Ortium Financial Services Private Limited
AMFI Registered Mutual Fund and SIF Distributor – ARN: 150941
Ortium Financial Services Private Limited (“Ortium”, “we”, “us” or “our”) respects your privacy and is committed to protecting the personal information that you provide to us through our website, forms, communications and other digital channels.
This Privacy Policy explains what information we may collect, why we collect it, how we use it and the choices available to you.
- Information We May Collect
Depending on how you interact with us, we may collect information such as:
- Name
- Mobile number
- Email address
- City/location
- Information submitted through contact or enquiry forms
- Investment-related information voluntarily provided by you
- Communication preferences
- Information required to respond to your enquiries or provide services
- Website usage information, including IP address, browser type, device information and pages visited
- Information collected through cookies and similar technologies
We will seek to collect only information that is reasonably necessary for the relevant purpose.
- How We Use Your Information
We may use personal information for purposes including:
- Responding to enquiries and requests
- Communicating with you regarding our services
- Facilitating mutual fund-related transactions and services
- Providing information, educational material and updates that you have requested
- Understanding your requirements and improving our services
- Maintaining records and complying with applicable legal and regulatory requirements
- Preventing fraud, misuse and unauthorised activity
- Managing our website and improving user experience
- Sending communications where permitted by applicable law and where you have provided the necessary consent
We will not use your personal information for purposes that are incompatible with the purpose for which it was collected, except where permitted or required by applicable law.
- Sharing of Information
We may share relevant personal information with third parties where reasonably necessary for providing our services or complying with legal and regulatory requirements.
These may include:
- Asset Management Companies and their authorised service providers
- Registrar and Transfer Agents
- KYC Registration Agencies and other entities involved in regulatory/KYC processes
- Technology and platform service providers
- Professional advisers, auditors and consultants
- Government, regulatory or law-enforcement authorities where required by law
We do not sell your personal information.
Where personal information is shared with service providers, we seek to ensure that appropriate confidentiality and security measures are maintained.
- Cookies and Website Technologies
Our website may use cookies and similar technologies to improve functionality, understand website usage and enhance your experience.
You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.
- Data Security
We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.
However, no electronic transmission or storage system can be guaranteed to be completely secure.
- Retention of Information
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, or for as long as required to comply with applicable legal, regulatory, accounting or record-retention requirements.
- Your Rights and Choices
Subject to applicable law, you may have rights relating to your personal data, including rights to:
- Request information about the personal data we hold about you
- Request correction of inaccurate information
- Withdraw consent where processing is based on consent
- Request deletion of personal information where applicable
- Opt out of certain marketing communications
- Raise a grievance concerning the processing of your personal information
Requests may be made by contacting us using the contact details provided below.
- Marketing Communications
Where applicable, you may opt out of receiving promotional or marketing communications from us by using the unsubscribe mechanism provided in the communication or by contacting us.
Withdrawal of consent for marketing communications will not affect processing that is required for legal, regulatory or service-related purposes.
- Third-Party Websites
Our website may contain links to websites operated by third parties, including AMCs, regulatory bodies, service providers and other websites.
We are not responsible for the privacy practices, content or security of third-party websites. We encourage you to review their respective privacy policies before providing personal information.
- Children’s Privacy
Our website is not intended to knowingly collect personal information from children except where permitted and handled in accordance with applicable law and with appropriate involvement of a parent or lawful guardian.
- Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, applicable laws or regulatory requirements.
The updated version will be published on this page with the revised effective date.
- Contact Us
For questions, requests or grievances relating to this Privacy Policy or your personal information, please contact:
Ortium Financial Services Private Limited
AMFI ARN: 150941
Email: Support@ortiumfin.com
Please note that the Digital Personal Data Protection Act, 2023 and the Digital Personal Data Protection Rules, 2025 establish requirements concerning notice, consent, data processing and rights relating to personal data. The Rules were notified in November 2025 with phased commencement provisions.
Last Updated: March 2026
