Information we collect
We collect information required for account opening and platform use, including identity details such as name, PAN and Aadhaar reference, contact details, financial information, and device or usage data.
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Privacy Policy
Last updated: 18 August 2026 · How Investeria collects, uses and protects your information.
✓Purpose limitedData used only for stated needs⌁Secure by designControls for financial information◎User focusedClear access and correction rights
How information is used
Information is used for KYC verification, account opening, trade execution and settlement, customer support, regulatory reporting, fraud prevention and platform improvement.
Sharing of information
Information may be shared with SEBI, exchanges, depositories, KYC registration agencies, banks and confidentiality-bound service providers where required to provide services or comply with law. Personal information is not sold to third parties for marketing.
Data security
Investeria uses appropriate technical and organisational safeguards, including access controls and secure transmission, to protect personal and financial information.
Your rights
You may request access to or correction of your personal information and, where legally permitted, request deletion. Regulatory record-retention obligations may limit deletion requests.
Access your dataRequest correctionsAsk for deletion where permitted
Cookies
This website may use essential cookies required for security, session continuity and core functionality. Any additional analytics or preference cookies will be disclosed and managed in accordance with applicable consent requirements.
Contact
Questions about this policy or privacy-related requests can be sent through the Contact page.
Need help with your information?
Contact us →Use our secure contact form for privacy questions or data requests.