Privacy Policy, Terms of Use and Grievance Redressal for FinsoKart.
Last updated: October 2026
FinsoKart ("we", "us", "our") is an independent financial distribution practice operated by Tapan Shah, AMFI-registered Mutual Fund Distributor (ARN-175523), based in Ahmedabad, Gujarat, India.
We collect information you provide voluntarily when you contact us or onboard through authorized digital distribution platforms, including: full name, mobile number, email address, PAN, Aadhaar (for e-KYC), bank details (for mandate setup), and investment preferences and goals.
Your data is used exclusively to: (a) process mutual fund and insurance transactions; (b) provide personalised product recommendations; (c) comply with KYC/AML requirements under SEBI, AMFI and IRDAI regulations; and (d) communicate updates about your portfolio or policy.
We do not sell your personal data. Data may be shared with: AMCs (for fund transactions), insurers and TPAs (for insurance policies), RTAs (Registrar and Transfer Agents), and authorized transaction platforms — strictly to the extent required to execute and service your investments. All such third parties are bound by their own privacy policies and regulatory obligations.
We retain your data for the period required by applicable SEBI/AMFI/IRDAI regulations (typically 5–8 years from the date of the last transaction) and thereafter securely delete or anonymise it.
You may request access to, correction of, or deletion of your personal data (subject to regulatory retention obligations) by writing to us at 090165 83582 or via the Contact page. We will respond within 30 days.
This website does not use tracking cookies or third-party advertising pixels. Basic analytics may be used in future solely to understand aggregate site usage; this notice will be updated accordingly.
This privacy policy is a working document reflecting current practices. We recommend periodic review with a compliance professional, particularly before any material expansion of data-processing activities.
Last updated: October 2026
By accessing and using finsokart.com ("the Website"), you agree to the following terms. Please read them carefully.
This Website is an informational and lead-generation platform for FinsoKart, an independent financial distribution practice run by Tapan Shah, AMFI-registered Mutual Fund Distributor (ARN-175523). FinsoKart acts as a distributor, not as a SEBI-registered Investment Adviser. Information on this Website does not constitute personalised investment advice.
Mutual fund investments are subject to market risk. Please read all scheme-related documents (SID, SAI, KIM) carefully before investing. Insurance is the subject matter of solicitation. Fixed income and corporate FD products carry issuer credit risk. All calculator outputs are illustrative projections only and do not guarantee any specific return. Past performance is not indicative of future results.
While we endeavour to keep information current and accurate, product features, rates and regulatory requirements may change. Please verify current details with the relevant AMC, insurer or issuer before making any financial decision.
The Website may contain links to external third-party platforms and portals. We are not responsible for the content, privacy practices or terms of those websites.
All content on this Website — text, design, logo and code — is the property of FinsoKart / Tapan Shah unless otherwise stated. Reproduction without written permission is prohibited.
These Terms are governed by the laws of India. Any disputes shall be subject to the exclusive jurisdiction of the courts of Ahmedabad, Gujarat.
Last updated: October 2026
If you have a complaint or grievance about any product, service or conduct related to FinsoKart, please contact us first:
If your grievance is not resolved to your satisfaction, you may escalate to:
AMFI regulations require grievances to be acknowledged within 3 working days and resolved within 30 calendar days. Tapan Shah is the designated Grievance Officer for FinsoKart.