Privacy Policy

1. Introduction

Tayal Finvest Services (“Tayal Finvest”, “we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our applications, or engage our financial advisory and distribution services.

By using our website, apps, or services, you agree to the practices described in this policy. If you do not agree, please discontinue use.

2. Information we collect

• Information you provide: your name, contact details, email, mobile number, and any information you submit through our forms, sign-ups, or service requests.
• KYC & financial information: where required to provide investment, insurance, or advisory services, we may collect identity documents, PAN, bank details, income and investment details, and related records as mandated by applicable regulations.
• Usage & device information: standard technical data such as IP address, browser type, device information, pages viewed, and timestamps, collected to operate and improve our services.

3. How we use your information

• To provide, operate, and improve our website, apps, and financial services;
• To respond to your enquiries and deliver advisory, investment, and insurance support;
• To carry out KYC, suitability, and other checks required by law;
• To send administrative updates and, where permitted, relevant communications;
• To ensure security, prevent fraud, and comply with legal and regulatory obligations.

4. How we share information

We do not sell your personal information. We may share it with regulated third parties strictly to deliver the services you request — such as asset management companies, insurers, registrars and transfer agents (RTAs), and payment or KYC service providers.

We may also disclose information to regulators, tax authorities, or other bodies where required by law, or to protect our legal rights.

5. Data security

We implement reasonable technical and organisational measures designed to protect your information against unauthorised access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Data retention

We retain personal and financial information for as long as necessary to provide our services and to meet the record-keeping periods required of a registered financial intermediary under applicable law. Records kept for legal or regulatory reasons are not used for any other purpose.

7. Your rights

Subject to applicable law and our regulatory obligations, you may request access to, correction of, or deletion of your personal information, and may object to or restrict certain processing. To exercise these rights, contact us using the details below.

If you use one of our apps and wish to close your account, see our Account & Data Deletion page.

8. Cookies

Our website may use cookies and similar technologies to remember your preferences and understand how the site is used. You can control cookies through your browser settings; disabling them may affect certain features.

9. Children's privacy

Our services are intended for individuals who are 18 years or older. We do not knowingly collect personal information from children.

10. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page. We encourage you to review this policy periodically.

11. Contact us