Identity Information : Full name and Permanent Account Number (PAN).
Last Updated: January 2026
At Finvest Solutions, we prioritize the trust you place in us when sharing your personal information. As a SEBI Registered Research Analyst, we are committed to maintaining the highest standards of data privacy and security in accordance with the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011 and SEBI (Research Analysts) Regulations, 2014
1. Information We Collect
To provide research services and comply with regulatory mandates, we collect:
Contact Information : Email address and mobile number.
Regulatory Data : Information required for KYC verification and investment profiling to ensure the suitability of our research recommendations.
Communication Logs : Records of interactions including emails, SMS, and other legally verifiable communications as required by SEBI.
2. Purpose Of Data Collection
Your Information Is Used Solely For:
Service Delivery : Preparing and disseminating research reports and unbiased recommendations.
Regulatory Compliance : Meeting the record-keeping obligations mandated by SEBI and RAASB.
Identity Verification : Ensuring we deal with verified investors through mandatory KYC channels.
AI Disclosure : Notifying you regarding the extent of Artificial Intelligence (AI) tools used in our analysis.
3. Data Retention Policy
In compliance with SEBI Regulation 19, we are required to maintain records of all research reports, recommendations, and client interactions for a minimum period of five (5) years. Your data will be stored securely for this duration to satisfy regulatory inspections, after which it will be safely destroyed.
4. Disclosure and Third-Party Sharing
We do not sell or rent your personal data to third parties. Disclosure is limited to:
Statutory Authorities : Sharing data with SEBI, BSE (RAASB), or other government agencies when mandated by law for verification or investigation
Service Providers : Trusted partners who assist in our technical operations (e.g., KRA agencies), bound by strict confidentiality agreements.
5. Security Practices
Finvest Solutions implements robust technical and administrative security measures, including:
Encryption of sensitive data during transmission.
Strict internal access controls to prevent unauthorized data leaks.
Periodic internal reviews of data handling practices.
6. Your Rights
As a client of Finvest Solutions, you have the right to:
Review and correct any inaccurate or deficient personal information.
Withdraw consent for data collection (noting that this may result in the termination of research services due to regulatory requirements).
7. Grievance Redressal
If you have concerns regarding your data privacy, please contact our Grievance Officer:
Name : Finvest Solutions
SEBI Registration No : INH000021906
Email : finvest[at]gmail.com
Escalation : Unresolved grievances can be escalated to the RAASB (BSE Ltd) or the SEBI SCORES 2.0 portal.
