Privacy Policy

Last Updated: 23 September 2026

Truewin Valueadd Capital Services LLP (“Truewin Valueadd”, “we”, “us” or “our”) respects your privacy and is committed to handling personal information responsibly and transparently.

This Privacy Policy explains how information may be collected, used, stored and shared when you visit our website, submit an enquiry, communicate with us or use services facilitated through Truewin Valueadd.

1. Information We May Collect

Depending on your interaction with us, we may collect information such as:

Full name
Mobile number
Email address
City or location
Information submitted through website forms
Investment or financial preferences voluntarily shared by you
Information required for service enquiries or onboarding
Communication records
Website usage and technical information such as browser type, device information, IP address and cookies
Documents or information submitted by you where required for completing a requested service or transaction

We aim to collect only information reasonably required for the relevant purpose.

2. How We Collect Information

Information may be collected when you:

Submit an enquiry through our website
Contact us through phone, email or WhatsApp
Request information about an investment or insurance solution
Register for a consultation or service
Voluntarily provide information during discussions with our representatives
Complete forms or documentation required by a product provider, intermediary, AMC, portfolio manager, insurer or other authorised entity
Browse or interact with our website

Some technical information may also be collected automatically through cookies or similar technologies.

3. How We Use Your Information

Personal information may be used for purposes including:

Responding to enquiries
Understanding your stated requirements
Providing information regarding available financial products and services
Facilitating communication with relevant product or service providers
Assisting with documentation, onboarding or transactions where authorised
Providing customer support
Sending service-related communications
Sending informational or promotional communication where permitted
Improving our website, services and user experience
Maintaining records
Preventing fraud or misuse
Complying with legal, regulatory, contractual or compliance requirements

We do not intend to use personal information for purposes unrelated to the purpose for which it was collected without an appropriate basis or consent where required.

4. Consent

Where consent is required, information provided by you voluntarily through our website, enquiry forms, WhatsApp, telephone, email or other communication channels may be processed for the purposes communicated to you.

By submitting an enquiry, you may consent to being contacted regarding the enquiry or related financial products or services.

Where applicable, you may withdraw your consent by contacting us using the details provided below.

Withdrawal of consent will not affect processing already carried out lawfully before withdrawal and may affect our ability to provide certain requested services.

5. Communication Through Phone, WhatsApp and Email

When you provide your contact information and request communication from us, our representatives may contact you through telephone, WhatsApp, email or other appropriate communication channels regarding your enquiry.

Marketing or promotional communication will be handled subject to applicable consent, communication and regulatory requirements.

You may request that promotional communications be discontinued.

6. Sharing of Information

Where necessary for providing a service requested by you, information may be shared with appropriate third parties such as:

Asset Management Companies
Mutual Fund platforms or transaction-processing entities
Portfolio Managers
Alternative Investment Funds
Specialized Investment Fund providers
Bond or debenture issuers, platforms or intermediaries
Insurance companies or authorised insurance intermediaries
Registrars and Transfer Agents
KYC agencies
Banks, payment processors or depositories
Technology and communication service providers
Professional advisers
Regulatory, governmental or law-enforcement authorities where legally required

Information is shared only to the extent reasonably required for the relevant purpose.

Third-party providers may process personal information according to their own privacy policies and applicable laws.

7. Financial and Transaction Information

Truewin Valueadd does not recommend sharing passwords, PINs, OTPs or similar confidential authentication credentials through ordinary website enquiry forms, email, WhatsApp or telephone communication.

Where payments, investment transactions or other financial transactions are processed using third-party platforms, banks, payment gateways, AMCs, insurers or other authorised entities, relevant financial information may be processed directly by those entities.

8. Data Security

We endeavour to use reasonable administrative, organisational and technical safeguards designed to protect personal information against unauthorised access, misuse, alteration, disclosure or loss.

However, no internet transmission, electronic communication or storage system can be guaranteed to be completely secure.

9. Data Retention

Personal information may be retained only for as long as reasonably necessary for:

The purpose for which it was collected
Maintaining business and transaction records
Customer servicing
Compliance with applicable legal or regulatory requirements
Resolving disputes
Enforcing agreements
Legitimate record-keeping requirements

Information may subsequently be deleted, anonymised or securely disposed of where appropriate and legally permissible.

10. Cookies and Website Technologies

Our website may use cookies and similar technologies to:

Maintain website functionality
Understand website usage
Improve website performance
Analyse visitor behaviour
Remember certain user preferences
Measure marketing effectiveness

You may manage or disable cookies using your browser settings. Certain website functions may not operate properly if some cookies are disabled.

11. Third-Party Links

Our website may contain links to websites or platforms operated by third parties.

Truewin Valueadd does not control the privacy, security, content or practices of third-party websites.

Users should review the privacy policies and terms applicable to third-party websites before providing personal information.

12. Your Privacy Requests

Subject to applicable law and regulatory requirements, you may contact us regarding:

Information about personal data provided by you
Correction or updating of inaccurate information
Withdrawal of consent where applicable
Deletion or erasure requests where legally permissible
Grievances relating to the handling of personal information

Certain information may need to be retained where required by law, regulation, contractual obligations or legitimate record-keeping requirements.

13. Children’s Information

Our financial services are not intentionally directed toward children for independently entering into financial transactions.

Where information relating to a minor is required for an eligible financial product or service, it should be provided and handled through the appropriate parent, lawful guardian and authorised product-provider process.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, legal requirements or regulatory obligations.

The latest version will be published on this website with the updated effective date.

15. Contact and Privacy Grievances

For questions, requests or grievances relating to this Privacy Policy or personal information, please contact:

Truewin Valueadd Capital Services LLP
F-902, PNTC, Radio Mirchi Road, Ahmedabad, Gujarat, India

Phone: +91 84691 22460 / +91 98258 69262
Email: [Official Email Address]

Please include sufficient details regarding your request so that we can identify and address the matter appropriately.

Regulatory / Registration Information

AMFI Registration Number (ARN): ARN-365309
PMS-related APRN: APRN09804

Registration or reference numbers should not be construed as an endorsement, guarantee of returns or assurance against investment losses.

Use of this website and submission of information through it constitutes acknowledgement that you have read this Privacy Policy.