LEGAL & COMPLIANCE

Privacy Policy

How Nivexo Financial Services Private Limited collects, safeguards, and utilizes your data.

Data Privacy Commitment

At Nivexo Financial Services Private Limited ("we", "our", or "us"), we value your trust and respect your privacy. This Privacy Policy describes how we collect, use, handle, and disclose your personal and financial information when you access our website, platform, and advisory tools.

1. Information We Collect

To provide seamless financial planning, tracking, and execution framework services, we may collect various categories of information, including:

  • Personal Identification Data: Full name, email address, phone number, residential address, PAN, and KYC details.
  • Financial Data: Bank account numbers, investment preferences, transactional portfolio data, and asset asset-allocation history.
  • Technical Data: IP addresses, browser types, device information, and interaction metrics gathered through platform cookies.
2. How We Use Your Information

The data collected is strictly utilized for legitimate business and regulatory purposes:

  • Facilitating mutual fund transactions, portfolio analysis, and cross-AMC integration performance calculations.
  • Complying with AMFI, SEBI, and statutory Indian financial regulations (ARN: 18993).
  • Communicating critical updates, advisory reports, market insights, and transactional notices securely.
3. Data Protection & Security

We implement robust commercial-grade administrative, technical, and physical security measures—including encrypted database channels and restricted access protocols—to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

4. Sharing of Information

We do not sell, trade, or rent your personal details to third parties. Information is only shared with authorized financial institutions, Registrar and Transfer Agents (RTAs like CAMS/KFintech), payment gateways, and regulatory bodies strictly as required to process your requested services.

5. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your data, please reach out to our compliance desk at support@nivexo.in.