Privacy Policy
Your privacy and data security are important to us.
Introduction
Welcome to PlanB Solutions. PlanB Solutions is an SEBI-aligned Research & Advisory Platform. 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 dashboard, register for our 3-Day Free Trial (PB Explore), request custom quotations, or subscribe to our membership plans (PB Equity, PB F&O, PB Elite). By accessing or using our platform, you consent to the practices described in this policy.
1. Information We Collect
To provide SEBI-aligned stock research, automated target tracking, and dedicated relationship manager support, we collect necessary verification and profile information:
- Personal Identifiable Information: Full name, email address, mobile phone number, state, city, and Connect Code (RM ID) when you sign up or request advisory services.
- KYC & Onboarding Data: PAN details, Demat account information, risk profile suitability responses, and uploaded verification documents submitted during KYC onboarding.
- Payment Verification Details: Bank transfer receipts, UTR reference numbers, payment transaction IDs, and invoice records for manual bank transfers.
- Communication Logs: Customer support messages, WhatsApp desk chat interactions, and notification delivery preferences for real-time research alerts.
2. Purpose & Use of Your Data
We use your information strictly to deliver advisory services, maintain security, and fulfill regulatory compliance mandates:
- Activating your 3-Day Free Trial (PB Explore) or processing paid membership plans (PB Equity, PB F&O, PB Elite).
- Delivering real-time stock research recommendations, entry/target/stop-loss notifications, and WhatsApp support updates.
- Verifying bank UTR details to issue official tax invoices and subscription confirmation.
- Preventing unauthorized multi-account creation, trial abuse, or privilege escalation.
3. Information Sharing & Protection
We enforce strict data protection guidelines:
- No Commercial Sale: We never sell, trade, rent, or monetize your personal, contact, or financial information to third parties.
- Regulatory & Legal Obligations: Information may be disclosed to regulatory authorities, stock exchanges, or government agencies when mandated by applicable financial laws.
- Secure Service Providers: Operational data is processed using encrypted Firebase enterprise infrastructure and Meta Cloud WhatsApp API for secure message delivery.
4. Security & Encryption
We implement enterprise-grade security controls to safeguard your data:
- All data in transit across our platform is protected using 256-bit SSL encryption.
- Firebase Firestore rules restrict data access so users can only view their own profile, KYC submissions, and billing records.
5. Account & Data Control
You retain full control over your profile and preferences:
- You can review or update your profile details (name, email, phone, avatar) anytime via your Dashboard profile settings.
- You can initiate account deletion at any time via the Delete Account tab in your dashboard.