Privacy Policy

Introduction

Sapient Consultants (“Sapient,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website sapientconsultant.in or contact us for advisory services.

By accessing our website or engaging our services, you agree to the terms of this Privacy Policy. If you disagree with any part of this policy, please discontinue use of our services.

Information We Collect

Personal Information You Provide: When you contact us through our website form, WhatsApp, or phone, we may collect:

• Full name and contact details (phone number, email address)
• Location (city/country of residence)
• Financial information relevant to advisory services (income range, investment goals, risk tolerance)
• Any information you choose to share in consultations

Information Collected Automatically: When you visit our website, we may automatically collect:

• IP address and browser type
• Pages visited and time spent
• Referring website
• Device type and operating system

We use this data solely to understand how our website is used and to improve user experience.

How We Use Your Information

We use the information we collect to:

• Respond to your enquiries and provide advisory services
• Send you information relevant to your investment goals (only with your consent)
• Improve our website and services
• Comply with legal and regulatory obligations as a SEBI-registered investment advisor
• Maintain records as required by SEBI and applicable regulations

We do not use your information for unsolicited marketing or sell your data to third parties.

Legal Basis for Processing

As a SEBI-registered investment advisor (Registration No. INA200012678), we process your personal data on the following bases:

• Consent: When you voluntarily contact us or subscribe to communications
• Contract: When providing advisory services you have engaged us for
• Legal Obligation: As required by SEBI, PMLA (Prevention of Money Laundering Act), and other applicable regulations
• Legitimate Interest: To maintain and improve our services

Data Sharing and Disclosure

We do not sell, trade, or rent your personal information. We may share your information with:

• Nuvama Wealth Management: Our institutional partner for investment execution, where necessary for service delivery
• Regulatory Bodies: SEBI, AMFI, or other regulators as legally required
• Service Providers: Technology platforms used for communication (e.g., WhatsApp Business) under confidentiality agreements
• Legal Requirements: Courts, law enforcement, or government agencies when required by law

Data Security

We implement appropriate technical and organisational measures to protect your personal information, including:

• Secure, encrypted communication channels
• Limited access to personal data on a need-to-know basis
• Regular review of our data handling procedures

No method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations:

• Client records: Minimum 5 years (as required by SEBI regulations)
• Website analytics data: 26 months
• Communication records: 3 years

Your Rights

Subject to applicable Indian laws and SEBI regulations, 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 legal retention requirements)
• Withdraw consent for marketing communications at any time

To exercise any of these rights, contact us at: contact@sapientconsultant.in

Cookies

Our website may use cookies to enhance your browsing experience. Cookies are small files stored on your device. You can disable cookies in your browser settings, though this may affect website functionality.

We do not use cookies for advertising or tracking purposes beyond understanding website usage.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites and encourage you to review their privacy policies.

Children’s Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by updating the “Last updated” date at the top of this page. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact: