Privacy
Policy

Section 01

Information We Collect

We may collect information directly from you, automatically through your use of our website, or from authorised third-party sources.

Personal Information

• Full name
• Email address
• Mobile phone number
• Postal address
• Country and state of residence
• Occupation and professional details
• Information submitted through forms, surveys, registrations, or enquiries
• Subscription and account-related information

Financial and Investment-Related Information

Where relevant to the Services being provided, we may collect:

• Investment objectives
• Risk tolerance and risk appetite
• Investment horizon
• Financial circumstances
• Existing investments and portfolio information
• Income and asset information
• Other information required to assess suitability or regulatory compliance

Technical Information

We may automatically collect:

• IP address
• Browser type and version
• Device information
• Operating system
• Date and time of website visits
• Referring websites
• Pages visited and clickstream data
• Website usage statistics

Communication Information

We may maintain records of communications made through:

• Email
• Contact forms
• Telephone conversations
• WhatsApp messages
• Customer support channels
• Social media interactions

Section 02

How We Use Your Information

We use information collected from you for legitimate business, operational, legal, and regulatory purposes, including:

• Providing access to our Services
• Delivering research reports, market insights, newsletters, alerts, and educational content
• Managing subscriptions and user accounts
• Processing payments and invoices
• Responding to enquiries and support requests
• Personalising user experience
• Improving website functionality and platform performance
• Conducting analytics and user behaviour analysis
• Preventing fraud and unauthorised activities
• Protecting the security and integrity of our systems
• Meeting legal and regulatory obligations
• Communicating important updates regarding our Services

Section 03

Research, Analytics and Educational Services

ChartAnalytics provides market research, analytical tools, educational content, market commentary, technical analysis, screening solutions, and related financial information services.

Information collected through our platform may be used to:

• Deliver personalised research and analytical content
• Improve the relevance of research reports and market insights
• Enhance analytical models and tools
• Monitor engagement with our content
• Develop new products, features, and services
• Improve overall user experience

Any information collected for these purposes will be used solely in accordance with this Privacy Policy.

Section 04

Regulatory Compliance and Suitability Assessment

Where applicable, ChartAnalytics may collect and process information necessary to comply with regulatory requirements and industry standards. This may include information relating to:

• Financial circumstances
• Investment objectives
• Risk tolerance
• Investment experience
• KYC-related information
• Other information required under applicable laws or regulations

Such information may be used to assess suitability of products or services, fulfil legal and regulatory obligations, maintain required records, and enhance the relevance of research and analytical services.

Failure to provide certain information may restrict access to specific products, services, or features.

Section 05

Legal Basis for Processing Information

We process personal information only where we have a lawful basis to do so, including:

• Your consent
• Performance of a contract or service requested by you
• Compliance with legal or regulatory obligations
• Protection against fraud, misuse, or unauthorised activity
• Legitimate business interests that do not override your privacy rights

Section 06

Cookies and Tracking Technologies

Our website may use cookies, web beacons, analytics tools, and similar technologies to:

• Improve website functionality
• Remember user preferences
• Enhance website performance
• Analyse traffic and usage patterns
• Personalise content and user experience
• Improve our products and services

You may disable cookies through your browser settings. However, certain website features may not function properly if cookies are disabled.

Section 07

Marketing Communications

We may send research updates, market insights, newsletters, event invitations, product announcements, and promotional communications.

You may unsubscribe from marketing communications at any time by clicking the unsubscribe link in emails or by contacting us directly.

Please note that service-related, legal, regulatory, or account-related communications may continue even after you opt out of marketing messages.

Section 08

Sharing and Disclosure of Information

We do not sell, rent, or trade your personal information.

We may disclose information in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in website hosting, cloud infrastructure, payment processing, customer support, email delivery, data analytics, and security and fraud prevention. These providers are obligated to maintain appropriate confidentiality and security standards.

Regulatory and Legal Requirements

We may disclose information where required by courts, government authorities, regulatory bodies, law enforcement agencies, or applicable laws and regulations.

Business Transactions

If ChartAnalytics undergoes a merger, acquisition, restructuring, investment transaction, or sale of assets, user information may be transferred as part of the transaction.

Section 09

Data Security

We employ reasonable technical, administrative, and organisational safeguards designed to protect personal information against unauthorised access, disclosure, misuse, alteration, loss, or destruction.

Our security measures may include secure servers and hosting environments, access controls, authentication procedures, data encryption where appropriate, employee confidentiality obligations, and periodic security reviews.

While we strive to protect your information, no internet transmission or storage system can be guaranteed to be completely secure.

Section 10

Data Retention

We retain personal information only for as long as necessary to provide our Services, fulfil contractual obligations, meet legal and regulatory requirements, resolve disputes, enforce agreements, and protect legitimate business interests.

Certain information may be retained for longer periods where required by applicable law or regulatory obligations.

Section 11

Your Rights

Subject to applicable laws, you may have the right to:

• Access your personal information
• Request correction of inaccurate information
• Request deletion of personal information where legally permissible
• Withdraw consent
• Restrict or object to certain processing activities
• Request information regarding how your data is processed
• Opt out of marketing communications

Requests may be submitted using the contact information provided in Section 17.

Section 12

Cross-Border Data Transfers

Some of our service providers or technology partners may process or store information outside India. Where such transfers occur, we take reasonable steps to ensure that personal information remains protected through appropriate contractual, technical, and organisational safeguards.

Section 13

Third-Party Websites

Our website may contain links to third-party websites, applications, or services. ChartAnalytics is not responsible for the privacy practices, content, or policies of such third parties. Users are encouraged to review the privacy policies of those websites before sharing personal information.

Section 14

Children's Privacy

Our Services are intended for individuals who are at least 18 years of age. We do not knowingly collect personal information from children. If we become aware that personal information of a minor has been collected, we will take reasonable steps to delete such information.

Section 15

Research Disclaimer

ChartAnalytics provides research, market commentary, educational content, analytical tools, screening solutions, and related information services.

The collection of personal information under this Privacy Policy does not create an advisory, fiduciary, portfolio management, or client relationship unless expressly established through a separate written agreement.

Use of our website, reports, newsletters, analytical tools, and educational content remains subject to our Terms of Use and all applicable regulatory disclosures.

Section 16

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, technological developments, legal and regulatory requirements, or enhancements to our Services.

The revised version will be posted on this page together with the updated effective date. Continued use of the website after such updates constitutes acceptance of the revised Privacy Policy.

Section 17

Contact Us

If you have any questions regarding this Privacy Policy or the handling of your personal information, please contact us:

ChartAnalytics is committed to protecting your privacy while providing high-quality market research, analytics, educational content, and investment intelligence to investors and market participants.