Privacy Policy

Ankit Dinesh Mehta ("we", "us", "our") is committed to protecting the privacy of visitors to our website and our clients. This Privacy Policy explains what information we collect, how we use it, and how we protect it.

Information We Collect

  • Identity & contact information: name, email address, phone number, address, PAN, and other KYC details.
  • Financial information: relevant to onboarding and risk profiling, where applicable.
  • Technical information: IP address, browser type, and usage data collected via cookies (see our Cookie Policy).

How We Use Your Information

  • To onboard clients, verify KYC, and provide subscribed research services.
  • To communicate research reports, account, and billing information.
  • To comply with SEBI record-keeping and regulatory reporting requirements.
  • To improve our website and services.

Data Sharing

We do not sell or rent personal information to third parties. Information may be shared with regulators (such as SEBI, BSE), service providers who assist in operations (e.g., payment gateways, communication platforms) under confidentiality obligations, or where required by law.

Data Retention

Client records, communications, and research-related documentation are retained for a minimum of five years, or longer where required by SEBI regulations or in case of pending disputes/regulatory directions.

Data Security

We implement reasonable technical and organisational measures to protect personal data against unauthorised access, alteration, or disclosure, including when AI-assisted tools are used as part of our research process.

Your Rights

  • You may request access to, correction of, or deletion of your personal information, subject to our regulatory record-retention obligations.
  • You may opt out of promotional communications at any time; transactional/regulatory communications will continue as required.

Contact for Privacy Queries

For any privacy-related queries, please contact us at ankit@mehtainsights.com.