By submitting Personal Information through our Site or Services, you agree to the terms of this Privacy Policy and you expressly give your voluntary consent to the collection, use and disclosure of the Personal Information in accordance with this Privacy Policy

Information you provided to us

In order to avail our services such as Free Trial, Portfolio Review, Risk Profiling, Advisory Services etc., you are required to register yourself by providing the following information which includes, but is not limited to:

  1. Name;
  2. E-mail address;
  3. Pin code;
  4. Age and Gender;
  5. KYC information;
  6. Financial history and situation;
  7. Risk appetite, Investment objectives and duration of investments;
  8. Income details;
  9. Existing investments/assets
  10. Information collected via technology

In addition to the above, we may conduct surveys, polls and other information gathering tools on our website to get your feedback about various things such as your experience with our website, the products and services offered, and so forth. We also collect information on browsing behaviour, pages viewed, and other information required for analytics purposes.

Usage of information

In general, Personal Information you submit to us regarding you or your company is used either to respond to requests that you make or to aid us in serving you better. We use such Personal Information in the following ways:

  1. To provide the Services you request;
  2. To send you e-mail notifications;
  3. To send newsletters, surveys, offers, and other promotional materials related to our Services and for other marketing purposes.;
  4. To Interpret your responses for risk profiling;
  5. To communicate your risk profile to you;
  6. To update your risk assessment periodically; and
  7. To provide you with our Investment advisory services.
  8. To provide recommendations or guidance on how to use our website, inform you of new features on our website, or provide other information that may be of interest to you.

Your contact information is used to contact you when necessary. We use your IP address to help diagnose problems with our server and to administer our Website. Your IP address is also used to help identify you and to gather broad demographic information. Further, we may use your IP address to help protect our partners, vendors and ourselves from fraud.

Disclosure to third parties

We may be required from time to time to disclose any personal information collected by us to governmental or judicial bodies or agencies or our regulators based on their requirement to comply with the applicable laws including cyber laws.

We may share your information including personal information to third parties to carry out technical, logistical and other functions on our behalf. (eg. Sending emails, SMSs or newsletters to users).

In every event that we share your information with any third party, we ensure to the best of our efforts that your personal data is handled securely without any danger of leakage or breach

Security of your information

Profitmart Advisory takes appropriate measures to protect our User’s information including but not limited to information mentioned herein under Clause 1 of this Privacy Policy from unauthorized access or disclosures.

All of our Users’ information (whether or not sensitive) is restricted in our offices. Only employees who need to know personally identifiable information in connection with our provision of the Service (for example, our billing clerk or a customer service representative) are granted access to such information.

Our employees must use passwords to access this information. Furthermore, all employees are kept up-to-date on our security and privacy policies and practices and are regularly reminded about the importance we place on privacy, and what they can do to ensure our customers’ information is protected. Finally, the servers that we store personally identifiable information on are kept in a secure environment.

Cookies

“Cookies” are pieces of information that a browser can record after visiting a web site. We may use cookies for technical purposes such as to enable better navigation through our site or to store user preferences for interacting with the site

Retention of information/data

It may be noted that we may retain the data as may be provided to us till such time as may be provided under the law and as required to efficiently provide service to our users

Amendments/Modifications

This Privacy Policy available on our website is current and valid. However, we reserve the right to amend/modify any of the sections of this policy at any time and the general public is requested to keep themselves updated for changes by reading the same from time to time.