Privacy Privacy

This Privacy Policy puts forward the reasonable security practices and procedures which are adopted Mfplanner which is an online mutual fund investment platform, provided by M/s Consult Mps Llp, which is registered with AMFI under ARN 16907, and is applicable to the use, disclosure, and sharing of sensitive personal data (“Personal Information”) provided by the registered users of the website (hereinafter referred as Mfplanner ) and the Mobile App which is owned and operated by Consult Mps Llp.

This policy equally applies to the visitors of Website and Mobile App. We value the trust you have to build on us, and we tend to provide with a convenient and safe online experience, and for that, we have executed various measures to provide protection, confidentiality, integrity, and security of your personal information during the transmission. We have explained how we protect your personal information on the website and App in this privacy policy.

The privacy policy sets out the reasonable measures adopted by Mfplanner which is owned and operated by Consult Mps Llp., to protect the data and other information shared by the clients while accessing the Mfplanner Mobile App. The Privacy policies adopted by Mfplanner are formulated to promote safe investing experience for the investors. The clients who access the Mfplanner Mobile App need to disclose and share some personal information and private data as required to transact the business. Being a responsible service provider, Mfplanner respects the trust build by the clients and makes sure that their information is used for the purpose of providing the best services. We, in any case, do not intend to use your information for any marketing purpose and also make sure that the information provided by you is kept in a protective and encrypted environment.

The Privacy Policy can be altered or modified anytime as per the requirement. Hence, it is advised that you must monitor and review the Privacy Policy from time to time to avoid discrepancies and stay updated. Privacy Policy is also coordinated with the statement of using this particular Mobile App.

Collection of Personal Information

   Most of the features of our Mobile App require you to enroll or the register; these actions involve providing the necessary information and details like email ID, password, address or any other kind of information.

   For using the online services for transacting in mutual funds through the Mobile App, you need to provide us with the necessary personal information such as Name, Bank account number, telephone number or PAN to confirm your registration. To enable the online investing in mutual funds ‘KYC Verification’ is a must and for that, Mfplanner like AMCs or RTAs or any licensed and approved service provider for the purpose of completing the online transaction in mutual funds.

   The Mobile App may further ask for other personal details to render ancillary benefits of the services. For that, you are given the opportunity to accept or decline the request of the application for submitting those details.

Use of Personal Information

   The Mobile App accesses and discloses the personal information provided by you as follows:The Mobile App uses the information to confirm your subscription for the product that you have availed or tend to avail in future from Mfplanner .

   To deliver any service-related alerts, notifications, advice or information to your use of the service.

   To examine Mobile App activity and also to modify the services that are offered by the company.For conducting market research, analyzing issues related to troubleshooting, planning projects or for any other service enhancement activities.

   To keep the third-party that provides or renders services to Mfplanner updated of mandatory details in addition to restrictions posed by the privacy described above.

   To improve the features of the Mobile App to meet your needs and preferences whenever required.

   To perform these functions, we may use the services of any of the group organisations, agents, contractors or any third-party service providers. We use their solutions to support us in rendering various service of the Mobile App which includes, sending messaging on our behalf via email, enabling the services, advising or contacting you for the purpose of solving troubles while operating solutions. All these third-party service providers are bound by the same privacy restrictions and regulations mentioned in this Privacy Policy.

Sharing And Disclosure of Personal Information

   We will not share, trade or disclose your confidential data or information with any affiliated or non-affiliated third party, except to those as mentioned above and also to those who:Ensure availability of products and services

   Deal in written report generation

   Confirm to lawful requirements or abide by judicial process

   Make use of proper terms and conditions of the products and services

   Safeguard the interest of Mfplanner , its associates, third-party or any other person Mfplanner e may aggregate personal details and disclose them in a non-identifiable manner for the purpose of market research, promotion, advertising and comparison with related organisations.

   When you prefer to close your account from the Mobile App, your personal information and data will be permanently deleted from our primary servers through which your account would not be accessed further. The Mobile App will unplug the connections established with your account that will further lead to deletion of all the credentials of your account.

   However, some portion of your data which consists of collective information traced from your account will continue to remain on our production servers. Your data may also remain saved on our backup servers or media to ensure the continuity of our services even in the case of failure or harm to particular production servers.

Promotional Communication From the Mobile App

   The Mobile App will keep updating you by providing timely review of your account information by sending emails or SMS alerts. From time to time, there is a possibility that the Mobile App offer you the chance to take part actively in different contests, surveys or some other promotions. Any personal or confidential information about such activities will be activated by this Privacy Policy excluding as set forward in the regulation of surveys, contests, etc.

Third - Party Services

   You need to be aware Mfplanner shall license several third parties to propose subscription or enrollment activities through Mobile App. Mfplanner cannot be held responsible for the actions and activities of the third parties, and you must check the relevant privacy policy of the third parties licensed by Mfplanner for rendering personally ac-knowledgeable information. If you do not get any benefits from the services that are offered by subscribing to or registering with these third parties, then the Mfplanner will not be responsible for this.

Data Security Policy

   For ensuring the privacy and security while registering of the services, the Mobile App request you to provide the login ID and password. The login ID and password must not be shared with any third party, as providing your credentials to any other person will result in losing the personal information. Additionally, it is recommended that you should change your password on a regular basis.

   Accessing the Mobile App requires your password; the password for the App accessing should be chosen according to the standards of security. For the safety purposes, the App will not accept the weak passwords. If anyone else accesses your account using the credentials provided by you, then Mfplanner shall not be liable in any context. Moreover, this action will be considered as the violation of the Privacy Policy and Terms of Use of the Mobile App.

   For protecting the accounts and devices from the unauthorized or unlicensed access, Mobile App mainly adopts different encryption techniques, firewalls as well as authenticated procedures so you can stay protected while accessing your linked accounts easily. The Mobile Mobile App encodes the password in such a way that recovering it is not possible; only changing the password can help you restore your access.

Refund Policy

   If your Mfplanner account is suspended or cancelled due to any unforeseen reason, you are not entitled to make any payment. Still, if there is a deduction of amount from your bank account, the amount will be refunded to your account as per your bank’s policies.

   Please note that Mfplanner is not liable to refund amount to the user if the amount is deducted due to technical errors occurring at payment gateway’s end or due to altered banking procedures.

   It is also worth mentioning that Mfplanner does not deduct any amount as joining fees or annual subscription fees.

Cancellation Policy

   Mfplanner may cancel or terminate this Agreement with you at any time on a single notice:-If a person is found uploading any objectionable content

   At the time of Registration, if you provide us with incorrect or fake information.

   If you are found breaching any provision of our agreement

   If Mfplanner finds it suitable as per law

   As a user, you are free to modify or cancel the payment by following the instructions mentioned. Mfplanner is not liable if you are not able to follow the payment instructions or fail to make the payment on payment due date for any known or unknown reasons; payment process is designed to follow its due course if you are not able to stop or fail to implement the instructions as required on the due date.

   In case of such failures, Mfplanner reserves the right to levy penalty for non-compliance of payment instruction by the user, however, the customer is given notice for the same in advance.

   Mfplanner is not liable for any damage or financial obligation arising out of use of third-party sites, Bank or Partner Merchant services. You agree that in any such instance Mfplanner shall not be held responsible for the impending loss/damage and that you will not hold the company liable for cancellation or discontinuation of your account.


   If you have any queries or feedback in context to Privacy Policy or any other privacy or security concern, you can contact at or raise your concern on the Support Desk.