Privacy Policy

Overview

BEES NetWork Ltd respects the privacy of every visitor, prospect, and client who interacts with us, our contact channels, and our service request forms. This page explains what information we collect, why we collect it, and how we use it in the normal course of providing financial services support, investor servicing, and website operations.

Last updated: 26 March 2026

Information We Collect

• Information you submit directly, such as your name, email address, phone number, city, and message when you contact us.
• Onboarding and KYC information collected when you open or service an investment account, including your PAN, Aadhaar details, bank account information (such as account number and IFSC code), signature, photograph, and other KYC documents required under applicable regulations.
• Service-related preferences you disclose to us while asking about investments, tax planning, retirement, or account support.
• Device, browser, and usage information that may be collected automatically for security, performance, and troubleshooting purposes.
• Records of communications when you speak with our team over email, telephone, WhatsApp, or other approved business channels.

How We Use Information

• To respond to enquiries, schedule consultations, and provide the services you request.
• To verify your identity and complete KYC and onboarding requirements before processing investment transactions.
• To verify details before discussing financial products, policies, or servicing matters.
• To maintain internal records, service history, compliance logs, and relationship management workflows.
• To improve website usability, identify technical issues, and protect the site against misuse or spam.

How Long We Retain Information

We retain personal and KYC information as required by SEBI and AMFI recordkeeping regulations, typically for the duration of your investment relationship with us and for a further period thereafter as mandated by applicable law. Where no specific retention period applies, we retain information only for as long as reasonably necessary for the purposes described in this policy.

Sharing, Storage, and Protection

We do not sell personal information. To provide our services, we share relevant information with Asset Management Companies (AMCs) for processing your mutual fund transactions, Registrar and Transfer Agents (RTAs) for folio and transaction servicing, KYC Registration Agencies (KRAs) for KYC validation and record-keeping, the exchange or investment platform used for order execution and settlement, and Wylth, our technology platform provider, which powers the onboarding and account-servicing systems used on this website. Data may also be shared where reasonably necessary to comply with law, respond to regulators, or protect our legal rights. Access is limited to authorised personnel and approved service providers on a need-to-know basis.

We use reasonable administrative and technical safeguards to protect information submitted through this site. No internet transmission or storage environment can be guaranteed fully secure, so you should avoid sending highly sensitive account credentials through open web forms.

Your Choices

You may contact us to update your contact details, correct obvious inaccuracies, or ask questions about how your enquiry data has been handled. If you no longer wish to receive a response for follow-up regarding a website enquiry, please let our team know clearly.

Contact for Privacy Queries

If you have a question about this policy or a concern about data shared through the website, please write to info@bees.in or call +91 3322319090. You may also visit our registered office at 306, Rajshila, 3rd Floor, 597 JSS Marg, Girgaon, Mumbai 400002.