Privacy Policy

This is our official Privacy Policy which forms part of your legal agreement with us. Please read our Privacy Policy carefully to be sure you understand how we collect and use the information and under what circumstances we share information.

By accessing the services provided by us through the website“Website”), You agree to the collection and use of your data by Rothmans Investment Advisory or Intellistocks Investment Advisory (“Company”), in the manner provided in this Privacy Policy. This Policy does not apply to the procedures and practices followed by entities that are not managed, owned or controlled by the Company or to the people that are not engaged, employed or managed by the Company. Our objective is to make you:

  • feel comfortable using our Websites;
  • feel secure in submitting your information to us;

We reserve the right, in our sole discretion, to modify, add or delete provisions of this Privacy Policy at any time. We will post the effective date of any change at the top of this Privacy Policy. Your use of our Website after the effective date of any such modification means you accept and agree to be bound by the Privacy Policy, as modified. We urge you to come back to this policy and review this Privacy Policy regularly so that you remain aware of the terms and conditions that apply to you.


We collect information from you when you sign up on the Website – When registering on the Website, you may be asked to enter your personal information like your name, gender, age, mailing address, email ID, language preferences, location of residence, mobile number, pictures and financial information namely bank account and other payment instrument details, investment objectives along with the timelines, purposes of investment, income details, existing investments/ assets, risk tolerance, liability/borrowing details, etc., and such other information as required under the SEBI (Investment Advisers) Regulations, 2013. The information collected shall be used by the Company to render investment advisory services to you.

Device information – We may automatically collect hardware information such as your hardware model and unique device identifiers, such as your handset’s IMEI number. This may be used to provide you with the requested services.

Log information – When you use our services, we may automatically collect and store certain information. This may include details of how you used our services for example your responses to the advertisements shown to you; date and time of usage etc.

Cookies – We use the third party operational service providers and technology that can collect and transmit information that is associated with computers and devices that visit our Website. Data gathered via these technologies do not personally identify you. Although the term “cookie” commonly is used to refer to a text file stored on a computer that can log visits to websites and/or can contain log-in information so you do not have to re-enter information each time you visit, we will use the term “cookie” to refer generically to any technology that can collect or transmit information about visits to the Website. “Cookie” information typically includes such data as the referral web domain, the type of operating system and browser you are using, mobile device identifiers, the date and time of your visit, location data, information relating to activities on our Website and other technical attributes of visits to Our Website. We use the information collected through the cookies to analyze trends, administer our Website, track movements on our Website and gather aggregate demographic information about visitors so we continually improve the Website and create a qualified audience pool.

Cookies store information that allows the Website to recognize a user’s computer or access device each time it is used to visit the Website and cookies can keep count of how often you return to our Website. Cookies can also track how you use our Website. And can store information such as your log-in information, so you do not have to re-enter them each time you return to the Website. We do not use cookies to retrieve information from your computer or device for purposes that are not related to the Website or your interaction with the Our Website.

You may stop or restrict cookies on your computer or purge them from your browser by adjusting your web browser preferences and you should consult the operating instructions that apply to your browser for instructions should you wish to do so and in general to determine how best to configure your browser setting to meet your requirements. Note that if you turn off, purge, or disable cookies, although you may still use the Website, you may not be able to use all of the features, functions, or services available on the Website.

3.1 We Use Your Personal Information To:
  • a) help us provide personalized features;
  • b) tailor our Website/Application to your interest;
  • c) to get in touch with you in the case of password retrieval and policy changes;
  • d) to provide the services requested by you;
  • e) to verify your identity and comply with the KYC requirement under SEBI (Investment Advisers) Regulations, 2013;
  • f) Billing information
3.2 We Use Your Personal Information To:
  • a) provide notifications for investment recommendations
  • b) direct our efforts for product improvement;
  • c) contact you as a survey respondent; and
  • d) send you promotional materials from our contest sponsors or advertisers.
3.3 We Use Your Financial Information To:
  • a) to make investment recommendations,
  • b) to render services under the Terms of Service
  • c) analyze the investment and market trends for research
3.4 We Use Your Personal Information To:
  • a) provide notifications for investment recommendations
  • b) direct our efforts for product improvement;
  • c) contact you as a survey respondent; and
  • d) send you promotional materials from our contest sponsors or advertisers.
3.5 We Use Your Personal Information To:
  • a) provide notifications for investment recommendations
  • b) password reminder and registration confirmation;
  • c) special offers;
  • d) newsletters;
  • e) invoices;
  • f) changes in the service’s policy or Terms of Service;
  • g) event-based communications such as order information, renewal notices, invites, reminders, etc.
3.6 Other Usage: We May Use Your Information for Legal Requirements, Which Are As Follows:
  • a) to furnish any information or report to SEBI under the Regulations
  • b) to meet any applicable law, regulation and legal process;
  • c) in response to law enforcement authority or other government official request;
  • d) to enforce applicable Terms of Service, including investigation of potential violations;
  • e) to detect, prevent, or otherwise address fraud, security or technical issues;
  • f) to protect against harm to the rights, property or safety of the Company, our users or the public as required or permitted by law; and
  • g) if the Company is subject to a merger or acquisition to the new owner of the business. Disclosure may also be required for company audits or to investigate a complaint or security threat.
  • We will not use your financial information for any purpose other than to complete a transaction with you.
  • We do not rent, sell, or share your personal information and we will not disclose any of your personally identifiable information to third parties unless:
  • a) we have your permission;
  • b) to provide services you’ve requested;
  • c) to help investigate, prevent or take action regarding unlawful and illegal activities, suspected fraud, potential threat to the safety or security of any person, violations
  • of Terms of Service or to defend against legal claims;
  • d) special circumstances such as compliance with subpoenas, court orders, requests/order from legal authorities or law enforcement agencies requiring such disclosure.

The Website may contain or display information from sponsors, co-sponsors, advertisers, operational service providers, or others that offer to make information, products and/or services available, and/or that provide opportunities to participate in promotions or engage in activities or that link or redirect your browser to other websites, web pages, materials, or organizations.

We encourage you to be aware when you leave the Website or take advantage of advertised offers, links, or other references, many of which may direct you to your internet browser to websites or web pages of another party. You should read their privacy statements and the terms and conditions that apply because we are not responsible for any of the terms and conditions, privacy practices, the content,functions, features, activities, and/or transactions you may engage in when you are not using the Website. If we use operational service providers to serve advertisements when you visit the Website, the operational service provider, in connection with the Website, may use information about your visit to the Website to serve the advertisements about products and services that may be of interest to you. In the course of serving advertisements on the Website, our operational service providers may use cookies and other technologies.


As you may appreciate, the internet is a public network and we cannot guarantee that communications between you and the Company or others to, through or from the Website, will be free from unauthorized access or interference by third parties. By using the Website, you are agreeing to assume this risk and any responsibility and liability that may arise. We have put in place reasonable procedures to help safeguard information.


The Company takes reasonable steps to keep your personal information accurate and complete. The information you provide to us during the sign-up process can be accessed and updated from within the Website.

You may have the right to request details about the information we collect and to correct inaccuracies in that information. Any further statutory user rights remain unaffected. We may decline to process unreasonably repetitive requests, require disproportionate technical effort, jeopardize the privacy of others, are extremely impractical, or for which access is not otherwise required by local law. If you would like to request to access your information, please contact us at


We take reasonable steps to ensure that we retain information about you only for so long as is necessary for the purpose for which it was collected, or as required under any contract or by applicable law.


For questions relating to privacy, we can be contacted at


By using this Website, you consent to the terms of this Privacy Policy and our use and management of Personal Information. Should a change be incorporated in this Privacy

Policy, we will make all reasonable efforts to inform you of the same.

Your visit and any dispute over privacy are subject to this Privacy Policy. The said Policy shall be governed by and construed by the laws of the Republic of India. Further, it is irrevocably and unconditionally agreed that the courts of Delhi, India shall have exclusive jurisdiction to entertain any proceedings about any disputes arising out of the same.

This Privacy Policy was last updated on 02-03-2020.

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