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Last Updated: February 1, 2026
EquiResearch ("Company," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our website, mobile application, and related services (collectively, the "Services"). This policy applies to all users of the Services, including mutual fund distributors, registered investment advisors, research analysts, family offices, and other financial professionals.
By accessing or using our Services, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy. If you do not agree with the practices described in this Privacy Policy, please do not use our Services. We encourage you to review this Privacy Policy periodically to stay informed about our data practices.
This Privacy Policy should be read in conjunction with our Terms of Service, which govern your use of the Services. Terms not defined in this Privacy Policy have the meanings given to them in the Terms of Service.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. If we make material changes, we will notify you by posting a notice on our website or by sending you an email. Your continued use of the Services after the posting of changes constitutes your acceptance of such changes.
Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 18, we will take steps to delete such information promptly.
We collect various types of information from and about users of our Services, including information by which you may be personally identified and information about your use of the Services. The categories of information we collect include:
Account Information: When you create an account, we collect information such as your name, email address, phone number, company name, job title, and professional credentials. For SEBI-registered advisors and distributors, we may also collect your registration number and other regulatory information.
Payment Information: If you subscribe to a paid plan, we collect payment information such as your credit card number, billing address, and transaction history. This information is processed by our third-party payment processors in accordance with their privacy policies.
Profile Information: You may choose to provide additional information for your profile, such as a profile picture, bio, areas of expertise, and links to your social media accounts or professional profiles.
Communications: When you contact us for support, provide feedback, or participate in surveys, we collect the information you provide in those communications, including your name, email address, and the content of your messages.
User Content: We collect any content you create, upload, or share through the Services, such as portfolios, notes, reports, and custom analytics configurations.
Usage Data: We automatically collect information about your use of the Services, including the features you access, the pages you view, the time and duration of your visits, and the actions you take (such as searches, downloads, and exports).
Device Information: We collect information about the device you use to access the Services, including the device type, operating system, browser type, screen resolution, and unique device identifiers.
Log Data: Our servers automatically record information when you access the Services, including your IP address, access times, referring URLs, and error logs.
Cookies and Similar Technologies: We use cookies, web beacons, and similar technologies to collect information about your browsing activities and to remember your preferences. See Section 7 for more information about our use of cookies.
Location Information: We may collect general location information based on your IP address. We do not collect precise geolocation data without your explicit consent.
Data Providers: We may receive information from data providers, such as financial data aggregators, market data providers, and regulatory databases, to enhance the information we provide through our Services.
Business Partners: If you access our Services through a business partner, such as an enterprise client or distribution partner, we may receive information about you from that partner.
Social Media: If you connect your social media accounts to our Services, we may collect information from those accounts in accordance with your social media privacy settings.
Public Sources: We may collect information about you from publicly available sources, such as regulatory filings, professional directories, and news articles.
We use the information we collect for various purposes, including to provide, maintain, and improve the Services, to communicate with you, and to protect our rights and interests. Specifically, we use your information for the following purposes:
We use your information to operate, maintain, and provide the features and functionality of the Services. This includes processing your requests, providing customer support, personalizing your experience, and developing new features.
We analyze usage data and user feedback to understand how our Services are used and to identify opportunities for improvement. We may use aggregated or anonymized data for research, analytics, and statistical purposes.
We use your information to personalize the Services, including recommending content, features, or alerts that may be relevant to your interests and professional needs.
We use your contact information to send you transactional communications, such as account confirmations, password reset emails, and service notifications. We may also send you promotional communications about our products, services, and events, but you can opt out of these at any time.
We may send you alerts and notifications based on your preferences and subscription settings, including portfolio change alerts, market updates, and research notifications.
If you contact us for support or feedback, we use your information to respond to your inquiries and to improve our customer service.
We use your information to maintain the security and integrity of the Services, including detecting, preventing, and investigating fraudulent, unauthorized, or illegal activity.
We may use your information to verify your identity, comply with legal requirements, and enforce our Terms of Service and other policies.
We may use your information to comply with regulatory requirements applicable to our business, including anti-money laundering (AML) and know-your-customer (KYC) requirements.
We use your information for internal business purposes, such as auditing, data analysis, and troubleshooting. We may also use your information to evaluate and improve our business operations, including assessing the effectiveness of our marketing and sales efforts.
We may use aggregated or anonymized data to generate reports and insights about market trends, user behavior, and other topics of interest to our business and our users.
We do not sell your personal information to third parties. However, we may share your information in the following circumstances:
We share your information with third-party service providers who perform services on our behalf, such as hosting, payment processing, email delivery, customer support, and analytics. These service providers are bound by contractual obligations to keep your information confidential and use it only for the purposes for which we disclose it to them.
If you access our Services through a business partner, such as an enterprise client, we may share your information with that partner to the extent necessary to provide the Services. Our sharing of information with business partners is governed by our agreements with those partners.
We may disclose your information if we believe in good faith that such disclosure is necessary to comply with applicable law, regulation, legal process, or governmental request, to enforce our Terms of Service or other agreements, to protect our rights, property, or safety or those of our users or the public, or to detect, prevent, or address fraud, security, or technical issues.
If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.
We may share aggregated or anonymized data that does not directly identify you with third parties for various purposes, including research, marketing, and analytics. Such data is not subject to the restrictions in this Privacy Policy.
We may share your information with third parties when you have given us your consent to do so. For example, if you choose to share content from our Services on social media, we will share the necessary information to enable that sharing.
We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. The retention period may vary depending on the context of the processing and our legal obligations.
When determining the appropriate retention period, we consider the amount, nature, and sensitivity of the personal information, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process the information, and applicable legal requirements.
For account information, we generally retain your information for as long as you maintain an account with us and for a reasonable period thereafter in case you decide to reactivate your account. If you request deletion of your account, we will delete or anonymize your personal information within 30 days, except to the extent we are required to retain it for legal or regulatory purposes.
For usage data and log data, we typically retain this information for a period of 12 to 24 months, after which it is deleted or anonymized. Aggregated or anonymized data may be retained indefinitely for analytics and research purposes.
For financial and payment information, we retain this information for as long as necessary to complete transactions and for the periods required by tax and accounting regulations.
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption of data in transit and at rest, access controls and authentication mechanisms, regular security assessments and audits, employee training on data protection, and incident response procedures.
We use industry-standard encryption protocols, including Transport Layer Security (TLS), to protect data transmitted between your device and our servers. Sensitive data, such as passwords and payment information, is encrypted using strong encryption algorithms.
Access to personal information is restricted to employees, contractors, and agents who need access to perform their job functions. All personnel with access to personal information are required to maintain confidentiality.
Despite our security measures, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee the absolute security of your information. You acknowledge that you transmit data to our Services at your own risk.
If you believe your account has been compromised or if you become aware of any security incident affecting the Services, please contact us immediately at security@xyz-analytics.com.
We use cookies, web beacons, and similar tracking technologies to collect and store information about your use of the Services. Cookies are small text files that are stored on your device when you visit a website. They help us recognize your device and remember your preferences.
Essential Cookies: These cookies are necessary for the Services to function properly. They enable core functionality such as security, network management, and account access. You cannot opt out of essential cookies.
Functional Cookies: These cookies enable enhanced functionality and personalization, such as remembering your preferences and settings. If you disable these cookies, some features of the Services may not function properly.
Analytics Cookies: These cookies help us understand how users interact with the Services by collecting and reporting information anonymously. We use this data to improve our Services and user experience.
Marketing Cookies: These cookies track your online activity to help deliver more relevant advertising or to limit how many times you see an advertisement. These cookies can share information with other organizations or advertisers.
Most web browsers allow you to control cookies through their settings. You can set your browser to refuse all or some cookies or to alert you when cookies are being sent. However, if you disable or refuse cookies, some parts of the Services may become inaccessible or not function properly.
You can also manage your cookie preferences through our cookie consent banner, which appears when you first visit our website. You can change your preferences at any time by clicking the "Cookie Settings" link in the footer of our website.
Some browsers offer a "Do Not Track" (DNT) feature that signals to websites that you do not want to be tracked. We currently do not respond to DNT signals. If we do so in the future, we will update this Privacy Policy accordingly.
Depending on your jurisdiction, you may have certain rights regarding your personal information. We are committed to respecting and facilitating the exercise of these rights.
You have the right to request access to the personal information we hold about you. You may also request a copy of your personal information in a structured, commonly used, and machine-readable format.
You have the right to request that we correct any inaccurate or incomplete personal information about you. You can update much of your information directly through your account settings.
You have the right to request that we delete your personal information, subject to certain exceptions. We may retain certain information as required by law or for legitimate business purposes.
You have the right to object to our processing of your personal information in certain circumstances. You may also request that we restrict the processing of your personal information.
Where we rely on your consent to process your personal information, you have the right to withdraw that consent at any time. Withdrawal of consent does not affect the lawfulness of processing based on consent before its withdrawal.
You can opt out of receiving promotional communications from us by clicking the "unsubscribe" link in our emails or by adjusting your communication preferences in your account settings. Even if you opt out of promotional communications, we may still send you transactional communications related to your account and the Services.
To exercise any of these rights, please contact us at privacy@xyz-analytics.com. We will respond to your request within a reasonable timeframe and in accordance with applicable law. We may ask you to verify your identity before processing your request.
Our Services are primarily operated in India. If you are accessing the Services from outside India, please be aware that your information may be transferred to, stored, and processed in India or other countries where our servers or service providers are located.
By using the Services, you consent to the transfer of your information to India and other countries that may have different data protection laws than your country of residence. We will take steps to ensure that your information receives an adequate level of protection in the jurisdictions in which we process it.
For users in the European Economic Area (EEA), United Kingdom, or other jurisdictions with data transfer restrictions, we implement appropriate safeguards for cross-border transfers of personal data, such as Standard Contractual Clauses approved by relevant authorities.
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). These rights include:
Right to Know: You have the right to request information about the categories and specific pieces of personal information we have collected about you, as well as the categories of sources, purposes for collection, and categories of third parties with whom we share personal information.
Right to Delete: You have the right to request that we delete your personal information, subject to certain exceptions.
Right to Correct: You have the right to request that we correct inaccurate personal information about you.
Right to Opt Out: You have the right to opt out of the sale or sharing of your personal information. We do not sell personal information, but you may opt out of certain data sharing for targeted advertising purposes.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.
To exercise these rights, please contact us at privacy@xyz-analytics.com or call our toll-free number. You may designate an authorized agent to make a request on your behalf.
If you are located in the European Economic Area (EEA), the United Kingdom, or Switzerland, you may have additional rights under the General Data Protection Regulation (GDPR) and related laws. In addition to the rights described in Section 8, you may have the following rights:
Legal Basis for Processing: We process your personal information on the following legal bases: (a) performance of a contract when we provide the Services to you; (b) our legitimate interests in operating and improving our business; (c) your consent when you have given it for specific purposes; and (d) compliance with legal obligations.
Right to Lodge a Complaint: You have the right to lodge a complaint with a supervisory authority in your country of residence if you believe that our processing of your personal information violates applicable data protection laws.
Data Protection Officer: You can contact our Data Protection Officer at dpo@xyz-analytics.com for any questions or concerns about our data protection practices.
If you are a resident of India, your personal information is protected under the Information Technology Act, 2000 and its associated rules, including the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011. We comply with these requirements in our collection, use, and protection of your personal information.
Under Indian law, "sensitive personal data or information" includes passwords, financial information, health information, biometric information, and sexual orientation. We collect and process such information only when necessary to provide our Services and with your consent where required.
We implement reasonable security practices and procedures as required by Indian law, including maintaining a comprehensive documented information security program, implementing internal controls, and conducting regular security audits.
You have the right to review the information you have provided to us and to request corrections if the information is inaccurate. You also have the right to withdraw your consent to the collection and use of your sensitive personal data or information at any time, subject to applicable law.
Our Services may contain links to third-party websites, services, or applications that are not operated or controlled by us. This Privacy Policy does not apply to those third-party services. We encourage you to review the privacy policies of any third-party services you access through our Services.
We may integrate with third-party services to provide enhanced functionality, such as social media sharing, payment processing, and analytics. When you use these integrations, you may be sharing information with those third parties in accordance with their privacy policies.
We are not responsible for the privacy practices or content of third-party websites, services, or applications. Your interactions with third-party services are governed by the terms and privacy policies of those third parties.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will revise the "Last Updated" date at the top of this policy. If we make material changes, we will provide notice through the Services or by other means, such as email.
We encourage you to periodically review this Privacy Policy to stay informed about how we collect, use, and protect your information. Your continued use of the Services after any changes to this Privacy Policy constitutes your acceptance of the updated policy.
If you do not agree with any changes to this Privacy Policy, you should stop using the Services and delete your account.
If you have any questions, concerns, or complaints about this Privacy Policy or our data practices, please contact us at:
EquiResearch
Privacy Team
[Registered Address]
Mumbai, Maharashtra, India
Email: privacy@xyz-analytics.com
Phone: [Phone Number]
For general support inquiries: support@xyz-analytics.com
For data protection inquiries: dpo@xyz-analytics.com
We will respond to your inquiries within a reasonable timeframe. For requests related to your privacy rights, we will respond within 30 days or as required by applicable law.
Our Services are not intended for children under the age of 18, and we do not knowingly collect personal information from children. If you are a parent or guardian and believe that your child has provided us with personal information, please contact us at privacy@xyz-analytics.com. If we learn that we have collected personal information from a child under 18, we will promptly delete such information.
We do not intentionally collect sensitive personal information such as racial or ethnic origin, political opinions, religious beliefs, genetic data, or health information, except where required for specific services with your explicit consent.
We may use automated processing, including profiling, to provide personalized services and recommendations. Such automated processing does not produce legal effects or similarly significant effects on you. You have the right to request human review of automated decisions that significantly affect you.
Our Services may include social media features, such as sharing buttons and links to our social media pages. These features may collect information about your IP address and which page you are visiting on our Services, and may set a cookie to enable the feature to function properly. Social media features are either hosted by a third party or hosted directly on our Services. Your interactions with these features are governed by the privacy policy of the company providing them.
For the purposes of this Privacy Policy, the following terms have the following meanings:
"Personal Information" means any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household.
"Processing" means any operation or set of operations performed on personal information, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation, alteration, retrieval, consultation, use, disclosure, dissemination, alignment, combination, restriction, erasure, or destruction.
"Service Providers" means third parties that we engage to perform services on our behalf, such as hosting, data analysis, payment processing, customer service, and marketing assistance.
"Cookies" means small text files that are placed on your device by websites that you visit. They are widely used to make websites work more efficiently and to provide information to website operators.
"Aggregated Data" means data that has been combined from multiple sources and summarized so that it does not identify any individual.
"Anonymized Data" means data that has been modified so that it cannot be used to identify any individual, either directly or indirectly.
Thank you for taking the time to read our Privacy Policy. We are committed to protecting your privacy and ensuring the security of your personal information. If you have any questions or concerns, please do not hesitate to contact us.
Effective Date: February 1, 2026