Privacy Policy

Last updated: May 1, 2026

Thank you for choosing to be part of our community at Equitalist (“we”, “us”, “ours” or “our”). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy policy, or our practices with regards to your personal information, please contact us at admin@equitalist.com.

When you subscribe to our services for a specific period, you trust us with your personal information. We take your privacy very seriously. In this privacy notice, we explain what information we collect, how we use it and what rights you have in relation to it. We hope you take some time to read through it carefully, as it is important. If there are any terms in this privacy policy that you do not agree with, please do not subscribe to our services.

This privacy policy applies to all information collected through our website, email communications, and any related services, including delivery of stock analysis reports, research notes etc.

1. What information do we collect?

We collect limited information necessary to provide you the services with best user experience.

Personal information you give us: When you subscribe, we collect details that includes your name, email address and billing address (for legal purposes). If you choose to pay by credit card or net banking, payment details are processed by our payment gateway partner and are not stored on our servers.

Information collected automatically: When you access our research reports or member area, we may collect your IP address, browser type, operating system, the time and date of access etc. We also track which reports you download or open, to understand usage patterns and improve our research.

Information from other sources: We may obtain limited information from public databases only for compliance verification and to enhance user experience. We do not buy or sell personal data from or to any third party.

2. How do we use your information?

We use your personal information for the following purposes:

For register and login process: To facilitate account creation and login with your consent. If you link your account to a third-party service (e.g., Google or Facebook), we collect only the information you authorize from that service to streamline sign-up and authentication.

To fulfil and manage your subscriptions for contractual reasons: We process your information to handle subscription payments, renewals, report delivery, and any cancellations through our platform.

To deliver our services during your chosen subscription period: We use your name and email address, to provide you access to our research reports, stock updates and to contact for any urgent matter.

To manage payments and billing: We use your billing address and payment information to generate GST invoices, track subscription renewals and maintain records as required by Indian tax laws.

To request feedback for business purposes and/or with your consent: We may contact you to gather insights on your experience with our stock analysis reports and platform usage.

To improve our research and services: We analyse which research reports are most read, which stock calls get attention, and how you interact with our content. This helps us produce better quality research. This analysis is done on aggregated data, not individually.

To communicate with you: We may send you administrative emails about changes to our services, policies, terms & conditions, renewal reminders before your subscription ends or responses to your queries.

To protect our services and comply with law: We use IP addresses and access logs to detect fraud, prevent sharing of research reports with non-subscribers and respond to legal requests if required by court order or regulatory authority and also to enforce our terms, conditions, and policies for business purposes, legal reasons, and/or contractual obligations. This includes addressing violations like unauthorized sharing of research reports.

For other business purposes: We may aggregate and analyse your data to identify usage trends, measure promotional effectiveness and improve our services, reports and user experience—all while ensuring individual anonymity.

3. Will your information be shared with anyone?

We do not sell, rent or trade your personal information with any third party for their marketing purposes. We only share your information in the following limited situations:

With service providers who help us operate: We share minimal data with vetted vendors and contractors for essential operations, such as payment processors (e.g., Razorpay), email services, hosting, analytics, and support. These partners are bound by strict contracts.

For legal compliance: If we receive a subpoena, court order, or request from a government agency (such as Income Tax Department or SEBI etc), we may disclose your information as required by law.

In case of business transfer: If we merge with or are acquired by another company, or sell a portion of our assets, your information may be transferred as part of that transaction.

With your consent: We will share your information for any other purpose only after obtaining your explicit consent.

Compliance with Laws: We disclose your information only when required by the law, including government requests, court orders, subpoenas, judicial proceedings or legal processes. This covers demands from regulators like SEBI, Income Tax authorities or public bodies for national security and law enforcement. Protecting Vital Interests and Legal Rights: We may share data to investigate or prevent policy violations, fraud, safety threats, illegal activities, or to provide evidence in litigation involving our business.

4. Do we use cookies and other tracking technologies?

Yes. We use cookies and similar tracking technologies to collect and store information about how you use our website and research reports.

Cookies are small files placed on your device that help us recognize you when you return, remember your preferences, and understand which parts of our service are most useful. Most web browsers accept cookies by default. You can choose to set your browser to remove or reject cookies, but this may affect certain features, such as accessing your member area or downloading reports.

5. How long do we keep your information?

We keep your personal information for as long as you have an active contractual period subscription with us and for a reasonable period thereafter as required by law.

Under the Income Tax Act, we must keep billing records and invoices for 6 years from the end of the financial year in which the subscription was provided. Therefore, your name, email address, and payment history may be retained for up to 6 years after your subscription ends, even if you do not renew.

Your stock analysis preferences, research report access logs and any personalized investment notes are deleted as soon as we receive your request for deletion after your subscription expired, unless you renew.

If you request account deletion before your subscription ends, we will honor that request, but we will not be able to continue providing research reports and no refund will be issued for the remaining subscription period.

6. How do we keep your information safe?

We take the security of your data seriously. We have implemented appropriate technical and organizational measures to protect your personal information from unauthorized access, loss, misuse or disclosure.

However, please remember that no method of transmission over the internet is 100% secure. While we do our best to protect your personal information, we cannot guarantee absolute security. You should access our services only from a secure device and network.

7. Do we collect information from minors?

No. Our services are strictly for adults who are legally capable of entering into contracts and making investment decisions. We do not knowingly collect personal information from anyone under the age of 18. If we learn that we have collected information from a minor, we will delete that information immediately. By subscribing to our services, you represent that you are 18 years of age or older.

8. What are your privacy rights?

You have the following rights regarding your personal information we hold:

Right to access: You can ask us what personal information we have about you. We will try to provide this within 7 working days.

Right to correction: If your email address, phone number or any other information changes, you can update it by logging into your account or emailing us.

Right to deletion: After your subscription ends, you may request that we delete all personal information except what we are legally required to keep for tax or other legal purposes. We will honor such requests.

Right to withdraw consent: You may withdraw your consent to our processing of your data at any time. However, if you withdraw consent, we will not be able to continue providing research reports to you and your subscription will be terminated without refund for the remaining period.

Opting out of emails: You can unsubscribe from our marketing or promotional emails at any time by clicking the unsubscribe link at the bottom of any email. Please note that even if you unsubscribe, we will still send you service-related emails necessary for your active subscription, such as research reports and renewal notices etc.

To exercise any of these rights, please contact us at admin@equitalist.com with the subject line “Privacy Request – [Your Name]”.

9. Grievance officer

We have appointed a Grievance Officer to address any concerns or complaints you may have regarding privacy or data handling. You may contact:

Grievance Officer: Julkar Naeen Sarkar
Email: admin@equitalist.com
Response time: We acknowledge all complaints within 48 hours and resolve them within 15 days.

10. Do we update this policy?

Yes, we may update this privacy policy from time to time to stay compliant with Indian laws, including the Digital Personal Data Protection Act, 2023 and other applicable regulations. The updated version will be indicated by a revised “Last updated” date at the top of this policy.

If we make material changes, we will notify you either by email or by posting a prominent notice on our website. We encourage you to review this privacy policy periodically to stay informed about how we are protecting your information.

11. How can you contact us about this policy?

If you have questions or comments about this privacy policy, you may contact us by email at admin@equitalist.com.

By subscribing to our Services, you acknowledge that you have read, understood and agreed to be bound by these Privacy Policies.