Privacy Policy

Last updated: 2026 · Applies to compoundin.in and the CompoundIn app

CompoundIn is a brand of NextGen Family Office Services LLP ("CompoundIn," "we," "us"), an AMFI Registered & SIF Registered Distributor (ARN-325252). This policy explains what personal data we collect, why, and how we handle it — including data collected for KYC and AMFI/AMC reporting purposes.

What we collect

To build your investment plan and complete KYC as required by AMFI/SEBI regulations, we collect: your name, contact details (phone, email), PAN, address, bank account details, income/investment goal information you provide, and standard KYC documents (identity and address proof).

We also collect basic usage data (device type, app interactions) to keep the platform working and secure.

Why we collect it

To complete your KYC in accordance with AMFI's Know Your Distributor (KYD) and KYC Registration Agency (KRA) norms
To assess your risk profile and the suitability of schemes we recommend, as required under AMFI's Code of Conduct for Mutual Fund Distributors
To process your mutual fund, gold, fixed income, or GIFT City/SIF transactions through our network partners and AMCs
To maintain records of your risk profile, transaction consent, and correspondence, as AMFI requires distributors to do
To respond to your queries and grievances

Who we share it with

We share necessary data with AMCs, registrars and transfer agents (RTAs), KYC Registration Agencies (KRAs), and our ONDC/IFSCA network partners strictly to execute your investment instructions and complete regulatory reporting. We do not sell your data.

In line with AMFI's Data Sharing Principles, we do not share your information with group companies for cross-marketing purposes, and we do not publish or disclose your information in any public or private forum without your consent, except where required by law or a regulator (SEBI, AMFI, or a court).

How long we keep it

We retain KYC and transaction records for the period required under applicable SEBI/AMFI regulations and data protection law, and purge data once it's no longer required to be stored for the purpose it was collected.

Your rights

You can ask us what personal data we hold about you, request corrections, or ask questions about how it's used, by writing to contact@nextgenfamilyoffice.in.

Security

We maintain reasonable technical and organisational safeguards to protect your data during collection, transmission, and storage, consistent with AMFI's guidance on digital infrastructure and cybersecurity for distributors.

Contact

Questions about this policy: contact@nextgenfamilyoffice.in
Registered office: 3rd Floor, Above Super Bazaar, Rewa Road, Satna, MP, 485001

This policy will be reviewed by legal counsel before public launch. It is drafted to reflect AMFI's Code of Conduct and Data Sharing Principles as of 2026, and should be updated if those requirements change.