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Potoos Research Services

PRIVACY POLICY

Last Updated: June 15, 2026

At Potoos Research Services, we prioritize the confidentiality and security of your financial data. This Privacy Policy outlines how we collect, store, and process your information in compliance with SEBI Research Analyst regulations and global data protection standards. By using our services, you consent to the practices described herein.

01. Information We Collect

We collect information necessary to provide high-quality investment research and maintain regulatory compliance:

  • Identity Data: Full name, PAN (Permanent Account Number), and age as required by KYC norms.
  • Contact Data: Email address, mobile number, and residential address.
  • Financial Data: Risk profile details, investment objectives, and previous investment history.
  • Technical Data: IP address, device identifiers, and app usage statistics via the Google Play Store environment.

02. How We Use Your Information

Your data is processed strictly for the following purposes:

  • check_circle Executing risk profiling and suitability assessments as per SEBI guidelines.
  • check_circle Delivering personalized research reports and investment recommendations.
  • check_circle Maintaining mandatory regulatory records and audit trails.
  • check_circle Communicating critical research updates and institutional disclosures.

03. Data Sharing and Disclosure

Potoos Research Services does not sell or lease your personal data to third parties. Disclosure is limited to:

Regulatory Bodies

When mandated by SEBI or other judicial authorities for legal investigations or compliance audits.

Service Providers

Trusted technical partners (e.g., cloud hosting) who are contractually bound by confidentiality agreements.

04. Data Retention & The 5-Year Mandate

In accordance with SEBI (Research Analysts) Regulations, 2014, we are required to maintain records of research reports, recommendations, and client interaction data for a minimum period of five (5) years. Personal data will be securely archived and only accessed for compliance or legal necessity after the service relationship ends.

05. Security of Your Data

We implement enterprise-grade security measures, including 256-bit SSL encryption, restricted access protocols for employees, and regular vulnerability assessments to prevent unauthorized access, alteration, or destruction of your personal information.

06. Google Play Store Required Disclosures

Our Android application requests the following permissions only when essential for core functionality:

  • Storage/Files: To allow you to download and save PDF research reports.
  • Camera: Optional, solely for scanning documents during the KYC process.
  • Push Notifications: To alert you of real-time market changes and research alerts.

07. Changes to This Privacy Policy

We reserve the right to update this policy to reflect changes in our practices or regulatory environment. Significant updates will be notified via the app or email. Continued use of our services constitutes acceptance of the revised policy.

08. Contact Information & Grievance Redressal

Compliance Officer

Email: compliancevinothops@gmail.com

Address: 16, Kambar Street, New Perungalathur, Chennai - 600063.

For any privacy-related grievances, please contact our Data Protection Officer at the email above with the subject "Privacy Concern".