Privacy Policy

This page summarizes, in plain language, how Prime Financials handles your information on this platform.

What we collect

• Account details you provide — name, email, phone number
• Financial information you choose to add — portfolio holdings, goals, and documents you upload (such as a CAS or NSDL/CDSL statement)
• Basic usage information needed to keep your session secure and the platform running

How it's used

Your data is used to power the features you use directly — your portfolio view, PrimoAI's answers, and your advisor's ability to assist you. It is not sold to third parties.

Documents you upload

Statements you upload (like a CAS or demat statement) are used only to extract your holdings into your portfolio. Passwords entered to unlock a protected PDF are used once, at upload time, and are not stored.

Questions about your data

For any question about what data we hold or how it's used, contact support@primefin.in.