INVasset LLP respects the privacy and confidentiality of personal information shared by its clients, prospective clients, website visitors and business associates.
We retain records relating to the services that we provide so that we are able to assist clients with their requirements and comply with applicable laws, regulatory obligations and professional standards.
We maintain reasonable physical, electronic and procedural safeguards to protect non-public personal information. This may include information such as name, mobile number, email ID, address, PAN, KYC details, bank details, demat details, investment-related information and other details shared with us for enquiry, onboarding, servicing or regulatory purposes.
We protect the confidentiality of personal information and restrict access only to authorised employees, representatives, service providers or advisors who require such information for providing services, responding to enquiries, administering products, complying with law or supporting business operations.
Documents and information containing non-public personal information are safeguarded and are not disclosed to anyone unless authorised by the client, required for service delivery, required by law, or required by any regulatory, statutory, judicial or governmental authority.
We train and sensitise our employees and authorised personnel regarding the importance of confidentiality, data protection and client privacy.
We take reasonable steps to destroy, erase, anonymise or make unreadable documents and records containing personal information when such information is no longer required, subject to applicable legal, regulatory and record-retention requirements.
We may update this Privacy Policy from time to time to reflect changes in law, regulation, technology, business practices or internal policies.
How Do We Protect Your Information?Our website and digital systems may be reviewed periodically for security vulnerabilities and operational risks.
We use reasonable security measures to protect personal information submitted through our website, enquiry forms, email, phone, WhatsApp or other communication channels.
Personal information is accessible only to a limited number of authorised persons who are required to keep such information confidential.
While we take reasonable precautions to protect information, no website, internet transmission, email system or digital platform can be guaranteed to be completely secure.
Website Information and CookiesWhen you visit our website, we may collect basic technical information such as IP address, browser type, device details, pages visited, time spent on the website and similar usage data.
Our website may use cookies or similar technologies to improve user experience, analyse website traffic and support website functionality. You may disable cookies through your browser settings, although certain website features may not function properly.
Use of InformationWe may use personal information for the following purposes:
- To respond to enquiries submitted through the website or other communication channels.
- To provide information about INVasset, its services, investment approach, research, events or related offerings.
- To carry out client onboarding, KYC, due diligence, risk profiling, servicing and regulatory compliance, wherever applicable.
- To send service-related communication, investor updates, research notes, newsletters or other relevant communication.
- To comply with SEBI regulations, KYC/AML requirements, tax laws, audit obligations, legal requirements and regulatory requests.
- To improve our website, communication quality, service delivery and operational processes.
We do not sell, trade or rent personal information to outside parties.
We may share information with website hosting partners, technology service providers, communication platforms, CRM providers, auditors, legal advisors, compliance consultants, banks, brokers, custodians, KYC agencies, regulators or other parties who assist us in operating our website, conducting our business, providing services, or complying with law, provided such sharing is for lawful and legitimate purposes.
We may also disclose information where required to comply with applicable law, SEBI regulations, regulatory directions, legal proceedings, enforce our policies, protect rights, prevent fraud or ensure safety.
Non-personally identifiable visitor information may be used for website analytics, marketing analysis, advertising performance or service improvement.
Communication ConsentBy submitting your details on our website or through email, phone, WhatsApp, forms or other communication channels, you consent to INVasset contacting you for enquiry response, service communication, investor updates, regulatory communication or relevant business information.
You may opt out of non-essential promotional communication by contacting us. However, we may continue to send service-related, regulatory or legally required communication.
Contact UsFor any questions, corrections, privacy concerns or grievance regarding this Privacy Policy, you may contact:
INVasset LLP
Email: info@invasset.com
Phone: +91 9815810172
Address: 911, One Lodha Place, Lower Parel, Mumbai, Maharshatra, 400013