We are committed to respecting your online data privacy. We recognize your need for protection and management of any Personal Information you share with us. Information that is considered personal about you by us includes, but is not limited to, your name, your address, your email address or your other contact information.
In order to use the Investify.in website, you may be required to register yourself by providing the following information, which includes, but is not limited to:
- Phone number
- Email address
- Date of Birth
- Bank account details
- Pictures of self
- Required Documents for KYC
The collection of these KYC Information's is mandatory due to regulatory requirements to activate and enable the online transaction(s) of mutual funds with AMCs/funds India. Such KYC information shall be used / shared / maintained / accessed / stored with/by third party technology service provider / Investify / AMCs / RTAs / authorised service providers / payment gateway providers in order to enable / facilitate / complete / process online transaction(s) and report / generate statement(s) and performance report(s). Any similar information will be treated as proprietary and confidential in nature by them and to be used/shared/maintained/processed by them only on a need to know basis for service enablement.
From time to time, Investify may also request other Personal Information to provide you with other benefits of the Services. On all such times, you will have the right to provide or to decline to provide that Personal Information as per your intent.
Use of Customer’s Personal Information
The Website processes uses and discloses your Personal Information only as mentioned below:
- To fulfill/complete your requests for products and services offered by Investify.
- To deliver to you any information relevant to your use of the Services or administrative notices.
- To analyze usage of Website and Mobile App usage to improve the services offered, market assessment, planning, troubleshooting and detection and prevention of error, fraud or another type of criminal activity.
- To Third-Party Service Providers that provide services to Investify and are bound by privacy restrictions which are similar to the restrictions mentioned in this Policy. Any such information is disclosed on a need-to-know basis.
Sharing and disclosure of Personal Information
We will not share, sell, trade or rent your Personal Information with any affiliated or unaffiliated third parties. Further, we will not disclose your Personal Information with any third parties, except as mentioned above and also to:
- Provide you the services and products.
- Transaction processing and generation of reports.
- Conform to any legal requirements or comply with legal processes.
- Enforce the terms and conditions of the products or services
- Protect the interests of Investify, its Affiliates, or its members, constituents, or of other persons
Investify may make anonymous or aggregate Personal Information, and disclose or use such data only in a non-personally identifiable manner for purposes of research, advertising, comparison to organizations approved by Investify.
We may disclose to third-party service providers certain personally pieces of information as listed below:
- Information that you provide us such as your name, your email, your mobile phone number
- Information we collect as you access and use our service, including your device information, your location, and your network carrier
This information may be shared with some or all of the third-party service providers so that we can:
- Personalize the app for you
- Perform behavioral analytics
Promotional Communication from the Mobile App/Website
The Website or Mobile App would provide you with the periodic summaries of your Account Information and may send email / SMS alerts. The Website also allows you to subscribe to the email content, newsletters, research information, notifications and from time to time may transmit emails / SMS promoting the Website or third-party products or services. You have full right to opt-out of receiving the emails / SMS Notification and to stop your newsletter subscriptions facility by following the instructions on the Website/Email/Sms. Opting out in this manner will not end transmission of service-related emails / SMS – such transactional alerts must continue till you avail the services of the Website and Mobile app.
- Third-Party Services and Websites
- Blogs and other Forums on the Website
If you use a bulletin board, discussion forum, blog or chat room on the Mobile App/Website, be aware that any information you submit there can be read, collected or used by users/visitors and could be used to send you unsolicited messages. The Mobile App/Website and Investify are not responsible for any personal information you
choose to submit through these forums. These forums shall be hosted by the Mobile App/Website or by our third Party Service Providers on Investify’s behalf.
Through Web server of Invetsify, website/Mobile App will itself receive as well as collect certain anonymous information in standard usage logs (including computer-identification information obtained from “cookies”) sent to your browser from a web server/other means
Promotional Communication from the Website/Web Application
The Web Application/Website may provide you with periodic summaries of your Account Information and send email / SMS alerts. The Website/Web Application allows you to subscribe to email newsletters, research information and from time to time may transmit
emails / SMS promoting the Website/Web Application or third-party
products/services. An option is available to opt-out from receiving our
promotional emails / SMS and to terminate your newsletter subscriptions by following the instructions on the Website/Web Application. Opting out in this manner will not terminate service-related emails / SMS or transactional alerts
- Data Security
To register for the Services, the Mobile App/Website requires a Login ID and a password from you for your privacy and security. It’s your responsibility to maintain the confidentiality of this ID and password and not provide these to any third party. We suggest you change your password periodically.
On the access of online linked accounts - the Mobile App/Website will use a combination of firewall barriers, authentication procedures, encryption techniques, to maintain the security of your online session and to protect systems and Website/Mobile App accounts from unauthorized access.
Breach of Internal Security
Despite Investify’s best efforts as stated above, if unauthorized persons breach our security control measures beyond our control resulting in the website being hacked, Investify shall not be held responsible for the same.
If you do not accept and abide by these terms, then you must not proceed further or use the Investify’s mobile app/website.
All rights reserved. Reproduction of any content in any form, including but not limited to articles, tips, photos, videos, designs, graphs or any form of representations, in whole or in part, in any form or any medium without the explicit written consent of Investify Wealth Advisors Private Limited is prohibited.
Investify Wealth Advisors Private Limited ( Kanishk Chaudhary) is registered with Association of Mutual Funds in India (AMFI) as a mutual fund distributor having ARN no. 163037. Any recommendation provided by Investify Wealth Advisors Private Limited to the customers is incidental to its primary activity