Waypoint Financial Services — Privacy Policy
Waypoint Financial Services operates as a trade name for an individual Mutual Fund Distributor setup under AMFI registration. We are deeply committed to protecting the privacy, security, and integrity of our clients' personal and financial data. This policy outlines how data is gathered and secured across our informational landing platform.
1. Information Collection and Non-Storage
Our primary landing website is strictly informational. We do not natively collect, harvest, or store your private bank credentials, PAN information, or Aadhaar datasets on Google’s hosting servers.
2. Third-Party Infrastructure Routing
When you click to initiate account onboarding or log in to view your dashboard, your browser securely routes to our enterprise backend infrastructure provider. All data collected during digital KYC verification (including identity tracking documents, signature image sets, and bank details) is encrypted using 256-bit protocols and processed directly by our regulated technological transaction partner.
3. Statutory Disclosures & Compliance
Client transaction data is shared exclusively with registered Asset Management Companies (AMCs), Know Your Customer (KYC) Registration Agencies (KRAs), and statutory financial regulators in accordance with SEBI guidelines and the Prevention of Money Laundering Act (PMLA).
4. Data Security Standards
Our transaction partner maintains rigorous cybersecurity defenses to eliminate malicious unauthorized access. Your data is never sold, distributed, or commercialized for secondary marketing purposes.
To read more about specific rights or query our internal privacy parameters, please contact our chief compliance desk at connect@waypointfs.in
Customer Grievance Redressal Matrix
Primary Compliance Officer: Bhawana Gupta — connect@waypointfs.in
SEBI SCORES Platform: Investors can lodge grievances directly with SEBI through the official SEBI SCORES Portal.
Smart ODR Portal: For institutional dispute resolution, investors can access the Online Dispute Resolution (Smart ODR) Portal.