Taxgenie Privacy Policy


1. Introduction

This Privacy Policy describes how PayInvoice ("we," "us," or "our") collects, uses, and discloses your personal information when you use our platform to invest in financial products, such as mutual funds.


2. Information We Collect

We collect several types of information to provide and improve our services:

  • Information you provide:
    • Registration details: Name, email address, phone number, KYC (Know Your Customer) information (PAN card details, address proof, etc.)
    • Transaction instructions: SIP/STP details, investment amounts
    • User communication: Inquiries, requests submitted through the platform


  • Information collected automatically:
    • Device information: Device type, operating system, IP address
    • Usage data: How you interact with the platform, features used, browsing activity
    • Information from cookies and similar technologies: To remember your preferences and track website activity (subject to your consent)


3. Use of Your Information

We use your information for the following purposes:

  • Facilitate transactions: Process your investment orders, manage your account, and fulfill your investment requests.
  • Provide customer support: Respond to your inquiries and troubleshoot any issues you encounter.
  • Enhance security and compliance: Prevent fraud, detect suspicious activity, and comply with Anti-Money Laundering/Combating the Financing of Terrorism (AML/CFT) regulations.
  • Improve our services: Analyze usage data to improve the platform's functionality and user experience.
  • Send marketing communications: With your consent, send you information about our services, offers, and investment opportunities (you can opt-out at any time).


4. Sharing Your Information

We may share your information with third parties under the following circumstances:

  • Regulatory authorities: As required by law or in response to a legal request.
  • Service providers: We may use third-party service providers for tasks like data storage, analytics, and customer support. These providers are obligated to maintain the confidentiality of your information.

5. Data Security

We take appropriate security measures to protect your information against unauthorized access, disclosure, alteration, or destruction. However, no internet transmission is completely secure, so we cannot guarantee absolute security.


6. Your Choices

You have choices regarding your information:

  • Access and update your information: You can access and update your personal information through your account settings.
  • Marketing communications: You can opt-out of receiving marketing emails by clicking the "unsubscribe" link in any email communication.


7. Children's Privacy

Our services are not directed to children under 18. We do not knowingly collect personal information from children.


8. International Transfers

Your information may be transferred to and processed in countries outside your own. These countries may have different data protection laws than your own.


9. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our platform.


10. Contact Us

If you have any questions about this Privacy Policy, please contact us at support@taxgenie.in