Privacy Policy
Effective Date: 23 August 2026
Investax India respects your privacy. This Privacy Policy explains how personal information may be collected, used, stored and shared when you use our website, contact forms, client-facing digital services and related online features.
1. Information We May Collect
- Name and contact details such as email address and telephone number.
- Information submitted through enquiries, contact forms, service requests and assessments.
- Information required to provide or administer a service you request.
- Technical information such as IP address, browser type, device information, pages visited and approximate usage information.
- Communication records and information you voluntarily provide to us.
2. How We Use Information
We may use information to:
- Respond to enquiries and provide requested services.
- Operate, maintain and improve the website and digital services.
- Process service requests, payments and related administration.
- Communicate about enquiries, appointments, services and important account or service information.
- Maintain records, prevent misuse and protect the security of our systems.
- Meet applicable legal, regulatory, accounting or compliance requirements.
3. Investment and Advisory Information
If you use an investment advisory or financial-planning service, additional information may be requested to understand your objectives, financial circumstances, existing investments, time horizon and risk profile. Such information is used only for the purposes connected with the relevant service and applicable obligations.
4. Cookies and Similar Technologies
We may use cookies or similar technologies that are necessary for website functionality, preferences, analytics or security. You can manage cookies through your browser settings. Disabling certain cookies may affect some website functionality.
5. Sharing of Information
We may share information where reasonably necessary to provide a requested service, operate our systems, process payments, communicate with you, comply with law or protect our rights. Service providers and technology partners may process information on our behalf subject to appropriate contractual or operational controls.
We do not treat your personal information as a commodity for sale. Any disclosure will be subject to applicable law and the purpose for which the information is processed.
6. Security
We take reasonable measures designed to protect information against unauthorised access, misuse, alteration or disclosure. No internet transmission or storage system can be guaranteed to be completely secure.
7. Data Retention
Information may be retained for as long as reasonably necessary for the purpose for which it was collected, to provide services, maintain records, resolve disputes, prevent misuse and meet applicable legal, regulatory and accounting requirements.
8. Your Requests and Choices
Subject to applicable law, you may contact us to ask about personal information we hold, request correction of inaccurate information, or raise a privacy-related concern. We may need to verify your identity before acting on a request.
9. Children
Our website is not intended to knowingly collect personal information from children in circumstances where such collection is prohibited by applicable law. If you believe a child has provided personal information improperly, please contact us.
10. Third-Party Websites
Links to third-party websites are provided for convenience. Their privacy practices are governed by their own policies, and you should review those policies before providing information.
11. Policy Updates
We may update this Privacy Policy when our services, technology, legal requirements or privacy practices change. The latest version will be published on this page with its effective date.
12. Contact Us
For privacy questions or requests, contact info@investaxindia.com.