Privacy Policy

Welcome to PlanB Solutions. PlanB Solutions is a SEBI registered Research Analyst operating under Registration Number INH0000210932. We respect your privacy and are committed to protecting the personal and financial information of our clients, visitors, and platform users.

This Privacy Policy outlines how we collect, store, process, protect, and use your data when you visit our website, access our research terminal, register for our trial plan (PB Explore), or subscribe to our membership plans (PB Alpha, PB Elite). By accessing or using our platform, you consent to the practices described in this policy.

To provide institutional-grade advisory and research services, we collect information that helps us verify your identity, assess suitability, process subscriptions, and comply with SEBI regulations.

• Personal Identifiable Information: Full name, email address, mobile number, state, and city when you register or sign up.
• Financial & Investment Profile: Present investable capital, trading experience, and selected segment interests (Equity, F&O, Commodity, Index Options, Intraday Stocks, Mutual Funds).
• Technical & Usage Data: IP addresses, browser types, operating systems, platform activity logs, cookie identifiers, and interaction data to enhance security and prevent duplicate trial abuses.

We use the collected information for purposes grounded in service delivery, security verification, and regulatory compliance, specifically:

• Activating and verifying your free trial (PB Explore) or active subscription plans (PB Alpha, PB Elite).
• Sending real-time research alerts, notifications, and market updates to your registered phone or email.
• Preventing fraudulent activities, multi-account creation, or abuse of trial features.
• Complying with the record-keeping and audit trail requirements mandated by the Securities and Exchange Board of India (SEBI).

We hold your privacy in high regard and maintain strict data sharing limits:

• No Commercial Sale: We never sell, trade, rent, or commercialize your personal or financial data to third parties.
• Regulatory Authorities: We disclose information to regulatory or government bodies (such as SEBI, tax departments, or stock exchanges) as required to satisfy legal requests, audits, or compliance regulations.
• Trusted Partners: We may share necessary details with payment gateways or text/email messaging services strictly for transaction and notification routing, under rigorous confidentiality terms.

As a SEBI-registered entity, PlanB Solutions is bound by Indian securities law guidelines:

• We are legally required to retain client onboarding forms, communications, suitability profiles, and research recommendations for a minimum period of 5 years.
• Even if you choose to terminate your subscription or request account deletion, certain logs and records will remain archived in our secure databases to fulfill these compliance regulations.

We use bank-grade security protocols to protect your information from unauthorized access, alteration, disclosure, or destruction:

• All communications and data transmissions across our platform are secured using Secure Socket Layer (SSL) encryption.
• Database storage utilizes Firebase enterprise firewalls, secure rules authentication access, and access-control policies restricted strictly to compliance and support personnel.

You hold rights regarding the oversight of your personal data:

• You can review, update, or correct your profile information via the Dashboard profile settings at any time.
• You can opt-out of marketing communications, although regulatory research updates and transactional alerts will continue if your subscription remains active.