Effective Date: August 4, 2025
Last Updated: August 4, 2025
Inmount Technoservices Pvt Ltd ("Company", "we", "us", or "our") is committed to safeguarding the privacy of our users. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you use our platform, which serves as an aggregator between investors and registered investment advisors (RIAs).
In the course of using this website or any of the websites under the www.investo.in domain or availing the products and services vide the online application forms and questionnaires, online consents and such other details required from time to time on any of Investo mobile applications, web platforms or mobile applications, Inmount Technoservices Pvt Ltd may become privy to some of Your personal information, including which may or may not be of confidential nature.
Any natural or legal person who has visited the our website or website/platform and/or the mobile application, and/or who may or may not have further agreed to initiate the process of opening an account with Inmount Technoservices Pvt Ltd shall come under the purview of the scope of this Privacy Policy.
We collect personal information which may include certain Sensitive Personal Data or Information (as defined under the Information Technology Act, 2000) to complete your KYC (as per the 'Know Your Client' requirements set by SEBI) and as per the Prevention of Money Laundering Act, 2002. Which includes; Name, contact number, email address PAN, Aadhaar (where applicable), Address and date of birth, Bank account details.
Voluntary Act: The act of providing your Aadhaar and PAN is voluntary in nature, which will only be required for completing your account opening procedure online and for digitally signing the account opening form. Your
We ascertain the Investment Profile of the visitor by collecting personal and financial information from investors. This includes, but is not limited to, personal and demographic details such as name, age, occupation, annual income, marital status, and number of dependents. We also collect financial information such as net worth, monthly savings, existing investments, loan obligations, and tax status. To assess your risk tolerance and investment preferences, we gather information on your risk appetite, investment knowledge, time horizon, and investment goals such as retirement planning, education funding, and wealth creation. Additionally, we collect compliance-related data, including KYC documents (PAN, Aadhaar), FATCA/CRS declarations, and Politically Exposed Person (PEP) status. For risk profiling, we may ask you to complete a risk assessment questionnaire to determine your comfort with risk, categorizing you as conservative, moderate, or aggressive, which allows us to provide suitable investment recommendations and strategies.
To enhance user experience and improve our platform, we automatically collect certain technical information when you access our services. This includes data such as your IP address, browser type and version, device type, operating system, and the time and date of your access. We may also collect information about the pages you visit on our platform, referring URLs, and other browsing behaviors. This technical data is used for purposes such as optimizing platform performance, ensuring security, and providing personalized content and services. Additionally, we may use cookies or similar technologies to track usage patterns and improve your interaction with our platform.
We use the information we collect to facilitate connections between investors and SEBI-registered investment advisors, ensuring you receive personalized investment recommendations tailored to your goals and risk profile. Your data also helps us comply with regulatory requirements, including SEBI regulations and KYC norms. Additionally, we use your information to monitor and improve our platform's performance, security, and user experience. We may also communicate important updates, alerts, and offers related to your investments, services, or regulatory changes. All of this is done to provide a more efficient and personalized experience while ensuring compliance with applicable laws.
We process your personal data based on several legal grounds, including your consent, which you provide when signing up for our services, agreeing to our terms, or consenting to receive marketing communications. Additionally, we process your data to fulfill legal obligations under Indian law, including compliance with regulations set by the SEBI, RBI, and the IT Act, such as KYC norms and tax-related requirements. We also process your data based on our legitimate interest in operating, maintaining, and improving our platform, ensuring security, performance, and providing you with a better user experience. All processing is carried out in accordance with applicable privacy laws and regulations to protect your rights and data.
We are committed to protecting your personal information and will not share it with third parties except in the following circumstances:
We take all reasonable measures to ensure that any data shared is done so in a secure manner and in accordance with applicable laws to protect your privacy.
We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including providing our services, complying with legal, regulatory, contractual, and audit requirements, and resolving disputes. This includes retention periods mandated by applicable Indian laws such as SEBI, RBI, and the Information Technology Act. When personal data is no longer required for these purposes, we securely delete or anonymize it in accordance with industry standards and our internal data retention policies. In certain cases, we may retain data for a longer period if necessary to protect our legal rights, prevent fraud, or ensure security.
We implement appropriate technical and organizational security measures to protect your personal data against unauthorized access, loss, misuse, alteration, or destruction. These measures include the use of secure servers, data encryption, firewalls, access controls, regular security audits, and strict internal data handling policies. Access to your personal data is limited to authorized personnel who are required to maintain the confidentiality and integrity of your information. While we take all reasonable precautions to safeguard your data, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. However, we are committed to continuously improving our security practices in line with industry standards and legal requirements.
You have certain rights regarding your personal data. You may access and review the information we hold about you at any time and request corrections to any inaccuracies. You also have the right to withdraw your consent for data processing; however, this may affect your ability to access certain features or services on our platform. Additionally, you may request the deletion of your personal data, subject to any legal or regulatory obligations that require us to retain certain information. To exercise any of these rights, please contact us at admin@investo.in, and we will respond in accordance with applicable data protection laws.
Inmount Technoservices Pvt Ltd may from time to time use cookies. Cookies are small data files that a website stores on Your computer. Inmount Technoservices Pvt Ltd may use persistent cookies which are permanently placed on your computer to store non-personal (Browser, ISP, OS, Clickstream information etc) and profiling information (age, gender, income etc). While cookies have unique identification nos, personal information (name, a/c no, contact nos etc) shall not be stored on the cookies. We will use the information stored in the cookies to improve Your browsing experience on our website, by throwing up relevant content where possible. We will also use the cookies to store visitor preferences to ease visitor navigation on the site.
Our platform may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to read their privacy policies.
Our services are not intended for individuals under 18. We do not knowingly collect data from minors.
We may update this policy from time to time. Users will be notified via email or platform notice when significant changes are made.
If you have questions or concerns regarding this Privacy Policy, please contact us at: