Effective: 1 January 2025 · Last updated: 1 June 2025
GrowFOLIO Technologies Pvt. Ltd. is committed to protecting your privacy under applicable Indian data protection, technology, and securities regulations.
Information we collect
Identity and contact information needed for account setup and support.
Financial profile, risk preferences, goals, and investment suitability inputs.
KYC and documentation information required by applicable law and partners.
Device, usage, and log data used to secure and improve the product.
Portfolio, transaction, and advisor interaction records related to your account.
How we use your information
To verify identity, onboard accounts, and provide advisory workflows.
To personalise recommendations and help your assigned advisor serve you.
To process investment requests through regulated platforms and partners.
To send portfolio updates, support replies, service notices, and required records.
To meet audit, compliance, legal, security, and dispute-resolution obligations.
Information sharing and disclosure
Regulators and government authorities only where legally required.
Registrars, KYC agencies, payment providers, and regulated partners needed for service delivery.
Internal teams and assigned advisors under role-based access controls.
We do not sell personal data to advertisers or third-party marketers.
We do not use personal financial data to train external AI models.
Data retention
Records are retained for as long as needed to provide services and meet regulatory obligations.
Investment and advisory records may be retained for statutory audit and compliance periods.
You may request correction or deletion of non-mandatory data, subject to legal retention limits.
Your rights
You may request access to personal data we hold about you.
You may request correction of inaccurate or incomplete information.
You may raise privacy concerns through our grievance channel.
Requests can be sent to dpo@growfolio.in with subject line 'Privacy Request'.
Security measures
Encryption is used for sensitive data in transit and at rest.
Access to portfolio data is role-gated and logged.
Authentication, session controls, monitoring, and periodic reviews protect account access.
If a reportable data incident occurs, we will follow applicable notice obligations.
Contact our Data Protection Officer
For privacy-related queries, rights requests, and complaints, contact dpo@growfolio.in.