Updated June 3rd, 2023

Privacy Policy

For the purpose of this Privacy Policy, the “The Financialist Group”, includes (i) Finfam Private Limited (“FPL”) a private limited company incorporated under the Companies Act, 2013 (CIN U67190MH2022PTC374291); (ii) Finfam Investment Advisors Private Limited, (“FIAPL”) a private limited company incorporated under the Companies Act, 2013 (CIN U67190MH2021PTC373220); and (iii) includes all present and future Affiliates of FPL and FIAPL respectively. The term “Affiliate” means with respect to an entity, the holding company, subsidiaries and associate companies and shall include any other entity, individual, firm, or corporation, directly or indirectly, through one or more intermediaries, controlling, controlled by, or under common control with such entity.

Finfam Private Limited and/or its affiliates ( “The Financialist”/ “Company”/ “We”/ “Our”/ “Us” ) may become privy to some Personal Information ( defined below ) provided by individuals ( “Users”/ “You”/”Your” ), including information which may or may not be of confidential nature. We value Your privacy and recognises the importance of maintaining the privacy of Your Personal Information and appreciate Your trust in Us.

For all intents and purposes of this Privacy Policy ( “Policy” ), Personal Information shall mean any information provided by You and/or available with the Company, which helps the Company identify You. However, no such information which is already available in public domain, or which can be furnished under Right to Information Act, 2005 or any law in force in India shall be considered as Personal Information under this Policy ( “Personal Information” ).

This Policy will help You understand the types of information we collect from You and/or the website, https://www.thefinancialist.co.in (hereinafter referred as “Website” ), which are owned, operated and maintained by The Financialist; the purpose for which the information is collected; how the information is used; the intended recipients of such information; and how the information is protected. If You would like more details, please contact Us at [email protected]

By accessing/browsing the Website; or providing information on the Website or through any of the Promotional Material; or signing up for the Services offered by The Financialist; or providing Us with Your Personal Information for any other purpose, You agree to the terms of this Policy and give consent to the Company to collect such information including Personal Information provided by You as per the Policy. This Policy applies to all the information including Personal Information collected by Us.


1. Collection of Information

I. Information You voluntarily submit

We collect Personal Information from You when You voluntarily provide such information, such as when You contact Us with enquiries, register for access to Services from the Website.

a. Using The Financialist Website as a Visitor

Every time You visit / access / use Our Website, We collect certain information about Your interaction with Our Website, such as pages visited and average time spent on the Website, Your internet protocol address, the unique identifier of Your device and device information such as operating system, operating system version, browser plugins, cache, system activity, hardware settings, date and time of Your request and referral URL, and cookies that may uniquely identify Your browser, browser data, mobile application and mobile information.

b. Interaction with The Financialist’s Promotional Material

We collect information which You may provide while interacting with Our promotional material which includes but not limited to promotional emails, newsletters and advertising material ( “Promotional Material” ).

c. Using The Financialist as a Client

i. We shall collect Your Personal Information such as first name, last name, current contact and address details, email address, password, date of birth, signature, PAN, demat details, place of birth, city, country, complete address, pin code along with other information.

ii. We may also ask for additional information in order to use certain features of the Services.
Our legal basis for processing this information is Your consent, and by voluntarily providing Us with Personal Information, You are consenting to Our use of it in accordance with this Policy. If you provide Personal Information to Us, You acknowledge and agree that such Personal Information may be transferred and stored from Your current location to the offices and servers of The Financialist and the authorized third-parties referenced below.

The Financialist shall not be liable for the authenticity/misrepresentation/fraud/negligence for the information provided by You. The Company shall also not be responsible for verifying any information provided by You. The sole liability for any misrepresentation/fraud/negligence/ any other criminal or civil liability emanating from the information provided by You shall be Your responsibility.

II. Information We Collect within the The Financialist Group:

We may receive information about You from an entity in the The Financialist Group when You use the Services offered by such entity through the Website. Such entity within the The Financialist Group may transfer the information to Us for providing relevant Services and for fulfilment of their obligations under agreement, if any, between the entities within the The Financialist Group.

III. Cookies:

We may log information using cookies, which are small data files stored on your browser by The Financialist. We may use both session cookies, which expire when you close your browser, and persistent cookies, which stay on Your browser until deleted, to provide You with a more personalized experience on the Website.

2. Use of Your Information

We use all the collected data to:

a. respond to Your queries about the Services;

b. send communications relevant to Your use of the Services;

c. ensure security on the Website and detect any errors, fraud and other criminal or otherwise prohibited activity on the Website; and

d. enforce Our Terms of Use;

3. How We Use Technical Data

The Financialist uses third-party web analytics service providers such as Google Analytics. We may use the unique identifier of Your device for security purposes to track suspicious activity. You consent to process the information provided by You including Personal Information through third party web analytics service providers in accordance with this Policy.

4. Access and Update Your Personal Information

If You want to review your Personal Information or believe that the Personal Information provided by You on the Website or through Promotional Material is inaccurate or not up to date or have any questions about the accuracy or safety of Your Personal Information, please do contact Us at [email protected]

6. Disclosure of Information

Except as provided in this Policy, The Financialist will not transfer, sell or rent Personal Information collected to anyone, for any reason, at any time. The Financialist shall also ensure reasonable care and prevention of any unauthorised disclosure of Your sensitive Personal Information. The Financialist will share Your information with judicial, administrative and regulatory entities to comply with any legal and regulatory requirements under applicable laws.

7. Payment Information:

You may provide payment information when You use the Website to avail Our Services such as debit card numbers, billing information using third-party intermediary PCI-DSS compliant service providers. The payment information is provided directly by You, via the Website, into the PCI/DSS-compliant payment processing service to which The Financialist subscribes, and The Financialist does not, itself, process or store the payment information. Further, these intermediaries are not permitted to store, retain, or use Your billing information for any purpose except for payment processing on Our behalf.

8. Retention of Personal Information

The Financialist will keep Your Personal Information as long it is required for the purpose for which it has been collected including to make available the Website and provide Our Services or for other legitimate purposes, such as complying with legal obligations, enforcing and preventing violations of our Terms of Use, or protecting or defending our rights, property and users. The storage periods are determined on a case-by-case basis that depends on factors like the nature of the information, why it is collected and processed, relevant legal or operational retention needs, and legal obligations. The Financialist will make sure to delete any Personal Information collected and stored by it once the purpose has been fulfilled or the Personal Information is no longer needed by The Financialist.

9. Personal Information of Minors

The Financialist may collect and/or store Personal Information of persons under the age of 18 years ( “Minors” ) that their parent or guardian under applicable laws, provide on the Website to avail the Services. While providing Personal Information of the any Minor, the parent or guardian under applicable law, gives consent to The Financialist, to store / use such Personal Information of Minors as per the Policy.

10. Customer Care

If You have any complaints or queries regarding Your Personal Information or the Policy, please contact:

Name – Priyank Shah

Email – [email protected]

11. Deletion

In the event that Your Personal Information is deleted from Our servers due to application of law, withdrawal of Your consent or due to any other reason, You agree that You will not access any or all Our Websites or Services.

12. Security Practices and Procedures

Our Website has stringent security measures in place to protect the loss, misuse, and alteration of the information under Our control. Once your information is in Our possession We adhere to strict security guidelines, protecting it against unauthorized access. We are in compliance with privacy laws of India and are not bound by privacy laws of any jurisdiction other than India.

The Financialist follows industry best practices, using open and known principles when transferring and storing Your data. However, The Financialist cannot guarantee absolute security as no security measure can provide 100 % security of the information transmitted on internet or electronically stored on servers.

We also train and require Our employees to safeguard Your information. We also use safeguards and provide access to Personal Information only to employees, agents and/ or Affiliates on a need to know basis.

We assume no liability for any disclosure of information due to errors in transmission, unauthorised third-party access to Our Website and data bases or other acts of third-parties, or acts or omissions beyond Our reasonable control and You shall not be entitled to hold The Financialist responsible for any breach of security. In the event The Financialist becomes aware of any security breach, it will notify You as soon as possible and take appropriate action to the best of its ability to remedy such a breach.

If You think that the security of Your The Financialist account has been compromised, You shall change Your password and contact Us immediately for further assistance.

13. Consent Withdrawal

If You wish to withdraw Your consent given under this Policy for collection and use of any Personal Information, You can withdraw Your consent by sending Us an email at [email protected].

14. Grievance Officer

In accordance with Information Technology Act 2000 and rules made there under, the name and contact details of the Grievance Officer are provided below:

Mr. Priyank Shah

Email: [email protected]

15. Legal Obligation and Jurisdiction

The Financialist is bound by the (Indian) Information Technology Act, 2000 and rules made thereunder, and it shall comply with all its provisions. Under Section 43A of the (Indian) Information Technology Act, 2000, The Financialist and all its vendors are obliged to maintain reasonable security procedures to safeguard Your data.

Any disputes arising under this Policy shall be governed by the laws of India.

16. Updates to this Policy

This Policy was last updated on June 3, 2023 (“Last Update Date”). From time to time We may change Our Policy. We will notify You of any material changes to this Policy as required by law. We will also post an updated copy of the Policy on Our Website. Please check Our Website periodically for updates on the Policy. Changes to this Policy will be effective as of the stated Last Update Date mentioned in the Policy. By continuing using the Website i.e. by providing information on the Website / browse the Website / access the Website / use the Services provided by the Company on the Website, after any change in this Policy, You agree with the modified and updated Policy and provide consent to the collection of information including Personal Information disclosed by You on the Website according to terms of such modified Policy.