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Legal & Compliance • Data Protection

Privacy Policy

At InvestWithDhan, we value your trust and are committed to safeguarding your personal information, financial privacy, and communications.

Effective Date: September 1, 2026 Last Updated: September 1, 2026 Platform Partner: Dhan (Raise Securities)

Contents

  • 1. Information We Collect
  • 2. How We Use Your Information
  • 3. Dhan Account Opening & Services
  • 4. Sharing of Information
  • 5. Third-Party Websites & Services
  • 6. Data Security
  • 7. Data Retention
  • 8. Your Choices and Rights
  • 9. Marketing Communications
  • 10. Children's Privacy
  • 11. Changes to This Policy
  • 12. Contact Us

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At InvestWithDhan (“we”, “us”, “our” or “InvestWithDhan”), we respect your privacy and are committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, store, process and protect information when you visit or interact with https://investwithdhan.com/ (“Website”) or communicate with us through the Website.

InvestWithDhan operates as a partner/channel/associate platform in connection with Dhan, operated by Raise Securities Private Limited (“Dhan”), subject to applicable arrangements and regulatory requirements. Where you proceed to open a trading or demat account or access Dhan’s services, such services may be provided directly by Dhan and may be subject to Dhan’s own privacy policy, terms and conditions, disclosures and other applicable policies.

By using this Website, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

Depending on how you interact with our Website, we may collect the following information:

A. Personal Information

We may collect information such as:

  • Full name
  • Mobile number
  • Email address
  • City or location
  • Information submitted through enquiry or contact forms
  • Communication preferences
  • Any other information voluntarily provided by you
Dhan Onboarding & Regulatory KYC

If you choose to proceed with account opening or financial services through Dhan, additional information may be collected directly by Dhan or its authorised service providers as required for account opening, KYC, regulatory compliance and related purposes.

B. Technical Information

When you visit our Website, certain technical information may be collected automatically, including:

  • IP address
  • Browser type and version
  • Device type
  • Operating system
  • Pages visited
  • Date and time of visits
  • Referring website or source
  • Approximate location information
  • Website interaction and usage information

C. Cookies and Similar Technologies

We may use cookies, pixels, analytics tools and similar technologies to improve Website functionality, understand visitor behaviour, measure campaigns and improve our services.

You may control or disable cookies through your browser settings. Disabling certain cookies may affect some Website functionality.

2. How We Use Your Information

We may use the information collected from you for purposes including:

  • Responding to your enquiries and requests
  • Providing information about our services
  • Assisting you with the account-opening process
  • Connecting you with relevant Dhan services
  • Communicating with you regarding your enquiry
  • Improving our Website and user experience
  • Understanding Website usage and performance
  • Sending service-related communications
  • Sending promotional or marketing communications where permitted by applicable law
  • Preventing fraudulent, unauthorised or unlawful activities
  • Maintaining Website security
  • Complying with applicable legal and regulatory requirements

We will not use your personal information for purposes incompatible with the purpose for which it was collected, except where permitted or required by applicable law.

3. Dhan Account Opening and Services

InvestWithDhan may facilitate or direct users towards account-opening or other services offered by Dhan.

When you click an account-opening, trading or other Dhan-related link, you may be redirected to a Dhan-owned or third-party platform. Information submitted directly on such platforms may be governed by the applicable privacy policy and terms of the respective service provider.

Dhan may independently collect and process information required for KYC, account opening, trading, demat services, regulatory compliance and other services. For information regarding Dhan’s handling of personal information, users should refer to Dhan’s applicable Privacy Policy and other legal documents.

4. Sharing of Information

We may share information with:

  • Our employees and authorised representatives
  • Technology and service providers assisting us with Website operations
  • Analytics and communication service providers
  • Marketing and advertising service providers, where legally permitted
  • Dhan or relevant service providers where necessary to facilitate a requested service
  • Government, regulatory or law-enforcement authorities where required by law
  • Professional advisers, auditors or legal advisers where necessary
Zero Sale of Personal Data

We do not sell, rent, or trade your personal information to third parties.

5. Third-Party Websites and Services

Our Website may contain links, buttons or integrations that direct you to third-party websites or platforms, including Dhan.

Once you leave our Website, the privacy practices of the third-party platform will apply. We encourage you to review the privacy policies and terms of those platforms before submitting any personal or financial information.

6. Data Security

We take reasonable technical, administrative and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

7. Data Retention

We retain personal information only for as long as reasonably necessary to fulfil the purposes for which it was collected, provide services, resolve disputes, maintain records, comply with legal obligations and enforce our agreements.

8. Your Choices and Rights

Subject to applicable law, you may have rights relating to your personal information, including the right to:

  • Request access to certain personal information
  • Request correction of inaccurate information
  • Withdraw consent where processing is based on consent
  • Request deletion where legally permissible
  • Opt out of certain marketing communications

Requests may be submitted using the contact details provided below.

9. Marketing Communications

If you have provided your contact details and permitted communication, we may contact you through phone calls, SMS, email, WhatsApp or other permitted communication channels regarding our services or relevant offerings.

You may opt out of promotional communications at any time by contacting us or using the unsubscribe mechanism provided in the communication, where applicable.

10. Children's Privacy

Our Website is not intended for individuals who are not legally eligible to use investment or financial services under applicable law.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updated version will be published on this page with a revised “Last Updated” date.

12. Contact Us

If you have questions, feedback, or data requests regarding this Privacy Policy, you can reach out to our team:

InvestWithDhan Official Contact

Central Headquarters • Pan-India Wealth Desk

Website
https://investwithdhan.com/
Official Email
Pmann0755@gmail.com
Direct Phone
+91 8319336057
Central Headquarters
Zone-II, Maharana Pratap Nagar (M.P. Nagar), Bhopal, Madhya Pradesh 462011

For information relating specifically to your Dhan trading or demat account, KYC records, transactions or other services provided directly by Dhan, you may need to contact Dhan through its official support channels.

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Regulatory & Market Risk Disclaimer

Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Invest with Dhan is a professional investment guidance and wealth development firm operating Pan-India, with central headquarters in Bhopal, MP. Trading, Demat, and Exchange access are powered by Dhan (Raise Financial Services / Moneylicious Securities Private Limited). Past performance is not an indicator of guaranteed future returns. Clients are advised to evaluate their risk appetite or consult with certified financial advisors before executing financial trades.

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