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Privacy Policy

At Safal Capital Services Private Limited, the creators of this Privacy Policy, we are dedicated to safeguarding your privacy and protecting your valuable information. We collect and, in some cases, disclose information about you to provide uninterrupted services and enhance your privacy protection. This Privacy Policy outlines our information practices and the choices you have regarding the collection and use of your data on our website/mobile application www.investoyard.com / investoyard

1. OVERVIEW

We are committed to respecting your online privacy and the management of personally identifiable information ("Personal Information") that you share with us. Personal Information may include, but is not limited to, your name, address, email, portfolio details, or contact information. To use our website, you are required to register by providing the following information, including but not limited to:

  • Name
  • PAN
  • Phone number
  • Email address
  • Date of Birth
  • Bank account details
  • Pictures of yourself and documents required for KYC.

If you use our portfolio tracker services, you may also choose to share your consolidated investment statement.

2. NOTIFICATION OF MODIFICATIONS AND CHANGES TO T&C AND PRIVACY POLICY

We reserve the right to change our Terms and Privacy Policy without prior notice. Your continued use of the site indicates your acceptance of any amendments. Please regularly review our Terms of Service. If you do not accept the modifications or amendments, you may discontinue using this website.

3. INFORMATION WE COLLECT

Our online requisition form requires users to provide contact information, PAN card details, bank account information, and other Know-your-customer information, including pictures, for identity verification and account management. Certain information, such as your name and email address, is collected for identity verification and account management purposes. We may also collect email addresses, geolocations, and information entered in the Live Chat window or other forms on the website.
Connecting Your Email Account
You may choose to provide consent to connect your email accounts with your “Investoyard” account. This allows us to securely access and analyze email contents to provide a consolidated view of your investment portfolio. We encourage you to review this information before connecting your email account.

4. COOKIES

We use "cookies" on our websites to provide customized services and enhance your user experience. Certain features are available only through the use of cookies. These cookies help us provide information tailored to your interests, whether you are a registered user or not.

5. EXTERNAL LINKS ON WEBSITE

Our website may contain hyperlinks to other websites or content provided by third parties. We do not control these external sites or resources and are not responsible for their availability, content, or privacy policies. When you access third-party sites, please review their privacy policies.

6. OUR USE OF YOUR INFORMATION

By signing up for the “Investoyard” platform, you agree to receive communications at the provided mobile number and authorize Safal Capital Services Pvt. Ltd. to share information with third-party service providers. We may use your information to personalize your experience on our website and improve our services.

7. OUR DISCLOSURE OF YOUR INFORMATION

Due to regulatory requirements, we may be obligated to disclose information to government, law enforcement agencies, or third parties. We do not sell or rent personally identifiable information to third parties.

8. ACCESSING, REVIEWING, AND CHANGING/DELETING YOUR PROFILE/ACCOUNT

After registration, you can review and change your information until you make an investment. We retain information for dispute resolution, troubleshooting, and legal compliance. You may request account deletion through the support section on the “Investoyard” App.

9. CONTROL OF YOUR PASSWORD

You are responsible for maintaining the confidentiality of your password and for all actions taken with your login information. If you suspect unauthorized use of your account, please notify us immediately.

10. OTHER INFORMATION COLLECTORS

This Privacy Policy pertains to information collected by us. When you disclose your information to third parties, different rules may apply based on their privacy policies.

11. SECURITY

We employ robust security measures to protect your data from unauthorized access. While we follow industry standards, no online security is perfect, and you assume some level of risk.

12. DISCLAIMER

Although we are committed to protecting your privacy, we cannot guarantee that all your personal information will always remain private. You accept responsibility for your use of the site and your data both on and off the site.

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How to Apply

How to Apply for IPOs on InvestoYard

  • Step 01 : Once you create your account, Login to InvestoYard.

  • Step 02 : Under IPO Section, you will be able to see a list of Ongoing IPOs, where you can click on apply button.

  • Step 03 : Add quantity of shares to apply – Maximum 3 bids are allowed (For retail category – max amount Rs.2,00,000/-).

  • Step 04 : Enter your UPI ID and you will receive mandate on your UPI App.

  • Step 05 : Once you accept the mandate, Application is submitted successful.