Privacy Policy

Who We Are

EquiSense is the brand name of Wealthveda Technology Private Limited, a private limited company incorporated in India under CIN U62011RJ2025PTC109077.

For the purposes of the Digital Personal Data Protection Act, 2023, Wealthveda Technology Private Limited is the Data Fiduciary that determines the purpose and means of processing your personal data. Any reference to "we", "us", or "our" in this policy means Wealthveda Technology Private Limited.

Data We Collect

We collect the following categories of personal data when you use EquiSense:

• Phone number — used for account authentication via WhatsApp OTP
• Email address — provided during subscription or support requests
• Usage data — pages visited, features used, search queries, and interaction patterns collected through analytics tools
• Device information — browser type, operating system, screen resolution, and IP address

How We Use Your Data

Your data is used solely to provide and improve our services:

• Authenticate your identity and manage your account
• Process subscriptions and payments
• Send transactional messages (OTPs, payment confirmations)
• Analyze usage patterns to improve platform features
• Respond to support inquiries

Data Sharing

We do not sell your personal data. We share data only with the following service providers, strictly for operational purposes:

• Razorpay — payment processing (name, email, phone, transaction details)
• WhatsApp / Meta — OTP delivery and transactional messaging
• Google Analytics — anonymised usage analytics to understand how users interact with our platform
• Meta (Facebook) Pixel — advertising pixel for measuring ad campaign performance and enabling retargeting. Collects page visit data, device information, and interaction events. Only activated after you accept cookies. Meta may use this data per their own Data Policy.
• ContentSquare — session replay and heatmap analytics to improve user experience. Only activated after you accept cookies.
• Google, Anthropic, Interakt and Amazon Web Services — sign-in security checks, notifications, AI answers and support screenshots, on the website and in the app, as listed under EquiSense mobile app below.

Each provider processes data under their own privacy policies and applicable regulations.

EquiSense mobile app (Android)

The app and the website share one account. When you use the app, we collect the following, each only when you use the feature it belongs to:

• Mobile number: to sign you in with a one-time code sent on WhatsApp, and to send the alerts you set up to WhatsApp.
• Holdings files and portfolio: when you import holdings, we keep the file and the holdings read from it (stocks, quantities, buy prices and dates) to build your portfolio and its alerts. To understand an unfamiliar file layout, we send a sample of its rows to Google Gemini, with PAN numbers and email addresses hidden first.
• Research questions and history: the questions you ask in Research are processed by Google Gemini or Anthropic Claude to write the answer, and your questions and answers are saved as your research history.
• Support tickets and screenshots: what you write to support, and any screenshot you attach.
• Live concall chat: messages you post in a live call's chat, where chat is offered. Other listeners see them with your number masked (for example "Investor ••••4821").
• Watchlists, saved prompts and data-issue reports: the lists you build, the prompts you save, and the problems you report about a company's data.
• App interactions: which features you use and when, counted against your plan's limits, plus the company profiles you open, the calls you listen to and your answers to short feedback questions.
• Device identifiers: when you are signed in, an install ID the app creates and the Firebase Cloud Messaging token Google issues, so notifications reach this device; and a device ID with a label (such as "Chrome on Windows"), so you can see your signed-in devices and so your plan's device limit can be applied.
• Security checks: when you ask for a sign-in code, Google reCAPTCHA checks that you are a person; it runs inside the app and receives device and browser signals. When we turn it on, Google Play Integrity checks instead that the request comes from a genuine copy of the app on a real device.

The website collects the same data when you use the same features there.

Service providers that process this data for us:

• Google Firebase Cloud Messaging: delivers notifications to your device.
• Google Cloud (Gemini): writes Research answers and reads the layout of imported holdings files.
• Anthropic (Claude): may write Research answers.
• Google reCAPTCHA, Google Play Integrity: the security checks above.
• Meta (WhatsApp), directly and through Interakt: delivers sign-in codes and alerts. They receive your mobile number and the message.
• Amazon Web Services: stores screenshots attached to support tickets.
• Razorpay: payments on the website only. The app does not take payments.

We do not sell your data. The app shows no ads, has no advertising or analytics SDK, and does not use the Android advertising ID. Data between the app and our servers is encrypted in transit (HTTPS).

Your Rights Under DPDP Act, 2023

Under India's Digital Personal Data Protection Act, 2023, you have the right to:

• Access — request a summary of the personal data we hold about you
• Correction — request correction of inaccurate or incomplete data
• Erasure — request deletion of your personal data, subject to legal obligations (see Account Deletion and Data Retention)
• Grievance redressal — raise concerns about how your data is handled
• Nominate — nominate another person to exercise your rights in case of death or incapacity

To exercise any of these rights, contact us at support@equisense.ai.

Cookies & Tracking

EquiSense uses cookies and similar technologies for:

• Essential cookies — session management, authentication state, and theme preferences (always active)
• Analytics cookies — Google Analytics and ContentSquare cookies to measure site usage, performance, and user experience (requires consent)
• Advertising cookies — Meta Pixel (Facebook) cookies for measuring advertising effectiveness and enabling retargeting (requires consent)

When you first visit EquiSense, a cookie consent banner will ask for your preference. You can change your cookie preferences at any time using the "Cookie Preferences" link in the footer. Non-essential cookies (analytics and advertising) are only activated after you provide consent.

Security

We implement industry-standard security measures to protect your data, including encrypted connections (TLS/SSL), secure authentication flows, and access controls. However, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to protecting your information to the best of our ability.

Account Deletion and Data Retention

We keep your data while your account is open. You can delete your account at any time, in any of three ways:

• In the app: open the menu, tap Settings, then on the Profile tab tap Delete account, and confirm with the code we send to WhatsApp.
• On the web: go to equisense.ai/delete-account, sign in, and confirm with the code we send to WhatsApp.
• By email: if you can't sign in, email support@equisense.ai from any address, with the subject "Delete my account" and the mobile number registered on your account. To confirm the number is yours, we will ask you to send a WhatsApp message from it.

When you confirm, your alerts stop, you are signed out on every device and autopay is cancelled. Your data is then kept for a 14-day grace period: sign back in within 14 days and the deletion is cancelled. After 14 days your account is erased: your mobile number, watchlists, followed stocks and themes, alert settings, portfolio and uploaded holdings files, research history and saved prompts, support tickets and their screenshots, data-issue reports, feature requests, chart layouts and strategy plans, chat messages, usage records and device identifiers. AI-assistant (MCP) keys stop working within an hour of your request.

What we keep: payment and GST invoice records (invoices, payments, plan and autopay records, and purchased query credits) are kept as Indian law requires. Indian company law requires books of account to be kept for 8 years (section 128 of the Companies Act, 2013), which is longer than the 72 months GST law requires (section 36 of the Central Goods and Services Tax Act, 2017). They are unlinked from your account and mobile number, and each invoice is kept exactly as issued, including the name, email, GSTIN, address and phone number printed on it. Where your number appears inside records that stay, such as coupon or referral redemptions and reports on other people's chat messages, it is replaced by a random ID. We also keep a note that the deletion was done, with its dates and no phone number.

Not erased straight away: Server logs (kept for up to two weeks), backups (until they rotate out), a pseudonymous code derived from your number in our AI usage logs, and the records Razorpay and WhatsApp keep under their own policies.

Aggregated statistics that cannot identify you may be kept for product improvement.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, reach out to us at support@equisense.ai.

Grievances under the DPDP Act, 2023 may be raised with our Grievance Officer at the Data Fiduciary's registered office:

Wealthveda Technology Private Limited
C/O Ashok Kumar, Mohalla Kanungo Ringas
Sikar, Rajasthan
Sri Madhopur
India
CIN: U62011RJ2025PTC109077
Email: support@equisense.ai

We will respond to all legitimate requests within a reasonable timeframe.