Privacy Policy
Your Privacy is Our Priority
Last Updated: 30 October 2025
At Investment Climb Advisory, we are committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect your data in accordance with SEBI regulations and the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011.
Information We Collect
We collect limited client information necessary to deliver our investment advisory services, including:
Personal Information
- Full name, date of birth, and contact details
- PAN, Aadhaar, and other identification documents
- Email address and phone number
- Residential and correspondence address
Financial Information
- Income, expenses, and net worth details
- Bank account information for fee payments
- Investment portfolio and asset details
- Financial goals and objectives
- Risk profile and investment preferences
Other Information
- Employment and occupation details
- Family and dependent information
- Communication preferences
- Feedback and complaint records
How We Use Your Information
We use your information solely for the following purposes:
- Providing personalized investment advice and financial planning services
- Conducting risk profiling and suitability assessments
- Maintaining client records as required by SEBI regulations
- Processing fee payments and issuing invoices
- Communicating with you about our services and your portfolio
- Complying with legal and regulatory requirements
- Improving our services based on your feedback
Data Storage and Security
We implement industry-standard security measures to protect your information:
Technical Measures
- Encrypted data storage
- Secure servers with firewall protection
- Regular security audits
- SSL/TLS encryption for data transmission
Organizational Measures
- Limited access to authorized personnel only
- Confidentiality agreements with employees
- Regular staff training on data protection
- Secure document disposal procedures
Data Sharing and Disclosure
We respect your privacy and do not sell, rent, or trade your personal information. Your information may be shared only in the following circumstances:
- With Your Consent: When you explicitly authorize us to share your information
- Legal Compliance: When required by law, court order, or regulatory authorities (such as SEBI, Income Tax Department)
- Service Providers: With trusted third-party service providers who assist us in delivering our services (e.g., payment processors), subject to confidentiality agreements
- Professional Advisors: With our legal or professional advisors when necessary for business operations
Data Retention
We retain your personal and financial data for the duration of our advisory relationship and as long as required by SEBI regulations (typically a minimum of 5 years after termination of services). After the retention period, data is securely destroyed or anonymized.
Your Rights
You have the right to:
- Access your personal information we hold
- Request corrections to inaccurate or incomplete data
- Withdraw consent for data processing (subject to legal requirements)
- Request a copy of your data
- Lodge a complaint regarding our data handling practices
To exercise any of these rights, please contact us at privacy@investmentclimb.com
Cookies and Website Usage
Our website may use cookies and similar technologies to enhance user experience and analyze website traffic. These cookies do not store personally identifiable information. You can control cookie preferences through your browser settings.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this policy periodically.
Questions About Privacy?
If you have any questions or concerns about our Privacy Policy or data practices, please contact us:
Email: privacy@investmentclimb.com
Phone: +91-9742543604
Address: No. 43 | 2nd floor | Wilson Garden Housing Society | J P Nagar 7th Phase | Bengaluru - 560 078