Your privacy is important to us. This policy explains how we collect, use, and protect your personal information.
NiveshWise Technologies Private Limited ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our investment platform and related services.
By using our services, you consent to the collection and use of your information as described in this policy. We encourage you to read this policy carefully and contact us if you have any questions.
We collect personal information you provide when creating an account, including name, email, phone number, PAN, and Aadhaar details for KYC compliance.
Investment portfolio data, transaction history, bank account details, and risk assessment responses to provide personalized recommendations.
Information about how you use our platform, including pages visited, features used, and interaction patterns to improve our services.
Device type, operating system, browser information, IP address, and mobile device identifiers for security and optimization purposes.
To provide AI-powered portfolio analysis, investment recommendations, risk profiling, and other core platform features.
To customize your experience, provide relevant investment insights, and tailor recommendations based on your financial goals and risk profile.
To send important account updates, security alerts, market insights, and respond to your inquiries and support requests.
To comply with regulatory requirements, prevent fraud, ensure platform security, and maintain accurate financial records.
We share information with trusted third-party service providers who help us operate our platform, including cloud hosting, payment processing, and analytics services.
We may share information with regulatory authorities, law enforcement, or other government agencies as required by law or to comply with legal obligations.
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the business transaction.
We may share information with your explicit consent for specific purposes, such as connecting with financial advisors or third-party investment platforms.
All data is encrypted in transit and at rest using industry-standard protocols
Strict access controls ensure only authorized personnel can access your data
Regular security audits and penetration testing to identify vulnerabilities
Adherence to industry standards including ISO 27001 and SOC 2 Type II
Request a copy of the personal information we hold about you
Update or correct inaccurate personal information
Request deletion of your personal information (subject to legal requirements)
Receive your data in a structured, machine-readable format
Limit how we process your personal information
Object to certain types of processing of your information
To exercise any of these rights, please contact us at privacy@niveshwise.com. We will respond to your request within 30 days.
We use cookies and similar tracking technologies to enhance your experience on our platform. Cookies help us:
You can control cookie settings through your browser preferences. However, disabling certain cookies may affect platform functionality.
We retain your personal information only as long as necessary to provide our services and comply with legal obligations:
Your information may be transferred to and processed in countries other than India, including the United States and European Union, where our service providers are located. We ensure appropriate safeguards are in place:
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on our website and sending you an email notification. Your continued use of our services after such changes constitutes acceptance of the updated policy.
If you have any questions about this Privacy Policy or our data practices, we're here to help.
Email: privacy@niveshwise.com
Phone: +91 80-4567-8900
Address: WeWork, Koramangala, Bangalore - 560095