Privacy Policy
Effective Date: 1 November 2024 · Last updated: November 2026
1. Information We Collect
When you register or use the Platform, we may collect: name, email address, contact details, and usage data (pages visited, features used, session duration). Portfolio data you upload (CAS statements) is processed locally and is not shared with third parties.
2. How We Use Your Information
- To provide and improve Platform features
- To authenticate your account and secure your data
- To send product updates and regulatory notices (you can opt out at any time)
- To comply with applicable laws and regulations
3. Data Sharing
InvestResearch India does not sell, rent, or share your personal data with any third-party advertiser or data broker. We may share data with trusted service providers (e.g., hosting, analytics) under strict data processing agreements.
4. Portfolio Data Security
All portfolio transaction data and CAS (Consolidated Account Statement) uploads are processed server-side and stored in an encrypted PostgreSQL database. We do not access your financial data for any purpose other than rendering it back to you in the portfolio tracker.
5. Cookies & Analytics
We use essential cookies for authentication and session management. We do not use third-party tracking cookies. Analytics are conducted using privacy-first tools with no cross-site tracking.
6. Data Retention
Your account data is retained as long as your account is active. You may request deletion of your account and all associated data at any time by contacting us.
7. Your Rights (DPDPA 2023)
Under India's Digital Personal Data Protection Act, 2023 (DPDPA), you have the right to access, correct, and erase your personal data. To exercise these rights, contact: privacy@investresearchindia.com
8. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify registered users of material changes via email. Continued use of the Platform constitutes acceptance of the updated policy.