Privacy Policy
Last updated: January 2025
At Investaverz™, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our wealth management and investment advisory services.
1. Information We Collect
Personal Information: Name, email address, phone number, postal address, date of birth, PAN card details, Aadhaar number (for KYC compliance), bank account details, and financial information.
Financial Information: Income details, investment history, risk appetite, financial goals, existing portfolio information, and tax-related documents.
Technical Information: IP address, browser type, device information, and cookies when you visit our website.
Communication Data: Records of your correspondence with us, including emails, phone calls, and chat messages.
2. How We Use Your Information
- To provide personalized investment advisory and wealth management services
- To comply with regulatory requirements including KYC/AML norms as mandated by SEBI and other regulatory bodies
- To communicate with you about your investments, market updates, and service offerings
- To process transactions and maintain accurate records
- To improve our services and develop new products
- To prevent fraud and ensure the security of our platform
- To send promotional communications (with your consent)
3. Data Security
We implement appropriate technical and organizational measures to protect your personal information, including:
- SSL/TLS encryption for data transmission
- Secure servers with firewall protection
- Regular security audits and vulnerability assessments
- Access controls and authentication mechanisms
- Employee training on data protection
4. Information Sharing
We may share your information with:
- Regulatory Authorities: SEBI, RBI, Income Tax Department, and other government bodies as required by law
- Service Providers: Banks, depositories, registrars, and other financial institutions necessary for service delivery
- Professional Advisors: Auditors, legal advisors, and compliance consultants under confidentiality agreements
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
5. Your Rights
You have the right to:
- Access your personal information held by us
- Request correction of inaccurate data
- Request deletion of your data (subject to regulatory retention requirements)
- Opt-out of marketing communications
- Lodge a complaint with relevant data protection authorities
6. Contact Us
For any questions about this Privacy Policy or our data practices, please contact us at:
Email: support@investaverz.com
Phone: +91-6396880323
Address: Office No. 44, 11th Floor, ithum's Galleria, Sector Alpha 2, Greater Noida, UP - 201310