Indexis Financial Services

Privacy Policy

Last Updated: July 2026 | Effective Date: Immediately upon publication

Regulatory Context:

Indexis Financial Services Private Limited operates as an Authorised Person (AP) of Motilal Oswal Financial Services Limited (MOSL) under SEBI Broker Registration No. INZ000158836. This Privacy Policy outlines how we collect, process, and safeguard information on our domain (indexis.in) while referencing how your transactional trading details are routed directly to the principal broker.

1. Information We Collect

We collect information to provide financial intermediation, query resolution, and account opening support. This collection happens through direct submission on our forms (such as "Request a Callback" or "Become a Partner"):

  • Personal Identifiers: Name, phone number, email address, and city.
  • Transactional Routing Data: Verification codes (OTPs) required for initiating account opening with Motilal Oswal.
  • Digital Identifiers: IP addresses, browser info, and device details collected via cookies for functional optimizations.

2. How We Use Your Information

Indexis uses the collected data strictly for the following purposes:

  • To contact you back regarding callback requests, partner queries, and support issues.
  • To facilitate seamless Demat and trading account opening with Motilal Oswal Financial Services Ltd.
  • To send updates and notifications via email, SMS, and WhatsApp (upon explicit user opt-in).
  • To monitor website traffic trends and optimize local interface responsiveness.

3. Data Sharing and Third-Party Disclosures

We hold your privacy in high regard and do not sell, trade, or rent your personal information to third-party marketers. Your data is only shared with:

  • Our Principal Broker (Motilal Oswal): As an Authorised Person, any onboarding details, KYC documentation, and client queries are submitted to MOSL to establish and service your brokerage account.
  • Regulatory Bodies: When required by SEBI, Stock Exchanges (NSE/BSE/MCX/NCDEX), or legal mandates.
  • Trusted Service Providers: Secure SMS/WhatsApp gateways and technical hosts operating under strict confidentiality agreements.

4. Data Security & Credentials Protection

We implement secure protocols (SSL/HTTPS encryption) to protect data transmitted through our online forms. Important Security Mandate: In compliance with SEBI guidelines, Indexis does not collect, store, or transmit your transactional passwords, PINs, or secondary security credentials. All trading logins are processed directly on Motilal Oswal's secure servers (invest.motilaloswal.com).

5. Your Rights and Choices

As a user, you have the right to request access to the personal identifiers we hold, correct any outdated information, or opt-out of promotional updates at any point. You can submit these requests directly to support@indexis.in.

6. Policy Updates

Indexis reserves the right to update this Privacy Policy from time to time to align with changing SEBI guidelines, exchange rules, or website optimizations. Any modifications will be posted directly on this page with an updated effective date.

7. Grievances and Contact Info

For any questions regarding this policy or the processing of your data, you can reach our team at:

Indexis Financial Services Pvt. Ltd.
Registered Office: Bearing No. 4, Ground Floor Fairlie Place, HMP House, (Gate No. 2), Police Station - Hare Street, Kolkata, West Bengal - 700001
Email: support@indexis.in | Phone: +91 9830881939