Privacy Policy
Privacy Policy
Privacy Policy
Our Privacy Policy
Our Privacy Policy
Our Privacy Policy
Invsify Technologies Private Limited (“Company”, “we”, “our”, “us”), a SEBI-registered Investment Adviser (INA000020572), is committed to protecting the privacy of our clients and users. This Privacy Policy explains how we collect, use, store, and protect your information in accordance with applicable laws, including the SEBI (Investment Advisers) Regulations, 2013 and the Digital Personal Data Protection Act, 2023 (DPDP Act).
By accessing our website, mobile application, or services, you (“Client” / “User”) agree to this Privacy Policy.
Invsify Technologies Private Limited (“Company”, “we”, “our”, “us”), a SEBI-registered Investment Adviser (INA000020572), is committed to protecting the privacy of our clients and users. This Privacy Policy explains how we collect, use, store, and protect your information in accordance with applicable laws, including the SEBI (Investment Advisers) Regulations, 2013 and the Digital Personal Data Protection Act, 2023 (DPDP Act).
By accessing our website, mobile application, or services, you (“Client” / “User”) agree to this Privacy Policy.
1. Information We Collect
1. Information We Collect
1. Information We Collect
We may collect the following categories of information:
We may collect the following categories of information:
• Personal Information: Name, contact details, PAN, KYC details, financial details, risk profile, and other onboarding information.
• Transaction Data: Investment portfolio details, holdings, and interactions with financial products.
• Technical Data: Device information, IP address, cookies, browser details, and usage analytics.
• Communication Data: Emails, recorded calls, chat transcripts, or other communication records as required under SEBI regulations.
• Personal Information: Name, contact details, PAN, KYC details, financial details, risk profile, and other onboarding information.
• Transaction Data: Investment portfolio details, holdings, and interactions with financial products.
• Technical Data: Device information, IP address, cookies, browser details, and usage analytics.
• Communication Data: Emails, recorded calls, chat transcripts, or other communication records as required under SEBI regulations.
2. How We Use Your Information
2. How We Use Your Information
2. How We Use Your Information
Your information is used only for legitimate purposes, including:
Your information is used only for legitimate purposes, including:
• To assess your risk profile and provide suitable investment advice.
• To deliver subscription-based advisory services.
• To comply with SEBI regulations, audits, and reporting obligations.
• To enhance platform functionality and user experience.
• To communicate service updates, reports, and disclosures.
• To prevent fraud, unauthorized activity, or misuse of services.
• To assess your risk profile and provide suitable investment advice.
• To deliver subscription-based advisory services.
• To comply with SEBI regulations, audits, and reporting obligations.
• To enhance platform functionality and user experience.
• To communicate service updates, reports, and disclosures.
• To prevent fraud, unauthorized activity, or misuse of services.
3. Sharing of Information
3. Sharing of Information
3. Sharing of Information
We do not sell or rent your personal information. Information may be shared only in the following cases:
We do not sell or rent your personal information. Information may be shared only in the following cases:
• With regulatory authorities (SEBI, BASL, etc.) as required by law.
• With statutory auditors or compliance officers for regulatory audits.
• With third-party service providers (IT, Analytics, Hosting, or Payment partners) strictly on a need-to-know basis.
• With product providers (FD’s, Bonds, Insurance, etc.) only if you expressly choose their services and consent to sharing.
• With regulatory authorities (SEBI, BASL, etc.) as required by law.
• With statutory auditors or compliance officers for regulatory audits.
• With third-party service providers (IT, Analytics, Hosting, or Payment partners) strictly on a need-to-know basis.
• With product providers (FD’s, Bonds, Insurance, etc.) only if you expressly choose their services and consent to sharing.
4. Data Security
4. Data Security
4. Data Security
• We use reasonable technical and organizational safeguards (encryption, firewalls, restricted access) to protect your data.
• All communication channels are secure and traceable as required by SEBI.
• While we strive to protect your data, no system is 100% secure, and we cannot guarantee absolute security.
• Our systems supporting Account Aggregator (AA) data flows have been tested and certified as a Financial Information User (FIU) under ReBIT’s NBFC-AA API Specification.
• Data shared via Account Aggregator is accessed only with explicit client consent and is used strictly for advisory purposes.
• Third-party service providers are contractually bound by confidentiality, data-security, and limited-purpose clauses.
• During onboarding, Invsify will access your existing KYC records from a SEBI-registered KYC Registration Agency (KRA) using your PAN, as permitted under the SEBI (KYC Registration Agency) Regulations, 2011 and PMLA, 2002.
• We use reasonable technical and organizational safeguards (encryption, firewalls, restricted access) to protect your data.
• All communication channels are secure and traceable as required by SEBI.
• While we strive to protect your data, no system is 100% secure, and we cannot guarantee absolute security.
• Our systems supporting Account Aggregator (AA) data flows have been tested and certified as a Financial Information User (FIU) under ReBIT’s NBFC-AA API Specification.
• Data shared via Account Aggregator is accessed only with explicit client consent and is used strictly for advisory purposes.
• Third-party service providers are contractually bound by confidentiality, data-security, and limited-purpose clauses.
• During onboarding, Invsify will access your existing KYC records from a SEBI-registered KYC Registration Agency (KRA) using your PAN, as permitted under the SEBI (KYC Registration Agency) Regulations, 2011 and PMLA, 2002.
4A. Data Protection & Legal Compliance
4A. Data Protection & Legal Compliance
4A. Data Protection & Legal Compliance
• Invsify complies with the Digital Personal Data Protection Act, 2023 and follows principles of lawful purpose, consent-based processing, data minimisation, and security safeguards.
• We act as a Data Fiduciary and process personal data only for clearly defined advisory, regulatory, and service purposes.
• Invsify has implemented technical and organizational measures aligned with financial-sector standards, including secure APIs, encryption, access controls, audit logs, and vendor confidentiality obligations.
5. Data Retention
5. Data Retention
5. Data Retention
• Records (KYC, agreements, communications, advice, etc.) are maintained for minimum 5 years or longer if required by SEBI or in case of disputes. • After the retention period, data may be securely archived or destroyed.
• Records (KYC, agreements, communications, advice, etc.) are maintained for minimum 5 years or longer if required by SEBI or in case of disputes. • After the retention period, data may be securely archived or destroyed.
6. User Rights
6. User Rights
6. User Rights
As a client, you have the right to:
As a client, you have the right to:
• Access and review your information maintained with us.
• Update or correct inaccurate details.
• Withdraw consent for marketing communications (not regulatory communications).
• Request deletion of data after termination of services, subject to SEBI’s record-keeping obligations.
• Right to withdraw consent for processing of personal data, subject to regulatory obligations.
• Right to grievance redressal under the Digital Personal Data Protection Act, 2023.
• Access and review your information maintained with us.
• Update or correct inaccurate details.
• Withdraw consent for marketing communications (not regulatory communications).
• Request deletion of data after termination of services, subject to SEBI’s record-keeping obligations.
• Right to withdraw consent for processing of personal data, subject to regulatory obligations.
• Right to grievance redressal under the Digital Personal Data Protection Act, 2023.
7. Cookies & Analytics
7. Cookies & Analytics
7. Cookies & Analytics
Our website and app may use cookies or tracking tools for analytics and performance monitoring. You may disable cookies through your browser, though some features may not function properly
Our website and app may use cookies or tracking tools for analytics and performance monitoring. You may disable cookies through your browser, though some features may not function properly
8. Third-Party Links
8. Third-Party Links
8. Third-Party Links
Our platform may contain links to third-party websites or product providers. We are not responsible for the privacy practices of such third parties. Clients are advised to read their policies carefully.
Our platform may contain links to third-party websites or product providers. We are not responsible for the privacy practices of such third parties. Clients are advised to read their policies carefully.
9. Grievance Redressal
9. Grievance Redressal
9. Grievance Redressal
For privacy-related concerns, you may contact:
For privacy-related concerns, you may contact:
•Grievance Officer: Abhishek Singh • Email: compliance@invsify.com • Phone: +912269331660 Unresolved grievances may be escalated through the SEBI SCORES portal at https://scores.sebi.gov.in.
•Grievance Officer: Abhishek Singh • Email: compliance@invsify.com • Phone: +912269331660 Unresolved grievances may be escalated through the SEBI SCORES portal at https://scores.sebi.gov.in.
10. Updates to Privacy Policy
10. Updates to Privacy Policy
10. Updates to Privacy Policy
We may revise this Privacy Policy from time to time to reflect regulatory or operational changes. Updates will be posted on our website, and continued use of services shall constitute acceptance of the revised policy.
We may revise this Privacy Policy from time to time to reflect regulatory or operational changes. Updates will be posted on our website, and continued use of services shall constitute acceptance of the revised policy.
11. Disclaimer
11. Disclaimer
11. Disclaimer
SEBI registration, BASL membership, or NISM certification does not guarantee performance or returns. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing.
SEBI registration, BASL membership, or NISM certification does not guarantee performance or returns. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing.
Invsify follows industry-standard security practices for handling sensitive financial and personal data.
Invsify follows industry-standard security practices for handling sensitive financial and personal data.
While no system can guarantee absolute security, we continuously review and strengthen our controls in line with regulatory expectations and platform scale.
While no system can guarantee absolute security, we continuously review and strengthen our controls in line with regulatory expectations and platform scale.
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Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at compliance@invsify.com. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited
Other Pages
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at compliance@invsify.com. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited
Other Pages
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at compliance@invsify.com. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited