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Expert StocksCONSULTANCY

Version 1 · Effective 1 January 2026

Privacy Policy

Data Controller: Expert Stocks Consultancy
Registered Office: ITC Park, Belapur Station Complex, Sector-11, CBD Belapur, Navi Mumbai, Maharashtra 400614
Privacy & Grievance Contact: info@expertstocks.in | grievance@expertstocks.in

1. Information We Collect

We collect personal information necessary to deliver compliant stock market research and advisory communications:

  • Contact Details: Full name, mobile telephone number, email address, and residential city.
  • Client Onboarding Data: KYC verification documents (PAN card, government-issued identity and address proof), suitability questionnaires, risk-profiling scores, signed client service agreements, and payment invoice receipts.
  • Technical & Usage Records: IP address, browser type, device information, and interaction records on our website and client portal.

2. Purpose of Data Processing

Your personal information is processed exclusively for lawful, regulatory, and operational objectives:

  • To assess your investment experience, risk appetite, and financial horizon through mandatory suitability evaluations.
  • To transmit authorized research publications, timely alerts, market commentaries, and administrative notices.
  • To communicate via phone, SMS, email, or WhatsApp strictly based on your affirmative consent.
  • To fulfill statutory compliance, audit trail maintenance, and SEBI regulatory record-keeping standards.

3. Consent and Your Rights

You retain complete authority over your personal information:

  • Right to Access & Rectify: You may inspect your records and update inaccurate personal details at any time through the client portal or by emailing info@expertstocks.in.
  • Withdrawal of Consent: You may withdraw marketing or channel-specific communications (such as WhatsApp or promotional calls) by adjusting your account preferences or contacting support.
  • Data Protection Inquiries: Escalations regarding data handling may be lodged directly with our Grievance & Data Protection Officer at grievance@expertstocks.in.

4. Data Retention & Safeguards

Client KYC, transaction history, risk profiling questionnaires, and research transmission records are retained securely for a minimum statutory duration of 5 years in compliance with applicable Indian financial regulations. All records are protected using encryption in transit (TLS 1.3) and AES-256 encryption at rest.