Privacy Policy

Last Updated: 27 Oct, 2023

Invest With Chetan is committed to safeguarding your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you access our website and use our financial advice services.

1. Information We Collect:

At Invest With Chetan, we collect and process various types of information to enhance your experience and provide personalized financial advice. The information we collect includes:

  • Personal Information: This may include your name, contact details, and other identifiers necessary for providing tailored financial advice.

  • Financial Information: To understand your financial goals and preferences, we may collect information related to your income, expenses, investment history, and risk tolerance.

  • Usage Data: We gather information about how you interact with our website, including pages visited, time spent on each page, and other analytical data. This helps us improve our services and user experience.

  • Device Information: We collect information about the device you use to access our platform, such as the device type, operating system, and browser details. This assists in optimizing our website for various devices.

  • Cookies and Tracking Technologies: Our website may use cookies and similar technologies to enhance functionality and personalize your experience. Cookies are small text files stored on your device that help us remember your preferences and improve our services.

  • Communication Data: When you contact us through various communication channels, we may collect information related to your inquiries and interactions with our support team.

  • User-Generated Content: Information you provide through comments, reviews, or other user-generated content on our platform.

Why We Collect This Information:

  • Customized Financial Advice: Personal and financial information enables us to tailor our financial advice services to align with your individual goals and preferences.

  • Improving Services: Usage and analytical data help us understand how users engage with our platform, allowing us to enhance features, optimize content, and improve overall user experience.

  • Security Measures: Device information and usage data contribute to the security of our platform, helping us identify and prevent potential security threats.

  • Communication: Contact and communication data enable us to respond to your inquiries, provide support, and keep you informed about important updates and services.

2. How We Use Your Information:

At Invest With Chetan, we utilize the information we collect to provide you with personalized financial advice and improve our overall services. Here's how we use your information:

  • Tailored Financial Advic: Your personal and financial information is employed to customize our financial advice services, ensuring recommendations align with your unique goals and preferences.

  • Service Improvemen: Analytical data derived from your interactions with our platform helps us identify areas for improvement. This includes optimizing features, enhancing user experience, and ensuring our content is relevant and valuable.

  • Security Measure: Device information and usage data play a crucial role in maintaining the security of our platform. They assist us in monitoring for potential security threats and implementing measures to protect your information.

  • Communicatio: Your contact details and communication data enable us to respond to your inquiries, provide support, and keep you informed about important updates and relevant services. We strive to communicate with you in a manner that aligns with your preferences.

  • User Engagemen: We may use information to engage with you through personalized content, recommendations, and updates that are relevant to your financial journey.

  • Complianc: In some cases, we may use your information to comply with legal or regulatory requirements. This includes responding to legal requests, enforcing our terms and policies, and meeting financial reporting obligations.

  • Research and Analytic: Aggregated and anonymized data may be used for research and analytical purposes to gain insights into broader trends and improve our understanding of user behavior.

3. Information Sharing:

At Invest With Chetan, we prioritize the security and privacy of your information. Here's how we handle the sharing of your data:

  • Third-Party Service: We may provide links or information related to third-party services that complement our offerings. It's important to note that these external sites have their own privacy policies, and we do not endorse or assume responsibility for their content or practices.

  • Service Provider: In certain instances, we may engage third-party service providers to assist with specific functions, such as data analysis, marketing, or customer support. These service providers are contractually obligated to adhere to strict confidentiality and data protection standards.

  • Legal Requirement: We may disclose personal information when required by law or in response to valid legal processes, such as subpoenas, court orders, or government inquiries.

  • Safety and Securit: Information may be shared if we believe, in good faith, that it is necessary to protect the safety, rights, or property of Invest With Chetan, our users, or the public. This includes sharing information to prevent or address fraud, security issues, or other technical issues.

  • Business Transfer: In the event of a merger, acquisition, or other corporate transaction, where Invest With Chetan is involved, user information may be transferred as part of the transaction. Users will be notified of any changes in ownership or control of their personal information.

  • User Consen: With your explicit consent, we may share your information for specific purposes not covered by this Privacy Policy. Your consent will be obtained before any such sharing occurs.

  • Aggregated and Anonymized Dat: Aggregated and anonymized data, which does not identify individual users, may be shared for research or analytical purposes.

4. Data Security:

Invest With Chetan is dedicated to ensuring the security and confidentiality of your information. Here's how we safeguard your data:

  • Security Measure: We implement industry-standard security measures to protect your personal and financial information. This includes encryption, secure socket layer (SSL) technology, firewalls, and other advanced security protocols.

  • Access Contro: Access to your information is restricted to authorized personnel with a legitimate need to access it. Strict access controls and authentication mechanisms are in place to prevent unauthorized access.

  • Regular Security Audit: We conduct regular security audits and assessments to identify and address potential vulnerabilities. This proactive approach helps us maintain a secure environment for your data.

  • Employee Trainin: Our staff undergoes regular training on data security best practices and the importance of safeguarding user information. This ensures a culture of security awareness throughout our organization.

  • Monitoring and Detectio: We employ monitoring tools to detect and respond to any unusual or suspicious activities on our platform. This enables us to address potential security threats promptly.

  • Data Backup: Regular data backups are performed to ensure that your information is not lost in the event of unexpected incidents. These backups are securely stored and accessible only to authorized personnel.

  • User Responsibilit: Users play a vital role in data security. It's important to use strong, unique passwords, enable two-factor authentication when available, and promptly report any security concerns or suspicious activities.

  • Communication Securit: When communicating with us, especially regarding sensitive matters, we recommend using secure channels. Avoid sharing confidential information through unsecured communication methods.

5. Cookies and Tracking:

Invest With Chetan utilizes cookies and tracking technologies to enhance your experience on our platform. Here's how we use these technologies:

  • What Are Cookies: Cookies are small text files stored on your device when you visit our website. They contain information about your browsing preferences and activities on our platform.

  • Types of Cookies:

    • Session Cookies: These cookies are temporary and are deleted when you close your browser. They help us maintain session information as you navigate through our platform.
    • Persistent Cookies: These cookies remain on your device for a longer duration or until you manually delete them. They store preferences and settings for your future visits.

  • How We Use Cookies:

    • Enhanced Functionality: Cookies enable us to provide features that enhance your experience, such as remembering your preferences or login details.
    • Analytics: We use cookies to collect information about how you interact with our website. This data helps us analyze user behavior, improve our content, and optimize the performance of our platform.
    • Third-Party Cookies: Some third-party services integrated into our platform may use their own cookies. These services include analytics tools, social media plugins, and embedded content.

  • Cookie Preferences: You have the ability to control and manage your cookie preferences. Most web browsers allow you to modify your cookie settings. However, disabling cookies may impact certain features and functionalities of our platform.

  • Tracking Technologies: In addition to cookies, we may use other tracking technologies such as web beacons and pixels. These technologies help us track user engagement and gather aggregate information about website usage.

  • User Consent: By continuing to use our website, you consent to the use of cookies and tracking technologies as outlined in this policy. You can adjust your cookie preferences through your browser settings.

  • Policy Updates: We may update this Cookies and Tracking Policy to reflect changes in technology or legal requirements. Users are encouraged to review this policy periodically for any updates.

6. Your Choices:

At Invest With Chetan, we believe in providing you with choices and control over your information. Here are your options:

  • Opting Out of Promotional Communication: You have the choice to opt out of receiving promotional communications from us. While you may still receive important service-related communications, you can manage your preferences for promotional materials.

  • Data Access and Deletio: You have the right to request access to the personal information we hold about you. If you wish to review, update, or delete your information, you can make a request, and we will respond in accordance with legal and regulatory requirements.

  • Cookie Preference: Most web browsers allow you to control cookie settings. You can choose to accept, reject, or manage cookies based on your preferences. However, disabling cookies may impact certain features and functionalities of our platform.

  • Communication Preference: You can manage your communication preferences by contacting us through the provided channels. If you prefer not to receive specific types of communications, please let us know, and we will respect your preferences.

  • User-Generated Conten: If you contribute user-generated content to our platform, such as comments or reviews, you have the choice to modify or delete that content. However, some contributions may be retained as part of our platform's history.

  • Data Portabilit: In certain circumstances, you may have the right to receive a copy of your personal information in a structured, commonly used, and machine-readable format.

  • Consent Withdrawa: If you previously provided consent for the processing of your information, you have the right to withdraw that consent at any time.

  • Legal Right: You may have additional rights under applicable privacy laws. If you have questions about your rights or wish to exercise them, please contact us.

7. Policy Changes:

Invest With Chetan is committed to transparency and will update this Privacy Policy as necessary to reflect changes in technology, legal requirements, and our services. Here's how we handle policy changes:

  • Update: We may update this Privacy Policy periodically to ensure it accurately reflects our practices and complies with applicable laws and regulations.

  • Notification of Change: Significant changes to the Privacy Policy will be communicated through our website or other official channels. Users will be notified of updates to the policy, and the "Last Updated" date at the top of the policy will be revised accordingly.

  • Review of Change: Users are encouraged to review the Privacy Policy regularly to stay informed about how their information is handled. Continued use of our platform after policy changes constitutes acceptance of the updated terms.

  • Consent for Change: By using our website and financial advice services, you consent to the terms outlined in the most recent version of the Privacy Policy.

  • Policy Versio: Each version of the Privacy Policy will be clearly identified with a version number. Users can refer to the version number and date to determine the applicability of the policy.

  • Policy Archiv: Previous versions of the Privacy Policy may be archived for reference. If you have questions about specific policy versions, please contact us.

8. Contact Us:

For questions or concerns regarding this Privacy Policy, please email us at

By using our website and financial advice services, you acknowledge that you have read, understood, and agree to the terms outlined in this Privacy Policy. Invest With Chetan is dedicated to protecting your privacy and ensuring the confidentiality and security of your personal information.