Privacy Policy

Last updated: 13 October 2026

FindNex Technologies Private Limited ("FindNex," "we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, store, and protect information when you use our software platform for portfolio analysis and research workflow, and related services ("Service").

By using the Service, you agree to the practices described in this Privacy Policy.

1. Information We Collect

1.1 Personal Information You Provide

When you register for the Service or communicate with us, you may provide us with personal information such as:

  • Name
  • Email address
  • Contact information, including your mobile number
  • Identity-check details, if you complete a check: verification status, name as per PAN, PAN, the last four digits of your Aadhaar number and the date of the check. The full Aadhaar number is not stored by FindNex.
  • If you are an advisor: your profile photo, your SEBI registration certificate, your registration number as you enter it, and the bank account details you give for payouts
  • The country or trading location you choose to tell us, and your answers to the risk questionnaire
  • Any other information you voluntarily provide during registration or support inquiries

1.2 Automated or Technical Data

When you use the Service, we may collect technical data related to your device or usage to improve our platform, including:

  • IP address
  • Browser type and version
  • Device information
  • Usage logs and performance data
  • A push notification token, so the app can deliver alerts to your device
  • Broker session material, stored on FindNex servers so an order or a holdings report can be requested from your own broker

2. User Data Management and Storage

2.1 Broker connection

  • FindNex stores the broker connection for your account on its servers. Your broker API key, API secret and the daily session token are stored encrypted. If your broker needs it to log in on your behalf and you choose to provide it, your broker login password and TOTP secret are also stored encrypted. They are used to read your holdings for the information-only health report and, only if you confirm an order or switch on automation for a strategy you subscribe to, to send that order to your own broker.
  • Deleting your account removes those secrets and the stored holdings report. It does not remove the records we must keep (invoices and payment records, identity-check records, signed agreements and consent records, and published research calls). See Sections 7 and 8.

2.2 Data Stored by FindNex

  • We store the account details you provide, the broker connection, payment records, and, where you are an advisor, the research you publish and the consent records for your clients.
  • This data is used to run the account, send an order you confirm, prepare invoices, and keep the records needed for tax and for the advisor-client relationship.
  • An advisor sees the name and email of people subscribed to that advisor's own research. Payments are processed by the payment provider. The app may store a push token so alerts can be delivered.

3. Use of Information

We use your information to:

  • Provide, maintain, and improve the Service
  • Manage your account and authenticate your access
  • Respond to your inquiries and provide customer support
  • Send transactional emails related to Service usage, updates, and security alerts
  • Comply with applicable legal and regulatory requirements

4. Data Sharing and Disclosure

  • We do NOT sell, lease, trade, or otherwise share your personal data with third-party marketers, advertisers, or any outside parties.
  • We may disclose your personal information only if required by law or valid legal requests (e.g., court orders or regulatory bodies) or to enforce our Terms of Service.
  • We may share information with trusted service providers who assist us with operations (e.g., payment processors, hosting providers), but only to the extent necessary and under strict confidentiality agreements.

5. Data Security

  • We implement industry-standard technical and organizational safeguards to protect stored personal data from unauthorized access, alteration, disclosure, or destruction.
  • However, no internet or electronic storage method is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
  • Keep your own device secure (for example strong passwords, a firewall, and antivirus), because you use it to sign in to your FindNex account and to your broker.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track the activity on our Service and we hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

Types of Cookies we use:

  • Session Cookies: We use Session Cookies to operate our Service. These are temporary cookies that are erased when you close your browser.
  • Preference Cookies: We use Preference Cookies to remember your preferences and various settings, such as your logged-in state.
  • Security Cookies: We use Security Cookies for security purposes, such as authenticating users and preventing fraudulent use of accounts.

7. Your Rights

  • You can delete your account from the website profile page or from the app, without contacting us. Deleting removes broker secrets, the phone number, the profile photo, the push token and the stored holdings report, and closes the login. Step by step: Delete your account.
  • Invoices, payment records, published research calls, and signed consent records are kept. An advisor is the vendor of that research, and those records may be required for a later audit.
  • You may opt out of promotional communications at any time by following the unsubscribe instructions included in such emails or contacting us directly.
  • Please contact us if you wish to exercise any rights related to your personal data.

8. Data Retention

  • We retain your personal information only as long as necessary to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements.
  • If you delete your account, broker secrets, the holdings report, your phone number, profile photo and push token are removed and the login is closed. Invoices and payment records, identity-check records, signed agreements and consent records, and published research calls (with an advisor's subscriber list) are maintained as the law requires, for tax, audit and legal obligations, and are then deleted. The periods are set by law. See SEBI regulations for research analysts, Indian laws on India Code (tax, GST, companies, data protection). Your name and email address are kept only to link those records. See Delete your account.

9. International Data Transfers

  • If you are accessing the Service from outside India, please be aware that your information may be transferred to and processed in India where our servers or affiliates are located.
  • By using the Service, you consent to such transfers under applicable privacy laws.

10. Children’s Privacy

  • Our Service is not intended for persons under 18 years old. We do not knowingly collect personal data from children under 18.
  • If you believe we have collected information from a child under 18, please contact us to request deletion.

11. Changes to This Privacy Policy

  • We may update this Privacy Policy periodically to reflect changes in law, our practices, or for other operational reasons.
  • We will notify you of significant changes by posting the updated policy and updating the effective date. Your continued use of the Service after changes indicates your acceptance of the revised policy.

12. Payments, Identity Checks and Service Providers

  • Payments are handled by our payment gateway partner. FindNex does not store your card, UPI, or net-banking details.
  • Where an identity check (KYC) or an electronic signature is needed, we share the details required for that check with our identity-verification and eSign provider (Digio, operated by Digitech Solutions Private Limited). We store the result of the check (for example verification status, name, PAN, and a masked Aadhaar number) and the signed agreement.
  • We use service providers for hosting, email and SMS delivery, and push notifications. They receive only what is needed to deliver the service.

13. Your Rights Under India's Digital Personal Data Protection Act, 2023

  • You may ask us to access, correct, or delete your personal data, or withdraw your consent, by writing to help@findnex.com from your registered email address. You can also delete your account yourself: see Delete your account.
  • Some records, such as invoices, payment records, and signed consent records, must be kept for tax and audit, as described in Sections 7 and 8.
  • You can send a grievance about how we handle your personal data to the same address. Please describe the issue and include your registered email.

14. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or your personal data, please contact us at:

FindNex Technologies Private Limited
CIN: U62011KA2026PTC215590
Bangalore, India
Email: help@findnex.com

Grievance Officer: FindNex Technologies Private Limited
Email: help@findnex.com
Send your complaint about how we handle your personal data from your registered email address, with a short description. We acknowledge it promptly and aim to resolve it within 15 days.