Privacy Policy
SBR Prosperity Compass LLP
AMFI Registered Mutual Fund Distributor | ARN – 305600
Last updated: September 2026
Introduction
SBR Prosperity Compass LLP (“we”, “us”, “our”), operating as The Prudent Investor, is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website theprudentinvestor.in or engage with our services.
Information We Collect
We may collect the following types of personal information:
- Identity Information: Name, date of birth, PAN, Aadhaar number
- Contact Information: Email address, phone number, postal address
- Financial Information: Bank account details, investment details, income details
- KYC Documents: As required by SEBI/AMFI regulations
- Usage Data: Information about how you use our website
How We Use Your Information
We use the information we collect to:
- Process your mutual fund investments and transactions
- Complete KYC verification as required by regulations
- Send you account statements and portfolio updates
- Communicate about your investments and relevant market information
- Comply with legal and regulatory obligations
- Improve our services and website
Data Sharing
We do not sell, trade, or rent your personal information to third parties. We may share your information with:
- Asset Management Companies (AMCs) for processing investments
- Registrar and Transfer Agents (CAMS, KFinTech) for transaction processing
- Regulatory bodies (SEBI, AMFI) as required by law
- KYC Registration Agencies (KRAs) for KYC verification
We do not share your data with group companies for cross-marketing purposes.
Data Security
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.
Your Rights
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information (subject to regulatory requirements)
- Withdraw consent for communications
Contact Us
For any privacy-related queries or to exercise your rights, please contact us at:
Email: support@theprudentinvestor.in
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.