Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, phone number, email address, postal address, date of birth, and other details you provide through our forms.
• Financial Information: Investment preferences, income range, and goals shared by you for advisory and service purposes.
• Technical Information: IP address, browser type, device information, and usage data collected automatically through cookies and analytics tools.

2. How We Use Your Information

The information we collect is used to:

• Provide financial advisory, investment, insurance, and loan-related services.
• Respond to your enquiries and process your requests.
• Send updates, offers, and communications related to our services.
• Improve our website, application, and overall user experience.
• Comply with legal, regulatory, and statutory obligations.

3. Sharing of Information

• We may share your information with licensed partners such as mutual fund houses, insurers, banks, and NBFCs strictly to facilitate the services you have requested.
• We do not sell or rent your personal information to any third party for marketing purposes.
• Information may be disclosed to regulatory authorities or law enforcement agencies when required by law.

4. Data Security

• We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
• While we strive to use commercially acceptable means to protect your data, no method of transmission over the internet is 100% secure.

5. Cookies & Tracking Technologies

• Our website may use cookies and similar technologies to enhance user experience and analyze traffic.
• You can choose to disable cookies through your browser settings, though some features may not function properly.

6. Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes outlined in this policy, or as required to comply with legal and regulatory obligations.

7. Your Rights

Subject to applicable law, you have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate or incomplete data.
• Request deletion of your personal information, subject to legal requirements.
• Opt out of promotional communications at any time.

8. Communication Consent

By submitting your contact details, you consent to receive:

• Calls, emails, WhatsApp messages, or SMS related to services, updates, and offers.
• You may opt out of promotional communication at any time.

9. Third-Party Links

Our website and app may contain links to third-party websites. We are not responsible for the privacy practices or content of such external sites. We encourage you to review their privacy policies before sharing any information.

10. Children's Privacy

Our services are intended for individuals who are at least 18 years of age. We do not knowingly collect personal information from minors.

11. Changes to This Policy

• Investroute reserves the right to update this Privacy Policy at any time without prior notice.
• Updated policies will be effective immediately upon posting on the website or app.

12. Contact Information

For any privacy-related queries, concerns, or grievances, please contact us: