Privacy Policy
Last updated: 2026
Information We Collect
When you book guidance, use our calculators, or contact us through this website, we collect the information you provide directly: typically your name, phone number, email address, and the topic you're interested in discussing. We do not require this information to browse the site.
How We Use Your Information
We use the details you submit solely to respond to your enquiry, schedule guidance, and, if you become a client, to service your mutual fund and insurance holdings. We do not sell your information to third parties, and we do not add you to third-party marketing lists.
Third-Party Platforms
Client investments are tracked through the InvestWell platform, a third-party portfolio tracking service. Where you use InvestWell or the Talk2Invest mobile app, that platform's own privacy practices also apply to information you provide there.
Data Security
We take reasonable technical and organisational measures to protect the information you share with us. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Your Choices
You may ask us to update or delete the personal information we hold about you at any time by contacting us using the details on our Contact page.
Contact Us
Questions about this policy can be sent to support@talk2invest.com or by calling +91-9810647003.