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.
We may collect the following categories of 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)
Income details, investment preferences, goals
Risk profiling responses
Details of demat and trading accounts
IP address, browser type, device type, OS, and access time
Cookies, web beacons, usage data
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
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
We adopt industry-standard security practices including:
SSL encryption
Role-based access control (RBAC)
Two-factor authentication (2FA)
Secure data centers and encrypted storage
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.
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
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.
Our website may contain links to third-party websites. We are not responsible for their privacy practices.
Our services are not intended for individuals under 18. We do not knowingly collect data from minors.
This Privacy Policy may be updated from time to time. Changes will be posted on this page with the revised effective date.
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.