Privacy Policy

Last Updated: March 17, 2026

This Privacy Policy describes how we collect, use, and protect your information when you use Nivesh Tracker ("the Service").

1. Information We Collect

We collect the following types of information:

• Account Information
  Email address and/ or phone number (used for authentication and communication)
• Investment Data
  • Portfolio holdings
  • Transactions
  • Asset allocation data entered by you
• Uploaded Documents

  CAS (Consolidated Account Statement) files uploaded by you. These files are processed and stored to extract and display your investment data.

2. How We Use Your Information

We use your data only to:

• Provide and operate the portfolio tracking functionality
• Process uploaded CAS statements
• Authenticate users via email
• Improve product performance and usability

We do not sell your data or share your data with any other party.

3. Analytics

We use Plausible Analytics, a privacy-friendly analytics tool that:

• Does not use cookies
• Does not track users across sites
• Does not collect personally identifiable information

4. Data Storage and Security

• Your data is stored on secure servers.
• We take reasonable measures to protect your information from unauthorized access.
• However, no system is completely secure, and we cannot guarantee absolute security.

5. Data Sharing

We do not sell or rent your personal data.

We may use third-party infrastructure providers (e.g., hosting, email delivery) to operate the service. These providers only process data as required to provide their services.

6. Your Data

You retain ownership of your data.

You may:

• Request deletion of your account and data by contacting us at: punit@tezify.com

7. Data Retention

We retain your data:

• As long as your account is active
• Or as needed to provide the service

Uploaded files may be retained unless explicitly deleted.

8. Changes to This Policy

• We may update this Privacy Policy from time to time.
• Continued use of the service after changes means you accept the updated policy.

9. Contact

For any questions, contact:

punit@tezify.com