SageCrest Capital Advisors (SGCCA) is committed to protecting and respecting your privacy of personal information that you provide to us when using our website (www.sagecrest.in). This Privacy Policy (“Policy”) sets out the basis on which any personal data we collect from you or that you provide to us will be processed by us and the purpose for our collection of it.
We need to collect, use and disclose personal information in order to perform our business functions and activities and render various services to you (our customer). We are firmly committed to protecting the privacy and confidentiality of personal information with various physical, electronic, and procedural safeguards.
By visiting this website, you are accepting and consenting to the practices described in this Policy. However, if you do not provide us with your personal information, or if you withdraw consent that you have given under this Policy, this may affect our ability to provide services to you or negatively impact the services we can provide to you. If you reached our site for availing products or services, we may become privy to the personal information of users, including information that is confidential and sensitive in nature. While information is the keystone of our ability to deliver superior service, our most essential asset is our clients’ trust.
This Policy explains how we may collect and process personal data about:
Clients and prospective clients
Visitors to our website and subscribers to our online services
Any other user whose personal data we may hold
Depending on our relationship with you, this Policy may be supplemented with additional information, policies, or guidelines relating to our use of your personal data.

Information We Collect
When you register and at other times, we may collect personally identifiable information from you that may include but is not limited to your name, address, telephone number, email address, and facts about your computer. Generally, the type of personal information we collect about you is the information required to assist in providing services and/or products as per your needs and requirements.
The types of personal information processed by us include:
Identification Information
Name, gender, residential/correspondence address, telephone number, date of birth, marital status, email address, or other contact information.
Any Other Information
Any other details required for providing services.
Information Collected from Your Use of Our Services
Storage Information: We may facilitate users to download, display, or upload relevant documents during user account management.
Media Information: We may facilitate users to capture or upload relevant documents as required during account management.
Device Information: We collect specific information about your device when you access our services, including storage details, hardware model, operating system and version, unique device identifiers, mobile network information, location data, and information about the device’s interaction with our services.

Website Visitorship Data
Website Visitorship Data refers to information about how the website is used that is not associated with an individual’s identity. We collect this data to analyze and improve our website.
This includes:
Pages visited
Features used
Duration of visit
Domain name of the website from which visitors connect
SGCCA or its authorized agents shall not retain information longer than required for the stated purposes, except where retention is required under applicable Indian laws. By agreeing to avail the services offered by SGCCA, you consent to the collection and use of your sensitive personal data or information by SGCCA. You have the right to withdraw consent by informing us through available contact details; however, doing so may result in discontinuation of services.

Links to Other Websites
This Policy applies only to your use of www.sagecrest.in. It does not apply to websites linked to or from our website. We have no control over third-party websites and advise you to review their privacy policies before providing personal information.

Cookies and Device Identifiers
When you use a device to access our website, we may collect device identifiers to understand browsing behavior and improve services. Certain features of the website may not function properly if device identifiers are disabled.
We may also use cookies to track website usage and improve user experience. Cookies do not provide personally identifiable information unless you voluntarily register. You may disable cookies via browser settings, but this may affect website functionality.

Use of Personal Information
We use personal information to:
Respond to requests for calls, referrals, or quotes
Process transactions
Provide information about our products and services
Authenticate registered users
Website Visitorship Data may be combined with personal information to:
Manage and improve the website
Resolve issues
Analyze website usage
Inform you about products or services
If you provide an email address, we may send notifications related to our services. You may opt out of marketing communications at any time.
By accessing our website or enquiring about our products or services, you expressly authorize SGCCA to contact you via calls, SMS, emails, chatbots, or other communication methods.

Disclosure of Personal Information
SGCCA may aggregate personal information and share it in anonymized form for marketing and promotional purposes. Such data will not identify individual users.
We may share personal information with subsidiaries, affiliates, and regulatory or statutory bodies including but not limited to SEBI, NSE, BSE, MCX, KYC Registration Agencies (KRAs), mutual fund asset management companies, registrars and transfer agents, collecting banks, or other authorities as required by law.
Information may also be shared during corporate transactions such as mergers, acquisitions, or asset sales, or in the event of bankruptcy.

Express Consent and DNC Waiver
By providing personal information or documents on the website, you expressly consent to SGCCA contacting you for product-related communication. You also waive Do Not Call (DNC) / Do Not Disturb (DND) registrations for such communication, including calls, SMS, and emails.

Data Security
SGCCA implements commercially reasonable physical, managerial, and technical safeguards to protect personal information. Access is limited to authorized employees only. However, due to the open nature of the internet, we cannot guarantee absolute security and shall not be liable for any loss arising from unauthorized access beyond reasonable control.

Browsing Information
If you visit the website only to browse, read pages, or download information, we may automatically collect IP address and location data, which does not personally identify you.

Notifications
SGCCA may provide notifications via email, written notice, or website postings at its discretion. You may opt out of certain notifications as permitted under this Policy.

Minors
Minors are not eligible to use or register for services on this website. We do not knowingly collect personal information from minors.

Retention and Storage
Personal information is retained in accordance with applicable laws in India.

Opting Out
You may opt out of receiving marketing communications by informing us through available contact details.

Contact Us
If you have any questions about this Privacy Policy or the data we hold about you, please contact us at:
📧 contact@sagecrest.in

Changes to This Privacy Policy
SGCCA reserves the right to amend this Policy at any time due to legal or operational changes. Updated versions will be posted on the website, and users are encouraged to review this Policy periodically