Privacy Policy

1. Introduction

My Invez ("we", "our", or "us") is operated by DevXpo Technologies, an AMFI Registered Mutual Fund Distributor (ARN-322528). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform.

2. Information We Collect

We collect information you provide directly to us, including:

• Full name, date of birth, and gender
• PAN card and Aadhaar number (for KYC compliance as mandated by SEBI/AMFI)
• Bank account details for investment and redemption purposes
• Email address and mobile number
• Mailing and residential address
• Nominee details

We also collect certain information automatically when you use our platform, including device information, IP address, browser type, and usage data.

3. How We Use Your Information

We use the information we collect to:

• Process your mutual fund transactions and SIP mandates
• Complete KYC verification as required by SEBI and AMFI regulations
• Send transaction confirmations, account statements, and regulatory notices
• Provide customer support and respond to your queries
• Comply with applicable laws, regulations, and legal obligations
• Prevent fraud and ensure platform security

4. Information Sharing

We share your information only as necessary:

• AMCs (Asset Management Companies): To execute your investment orders
• RTAs (Registrar and Transfer Agents): Such as CAMS and KFintech, for maintaining fund records
• KYC Registration Agencies (KRAs): For KYC verification
• Banks and payment gateways: To process payments and redemptions
• Regulatory authorities: SEBI, AMFI, and other government bodies as required by law

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

5. Data Security

We implement industry-standard security measures including SSL/TLS encryption, secure data storage, and restricted access controls to protect your personal information. However, no method of transmission over the internet is 100% secure and we cannot guarantee absolute security.

6. Data Retention

We retain your personal data for as long as required to fulfil the purposes outlined in this policy and as mandated by applicable laws and SEBI/AMFI regulations (typically a minimum of 5 years from the end of the business relationship).

7. Cookies

We use cookies and similar tracking technologies to enhance your experience on our platform. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our platform may not function properly without cookies.

8. Your Rights

You have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate or incomplete data
• Request deletion of your data (subject to regulatory retention requirements)
• Withdraw consent for non-essential data processing

To exercise these rights, contact us at info@myinvez.com.

9. Third-Party Links

Our platform may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with a revised effective date. Your continued use of our platform after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us: