SmartVisor App is maintained by Intellimax Technologies Pvt. Ltd. We are committed to protecting your privacy. This Privacy Policy describes our practices regarding the Personal Data we collect from users.
1. Information We Collect
a) User Information
Name, email ID, phone number, PAN, etc.
b) Client / Lead Information
Client name, contact details (email, phone), PAN, KYC details.
c) Optional Photos and Documents
If you choose to upload a photo or document (for example, a profile image, KYC document, or PDF/DOC proof), we temporarily access only the specific file you select through the device’s system picker or file chooser. We do not scan or access any other files on your device.
2. How We Use the Information
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Managing leads, clients, and investment records.
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Facilitating communication between Sales RMs, Operation Executives, and clients.
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Regulatory compliance (SEBI, AMFI, BSE/NSE).
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Improving app performance and security.
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Internal reporting and analytics.
Processing user-selected photos and documents solely for the purpose you request (e.g., attaching to a client record). These files are used only for that transaction and are not otherwise stored or analyzed.
3. Data Sharing
We may share data only with:
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Authorized employees based on role-based access.
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Regulatory authorities (SEBI, AMFI, BSE/NSE, KYC agencies) as per compliance requirements.
Photos and Documents: User-selected files are not shared with third parties and are retained only as required for the requested service (e.g., storing a KYC document in your client record).
4. Data Security
All data is encrypted during transmission (SSL/HTTPS). Access is role-based with authentication controls. Regular audits and monitoring are conducted.
5. Data Retention
Lead and client records are retained as required for business and compliance. User activity logs may be retained for audit purposes.
6. Compliance & Legal Obligations
We comply with:
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Digital Personal Data Protection (DPDP) Act, 2023
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Information Technology Act, 2000
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SEBI / AMFI regulations
7. Updates to this Policy
We may update this Privacy Policy from time to time. Users will be notified through the App or email.
8. Contact Us
Email: info@intellimax.io
📞 Phone: 0731-4982285
🏢 Address: B-603 BCM Paradise, Nipania, Indore, MP – 452001