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Privacy Policy

This Privacy Policy explains how we collect, use, store, and protect information submitted through our website.

Introduction

This Privacy Policy applies to the website operated by Shreeya Investment. By using this website, submitting an inquiry, or sharing your details through any form on this website, you agree to the terms of this Privacy Policy.

This website is mainly used for investment awareness, Demat and Trading account opening assistance, stock recommendation support, IPO information, and customer communication.

Information We Collect

We may collect basic information submitted by users through contact forms, Demat account inquiry forms, physical account opening request forms, WhatsApp links, or other website forms.

  • Name
  • Mobile number
  • Email address
  • City / location
  • Account type selected by the user
  • Message or inquiry details
  • Basic information required for account opening assistance

For HUF, Minor, Partnership, or other non-individual account requests, we may collect basic contact and request details only for follow-up and physical form assistance. Sensitive KYC documents should be shared only through official broker-approved processes.

How We Use Your Information

The information collected through this website may be used for the following purposes:

  • To respond to your inquiry
  • To contact you regarding Demat and Trading account opening assistance
  • To provide information about Angel One account opening process
  • To assist with HUF, Minor, Partnership, or physical account opening requests
  • To share market awareness, stock recommendation support, or IPO-related information where applicable
  • To improve website communication and customer support
  • To maintain internal records of inquiries and service requests

Demat and Trading Account Assistance

If you choose to open a Demat and Trading account, you may be redirected to the official account opening platform or official link of the concerned broker. Any KYC verification, document upload, PAN, Aadhaar, bank details, payment, or account activation process should be completed only through the official broker platform or approved process.

We do not ask users to transfer trading funds, margin money, investment amount, or securities to any personal or unofficial account. All financial transactions must be completed only through official broker-approved payment methods.

Sharing of Information

We do not sell or rent your personal information to third parties. However, your information may be shared where necessary for the following purposes:

  • With the concerned broker or official platform for account opening assistance
  • With authorised support staff for responding to your inquiry
  • With service providers required for website hosting, email, or communication support
  • When required by law, regulation, court order, exchange, depository, broker, or regulatory authority

WhatsApp and Communication

By clicking WhatsApp links or submitting your contact details, you consent to being contacted through phone, SMS, WhatsApp, email, or other communication channels for responding to your inquiry, account opening support, investment awareness, IPO information, or service-related communication.

You may request us to stop promotional or non-essential communication at any time by contacting us.

Stock Recommendation and IPO Information

If you request stock recommendation support, market information, or IPO-related details, we may use your contact information to share relevant updates and respond to your query.

Investments in securities market are subject to market risks. Any stock recommendation, market view, IPO information, or research support shared through the website, WhatsApp, phone, email, or any other communication channel should not be treated as guaranteed return, assured income, or fixed profit.

Data Security

We take reasonable steps to protect user information submitted through this website. However, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security of information transmitted through the website.

Users are advised not to submit sensitive financial information, passwords, OTPs, trading credentials, debit card details, credit card details, or confidential documents through unsecured channels.

Cookies and Website Analytics

This website may use cookies or basic analytics tools to understand website traffic, improve user experience, and maintain website performance. You may disable cookies in your browser settings, but some parts of the website may not function properly.

Third-Party Links

This website may contain links to third-party websites, broker platforms, payment gateways, exchange websites, depository websites, or other external websites. We are not responsible for the privacy practices, security, content, or terms of any third-party website.

Users should read the privacy policy and terms of the third-party website before submitting any information.

Data Retention

We may retain inquiry details and service request information for internal records, customer support, compliance, dispute resolution, and legal or regulatory purposes, unless deletion is requested and permitted under applicable law.

User Rights

You may contact us to request correction, update, or deletion of your personal information, subject to applicable legal, regulatory, operational, or compliance requirements.

Children's Privacy

This website is not intended for use by children without the involvement of a parent or guardian. For minor account opening requests, details should be submitted only by the parent or legal guardian.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have any questions about this Privacy Policy or how your information is handled, you may contact us using the details provided on the Contact page.

Contact Us