Privacy Policy

1. About Us

We are a financial product distributor based in Kolkata, India. We respect your privacy and are committed to protecting your personal information. This page explains what data we collect, why we collect it, and how we keep it safe. Privacy Policy page of Investormarg tailored for a financial product distributor based in Kolkata. It aligns with the Information Technology Act, 2000 and its associated rules, especially the IT (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011.

We maintain all refulatory code of conduct. We are associated regulatory within IRDAI, SEBI, AMFI.

2. What We Collect

We may collect:

Your name, phone number, email address, and home address
Your date of birth, gender, and marital status
PAN, Aadhaar, or other KYC documents
Job and income details
Investment preferences and history
IP address and browser data when you use our website

3. Why We Collect Your Information

We use your data to:

Help you with investments and financial products
Meet legal and regulatory requirements
Do KYC and anti-money laundering checks
Offer you suitable financial options
Send you updates and service messages

4. Who We Share Your Information With

We may share your details with:

Regulatory authorities like SEBI or IRDAI
Mutual fund companies and registrars
Our partner financial companies
Tech partners who help us operate securely
Legal authorities, if required by law

We do not sell your information to anyone.

5. Keeping Your Data Safe

We take strong safety measures:

Secure websites with encryption
Protected servers and systems
Controlled access for staff
Regular checks to keep your data safe

6. Cookies and Website Tracking

We may use cookies to understand how you use our website. You can change cookie settings in your browser.

7. Your Rights

You can:

Ask us what data we have about you
Request corrections if your data is wrong
Withdraw your consent (when allowed by law)
Contact our Grievance Officer if you have any complaints

8. How Long We Keep Your Data

We keep your information only as long as needed to provide services or as required by law.

9. Grievance Contact

If you have any concerns, reach out to our Grievance Officer:

Name: Investormarg
Email: [email protected]
Phone: 9831190882/ 9831255836
Address:18. S.K. Banerjee Road, Bose para, Khardah, Kol-117, WB, India.

We aim to reply within 30 days.

10. Policy Changes

We may update this page from time to time. Check back here to see the latest version.