Privacy Policy

Who we are

Growfolio provides digital tools and support for financial planning, advisory discussions, recommendations, and related customer workflows.

Information we collect

• Identity and contact details such as name, email address, mobile number, and login method.
• Profile and suitability inputs such as goals, income range, investment horizon, risk preferences, and financial-planning details.
• Service and request information such as plan activity, recommendation interactions, support messages, and documents you choose to share.
• Technical information such as device, browser, IP address, session activity, and diagnostic logs used to keep the service reliable and secure.
• Payment and subscription records required to process paid services. Payment card details are handled by payment providers and are not stored by Growfolio.

How we use information

• Provide, personalise, and improve Growfolio services.
• Prepare planning views, suitability context, recommendations, and account support.
• Communicate service updates, alerts, appointment details, and support responses.Book an appointment
• Protect accounts, prevent misuse, troubleshoot bugs, and maintain platform security.
• Meet legal, tax, accounting, audit, and regulatory obligations that apply to our services.

What we do not do

• We do not sell your personal information.
• We do not share identifiable information with advertisers.
• We do not use your data for unsolicited marketing without appropriate consent.
• We do not promise that digital records replace official statements from AMCs, RTAs, depositories, payment providers, or other intermediaries.

Sharing of information

We share information only where needed to operate the service, respond to your instructions, support your account, comply with law, or work with trusted service providers under confidentiality and security obligations.

Storage and security

We use access controls, encryption in transit, monitoring, and operational safeguards designed to protect personal information. No digital system is completely risk-free, so please keep your login credentials secure and contact us if you suspect unauthorised access.

Data retention

We retain information for as long as needed to provide services, resolve disputes, comply with legal obligations, and maintain business records. Some records may need to be retained even after account closure.

Your choices and rights

• Request access to personal information associated with your account.
• Request correction of inaccurate or incomplete details.
• Withdraw optional communication consent where applicable.
• Request account deletion, subject to legal and regulatory retention requirements.

Contact for privacy requests

For privacy questions or account-data requests, write to privacy@growfolio.in from your registered email address.