Legal · Regulatory Compliance
Mutual Fund Platform

Legal & Regulatory Compliance Policy

Wealth – Mutual Fund Platform – digiRM

Posted: March 20, 2026 Last Updated: March 20, 2026

This Legal & Regulatory Compliance Policy applies to the digiRM mobile application, website and all present and future digital interfaces ("Platform") operated by digiRM Services, having its registered address at No. 1518, Tower 3, Lodha Crown, Majiwada, Thane – 400601, Maharashtra, India.

Section 01

Legal Classification of the Platform

The Platform operates as a technology-enabled information and facilitation interface. Any regulated activities, including mutual fund distribution or execution where applicable, are undertaken strictly in accordance with applicable law and within the scope of valid licences or registrations held, as may be expressly disclosed.

The Platform does not provide portfolio management services, discretionary investment management, or assume custody or control of investor funds or securities, except as permitted under applicable law.

Section 02

SEBI & AMFI Compliance

The Company operates in compliance with:

  1. SEBI Act, 1992
  2. Securities Contracts (Regulation) Act, 1956
  3. AMFI Code of Conduct
  4. Applicable SEBI circulars and guidelines
  5. Registrar & Transfer Agent regulations
  6. MF Utility (MFU) operating frameworks
Section 03

Transaction Facilitation Compliance

All mutual fund transactions are executed through SEBI/AMFI registered intermediaries, registrars and MFU platforms. digiRM does not collect, hold or process investor monies.

Section 04

FATCA / CRS Compliance

Access to mutual fund schemes on the Platform is subject to FATCA/CRS regulations and scheme-specific eligibility requirements prescribed by mutual fund houses and intermediaries.

Section 05

Data Protection Compliance

User data is processed in compliance with:

  1. Digital Personal Data Protection Act, 2023
  2. Information Technology Act, 2000
  3. Applicable data protection rules and standards
Section 06

Intermediary & Content Liability Compliance

The Platform operates as an intermediary under the IT (Intermediary Guidelines and Digital Media Ethics Code) Rules, 2021 and shall not be liable for third-party content, subject to statutory safe-harbour protections.

Section 07

Consumer Protection Compliance

Subscription services, platform usage, service disclosures, refunds and grievance handling are governed by the Consumer Protection Act, 2019 and applicable e-commerce rules.

Section 08

Third-Party Service Disclosure

The Platform integrates third-party APIs, registrars, payment gateways, data providers and analytics services. digiRM does not control such services and shall not be responsible for their availability, accuracy or performance.

Section 09

Limitation of Liability & Risk Allocation

To the maximum extent permitted by law, digiRM shall not be liable for investment losses, market fluctuations, regulatory changes, third-party failures or indirect damages.

Section 10

Jurisdiction & Governing Law

This Policy shall be governed by Indian law and subject to exclusive jurisdiction of courts at Thane, Maharashtra.

Section 11

Regulatory Cooperation

The Company shall cooperate with governmental and regulatory authorities in accordance with applicable law.

Section 12

Amendments

The Company reserves the right to modify this Policy at any time. Continued use of the Platform constitutes acceptance of the updated Policy.

AI Wellness Platform

Legal & Regulatory Compliance Policy

Wellness – AI Health Platform – digiRM

Posted: March 20, 2026 Last Updated: March 20, 2026

This Legal & Regulatory Compliance Policy applies to the digiRM mobile application, website and all present and future digital interfaces ("Platform") operated by digiRM Services, having its registered address at 1518, Tower 3, Lodha Crown, Majiwada, Thane – 400 601, Maharashtra, India.

Section 01

Legal Classification of the Platform

The Platform is an AI-powered digital wellness software system providing general wellness, lifestyle and nutrition-related informational tools and non-clinical wellness insights. The Platform is not classified as a medical device, diagnostic system, healthcare provider, hospital, clinic, laboratory, pharmacy, nutrition clinic or therapeutic service under any applicable law.

The Platform does not provide medical diagnosis, treatment, prescription, emergency healthcare services or clinical monitoring.

Section 02

AI Usage & Safe Harbour Disclosure

The Platform utilises artificial intelligence engines and third-party APIs (including but not limited to ChatGPT, Google Gemini and similar technologies) to generate wellness insights, lifestyle suggestions and nutrition-related outputs.

All AI-generated outputs are informational in nature and may be incomplete, inaccurate or unsuitable for individual medical conditions. The Company does not warrant the accuracy or reliability of AI-generated outputs and shall not be liable for reliance placed on such outputs.
Section 03

Health Non-Advice Declaration

Nothing on the Platform constitutes medical advice, diagnosis, prescription or treatment. Users must consult qualified healthcare professionals before making any health-related decisions.

No doctor-patient, therapist-client or professional relationship is created between the User and the Company.

Section 04

Data Protection & Privacy Compliance

The Company processes personal, wellness and lifestyle-related data in compliance with:

  1. Digital Personal Data Protection Act, 2023
  2. Information Technology Act, 2000
  3. Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011 (wherever applicable)

User data is collected and processed strictly in accordance with the Privacy Policy.

Section 05

Intermediary & Content Liability Compliance

The Company operates as an intermediary platform under the Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Rules, 2021 and shall not be liable for user-generated content, subject to compliance with applicable safe harbour provisions.

Section 06

Consumer Protection & Subscription Compliance

Subscription services, billing cycles, free trials, renewals, cancellations and refunds are governed by the Consumer Protection Act, 2019 and relevant e-commerce rules. All subscription terms are transparently disclosed through platform policies.

Section 07

Third-Party Services & API Disclosure

The Platform integrates third-party cloud, analytics, payment, AI and infrastructure service providers. digiRM does not control such third-party services and shall not be responsible for their availability, security, accuracy or performance.

Section 08

Limitation of Liability & Risk Allocation

To the maximum extent permitted by law, digiRM's total liability arising out of the Platform and Services shall be limited to the subscription fees paid by the User. The Company shall not be liable for health outcomes, personal injury, indirect or consequential damages.

Section 09

Jurisdiction & Governing Law

This Policy shall be governed by Indian law and subject to exclusive jurisdiction of courts at Thane, Maharashtra.

Section 10

Regulatory Cooperation

The Company shall cooperate with lawful governmental and regulatory authorities in compliance with applicable law and may disclose information where legally required.

Section 11

Amendments

The Company reserves the right to modify this Policy at any time. Continued use of the Platform constitutes acceptance of the revised Policy.