1. Introduction
Stockwise Research ("we", "us", "our") is a SEBI-registered Research Analyst firm. We respect your privacy and are committed to protecting your personal data in accordance with the Information Technology Act, 2000, the Digital Personal Data Protection Act, 2023 and SEBI regulations applicable to Research Analysts.
This Privacy Policy explains what information we collect when you use our website or subscribe to our services, how we use that information, with whom we share it, and the choices you have about your data.
2. Information We Collect
We collect information that you provide directly to us — for example when you fill out a consultation form, subscribe to a service, or contact our team. This may include your name, email address, phone number, city, product interest, and any message you choose to share.
We also collect certain technical information automatically when you visit our website, such as your IP address, browser type, device information, pages visited and referring URLs. This information is used in aggregate to analyse and improve our website.
- Name, email, phone, city (provided via consultation form)
- Product interest and trading experience (provided during onboarding)
- KYC documents required under SEBI regulations (PAN, identity proof, address proof)
- Payment reference (UTR) for subscription activation
- Technical data: IP address, browser, device, usage patterns
3. How We Use Your Information
We use your personal information for the following purposes: to provide research recommendations and alerts you have subscribed to; to communicate with you about your subscription; to comply with SEBI-mandated KYC and record-keeping requirements; to respond to your queries and provide support; to send you market updates and educational content (only with your consent); and to improve our research, services and website.
We do not use your personal data for any purpose that requires consent without first obtaining your explicit, informed and revocable consent.
4. Sharing of Information
We do not sell, rent or trade your personal information to any third party. We share your information only in the following limited circumstances:
- With SEBI, statutory regulators or law enforcement agencies when legally required or requested
- With our compliance officer and internal teams strictly on a need-to-know basis
- With service providers (e.g. WhatsApp Business, payment gateways, email providers) who help us deliver our services, under contractual obligations of confidentiality
- In connection with a merger, acquisition or sale of all or a portion of our business, subject to continued protection of your data
5. Data Retention
We retain your personal information for as long as your subscription is active, and for such additional period as required by SEBI regulations, tax laws and other applicable legal requirements. After the retention period, we securely delete or anonymise your data.
6. Data Security
We implement industry-standard technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure or destruction. These measures include encrypted transmission (HTTPS), access controls, regular security reviews and staff training.
However, no method of transmission over the internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.
7. Your Rights
Under the Digital Personal Data Protection Act, 2023, you have the right to access, correct, update, port and delete your personal data. You also have the right to withdraw consent at any time and to opt out of marketing communications.
To exercise any of these rights, please email our Compliance Officer at compliance@stockwiseresearch.in. We will respond to your request within 30 days.
8. Cookies
Our website uses cookies and similar technologies to improve your browsing experience, analyse traffic and remember your preferences. You can control cookies through your browser settings, but disabling them may affect website functionality.
9. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the 'updated' date at the top of this page. We encourage you to review this policy periodically.
10. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact our Compliance Officer:
- Name: Rajesh K. Sharma, Compliance Officer
- Email: compliance@stockwiseresearch.in
- Phone: +91 98765 43210