Privacy Policy

01Introduction

This Privacy Policy ("Policy") applies to Shree Balaji Trader and all its affiliated offices, advisors, employees, contractors, and consultants engaged for business purposes in India. It describes the practices and policies we follow for handling Personal Information, including Sensitive Personal Data or Information, that is lawfully collected by Shree Balaji Trader (referred to herein as "we", "us", or "our").

We collect personal data of our clients, subscribers, website visitors, business contacts, and any other individuals or entities wherever required for the purposes of providing stock market advisory and trading-related services, or otherwise for legitimate business purposes.

Shree Balaji Trader attaches great importance to your right to privacy and the protection of your data. We want you to feel secure that when you deal with us — whether subscribing to our research reports, trading calls, or advisory plans — your personal data is in good hands. We maintain appropriate technical and organizational measures to protect your data against unauthorized or unlawful processing, accidental loss, alteration, disclosure, or destruction.

02General Definitions

• You / Your refers to any natural person who provides Personal Information to Shree Balaji Trader for availing our services.
• Act means the Information Technology Act, 2000, and Rules thereunder, as amended from time to time.
• Personal Information (PI) shall have the meaning assigned under the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, as amended.
• Sensitive Personal Data and Information (SPDI) shall mean information such as financial details, passwords, and identity documents as defined under Rule 3 of the said Rules.
• Registered User / Subscriber means a user whose registration or subscription has been accepted by Shree Balaji Trader.

All other words and expressions used but not defined herein shall carry the meanings assigned to them under the Act or the Rules made thereunder.

03Information We Collect

3.1 Information You Provide

Account & KYC Information: When you register for a subscription plan, we collect your name, email address, phone number, PAN details (where applicable), and billing information. This information is encrypted and stored on secure servers.

Communication Information: When you contact us for support, raise a complaint, or provide details for receiving trading alerts via SMS, WhatsApp, Telegram, or Email, we securely store this contact information in encrypted form.

3.2 Information Collected Automatically

Log Data: We collect log data including access dates and times, alert delivery status, page views, and response logs to maintain and improve our services.

04How We Use Your Information

We use the information collected from you for the following purposes:

• To Provide Services: To process your subscription, deliver trading calls and research reports, and fulfil your service requests.
• To Communicate With You: To respond to inquiries, provide customer support, and send service-related or marketing communications via SMS, Email, WhatsApp, Telegram, or Voice, with your consent where required.
• To Personalize Your Experience: To tailor recommendations, alerts, and content based on your subscription plan and preferences.
• To Improve Our Services: To enhance the functionality, accuracy, and security of our advisory platform.
• To Comply with Legal Obligations: Including SEBI regulations and other applicable laws governing investment advisory services.

05Your Choices

We respect your right to control your information. You may:

• Opt Out of Marketing Communications: Unsubscribe from marketing messages using the opt-out link/instructions provided in our communications, or by writing to us directly.
• Access and Update Your Information: Request access to or correction of your information by contacting our support team.

06Data Retention

We retain your information for as long as necessary to provide our services, comply with legal and regulatory obligations (including SEBI record-keeping norms), resolve disputes, and enforce our agreements.

07Security of Information

Shree Balaji Trader strives to ensure the security, integrity, and confidentiality of your Personal Information and Sensitive Personal Data against unauthorized access, alteration, disclosure, or destruction. We implement stringent physical, electronic, and managerial security measures to protect against loss, misuse, and unauthorized alteration of data under our control.

Access to our servers and client data is restricted to authorized personnel strictly on a "need to know" basis. We periodically assess, audit, and update our information security protocols to maintain the highest standards on an ongoing basis.

You may review the information you have provided to us at any time, and on your request, we will correct or amend any data that is found to be inaccurate or deficient. However, we shall not be responsible for verifying the authenticity of the information provided by you.

Shree Balaji Trader shall not be held responsible for any loss, damage, or misuse of your information where such loss is attributable to a Force Majeure event beyond our reasonable control.

08Your Rights

Subject to applicable law, you are entitled to:

• Request Access: Know whether we hold personal data about you and obtain a copy of it.
• Request Rectification: Have inaccurate or incomplete personal data corrected.
• Object to Processing: Request that we no longer process your personal data for specific purposes.
• Request Erasure: Request deletion of your personal data where it is no longer necessary for the purposes collected.
• Request Restriction: Request limited processing of your personal data in certain circumstances.
• Request Portability: Receive a structured, machine-readable copy of the personal data you have provided to us.

To exercise any of these rights, please contact us using the details provided below.

09Cancellation & Refund Policy

Our policy regarding cancellation and refunds of subscription plans is as follows:

• Customers are advised to review subscription plan details carefully before making payment.
• Refunds are processed on a case-to-case basis at Shree Balaji Trader's discretion, and are considered only for valid cases supported by complete information and documentation.
• To request a refund, customers must contact our support team via email with transaction details and supporting documents as required.
• Approved refunds are processed within 7–10 working days, subject to verification and any unforeseen delays.
• Refunds are issued to the original payment source only and will not be processed to third-party accounts.
• Subscription plans are non-cancellable once activated. Customers may opt out of auto-renewal before the next billing cycle.
• If Shree Balaji Trader discontinues a service, pro-rata refunds may be considered at our discretion.

10Disclaimer

Our website and services are provided on an "as-is" and "as-available" basis. Your use of the site and our advisory services is at your sole risk. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement.

Stock market investments are subject to market risk. We make no warranties regarding the accuracy, completeness, or profitability of any trading calls, research reports, or recommendations provided. Investment decisions made based on our advisory are solely the client's responsibility, and Shree Balaji Trader assumes no liability for any trading losses incurred.

We are not responsible for any unauthorized access to our servers, interruption of service, transmission errors, or third-party content linked through our site.

11Changes to This Policy

Shree Balaji Trader reserves the right to update or modify this Privacy Policy at any time without prior notice. We encourage you to review this page periodically to stay informed about how we are protecting your information. Continued use of our services after any changes constitutes acceptance of the revised Policy.

Please note that policies of third-party platforms used for delivering alerts (such as WhatsApp/Meta or Telegram) may also change from time to time as per their own norms, and Shree Balaji Trader is under no obligation to notify you of such third-party changes.

12Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how your information is handled, please reach out to us: