Last updated
Who we are
Daksha Secyour Services Private Limited (“Daksha”, “we”), CIN U70200RJ2023PTC088578, with its registered office at 1D-1, Jainarayan Vyas Colony, Bikaner – 334001, is the data fiduciary for personal data collected through this website. This policy is published under the Digital Personal Data Protection Act, 2023 and the Information Technology Act, 2000 and its rules.
What we collect and why
| Data | Examples | Purpose |
|---|---|---|
| Contact details | Name, mobile number, email, city | To call you back and respond to your enquiry, BifiCon invitation or partner request. |
| Enquiry details | Your message, the service or calculator you came from, form choices | To route you to the right specialist. |
| Portfolio statements | CAS, broker or fund statements you upload for review | Only to prepare your portfolio review. |
| Technical data | Browser, device and pages visited — and, only if you allow it, analytics cookies | To keep the site secure and, with consent, improve it. |
We do not ask for, and you should never send us, passwords, OTPs, trading PINs, card numbers or full bank credentials. Account opening and KYC happen on the regulated partner's platform, under its privacy policy.
Consent & purpose
Every form on this site asks for your consent before you submit it. We use your details only for the purpose you gave them for — to call you back, prepare a review, process a BifiCon invitation or handle a grievance — and to meet legal obligations. You may withdraw consent at any time by writing to services@dakshasecyour.com; this won't affect anything done before you withdrew it.
With your consent we may contact you by call, SMS, WhatsApp or email about the enquiry you made, even if your number is on the National Do Not Call registry. We will not send unrelated promotions without asking.
Storage & security
Data is sent over encrypted connections (HTTPS) and stored with access limited to the staff who need it. Uploaded statements are kept separately from enquiry data. If a personal data breach affects you, we will inform you and the Data Protection Board of India as the law requires.
How long we keep it
- Enquiries that don't lead to a relationship: deleted within 24 months of our last contact with you.
- Uploaded portfolio statements: deleted within 90 days of completing your review, unless you ask us to keep them.
- Client records: kept for as long as the law (including SEBI, AMFI, IRDAI and tax rules) requires.
Your rights
Under the DPDP Act you can ask us to:
- tell you what personal data we hold about you and how we use it, and with whom it has been shared;
- correct, complete or update it;
- erase it, where we no longer need it for the purpose or by law;
- withdraw your consent;
- nominate someone to exercise these rights if you are unable to; and
- resolve any grievance about how we handle your data.
Write to our Grievance Redressal Officer (below). We will respond within the time the law requires. If you are not satisfied, you may complain to the Data Protection Board of India.
Children
This site is meant for adults. Investments for a minor are made through a parent or guardian, who provides the information on the minor's behalf. We do not knowingly collect data from children without verifiable parental consent.
Changes to this policy
We will update this page when our practices change, and note the date at the top. Material changes will be highlighted on the site.
Contact for privacy requests
- Grievance Redressal Officer
- Ojas Vyas
- Phone
- +91 98877 66652
- Post
- Daksha Secyour Services Private Limited, 3E-319, Jainarayan Vyas Colony, Bikaner, Rajasthan 334001