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PRIVACY POLICY

Your privacy is important to Crest Finserv Limited (“the Company”). This privacy statement provides information about the personal information that Crest Finserv Limited collects, and the ways in which the Company uses that personal information.

Personal information collection

Crest Finserv Limited may collect and use the following kinds of personal information:

  • Information about your use of this website

  • Information that you provide using for the purpose of registering with www.crestfinserv.com (“the Website”).

  • Information about transactions carried out over this Website.

  • Information that you provide for the purpose of subscribing to the Website services.

  • Any other information that you send to Crest Finserv Limited.

Using personal information

Crest Finserv Limited may use your personal information to:

  • Administer this Website.

  • Personalize the Website for you.

  • Enable your access to and use of the Website services.

  • Publish information about you on the Website.

  • Send you products that you purchase.

  • Supply you services that you purchase.

  • Send you statements and invoices.

  • Collect payments from you and

  • Send you marketing communications

  • Any other purpose as may be allowed

Where Crest Finserv Limited discloses your personal information to its agents or sub- contractors for these purposes, the agent or sub-contractor in question will be obligated to use that personal information in accordance with the terms of this privacy statement.

In addition to the disclosures reasonably necessary for the purposes identified elsewhere above, Crest Finserv Limited may disclose your personal information to the extent that it is required to do so by law, in connection with any legal proceedings or prospective legal proceedings, and in order to establish, exercise or defend its legal rights.

Securing Your Data

Crest Finserv Limited will take reasonable technical and organizational precautions to prevent the loss, misuse or alteration of your personal information.

The Company will store all the personal information you provide on secure servers.

Information relating to electronic transactions entered into via this Website will be protected by encryption technology.

Cross-border data transfers

Information that Crest Finserv Limited collects may be stored and processed in and transferred between any of the countries in which the Company operates (if at all) to enable the use of the information in accordance with this privacy policy.

In addition, personal information that you submit for publication on the website will be published on the internet and may be available around the world. You agree to such cross- border transfers of personal information.

Updating this statement

The Company may update this privacy policy by posting a new version on this Website. You should check this page occasionally to ensure you are familiar with any changes.

Other websites

This website contains links to other websites. The Company is not responsible for the privacy policies or practices of any third party.

If you have any questions about this privacy policy or the Company’s treatment of your personal information, please write to:

 

By email: compliance@crestfinserv.com

By post: Crest Finserv Limited,
14 th Floor, Kalpataru Heritage,
121 M. G. Road, Fort,
Mumbai – 400001.

Crest Finserv Limited (CFL) 

Fill the form to reach out!

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  • CIN: U65990MH1995PLCO91626

  • NSE - SEBI Registration No: INZ000160632

  • BSE - SEBI Registration No: INZ000160632

  • AMFI-Registered Mutual Fund Distributor : ARN-0323

  • Date of initial Registration : 22-Oct-2007

  • Current validity of ARN       : 21-OCT-2024

  • FEDAI Approved Foreign Exchange & Currency Options Broker

  • FIMMDA accredited Interest Rate Swaps Broker

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ATTENTION INVESTORS

Prevent unauthorised transactions in your trading / demat account --> Update your mobile numbers/email IDs with your stock brokers / Depository Participant. Receive information of your transactions directly from Exchange / CDSL on your mobile/email at the end of the day. Issued in the interest of Investors

Proprietary Trading Disclosure

Disclosure of Proprietary Trading by Crest Finserv Limited ( the Company) pursuant to SEBI circulars no. SEBI/MRD/SE/CIR-42/2003 dated November 19, 2003.
In pursuance of the Securities Exchange Board of India (SEBI) directives, vide Circulars No. SEBI/MRD/SE/CIR-42/2003 dated November 19, 2003, we, Crest Finserv Limited hereby inform and intimate to our clients that the Company being member of BSE Limited (BSE) and National Stock Exchange of India Limited (NSE) is engaging in proprietary trading activities in the Fixed Income Segment i.e. mainly in Government Securities and Corporate Bonds.

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