SEBI Registered Research Analyst
1. Information We Collect
We collect the following categories of personal information when you use our services:
1.1 Personal Identification Information
- •Full name, email address, and phone number
- •City, state, and country of residence
- •PAN card number (where required for KYC compliance)
- •Date of birth (for eligibility verification)
1.2 Financial Information
- •Investment experience and trading history
- •Risk appetite and investment objectives
- •Capital available for trading/investment
- •Subscription and payment records
1.3 Technical Information
- •IP address and device information
- •Browser type and version
- •Pages visited and time spent on our website
- •Referral source and cookies data
2. How We Use Your Information
Your information is used solely for legitimate business purposes, including:
- •Providing personalized research and investment recommendations
- •Processing your subscription and managing your account
- •Sending market insights, reports, and research updates
- •Responding to your inquiries and providing customer support
- •Complying with SEBI regulations and legal obligations
- •Improving our services based on usage patterns
- •Sending important service notifications and updates
3. Data Sharing & Disclosure
We do not sell, rent, or trade your personal information to third parties. We may share your data only in the following limited circumstances:
- •With SEBI or other regulatory authorities when legally required
- •With payment processors to complete your transactions (data encrypted)
- •With service providers who assist in operating our platform (under strict confidentiality)
- •When required by a court order or applicable law
All third-party service providers we work with are contractually obligated to protect your data and use it only for the specific purpose for which it was shared.
4. Data Security
We implement industry-standard security measures to protect your information:
- •SSL/TLS encryption for all data transmitted to and from our website
- •Secure storage with access controls and authentication
- •Regular security audits and vulnerability assessments
- •Staff training on data protection best practices
- •Immediate breach notification protocols as per applicable law
5. Cookies & Tracking
Our website uses cookies and similar tracking technologies to enhance your experience. You can control cookie settings through your browser preferences. Types of cookies we use:
- •Essential cookies – required for the website to function
- •Analytics cookies – help us understand how visitors use our site
- •Preference cookies – remember your settings and preferences
- •Marketing cookies – used to show relevant advertisements (opt-out available)
6. Your Rights
Under applicable data protection laws, you have the right to:
- •Access – request a copy of the personal data we hold about you
- •Correction – request correction of inaccurate or incomplete data
- •Deletion – request deletion of your personal data (subject to legal obligations)
- •Portability – request transfer of your data to another service provider
- •Objection – object to processing of your data for certain purposes
- •Withdrawal of Consent – withdraw consent at any time where processing is based on consent
7. Data Retention
We retain your personal data for as long as necessary to provide our services and comply with legal obligations. Subscription data is retained for 7 years as required by SEBI regulations. You may request deletion of your account data at any time, subject to regulatory requirements.
8. Children's Privacy
Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors. If we become aware that a minor has provided personal data, we will delete it immediately.
9. Changes to This Policy
We may update this Privacy Policy periodically. We will notify you of significant changes via email or a prominent notice on our website. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.
10. Contact Us
For any privacy-related queries or to exercise your rights, please contact us at:
Invest With Expert
International Trade Building G-304/305, Ring Road, Kailash Nagar, Majura Gate, Surat, Gujarat - 395002
Email: support@investwithexpert.com
Phone: +91 92580 08629