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This Privacy Policy explains how www.rupeerakshak.com, owned by Finmo Investment Advisers Private Limited ("Finmo", "we", "us", or "our") and brand rupeerakshak collects, uses, discloses, and protects your personal information when you use our website www.rupeerakshak.com ("Website") and associated services. By using this Website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

a. Personal Information:

Name, date of birth, PAN, Aadhaar (if applicable)

Contact details: phone number, email, address

KYC documents and bank details

Photograph and e-signature (for KYC verification)

b. Financial Information:

Income details, investment preferences, goals

Risk profiling responses

Details of demat and trading accounts

c. Technical Information:

IP address, browser type, device type, OS, and access time

Cookies, web beacons, usage data

2. How We Use Your Information

Your information is used for the following purposes:

To perform KYC verification and risk profiling

To offer customized investment advice

To manage subscriptions, invoices, and transactions

To communicate about products, updates, and support

To comply with legal and regulatory obligations

3. Sharing and Disclosure

We do NOT sell or rent your data. We may share your information only with:

SEBI-authorized KYC and payment processing partners

Registered brokers for execution integration

Compliance and audit authorities, if required by law

Technology and analytics providers under strict confidentiality agreements

4. Data Security Measures

We adopt industry-standard security practices including:

SSL encryption

Role-based access control (RBAC)

Two-factor authentication (2FA)

Secure data centers and encrypted storage

5. Cookies & Tracking

We use cookies to:

Personalize your experience

Analyze traffic and usage patterns

Remember your login sessions

You can manage or disable cookies in your browser settings, but some features may become unavailable.

6. User Rights

You have the right to:

Access and update your personal information

Request deletion or correction of inaccurate data

Withdraw consent (which may affect service access)

To exercise your rights, please email connect@rupeerakshak.com

7. Data Retention

We retain your data for as long as:

You are a registered user, or

As required under SEBI and regulatory compliance norms

Post account closure, data may be retained for up to 7 years as per legal requirements.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

9. Children’s Privacy

Our services are not intended for individuals under 18. We do not knowingly collect data from minors.

10. Changes to this Policy

This Privacy Policy may be updated from time to time. Changes will be posted on this page with the revised effective date.

Disclaimer:

Please note that all processes, functionalities, methodologies, products, and services offered on this platform are subject to ongoing updates and modifications. These changes may arise due to technological advancements, innovations, regulatory updates, or system enhancements. By using this platform, users acknowledge and accept that such changes may occur without prior notice, and agree to be bound by the most current version at all times.

For any queries, contact us at:

Email: connect@rupeerakshak.com

Phone: +91 6364050500

Website: www.rupeerakshak.com