Disclaimer

Disclaimer

 
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BSE enlistment and certification from NISM in no way guarantee performance of the
intermediary or provide any assurance of returns to investors.
Name – FINIDEAS INVESTMENT ADVISOR PRIVATE LIMITED
Registered office address: 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat – 395007
SEBI Registration No : INA000018045
SEBI Registration validity: Perpetual
CIN : U74999GJ2022PTC130663
Telephone no: +91 9374985600
SEBI Tel. Board: 079-26583633-35
BSE enlistment number: 1999
Grievance officer: Yogesh Darji Telephone no : +91 98984 87161 Email ID : [email protected]
Principal officer : Udipth Talera Telephone no : +91 93749 85600 Email ID : [email protected]
Compliance officer: Yogesh Darji
Telephone no : +91 98984 87161 Email ID : [email protected]
Disclaimer: “Registration granted by SEBI , Membership of BSE enlistment and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors” Reference circulars: SEBI Circular no. SEBI/HO/MIRSD/ MIRSD-PoD-2/P/CIR/2023/52 April 6, 2023.

Grievance Redressal Mechanism

Details of Designation Contact Person Name Address where the physical address location Contact No. Email-ID Working hours when complainant can call
Customer Care Sneha Modi 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 7600049879 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
Head of Customer Care Jayesh Pithadiya 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 7600049879 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
Compliance Officer Yogesh Darji 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 9898487161 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
CEO CA Govind Jhawar 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 9374985600 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
Principal Officer CA Udipth Talera 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 9377745459 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BSE enlistment and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Disclaimer: This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and conditions. The information/data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. While utmost care has been exercised while preparing this document, Finideas investment Advisor Pvt Ltd does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this presentation No part of this document may be duplicated in whole or in part in any form and/or redistributed without prior written consent of the Finideas Investment Advisor Pvt Ltd. Readers should before investing in the Scheme make their own investigation and seek appropriate professional advice. Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of investment advising will be achieved. Clients under investment advising service are not being offered any guaranteed/assured returns. Past performance of the Investment Advising does not indicate the future performance of any of the strategies. The name of the Strategies do not in any manner indicate their prospects or return. The investments may not be suited to all categories of investors. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Neither Finideas Investment Advisor Pvt Ltd, nor any person connected with it, accepts any liability arising from the use of this material. The recipient of this material should rely on their investigations and take their own professional advice. Opinions, if any, expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. The Investment Advisor is not responsible for any loss or shortfall resulting from the operation of the strategy. Recipient shall understand that the aforementioned statements cannot disclose all the risks and characteristics. The recipient is requested to take into consideration all the risk factors including their financial condition, suitability to risk return, etc. and take professional advice before investing. As with any investment in securities, the value of the portfolio under management may go up or down depending on the various factors and forces affecting the capital market. Prospective investors and others are cautioned that any forward-looking statements are not predictions and may be subject to change without notice. For tax consequences, each investor is advised to consult his/her own professional tax advisor. This document is not for public distribution and has been furnished solely for information and must not be reproduced or redistributed to any other person. Persons into whose possession this document may come are required to observe these restrictions. No part of this material may be duplicated in any form and/or redistributed without Finideas Investment Advisor Pvt Ltd prior written consent. Distribution Restrictions – This material should not be circulated in countries where restrictions exist liable for any liability incurred by them in this regard and will indemnify Finideas Investment Advisor Pvt Ltd for any liability it may incur in this respect.

Investor Charter in respect of Investment Advisor (IA)

Annexure- C

Data for the month ending – March 2026

Sr. No. Received From Pending at End of the Month Received Resolved* Total Pending# Pending > 3 Months Avg. Resolution Time^
1 Directly from Investors 0 0 0 0 0 0
2 SEBI (SCORES) 0 2 2 0 0 13
3 Other Sources 0 0 0 0 0 0
Grand Total 0 2 2 0 0 13
Trend of monthly disposal of complaints
Sr. No. Month Carried forward from previous month Received Resolved* Total Pending#
1 April 2025 0 0 0 0
2 May 2025 0 0 0 0
3 June 2025 0 0 0 0
4 July 2025 0 0 0 0
5 August 2025 0 0 0 0
6 September 2025 0 0 0 0
7 October 2025 0 0 0 0
8 November 2025 0 0 0 0
9 December 2025 0 0 0 0
10 January 2026 0 0 0 0
11 February 2026 0 0 0 0
12 March 2026 0 2 2 0
Grand Total 0 2 2 0
Trend of Annual disposal of complaints
Sr. No. Year Carried forward from previous year Received Resolved* Total Pending#
1 2021 - 22 0 0 0 0
2 2022 - 23 0 0 0 0
3 2023 - 24 0 0 0 0
4 2024 - 25 0 0 0 0
5 2025 - 26 0 2 2 0
Grand Total 0 2 2 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

*Inclusive of complaints of previous months/years resolved in the current month/year.

#Inclusive of complaints pending as on the last day of the month/year.

Annexure- F

  1. Vision and Mission Statements for investors
    • Vision: Invest with knowledge & safety.
    • Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
  2. Details of business transacted by the Investment Adviser with respect to the investors
    • To enter into an agreement with the client providing all details including fee details, aspect of Conflict of interest disclosure and maintaining confidentiality of information.
    • To do a proper and unbiased risk – profiling and suitability assessment of the client.
    • To obtain registration with Know Your Client Registration Agency (KRA) and Central Know Your Customer Registry (CKYC).
    • To conduct audit annually.
    • To disclose the status of complaints in its website.
    • To disclose the name, proprietor name, type of registration, registration number, validity, complete address with telephone numbers and associated SEBI regional/local Office details in its website.
    • To employ only qualified and certified employees.
    • To deal with clients only from official number
    • To maintain records of interactions, with all clients including prospective clients (prior to onboarding), where any conversation related to advice has taken place.
  3. Details of services provided to investors (No Indicative Timelines)
    • Onboarding of Clients
      • Sharing of agreement copy
      • Completing KYC of clients
    • Disclosure to Clients
      • To provide full disclosure about its business, affiliations, compensation in the agreement.
      • To not access client’s accounts or holdings for offering advice.
      • To disclose the risk profile to the client.
    • To provide investment advice to the client based on the risk-profiling of the clients and suitability of the client.
  4. Details of grievance redressal mechanism and how to access it
    1. In case of any grievance/complaint, an investor should approach the concerned Investment Adviser and shall ensure that the grievance is resolved within 30 days.
    2. If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s ‘SCORES’ portal which is a centralized web based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
    3. With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.
    4. Online Dispute Resolution (ODR) Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link: https://smartodr.in/
  5. Expectations from the investors (Responsibilities of investors)
    • Do’s
      • Always deal with SEBI registered Investment Advisers.
      • Ensure that the Investment Adviser has a valid registration certificate.
      • Check for SEBI registration number. Please refer to the list of all SEBI registered Investment Advisers which is
        available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=13
      • Pay only advisory fees to your Investment Adviser. Make payments of advisory fees through banking channels only and maintain duly signed receipts mentioning the details of your payments.
      • Always ask for your risk profiling before accepting investment advice. Insist that Investment Adviser provides advisory strictly on the basis of your risk profiling and take into account available investment alternatives.
      • Ask all relevant questions and clear your doubts with your Investment Adviser before acting on advice.
      • Assess the risk–return profile of the investment as well as the liquidity and safety aspects before making investments.
      • Insist on getting the terms and conditions in writing duly signed and stamped. Read these terms and conditions carefully particularly regarding advisory fees, advisory plans, category of recommendations etc. before dealing with any Investment Adviser.
      • Be vigilant in your transactions.
      • Approach the appropriate authorities for redressal of your doubts / grievances.
      • Inform SEBI about Investment Advisers offering assured or guaranteed returns.
    • Don’ts
      • Don’t fall for stock tips offered under the pretext of investment advice.
      • Do not provide funds for investment to the Investment Adviser.
      • Don’t fall for the promise of indicative or exorbitant or assured returns by the Investment Advisers. Don’t let greed overcome rational investment decisions.
      • Don’t fall prey to luring advertisements or market rumors.
      • Avoid doing transactions only on the basis of phone calls or messages from any Investment adviser or its representatives.
      • Don’t take decisions just because of repeated messages and calls by Investment Advisers.
      • Do not fall prey to limited period discount or other incentive, gifts, etc. offered by Investment advisers.
      • Don’t rush into making investments that do not match your risk taking appetite and investment goals.
      • Do not share login credential and password of your trading and demat accounts with the Investment Adviser.
  6. Annual Compliance Audit
Sr. No. Financial Year Compliance Audit Status
1 FY 2021-22 Conducted
2 FY 2022-23 Conducted
3 FY 2023-24 Conducted
4 FY 2024-25 Conducted

Disclosure

 

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last 3 financial years are as under:

Sr. No Financial Year Compliance Audit Status Remarks, if any Audit Report
1 FY 2024-25 Completed NA Report
Policies - AML, Internal, Code of conduct, Stewardship

Policy on the Discharge of Stewardship Responsibilities

1. Purpose

This policy outlines Finideas Growth Fund’s commitment to responsible investing through active engagement with investee companies to promote good governance, sustainability, and long-term value creation.

2. Stewardship Principles

Finideas Growth Fund is guided by the following stewardship principles:

  • Promoting good governance
  • Protecting shareholder rights
  • Ensuring sustainable business practices
  • Fostering long-term value creation

3. Engagement Approach

Finideas Growth Fund engages with investee companies through

  • Regular dialogue with company management
  • Participation in shareholder meetings
  • Collaboration with other investors to enhance engagement efforts

4. Key Areas of Focus

Finideas Growth Fund focuses its stewardship activities on:

  • Board composition and effectiveness
  • Executive compensation
  • Risk management
  • Environmental and social performance
  • Long-term sustainability factors

5. Monitoring and Evaluation

Finideas Growth Fund monitors and evaluates investee companies by:

  • Assessing disclosure practices
  • Analyzing sustainability reports
  • Monitoring key performance indicators (KPIs)

6. Voting and Proxy Guidelines

Finideas Growth Fund’s guidelines for exercising voting rights include:

  • Clear voting process
  • Specific criteria for voting decisions
  • Addressing conflicts of interest in voting situations

7. Active Ownership

Finideas Growth Fund emphasizes active ownership through:

  • Participation in shareholder meetings
  • Raising concerns with company management
  • Voting on relevant resolutions
  • Proactive engagement over passive ownership

8. Collaboration and Partnerships

Finideas Growth Fund collaborates with other investors and industry groups to amplify stewardship impact by:

  • Joining investor coalitions
  • Participating in initiatives focused on stewardship issues

9. Communication with Investee Companies

Finideas Growth Fund’s effective communication guidelines include:

  • Establishing clear communication channels
  • Sharing expectations and concerns
  • Seeking dialogue to address issues

10. Reporting and Transparency

Finideas Growth Fund provides regular reports on stewardship activities, including:

  • Updates on engagement efforts
  • Voting decisions
  • Outcomes of dialogues with investee companies

11. Compliance and Regulatory Requirements

Finideas Growth Fund adheres to all applicable laws, regulations, and codes of conduct related to stewardship, ensuring compliance with relevant stewardship codes in the jurisdictions of our investee companies.

12. Review and Evaluation

Finideas Growth Fund conducts regular reviews of stewardship activities to assess effectiveness, ensure alignment with principles, and incorporate lessons learned.

Disclaimer

 
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
 
Registration granted by SEBI, membership of BSE enlistment and certification from NISM in no way guarantee performance of the
intermediary or provide any assurance of returns to investors.
 
 
Name – FINIDEAS INVESTMENT ADVISOR PRIVATE LIMITED
Registered office address: 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat – 395007
SEBI Registration No : INA000018045
SEBI Registration validity: Perpetual
CIN : U74999GJ2022PTC130663
Telephone no: +91 9374985600
SEBI Tel. Board: 079-26583633-35
BSE enlistment number: 1999
 
Grievance officer: Yogesh Darji
Telephone no : +91 98984 87161
Email ID : [email protected]
 
Principal officer : Udipth Talera
Telephone no : +91 93749 85600
Email ID : [email protected]
 
Compliance officer: Yogesh Darji
Telephone no : +91 98984 87161
Email ID : [email protected]
 

Disclaimer: “Registration granted by SEBI , Membership of BSE enlistment and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors” Reference circulars: SEBI Circular no. SEBI/HO/MIRSD/ MIRSD-PoD-2/P/CIR/2023/52 April 6, 2023.

Risk Disclosure and Disclaimer

Details of Designation Contact Person Name Address where the physical address location Contact No. Email-ID Working hours when complainant can call
Customer Care Sneha Modi 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 7600049879 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
Head of Customer Care Jayesh Pithadiya 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 7600049879 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
Compliance Officer Yogesh Darji 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 9898487161 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
CEO CA Govind Jhawar 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 9374985600 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed
Principal Officer CA Udipth Talera 1002, Luxuria Business Hub, Nr. VR Mall, Gaurav Path Road, Surat-395007 9377745459 [email protected] Monday to Friday - 9:00 AM to 6:00 PM
Saturday - 10:00 AM to 4:00 PM
Sunday - Closed

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BSE enlistment and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors

Disclaimer: This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and conditions. The information/data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. While utmost care has been exercised while preparing this document, Finideas investment Advisor Pvt Ltd does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this presentation No part of this document may be duplicated in whole or in part in any form and/or redistributed without prior written consent of the Finideas Investment Advisor Pvt Ltd. Readers should before investing in the Scheme make their own investigation and seek appropriate professional advice. Investments in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of investment advising will be achieved. Clients under investment advising service are not being offered any guaranteed/assured returns. Past performance of the Investment Advising does not indicate the future performance of any of the strategies. The name of the Strategies do not in any manner indicate their prospects or return. The investments may not be suited to all categories of investors. The material is based upon information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Neither Finideas Investment Advisor Pvt Ltd, nor any person connected with it, accepts any liability arising from the use of this material. The recipient of this material should rely on their investigations and take their own professional advice. Opinions, if any, expressed are our opinions as of the date of appearing on this material only. While we endeavor to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so. The Investment Advisor is not responsible for any loss or shortfall resulting from the operation of the strategy. Recipient shall understand that the aforementioned statements cannot disclose all the risks and characteristics. The recipient is requested to take into consideration all the risk factors including their financial condition, suitability to risk return, etc. and take professional advice before investing. As with any investment in securities, the value of the portfolio under management may go up or down depending on the various factors and forces affecting the capital market. Prospective investors and others are cautioned that any forward-looking statements are not predictions and may be subject to change without notice. For tax consequences, each investor is advised to consult his/her own professional tax advisor. This document is not for public distribution and has been furnished solely for information and must not be reproduced or redistributed to any other person. Persons into whose possession this document may come are required to observe these restrictions. No part of this material may be duplicated in any form and/or redistributed without Finideas Investment Advisor Pvt Ltd prior written consent. Distribution Restrictions – This material should not be circulated in countries where restrictions exist liable for any liability incurred by them in this regard and will indemnify Finideas Investment Advisor Pvt Ltd for any liability it may incur in this respect.

Terms of Service

Finideas Investment Advisor Private Limited Terms of Service

1. Terms

By accessing the website at https://www.finideas.com, you are agreeing to be bound by these terms of service, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this website are protected by applicable copyright and trademark law.

2. Use License

  • Permission is granted to temporarily download one copy of the materials (information or software) on FinIdeas Investment Advisor’s website for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:
    1. modify or copy the materials;
    2. use the materials for any commercial purpose, or for any public display (commercial or non-commercial);
    3. attempt to decompile or reverse engineer any software contained on FinIdeas Investment Advisor’s website;
    4. remove any copyright or other proprietary notations from the materials; or
    5. transfer the materials to another person or “mirror” the materials on any other server.
  • This license shall automatically terminate if you violate any of these restrictions and may be terminated by FinIdeas Investment Advisor at any time. Upon terminating your viewing of these materials or upon the termination of this license, you must destroy any downloaded materials in your possession whether in electronic or printed format.

3. Disclaimer

  • The materials on FinIdeas Investment Advisor’s website are provided on an ‘as is’ basis. FinIdeas Investment Advisor makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.
  • Further, FinIdeas Investment Advisor does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site.

4. Limitations

In no event shall FinIdeas Investment Advisor or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption) arising out of the use or inability to use the materials on FinIdeas Investment Advisor’s website, even if FinIdeas Investment Advisor or a FinIdeas Investment Advisor authorized representative has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.

5. Accuracy of materials

The materials appearing on FinIdeas Investment Advisor’s website could include technical, typographical, or photographic errors. FinIdeas Investment Advisor does not warrant that any of the materials on its website are accurate, complete or current. FinIdeas Investment Advisor may make changes to the materials contained on its website at any time without notice. However FinIdeas Investment Advisor does not make any commitment to update the materials.

6. Links

FinIdeas Investment Advisor has not reviewed all of the sites linked to its website and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by FinIdeas Investment Advisor of the site. Use of any such linked website is at the user’s own risk.

7. Modifications

FinIdeas Investment Advisor has not reviewed all of the sites linked to its website and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by FinIdeas Investment Advisor of the site. Use of any such linked website is at the user’s own risk.

8. Governing Law

These terms and conditions are governed by and construed in accordance with the laws of Surat, Gujarat, India and you irrevocably submit to the exclusive jurisdiction of the courts in that State or location.

9. Cancellation & Refund Policy

User can cancel any of our services/products within 3 days of payment and get a full refund. After 3 days we do not provide any refund for our services/products.

Privacy Policy

  • Your privacy is important to us. It is FinIdeas Investment Advisor’s policy to respect your privacy regarding any information we may collect from you across our website, https://www.finideas.com, and other sites we own and operate.
  • We only ask for personal information when we truly need it to provide a service to you. We collect it by fair and lawful means, with your knowledge and consent. We also let you know why we’re collecting it and how it will be used.
  • We only retain collected information for as long as necessary to provide you with your requested service. What data we store, we’ll protect within commercially acceptable means to prevent loss and theft, as well as unauthorised access, disclosure, copying, use or modification.
  • We don’t share any personally identifying information publicly or with third-parties, except when required to by law.
  • Our website may link to external sites that are not operated by us. Please be aware that we have no control over the content and practices of these sites, and cannot accept responsibility or liability for their respective privacy policies.
  • You are free to refuse our request for your personal information, with the understanding that we may be unable to provide you with some of your desired services.
  • Your continued use of our website will be regarded as acceptance of our practices around privacy and personal information. If you have any questions about how we handle user data and personal information, feel free to contact us.

    This policy is effective as of 1 June 2018.

Privacy Policy

Effective date: September 11, 2018

Finideas Investment Advisor Private Limited (“us”, “we”, or “our”) operates the https://www.finideas.com website (the “Service”).

This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data. Our Privacy Policy for Finideas Investment Advisor Private Limited is managed through Free Privacy Policy.

We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible from http://www.finideas.com

Information Collection And Use

We collect several different types of information for various purposes to provide and improve our Service to you.

Types of Data Collected

  1. Personal Data

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally identifiable information may include, but is not limited to:

  • Email address
  • First name and last name
  • Phone number
  • Address, State, Province, ZIP/Postal code, City
  • Cookies and Usage Data
  1. Usage Data

We may also collect information how the Service is accessed and used (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

  1. Tracking & Cookies Data

We use cookies and similar tracking technologies to track the activity on our Service and hold certain information.

Cookies are files with small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags, and scripts to collect and track information and to improve and analyze our Service.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

Examples of Cookies we use:

  • Session Cookies.We use Session Cookies to operate our Service.
  • Preference Cookies.We use Preference Cookies to remember your preferences and various settings.
  • Security Cookies.We use Security Cookies for security purposes.
  1. Use of Data

Finideas Investment Advisor Private Limited uses the collected data for various purposes:

  • To provide and maintain the Service
  • To notify you about changes to our Service
  • To allow you to participate in interactive features of our Service when you choose to do so
  • To provide customer care and support
  • To provide analysis or valuable information so that we can improve the Service
  • To monitor the usage of the Service
  • To detect, prevent and address technical issues
  1. Transfer Of Data

Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.

If you are located outside India and choose to provide information to us, please note that we transfer the data, including Personal Data, to India and process it there.

Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.

Finideas Investment Advisor Private Limited will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.

  1. Disclosure Of Data

Legal Requirements

Finideas Investment Advisor Private Limited may disclose your Personal Data in the good faith belief that such action is necessary to:

  • To comply with a legal obligation
  • To protect and defend the rights or property of Finideas Investment Advisor Private Limited
  • To prevent or investigate possible wrongdoing in connection with the Service
  • To protect the personal safety of users of the Service or the public
  • To protect against legal liability
  1. Security Of Data

The security of your data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Service Providers

We may employ third party companies and individuals to facilitate our Service (“Service Providers”), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.

These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Analytics

We may use third-party Service Providers to monitor and analyze the use of our Service.

  • Google Analytics

Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network.

You can opt-out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js, and dc.js) from sharing information with Google Analytics about visits activity.

For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy?hl=en

Links To Other Sites

Our Service may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit.

We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

Children’s Privacy

Our Service does not address anyone under the age of 18 (“Children”).

We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

Changes To This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the “effective date” at the top of this Privacy Policy.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

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

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