Privacy Policy

For Trading purposes (GraphUp)

MoneyIsle is strongly committed to every individual’s right to privacy and to keeping personal and financial information secure. This information is provided when you register to receive certain services or products, such as online share trading, mutual funds, eipo etc. The personal information we get from you will help us provide you with improved services and products that match your needs as closely as possible. We shall not sell your personal information to any third party.

 

However under certain conditions we would share this information:

We share information as part of normal business operations, such as providing you with any services to which you subscribe, and any activity related to these services such as collecting fees for those services, and informing you about these services; as part of normal legal/ regulatory purposes required by the Securities and Exchange Board of India and other regulatory and government entities, and we may occasionally invite selected third parties to participate in offers we feel would be attractive to customers of MoneyIsle customers.

 

It may become necessary for MoneyIsle to disclose your personal information to our agents and contractors, or to their subcontractors. However these parties would be required to use the information obtained from MoneyIsle for such use exclusively.

 

Your account information is protected by placing it in the secure portion of our website, which is why you need to enter your unique login username and password each time you want to access your account information. Do help us protect your privacy by maintaining the secrecy of the username and password you use for any of our services.

 

Please note that this privacy policy does not create any contractual or other legal rights in or on behalf of any party, nor is it intended to do so. 

 

We, at MoneyIsle, acknowledge and accept that the personal details that you impart to us, is to be kept in strict confidentiality and to use the information only in the manner which would be beneficial to our customers. We consider our relationship with you as invaluable and strive to respect and safeguard your right to privacy. We shall protect the personal details received from you with the same degree of care, but no less than a reasonable degree of care, to prevent the unauthorized use, dissemination, or publication of this information as we protect our own confidential information of a like nature. We shall use the personal information to improve our service to you and to keep you updated about our new product or information that may be of interest to you. The information collected from you would be used in the right spirit and context in which it is intended to be used. Your information would be used by us to process your trading request and to carry out the settlements of your obligations.

 

We understand clearly that You and Your Personal Information is one of our most important assets. We store and process Your Information including any sensitive financial information collected (as defined under the Information Technology Act, 2000), if any, on computers that may be protected by physical as well as reasonable technological security measures and procedures in accordance with Information Technology Act 2000 and Rules thereunder. If You object to Your Information being transferred or used in this way, please do not provide the details of your information on the Website.

 

To ensure security of access to the personal information and transaction details, the access to the secured zone of our website is restricted by the unique login ID and Password selected by you. You should be very careful in handling the ID and password and you should ensure that you do not reveal it to anybody, nor do you keep it in writing. You should keep changing your password periodically. We and our affiliates will share/sell/transfer/license/convey some or all of your personal information with another business entity to carry out any business activity or re-organization, amalgamation, restructuring of business or for any other reason whatsoever. Once you provide your information to us, you provide such information to us and our affiliate and we and our affiliate may use such information to provide you various services with respect to your transaction conducted on www.moneyisle.in.

 

For Mutual Fund purposes (CapitPlan)

This privacy policy sets out how ISF Finserv LLP uses and protects any information that you share when you use this website (www.moneyisle.in). Please note the brand name MoneyIsle (Trademark application filed before the Registrar of Trademarks, Delhi, awaiting final registration approval) is owned by ISF Finserv LLP (hereinafter referred to as ISF). ISF is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

 

ISF may change this policy from time to time by updating this page. This policy is effective from December 13, 2021.

ISF understands that our relationship is strongly built on trust and faith. In Course of using information on this website or availing the services, ISF may become privy to the personal information of its customer including information that is of confidential nature. ISF is strictly committed to protecting the privacy of its customer and has taken reasonable measures to protect the confidentiality of the customer information and its transmission through World Wide Web. However it shall not be liable in any manner for disclosure of the confidential information in accordance with this Privacy Commitment or in terms of the agreement if any with the Customer or by reasons beyond its control. We may however be required to disclose your personal information to Government, Judicial bodies, and our Regulators or to any person to whom the Firm is under an obligation to make disclosure under the requirements of any law binding on the Firm or any of its branches, if required. Hyperlink Policy for user any hyperlink to other Internet sites is at customer’s own risk. The contents of which and the accuracy of opinions expressed are not verified, monitored or endorsed by ISF, in any way or manner. ISF is not responsible for the setup of any hyperlink from a third party website to ISF.

 

What we collect

We may collect the following information:

  • Name and contact details
  • Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
  • Demographic information such as gender and income
  • Other information that can help us improve our services

What we do with the information we gather

  • To conduct Know-Your-Customer registration as required by SEBI and/or other regulatory bodies
  • To perform compliance checks and keep/maintain internal records
  • To use the information to improve our products and services
  • To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting.
  • You will be free to unsubscribe from our mailing list at any time if you do not wish to receive such emails from us. From time-to-time, we may also use your information to contact you via phone or email for market research purposes.
  • We will not sell, distribute or lease your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over such third-party websites. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

If you believe that any of your information with us is incorrect or incomplete, please email us as soon as possible at capitplan@moneyisle.in. We will promptly correct any information found to be incorrect.

Security certificates

ISF is an online financial services company. We fully recognise and understand the security implications of being a service provider with whom people trust their money. There are many safeguards we adopt in this regard – some of these are technical, and some are structural.

When it comes to data security, our goal is to ensure that:

  • Your data is stored safely and securely – passwords are one-way encrypted before being stored in the database for high security.
  • All communication with you, or with mutual fund companies and other service providers – are encrypted using the highest standards.
  • Your data is not shared with anyone, unless you have explicitly requested us to do so to fulfil a transaction request.
  • To ensure that we achieve these goals, we have a variety of certifications/trust verifications in place for our firm, both from technical and legal/operational perspectives. All our communications are encrypted by 256-bit encryption, and our data is hosted with top-tier hosting service providers. Also, our data is continuously backed up to ensure continuity of operations.
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