Privacy Policy
Effective Date: 6/11/2026
Last Updated: 6/11/2026
Basant Maheshwari Wealth Advisers LLP ("BMWA", "we", "our", "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, process, disclose, and safeguard your personal information when you visit https://www.theequitydesk.com/ or use our services.
1. Regulatory Status
Basant Maheshwari Wealth Advisers LLP is registered with SEBI as:
- Portfolio Manager – INP000004946
- Investment Adviser – INA000018498
- Research Analyst – INH000017949
- BASL Membership ID – 2079
- RA BSE Enlistment No. – 6336
Registration granted by SEBI does not guarantee performance or assure returns.
2. Information We Collect
A. Personal Information
- Full Name
- Email Address
- Phone Number
- PAN, Aadhaar, and KYC details (where applicable)
- Financial information and investment preferences
- Bank and Demat account details (for PMS clients)
B. Technical & Usage Data
- IP address
- Browser type and device information
- Approximate location data
- Cookies and usage logs
C. Communication Data
- Email communications
- Inquiry forms
- Subscription data
- Feedback and grievance records
3. Purpose of Data Collection
- Client onboarding and KYC verification
- Providing portfolio management, advisory, or research services
- Regulatory compliance under SEBI regulations
- Risk profiling and suitability assessment
- Responding to queries and support requests
- Sending updates, newsletters, and communications (with consent)
- Fraud prevention and cybersecurity
- Internal analytics and service improvements
4. Regulatory & Legal Disclosure
Your data may be shared with authorized entities, including:
- SEBI
- Stock Exchanges
- Depositories
- Custodians
- Banks
- Auditors
- Regulatory or statutory authorities
Such disclosures shall be made strictly as required under applicable laws and regulations.
5. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, misuse, alteration, or destruction.
However, no electronic transmission or storage system can guarantee absolute security.
6. Data Retention
We retain your data for as long as necessary to:
- Comply with SEBI regulations
- Meet legal and regulatory requirements
- Support audits and compliance checks
7. Cookies Policy
Our website uses cookies to improve functionality, understand user behavior, and enhance user experience.
You may disable cookies through your browser settings.
8. Your Rights
Subject to applicable law, you may:
- Request access to your personal data
- Request corrections or updates
- Withdraw consent where applicable
- Lodge complaints or grievances
For privacy-related concerns, contact us at:
Email: [email protected]
9. Policy Updates
We reserve the right to amend this Privacy Policy at any time. Updates will be published on this page.