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Date of Last revision: November 12, 2019
Triskaidekaphillia Solutions Private Limited (TSPL, Website www.upwardly.in ) intends to help you in discovering and analyzing the world of financial products towards meeting your financial goals.In this endeavor, we do our best to provide you with accurate, timely and insightful information.At the same time we are totally committed to your right to privacy and protect your personal information with us.
Our Privacy statement details out the various information that we collect from you and how we protect and use it.We encourage you to go through our privacy statement.
What personal information is collected and why?
It is our belief that no two individuals have the same Personal context, Risk appetite and Financial goals.Upwardly.in collects personal information from you to understand your financial goals, provide customized insight & features that can benefit you directly and to service your financial needs better.
We collect your personally identifiable data only when you specifically and knowingly provide it.We can collect personal information like your Name, Email address, Phone numbers, Physical address, Birth Date, PAN Details, Aadhar Number, Marital Status, Spouse working status, Dependents status, Income, Gender, Bank Details etc on our website for the registration process and enabling you to get personalized/ customized insights on various financial products and your financial goals.We would also use the Email/ Physical Address and Contact details to provide you insights and information on financial products and goals relevant to you.Additionally, the relevant details would be used to ensure that the Know Your Customer(KYC) norms specified by regulatory bodies are met for customers who wish to buy financial products like Mutual Funds, ETFs, Corporate Bonds and Deposits, Tax free Bonds and other financial products through www.upwardly.in platform.
Upwardly would use google analytics which uses first-party cookies to collect user interactions with our web based services.Cookies are pieces of information stored on computer/ mobile device.The cookies store non personally identifiable information which helps us in understanding what sort of information and content interests you the most. Please note that if there are any advertisements on our site for other companies, they may use their own cookies when you access their sites.We do not have control or access to that information being collected.
We also may use the unique identifier of your mobile or computer device to track any suspicious activity.
Your Information with us is secure
We take utmost care and precaution to ensure that your personal data is secure with us. Your password is not to be shared with anyone and must be kept safe by you at all times.We also ensure that your password is kept in encrypted and in a secure environment with us.
Your personal information belongs to you and you can change the information stored with us or ask for the same from us.You can visit the personal information section on our site to do the same.
We are fully compliant with the Information Technology Act, 2000 of India and adhere to all its provisions and regulations.
Disclosure of Information
Under no circumstances will we sell or rent your personal information to anyone, for any reason, at any time. TSPL has taken best and reasonable steps to ensure prevention of any unauthorized disclosure of your sensitive personal information.
Disclosure for regulatory compliances: TSPL will share your information with judicial, administrative and regulatory entities to comply with any legal and regulatory requirements.
Disclosures with your prior consent: If, at any time, you choose to utilize the integrated services of third party service partners through us, we will share your information with these third party service partners with your prior consent.
Disclosure for provision of Services: TSPL will share your information with third party vendors of TSPL as necessary for the provision of Services.Authorized third party vendors are bound by the same standards of data security practices and procedures as we are under law and contract.They are subject to the same penalties as we are for the unauthorized disclosure of your personal information.
Incase you have any concerns or grievances then please email us as at firstname.lastname@example.org