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Privacy Policy

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Introduction

5 Circles Pvt Ltd, a SEBI-registered entity (SEBI Registration No:INH0002004 , is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect your personal data in compliance with the Securities and Exchange Board of India (SEBI) regulations, the Digital Personal Data Protection Act, 2023 (DPDP Act), and other applicable laws.

1. Information We Collect

We collect the following types of information to provide our services:

  • Personal Information: Name, address, contact details (phone number, email), date of birth, PAN, Aadhaar (where permitted), and other KYC-related details.
  • Financial Information: Bank account details, demat account details, investment preferences, transaction history, and portfolio details.
  • Technical Information: IP address, browser type, device information, and cookies when you access our website or trading platforms.
  • Other Information: Information provided during account opening, client interactions, or through surveys and feedback.
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2. Purpose of Data Collection

We collect and process your information for the following purposes:

  • To comply with SEBI’s Know Your Client (KYC) norms and Anti-Money Laundering (AML) regulations.
  • To open, manage, and operate your trading and demat accounts.
  • To process transactions, including buying/selling securities and settling trades.
  • To provide personalized investment advice, portfolio management, and research services (if applicable).
  • To communicate updates, market insights, and service-related information.
  • To improve our website, platforms, and services through analytics.
  • To comply with legal and regulatory obligations, including reporting to SEBI, stock exchanges, and other authorities.
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3. Data Sharing and Disclosure

We may share your information with:

  • Regulatory Authorities: SEBI, stock exchanges (NSE, BSE), depositories (NSDL, CDSL), and other government bodies as required by law.
  • Service Providers: Third-party vendors (e.g., KYC agencies, payment gateways, custodians) who assist in delivering our services, subject to strict confidentiality agreements.
  • Legal Requirements: Courts, law enforcement, or other authorities in response to legal requests or investigations. We do not sell or rent your personal information to third parties for marketing purposes.
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4. Data Security

We implement robust technical and organizational measures to protect your data, including:

  • Encryption of sensitive data during transmission and storage.
  • Secure servers and restricted access to client information.
  • Regular security audits and compliance with SEBI’s cybersecurity guidelines.
  • Employee training on data protection and confidentiality.
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5. Data Retention

We retain your personal and financial information for as long as required to provide our services, comply with SEBI regulations, and meet legal obligations (typically 5–8 years after the closure of your account, as per SEBI guidelines). After this period, data is securely deleted or anonymized.

6. Your Rights

Under the DPDP Act and applicable laws, you have the right to:

  • Access and obtain a copy of your personal data.
  • Correct inaccurate or incomplete data.
  • Request deletion of data (subject to regulatory retention requirements).
  • Withdraw consent for non-mandatory data processing (where applicable).
  • File complaints with us or the Data Protection Board of India. To exercise these rights, contact our Data Protection Officer at www.5circles.co.in
  1. Cookies and Tracking

Our website and platforms use cookies to enhance user experience, analyze usage, and deliver personalized content. You can manage cookie preferences through your browser settings, but disabling cookies may affect platform functionality.

8. Updates to This Policy

We may update this Privacy Policy to reflect changes in regulations or our practices. Updates will be posted on our website www.5circles.co.in, and significant changes will be communicated via email or platform notifications.

9. Contact Us

For questions or concerns about this Privacy Policy, contact:

  • Email: info@5circles.co.in
  • Phone:6389878987
  • Address:124/244 C-Block . Plot Number 245 Govind Nagar Kanpur 
  • SEBI SCORES: File complaints at https://scores.sebi.gov.in