Privacy Policy

1. Introduction

• CODIFI FINSERV PRIVATE LIMITED ("we," "our," or "us") is dedicated to safeguarding the privacy and security of our enterprise clients in the capital markets sector. This Privacy Policy details how we collect, use, disclose, and protect your personal and business information when you engage with our advanced financial products and services.

2. Information We Collect

• Client Information: Includes business and personal data such as company name, contact details, financial data, and regulatory information.
• Transactional Data: Information related to transactions, trading activities, and financial operations processed through our platforms.
• Usage Data: Technical details collected through our products, such as IP addresses, device identifiers, log data and usage patterns. This includes data from trading and financial analysis tools.

3. How We Use Your Information

• Service Delivery: To provide, maintain, and improve our financial technology solutions and services tailored for capital markets.
• Regulatory Compliance: To ensure adherence to financial regulations, reporting requirements, and compliance obligations.
• Risk Management: To detect and prevent fraud, market manipulation, and other financial risks.
• Business Analytics: To analyze performance, improve our offerings, and enhance client experience.

4. Data Sharing and Disclosure

• Regulatory Authorities: Information may be shared with financial regulatory bodies and law enforcement agencies as required by law.
• Business Partners: Data may be shared with partners who provide complementary services, such as market data providers and analytics firms, under strict confidentiality agreements.
• Mergers and Acquisitions: In the event of a merger, acquisition, or similar business transaction, client data may be transferred as part of the transaction.

5. Data Security

We use advanced security technologies, including encryption, multi-factor authentication, and intrusion detection systems, to protect your sensitive financial data. We regularly review and update our security measures to address evolving threats.

6. Data Retention

We retain personal and business information as necessary to fulfill the purposes for which it was collected, including compliance with financial regulations and audit requirements. Data retention periods are based on regulatory obligations and contractual terms.

7. Your Rights

• Access and Correction: You may request access to or correction of your data. For enterprise clients, this may involve detailed data access requests through designated contact points.
• Data Portability: Upon request, we may provide your data in a structured, commonly used format for transfer to another service provider.

8. Changes to This Policy

We may revise this Privacy Policy to reflect changes in our practices or legal requirements. Significant changes will be communicated through our website or direct notifications, with the effective date of revisions, clearly indicated.

9. Contact Us

• For questions or concerns about our Privacy Policy or your data, please contact our Data Protection Officer at [hello@codifi.in] or [044 35416318].