Investment Saathi ("Company", "We", "Us", or "Our") is committed to protecting your privacy and security. This Privacy Policy outlines how we handle your personal and financial information when you request portfolio review reports or interact with us via WhatsApp.
01 Information We Collect
To generate portfolio review reports, we collect:
- Contact Information: Name, Email Address, Phone Number.
- Portfolio Data: User-uploaded financial statements, CAS (Consolidated Account Statements), or holdings summary for reporting purposes only.
- Technical Data: IP address, device type, and cookies collected for site analytics.
02 How We Use Your Information
- To process, generate, and deliver your requested portfolio review reports.
- To send transactional notifications and report delivery updates via Meta's WhatsApp Business API.
- To respond to customer service requests and feedback.
- To enforce site security and comply with legal requirements.
03 Data Confidentiality & WhatsApp API Usage
- Non-Disclosure: We DO NOT sell, lease, share, or trade your personal or portfolio data to third-party brokers, advertisers, or lead generators.
- WhatsApp Messaging: Communications sent via WhatsApp API strictly comply with Meta's Business Messaging Policies. You will only receive messages directly related to your report requests or account queries.
04 Data Protection & Security
We employ industry-standard encryption protocols (SSL/TLS) and secure database storage to prevent unauthorized access, modification, or exposure of your personal data.
05 User Rights & Opt-Out Option
You can opt out of WhatsApp updates at any time by messaging "STOP" or requesting complete data deletion by emailing investmentsaathi02@gmail.com.