Numera Sign in Start Free

Privacy Policy

Effective Date: 31-01-2026

Last Updated: 31-01-2026

Numera operates as an investment analytics platform (the “Digital Platform”) in accordance with applicable Indian laws and the regulations governing Investment Advisers (IA). Protecting user privacy and ensuring secure, transparent, and responsible handling of data are fundamental principles of our operations.

By accessing or using the Platform, you acknowledge that you have read, understood, and agreed to this Privacy Policy. This Privacy Policy forms an integral part of the Numera Terms & Conditions and governs the collection, use, storage, and disclosure of information in

1. Information which we collect

We collect only such information as is necessary to provide our services effectively:

  • Personal Information : Name, email address, mobile number, PAN (where applicable), and account identifiers.
  • Financial Data : Portfolio data voluntarily uploaded by you, including information relating to stocks, mutual funds, holdings, and performance metrics.
  • Technical Data : Device identifiers, IP address, login history, usage logs, and system diagnostics.
  • Third Party data Data imported through authorized integrations with financial institutions or APIs, strictly based on your explicit consent.
  • PAN is collected solely for regulatory and KYC compliance purposes where applicable

2. Purpose of data use

We process user information for the following purposes:

  • Portfolio analysis and reporting
  • Service delivery and account management
  • Security monitoring and fraud prevention
  • Regulatory and legal compliance
  • Customer support and grievance handling
  • Platform enhancement, analytics, and performance optimization
  • We do not sell, rent, or trade user data

3. Legal Basis for Processing

Data is processed on the basis of:

  • User consent
  • Performance of contractual obligations
  • Compliance with applicable laws and regulatory requirements
  • Legitimate business interests, where permitted by law

4. Data sharing

We may share data strictly on a need-to-know basis with:

  • Technology, hosting, and infrastructure service providers
  • Payment processors (e.g., Razorpay)
  • Regulatory bodies or law enforcement authorities, when legally required
  • Third parties expressly authorized by the user
  • All such parties are contractually bound by confidentiality and data protection obligations.
  • Data may be processed or stored on servers located within or outside India, subject to applicable law and adequate safeguards.

5. Data Retention

We retain personal data only for as long as necessary to:

  • Provide services
  • Meet statutory and regulatory record-keeping requirements
  • Resolve disputes
  • Conduct audits and security reviews
  • Users may request deletion of their data; however, deletion requests are subject to statutory and regulatory record-keeping obligations, including requirements under SEBI (Investment Advisers) Regulations, 2013.

6. Security Measures

We implement industry-standard security practices, including:

  • Encryption of data in transit and at rest
  • Role-based access controls
  • Secure server and infrastructure management
  • Periodic security audits and monitoring
  • In the event of a data breach affecting personal data, Numera shall take appropriate remedial measures and notify affected users and relevant authorities as required under applicable law.
  • While we strive to protect your data, no system is completely immune to risk. Users are responsible for maintaining the confidentiality of their login credentials.

7. User Rights

Subject to applicable laws, users may:

  • Access and update personal information
  • Request data portability
  • Request deletion of data
  • Withdraw consent where processing is consent-based
  • Requests may be sent to: support@numera.in

8. Cookies

We use cookies and analytics tools to enhance platform functionality and user experience. Users may disable cookies through browser settings; however, certain features may be affected.

9. Children’s Privacy

The Platform is not intended for individuals below the age of 18 years. We do not knowingly collect personal data from minors.

10. Regulatory Compliance

Numera operates in compliance with applicable Indian financial, data protection, and Investment Adviser regulations. Data may be retained or disclosed where required by regulatory authorities. Including the Digital Personal Data Protection Act, 2023 (DPDP Act), Information Technology Act, 2000, and rules framed thereunder.

11. Grievance Redressal Officer

12. Update Policy

This Privacy Policy may be updated from time to time. Continued use of the Platform after such updates constitutes acceptance of the revised Policy.

13. Governing Law and Jurisdiction

This Privacy Policy shall be governed by and construed in accordance with the laws of India. Courts at Mumbai shall have exclusive jurisdiction.

14. Contact details

  • Email: support@numera.in
  • Phone: +91 9930865272
  • Address: HD-280, WeWork NESCO IT Park, 10th Floor, Building 4, NESCO IT Park, Western Express Highway, Goregaon (East), Mumbai – 400063