Privacy Policy

Last Updated: July 30, 2026

At MyFinvisor, we are committed to helping investors build lasting financial well-being. Protecting your personal and financial information is central to how we operate. This Privacy Policy explains how MyFinvisor Financial Services Pvt. Ltd. ("MyFinvisor", "we", "us", "our") collects, uses, shares, and protects your personal information when you use our website and advisory services.

1. Information We Collect

We collect information you provide directly to us and information collected automatically when you use our services.

Category	Examples
Identity & contact details	Name, email address, phone number, postal address
Financial information	PAN, investment goals, income range, risk profile, portfolio details you choose to share for advisory purposes
KYC-related information	Documents or identifiers required for regulatory compliance, where applicable
Communications	Call recordings, follow-up call notes, chat/email correspondence with our advisory team
Technical data	IP address, browser type, device information, pages visited, referral source
Cookies data	Session identifiers and preferences (see Section 4)

2. How We Use Your Information

To provide personalized, commission-free advisory guidance for your financial well-being
To schedule and conduct advisory and follow-up calls
To verify identity and comply with applicable KYC / regulatory requirements
To communicate updates, service notices, and respond to your queries
To improve our website, tools, and service quality
To detect, prevent, and address fraud, security, or technical issues
To comply with legal obligations under applicable Indian financial regulations

3. How We Share Information

We do not sell your personal information. We may share information only in the following circumstances:

Service providers: Trusted vendors who help us operate our website, process payments, or manage communications, under confidentiality obligations
Regulatory & legal requirements: Where required by SEBI, courts, regulators, or applicable law
Business transfers: In connection with a merger, acquisition, or sale of assets, subject to confidentiality commitments
With your consent: Any other sharing will only occur with your explicit permission

4. Cookies & Tracking Technologies

Our website uses cookies and similar technologies to remember preferences, understand site usage, and improve performance. You can control or disable cookies through your browser settings; however, some parts of the website may not function properly without them.

5. Data Security

We implement reasonable technical and organizational safeguards — including access controls and encryption where appropriate — to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information only as long as necessary to provide our services, meet legal and regulatory record-keeping requirements, resolve disputes, and enforce our agreements. When no longer required, information is securely deleted or anonymized.

7. Your Rights & Choices

Subject to applicable law, you may have the right to:

Request access to the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of your personal information, subject to regulatory retention requirements
Opt out of marketing communications at any time
Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us using the details in Section 11.

8. Children's Privacy

Our services are intended for individuals who are at least 18 years old and legally eligible to invest. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected such information, we will take steps to delete it.

9. Third-Party Links

Our website may contain links to third-party websites or services (such as fund houses or regulatory portals). We are not responsible for the privacy practices of these third parties, and we encourage you to review their privacy policies separately.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the revised version on this page with an updated "Last Updated" date. Continued use of our services after changes take effect constitutes acceptance of the revised policy.

11. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please reach out to us:

Email: support@myfinvisor.com
Phone: +91-8716946666
WhatsApp: +91-8716946666
Address: Coming Soon