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Privacy Policy

Privacy Policy

How we handle your personal and KYC information.

Note: this policy has been drafted to reflect our real, existing commitments (from our Terms & Conditions and Investor Charter) and standard practice for a SEBI Research Analyst. It has not been reviewed by a lawyer. Recommend a legal review before this is treated as final.

What we collect

To provide research services and complete mandatory KYC, we collect: your name, contact details (email, phone), PAN, address, and KYC records fetched from a KYC Registration Agency (KRA) with your consent. We do not collect your trading, demat, or bank account login credentials, and will never ask for them.

How we use it

  • To complete SEBI-mandated KYC before providing paid research services
  • To deliver research reports, verdicts, and recommendations to you
  • To send service-related communication (welcome information, invoices, updates)
  • To respond to your queries and grievances

What we don't do

We do not share your information with third-party vendors or companies. We do not store your debit or credit card details. Confidential information you share is not disclosed to anyone except where required by law or with your specific consent.

Data retention

We maintain records of client interactions and KYC information for as long as required under SEBI (Research Analysts) Regulations, 2014, and applicable law.

Your rights

You have the right to privacy and confidentiality of your information, as set out in our Investor Charter. To ask what information we hold about you, or to request its correction, contact us at easytradeinsights@gmail.com.

Contact

Questions about this policy: easytradeinsights@gmail.com or +91 98936 92929.