Privacy Policy Your Privacy is our Priority

UTI-Portfolio Management Services (UTI PMS) is committed to protecting our client's personal and financial information. In the course of providing you with services, we need to collect and maintain certain nonpublic personal information about you. This Privacy Policy answers some questions about what nonpublic personal formation we collect, what we do with it, and how we protect it.
What types of nonpublic personal information about me does UTI PMS collect ?

When you apply for or maintain an account with us, we collect the following types of information:

Information provided by you, such as your name, address, date of birth, employment information, and financial status. Information about your transactions with us such as account balance and trading activity.
In some cases we will collect information from consumer-reporting agencies.

What types of nonpublic personal information about me does (UTI Asset Management Co. Ltd. ) UTI AMC disclose?
UTI PMS discloses the nonpublic personal information about you described above, primarily to provide you with the financial services you seek from us. We do not disclose nonpublic personal information about former clients, except as required or permitted by law.

What types of companies (other than those companies used to service transactions) does UTI AMC disclose my nonpublic personal information to ?
In some limited circumstances, UTI PMS may disclose nonpublic personal information about you to a non-financial services company, such as a retailer, with which we may have a marketing program. The information shared is limited to your name, contact information, and type of account opened. Account balance, trading activity, and credit information is never disclosed. If you exercise your right to not share this information (opt-out) with these non-financial services companies, your information will not be disclosed.

What are my right to opt-out of disclosure and how can I exercise them ?

If you prefer that we do not disclose nonpublic personal information about you to the non-financial services companies described in the paragraph above, you may opt-out of those disclosures, that is, you may direct us not to make those disclosures (other than those disclosures required by law).

You may provide your name, address, email address, daytime phone, your account number and opt-out request to us by email at

Finally UTI-PMS discloses nonpublic personal information to nonaffiliated third parties as permitted or required by law. These parties include government/regulatory organisations such as the Income Tax Department and the Securities and Exchange Board of India (SEBI). Disclosures for which you have provided your consent are also permitted.

How does UTI PMS protect the confidentiality and security of my nonpublic personal information?

We maintain physical, electronic, and procedural safeguards that comply with standards to guard your nonpublic personal information. We protect your account information by placing it on the secure portion of our web site to prevent unauthorized parties from viewing your nonpublic personal information that you provide or access during a secure session. In addition, we employ services to encrypt the information exchanged between you and UTI AMC.

Access to your nonpublic personal information is limited to those employees who need to know that information to provide products or services to you, such as client service personnel.

You can take steps to maximise your security online and protect your confidential information. NEVER share your Password with anyone, and change it periodically. You can change your Login and Trading Passwords at any time (our relationship officer will help you get your password changed ).
When using the UTI PMS website, you should always exit by using “Logout” which is located at the top of every web page or close your browser completely.

| SEBI Regn. No. INP 000000860 | | Privacy Policy | Disclaimer