Privacy Policy

Depending on the services requested, we may collect:

A. Identity Information

• Name
• Date of birth
• Gender, where required
• PAN
• KYC information
• Identification information
• Nationality/residential status, where applicable

B. Contact Information

• Mobile number
• Email address
• Residential/business address
• Communication preferences

C. Financial Information

Depending on the product or service:

• Bank account details
• Investment information
• Transaction information
• Financial goals
• Income-related information
• Risk-related information
• Insurance-related information
• Other information required for processing a financial product or service

Information may be collected when you:

• Register on our Platform;
• Submit an enquiry;
• Complete a financial-product application;
• Request a callback;
• Submit KYC information;
• Conduct or request a transaction;
• Contact our support team;
• Subscribe to communications;
• Use our website or mobile application; or
• Interact with our authorised service providers.

We may use information for purposes including:

• Providing requested financial-product distribution services;
• Processing transactions;
• Completing KYC and regulatory requirements;
• Communicating with users;
• Providing customer support;
• Maintaining records;
• Fraud prevention;
• Cybersecurity;
• Compliance with legal and regulatory obligations;
• Service improvement;
• Internal administration;
• Sending service-related communications; and
• Sending marketing communications where permitted and based on applicable consent/preferences.

We may share information where necessary with relevant parties such as:

• Asset Management Companies;
• Mutual fund registrars and transfer agents;
• Insurance companies;
• Banks;
• Financial institutions;
• Exchanges;
• KYC Registration Agencies;
• Payment service providers;
• Technology and infrastructure providers;
• Regulatory authorities;
• Government authorities;
• Auditors, legal advisers and professional advisers; and
• Other authorised service providers.

Information will be shared only for legitimate, necessary or legally permitted purposes.

Investxindia may disclose or retain information where required by:

• Applicable law;
• Court orders;
• Government authorities;
• Regulatory authorities;
• Tax authorities;
• Financial-sector regulators; or
• Other legally authorised bodies.

Investxindia takes reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

Users should also take appropriate steps to protect their passwords, OTPs and login credentials.

We may retain personal information for as long as necessary to:

• Provide the requested services;
• Complete transactions;
• Meet regulatory requirements;
• Meet accounting and tax requirements;
• Resolve disputes;
• Prevent fraud; or
• Comply with legal obligations.

Retention periods may vary depending on the nature of the information and applicable legal/regulatory requirements.

Our website may use cookies and similar technologies to:

• Maintain website functionality;
• Improve user experience;
• Understand website usage;
• Maintain security; and
• Support analytics and permitted marketing activities.

Users may manage cookies through browser settings, although disabling certain cookies may affect website functionality.

Our Platform may contain links to third-party websites.

This Privacy Policy does not govern the privacy practices of such external websites.

Users should review the privacy policies of third-party platforms before providing information.

Subject to applicable law and regulatory requirements, individuals may request information relating to their personal data or exercise applicable rights provided under law.

Requests may be submitted to:

Investxindia may require appropriate verification before processing a request.

Where processing is based on consent and applicable law permits withdrawal, users may withdraw consent by contacting us.

Withdrawal of consent may affect our ability to provide certain services where such information is necessary for the service or required by law.

Users may receive service-related communications necessary for transactions or account servicing.

Where marketing communications are subject to consent or preference management, users may opt out using the applicable unsubscribe mechanism or by contacting us.

Our services are intended for adults and persons legally capable of entering into financial transactions.

We do not knowingly seek to collect personal information from children except where legally permitted and appropriately authorised.

We may update this Privacy Policy from time to time.

The latest version will be published on the Platform with the applicable effective date.

For privacy-related questions or requests: