Privacy Policy | Sunrise MF – AMFI Registered Mutual Fund Distributor

1. Who We Are

Sunrise MF ("we", "us", "our") is an AMFI Registered Mutual Fund Distributor operating from Surat, Gujarat, India. Our registered address is: 1st Floor, Raj Victoria, Opp. Pal Gam Circle, L P Savani–Pal Road, Adajan, Surat, Gujarat – 394510. We can be reached at sunconnect01@sunassociates.in.

2. Information We Collect

We collect the following categories of personal information:

Identity Data: Name, PAN, date of birth, Aadhaar (for KYC compliance as required by SEBI/AMFI).
Contact Data: Email address, phone number, mailing address.
Financial Data: Bank account details, investment amounts, portfolio information.
Usage Data: IP address, browser type, pages visited on our website (collected via cookies).
Communication Data: Records of your correspondence with us via email, phone, or WhatsApp.

3. How We Use Your Information

We use your personal data for the following purposes:

To complete your KYC as required by SEBI and AMFI regulations.
To process your mutual fund transactions (purchase, redemption, SIP).
To provide ongoing investment advice and portfolio reviews.
To send you account statements, regulatory notices, and important updates.
To send you educational content and investment tips (with your consent; unsubscribe anytime).
To comply with legal and regulatory obligations.

4. Data Sharing

We share your data only where necessary:

AMCs (Asset Management Companies): To process your investment transactions.
CAMS / KFintech (RTAs): Registrar and Transfer Agents who maintain your folio records.
AMFI / SEBI: As required by law for regulatory compliance.
Insurance Companies: If you purchase insurance products through us.

We never sell your personal data to third parties or use it for any purpose other than those listed above.

5. Data Security

We implement appropriate technical and organisational measures to protect your personal data from unauthorised access, loss, or misuse. All sensitive data is encrypted in transit and at rest. Our staff are trained on data protection best practices.

6. Cookies

Our website uses cookies to enhance your browsing experience and gather analytics. You can control cookie preferences through your browser settings. Disabling cookies may affect some website functionality.

7. Your Rights

You have the right to: access the personal data we hold about you; request correction of inaccurate data; request deletion of your data (subject to regulatory retention requirements); withdraw consent for marketing communications at any time.

To exercise any of these rights, please contact us at sunconnect01@sunassociates.in.

8. Retention

We retain your personal data for as long as required by SEBI, AMFI, and Income Tax regulations — typically 8 years from the date of the last transaction. After this period, data is securely deleted.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on this page with the effective date. Material changes will be communicated to you via email.

10. Contact Us

For any privacy-related queries, please contact:
Sunrise MF
Email: sunconnect01@sunassociates.in
Phone: +91 96873 87891
Address: 1st Floor, Raj Victoria, Adajan, Surat, Gujarat – 394510