Privacy Policy

Last updated: 07^th Nov 2025

InServ Financial Services Private Limited (“InServ”, “we”, “our”, “us”) is committed to protecting the privacy and confidentiality of personal information of users (“you”, “your”) accessing our website, services, and digital platforms. This Privacy Policy is framed in accordance with applicable Indian laws, including the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and relevant guidelines issued by the Securities and Exchange Board of India (SEBI).

By accessing or using our website and services, you consent to the collection, use, storage, and disclosure of information as described in this Privacy Policy.

1.  Information We Collect

We may collect the following categories of information:

• Personal Information: Name, email address, mobile number, PAN (where required), date of birth, and other details voluntarily provided through forms or communications.
• Financial Information: Investment preferences, risk profile, and transaction-related information strictly for providing advisory, distribution, or portfolio-related services.
• Technical Information: IP address, browser type, device information, pages visited, and usage data collected through cookies or similar technologies.

We do not collect sensitive personal data unless it is necessary for providing services and is shared voluntarily by you.

2.  Purpose of Collection and Use

Information collected is used solely for legitimate business purposes, including:

• Providing investment-related services and information
• Complying with SEBI regulations and KYC/AML requirements
• Responding to queries and service requests
• Improving website functionality and user experience
• Sending service-related communications and regulatory disclosures

We do not sell, rent, or trade your personal information to third parties.

3.  Disclosure of Information

Your information may be disclosed only in the following circumstances:

• To SEBI-registered intermediaries, mutual fund AMCs, RTAs, custodians, or service providers strictly on a need-to-know basis
• When required by law, regulation, court order, or regulatory authority
• To protect the rights, property, or safety of InServ Financial Services Private Limited, its clients, or the public

All third parties are required to maintain confidentiality and comply with applicable data protection laws.

4.  Data Security

We implement reasonable security practices and procedures, including administrative, technical, and physical safeguards, to protect personal information from unauthorized access, misuse, alteration, or disclosure.

While we strive to protect your information, no method of electronic transmission or storage is completely secure. Users acknowledge and accept this inherent risk.

5.  Cookies and Tracking Technologies

Our website may use cookies to enhance user experience, analyze website traffic, and improve services. You may choose to disable cookies through your browser settings; however, certain website features may not function optimally.

6.  User Rights

You may:

• Request access to personal information held by us
• Request correction or updation of inaccurate information
• Withdraw consent for non-mandatory communications

Requests may be made by contacting us at the email address provided below, subject to applicable legal and regulatory requirements.

7.  Retention of Information

Personal information is retained only for as long as necessary to fulfill the purposes for which it was collected or as required under SEBI regulations, tax laws, or other applicable laws.

8.  Changes to This Privacy Policy

InServ Financial Services Private Limited reserves the right to update or modify this Privacy Policy at any time to reflect changes in legal, regulatory, or business requirements. Updated versions will be posted on this website with the revised date.

10.  Contact Information

For any questions or concerns regarding this Privacy Policy or data usage, please contact:

InServ Financial Services Private Limited
Email: support@inservfin.com