Privacy Policy

Last updated: [TODO: date] · Applies to investingsage.in, research.investingsage.in, advisory.investingsage.in and app.investingsage.in

1. Information we collect

We collect information you provide directly (name, email, PAN/KYC details for advisory onboarding, payment details for subscriptions) and information collected automatically (IP address, device/browser type, pages visited) via cookies and analytics tools.

2. How we use your information

• To deliver research subscriptions and advisory services you have signed up for
• To fulfil KYC, risk-profiling and record-keeping obligations under SEBI regulations
• To communicate service updates, billing notices, and (with consent) market commentary
• To maintain the Compliance Audit Trail required for SEBI inspection

3. Data retention

Client records, agreements, and communication logs are retained for the minimum period mandated by SEBI's Research Analyst and Investment Adviser regulations ([TODO: confirm retention period — typically 5 years]), after which they are securely deleted.

4. Data sharing

We do not sell personal data. Data may be shared with regulators (SEBI) on request, payment processors strictly for transaction completion, and service providers under confidentiality obligations (e.g. hosting, email delivery).

5. Your rights

You may request access to, correction of, or deletion of your personal data (subject to our regulatory record-keeping obligations) by contacting [TODO: privacy@investingsage.in].

6. Cookies

We use essential cookies for site functionality and analytics cookies to understand site usage. You can disable non-essential cookies via your browser settings.

7. Contact

For privacy-related queries, contact our Internal Grievance Officer — see the Grievance Redressal page for details.