Registered Office: ITC Park, Belapur Station Complex, Sector-11, CBD Belapur, Navi Mumbai, Maharashtra 400614
1. Information We Collect
We collect personal information necessary to deliver compliant research advisory and regulatory communications:
- ▪ Full Legal Name
- ▪ Mobile Telephone Number
- ▪ Primary Email Address
- ▪ Residential City & State
- ▪ KYC Proofs (PAN Card)
- ▪ Suitability Questionnaires
- ▪ Risk Profile Scores
- ▪ Signed Agreements & Invoices
- ▪ IP Address & Timestamp
- ▪ Browser Agent & Version
- ▪ Device Fingerprint
- ▪ Portal Authentication Logs
2. Purpose of Data Processing
To assess your investment experience, risk appetite, and financial horizon through mandatory suitability evaluations prior to advisory delivery.
To transmit authorized research publications, timely alerts, market commentaries, and administrative client service notices.
To communicate via phone, SMS, email, or WhatsApp strictly based on your affirmative consent selections.
To fulfill statutory compliance, audit trail maintenance, and SEBI regulatory record-keeping standards.
3. Consent & Your Data Rights
You may inspect your records and update inaccurate personal details at any time through the client portal or by emailing info@expertstocks.in.
You may withdraw marketing or channel-specific communications (such as WhatsApp or promotional calls) by adjusting your account preferences or contacting support.
Escalations regarding data handling may be lodged directly with our Grievance & Data Protection Officer at support@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 data transmitted between your browser and our servers is protected using TLS 1.3 transport security. Database records and sensitive identifiers are encrypted at rest with industry-standard AES-256 encryption.