Privacy Policy

1. Introduction

Invassure Financial Services ("we," "our," or "us") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our financial advisory services.

By using our website or services, you consent to the practices described in this policy.

2. Information We Collect

We may collect the following types of information:

• Personal Identification: Name, phone number, email address, and any details you provide through our consultation form or WhatsApp.
• Financial Information: General details about your financial goals and investment preferences, shared voluntarily during consultations.
• Usage Data: IP address, browser type, pages visited, and time spent on our website.
• Communication Data: Messages sent through our contact form or WhatsApp channel.

3. How We Use Your Information

• Respond to consultation requests and provide financial advisory services
• Send relevant information about mutual funds, insurance, and financial planning
• Comply with regulatory requirements under SEBI/AMFI guidelines (ARN 251830)
• Improve our website and services
• Contact you regarding consultations or follow-ups

4. Sharing Your Information

We do not sell, trade, or rent your personal information. We may share data with:

• Partner Companies: NJ Wealth, TATA AIA, TATA AIG, NIVA BUPA — strictly for processing your investment or insurance applications.
• Regulatory Bodies: SEBI, AMFI, or IRDAI, when required by law.
• Service Providers: Trusted third-party tools that help operate our website, under strict confidentiality obligations.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information. However, no method of transmission over the internet is 100% secure.

6. Cookies

Our website may use cookies to enhance your browsing experience. You can instruct your browser to refuse all cookies, though some parts of the site may not function properly.

7. Your Rights

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal data (subject to regulatory retention requirements)
• Withdraw consent for marketing communications at any time

8. Retention of Data

We retain personal data for as long as necessary to provide our services and comply with applicable laws. Financial records may be retained for up to 7 years as required by SEBI and tax regulations.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Continued use of our services after changes constitutes acceptance of the revised policy.

10. Contact Us