Privacy policy

This policy explains what personal information Investeria Financial Services Private Limited, trading as Yukti, collects when you use this website, our mobile application, our web terminal or our services, why we hold it, with whom it is shared and what you can ask us to do about it. It applies to clients, to applicants who did not complete an account opening, and to visitors to this website.

Identity and contact details, including name, date of birth, permanent account number, Aadhaar-based identifiers to the extent permitted, address, photograph, signature, mobile number and email address. Financial information, including bank and demat account details, income range, net worth where required and the income proof you supply for a derivatives segment. Transactional information, including your orders, trades, positions, holdings, ledger entries and the documents we are required to issue to you. Technical information, including device and browser type, internet protocol address, log data and the pages you used. Communication records, including emails, written complaints and recorded telephone calls with our dealing desk, which are recorded because we are required to record them.

To establish and verify your identity under the Prevention of Money Laundering Act and the KYC requirements made under it; to open, operate and service your trading and demat account; to execute, settle and report your transactions; to meet the reporting, surveillance, audit and record-keeping obligations imposed on us by SEBI, the exchanges, the depositories and the tax authorities; to detect and prevent fraud; to answer your questions and resolve your complaints; and to improve the services and the platforms. Most of what we hold, we hold because a law or a regulation requires us to.

With SEBI, the exchanges, the clearing corporations, the depositories, KYC registration agencies, the Central KYC registry, the Financial Intelligence Unit and other authorities, where they require it or where we are required to file it. With our bankers and payment partners, to move money to and from your mapped bank account. With service providers who operate parts of our technology under contract, bound to confidentiality and permitted to use the information only for the service they provide to us. With auditors, legal advisers and insurers under the same obligations. We do not sell your personal information, and we do not share it with anybody for their own marketing.

Your mobile number and email address must be yours and must be current, because every contract note, statement, security alert and regulatory communication goes to them. An address or a number belonging to anybody else, including a person who helps you trade, is not permitted and defeats the protection the account carries. Changing a registered contact is a verified request rather than a setting, and a change generates an alert to both the old and the new contact.

This website uses cookies that are necessary for it to function, such as those that keep you signed in to a platform and those that remember a preference like the theme. Where we use cookies that are not necessary, we ask for your consent first and you can withdraw it at any time; declining them does not stop you from using the website or the platforms, although some conveniences will not be remembered. Your browser lets you see, block and delete cookies.

Traffic between you and us is encrypted in transit. Access is restricted to employees who need it for their work and is logged. Passwords are not stored in a form anybody can read, which is why nobody here can tell you what yours is. We apply a second factor to the platforms and alert you to sign-ins on new devices. No system is perfectly secure, so your part matters: keep your credentials to yourself, never share a one-time password, and tell us at once if you suspect unauthorised access.

For as long as your account is open and, after it is closed, for the period the applicable law and the SEBI, exchange and depository requirements prescribe for each kind of record, after which it is deleted or anonymised. Where a dispute, an investigation or a legal proceeding is open, the related records are kept until it is concluded.

You can ask what personal information we hold about you and ask for a copy; ask us to correct anything inaccurate; ask us to stop sending promotional communications, which we will do without affecting the statutory and account communications we are obliged to send; and complain about how we handled your information. Deletion is limited by the records we are required by law to retain. Write from your registered email address to info@yuktibroking.com and we will respond within the timeline published on the contact page.

This policy is amended when the law, the regulations or our practices change. The current version is always the one published here, with the date it was last reviewed shown above it. A change that materially affects you is notified to your registered email address.