.com
Phone: +91 93350 30500