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Privacy Policy

Last updated: March 19, 2026

Niyojan ("we", "us", "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our mobile application ("App").

1. Information We Collect

Account Information: When you sign up, we collect your email address, phone number, and a 4-digit PIN (stored as a secure hash). If you sign in with Google or Apple, we receive your email and display name from those providers.

Portfolio Data: If you import your Consolidated Account Statement (CAS) or enter holdings manually, we store your mutual fund portfolio data including fund names, units, and investment amounts.

Profile Information: You may optionally provide your name, PAN (for CAS matching), date of birth, investment goals, and risk preferences.

Usage Data: We collect basic usage analytics to improve the App experience. This does not include your financial data.

2. How We Use Your Information

  • Provide portfolio analysis, diagnostics, and visualization
  • Generate fund recommendations and comparison insights
  • Authenticate your identity and secure your account
  • Send verification codes via email or SMS
  • Improve the App's features and performance

3. What We Do Not Do

  • Sell, rent, or share your personal or financial data with third parties for marketing
  • Use your data for advertising or ad targeting
  • Share your portfolio data with fund houses, brokers, or advisers
  • Access your demat or trading accounts

4. Data Storage and Security

Your data is stored on secure servers. Passwords and PINs are stored as bcrypt hashes and are never stored in plain text. We use HTTPS for all data transmission. We implement reasonable security measures to protect your data, but no system is 100% secure.

5. Third-Party Services

The App uses the following third-party services:

  • Firebase Authentication for phone number verification and social sign-in
  • Google Sign-In and Apple Sign-In for account creation
  • SMTP email services for OTP delivery

These services have their own privacy policies. We only share the minimum information required for authentication.

6. Data Retention

We retain your data for as long as your account is active. When you delete your account, all your data — including portfolio data, profile information, analytics, and recommendations — is permanently deleted from our servers.

7. Your Rights

  • Access the personal data we hold about you
  • Correct inaccurate data through the App's profile settings
  • Delete your account and all associated data at any time
  • Export your portfolio data (feature availability may vary)

8. Children's Privacy

Niyojan is not intended for use by anyone under 18 years of age. We do not knowingly collect information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes through the App. Continued use after changes constitutes acceptance.

10. Contact

For privacy-related questions or concerns, reach us at enquiries@niyojan.in.