PRIVACY POLICY

We Welcome you to CLIMB CAPITALSERVICES PVT.LTD. For us, at CLIMB CAPITAL, your privacy is placed on the highest pedestal and its protection is given the utmost level of importance. We are committed to protecting your privacy and data in keeping with the Information Technology Act 2000 (the "Act") and the Information Technology (Reasonable security practices and procedures and sensitive personal data or information) Rules, 2011 ("Rules") framed and issued by the Government of India pursuant to the provisions of the Act. We are also committed to responsible and justified usage of your personal information, only to the extent for the provision of our services. This user-friendly document is meant to help you understand our common practices with regard to the personal information we collect from our users on our website, located at www.CLIMB CAPITAL.in (“website”) related to online services and for other purposes that are permitted or required by law. Please read this Privacy Policy before using the Website or submitting any sensitive personal information or data.

Information We Collect
We collect the following information which includes but is not limited to the following:

1. Name, address and phone number
2. E-mail address
3. Internet Protocol address
4. Age and Gender
5. Preferences and settings for the home page and other pages on our site, preferences for time-zone, language, etc
6. URL of the last page visited before visiting our website
7. Your browsing pattern, search history, links clicked, services viewed, features used to view services, the duration of such views, etc.
8. Information received through peer-to-peer electronic communication (Examples: Telephonic conversation, emails, online chat, etc.)
9. User Content and/or any specific Online interaction (Examples: Testimonials, and feedbacks)
10. Financial history and situation
11. Risk appetite, Investment objectives, and duration of investments
12. Income details
13. Existing investments/assets and
14. Liability/borrowing details

Usage of Information
CLIMB CAPITAL uses the information provided by the User for the following purpose:

1. To provide the service you request;
2. Assess your capacity to absorb loss;
3. Identify your ability to accept the risk of loss of capital;
4. Interpret your responses for risk profiling;
5. Communicate your risk profile to you;
6. Update your risk assessment periodically;
7. Provide you our services including but not limited to Research Analyst and Investment advisory services;
8. To send you email notifications;
9. To send newsletters, research report, surveys, offers, and other promotional materials related to our services and for other marketing purposes;
10. To develop, enhance, market, sell or provide our products or services, or those of companies with which we have a commercial relationship;
11. To issue invoices, administer accounts, collect and process payments;
12. To provide tips or guidance on how to use our website, inform you of new features on our website, or provide other information that may be of interest to you;
13. To personalize the service we provide to you, tailor your experience to your interests and make more appropriate recommendations;
14. To process and track your transactions;
15. To evaluate credit standing and to match credit bureau or credit reporting agency information; to investigate, detect and protect ourselves and other third parties against error, negligence, breach of contract, fraud, theft and other illegal activities;
16. To effect a corporate transaction, in connection with the sale, merger, spin-off or other corporate reorganization of our corporation, where the information is provided to the new controlling entity in regular course of business;
17. To audit compliance with our policies, contractual obligations and statutory obligations;
18. As permitted by, and to comply with, any legal or regulatory requirements or provisions; or for any other purpose to which you consent.

Disclosure Policy
We disclose your personal information in the manner below:

1. About the Company:
   
   Climb Capital Services Private Limited is a Private Limited Company registered under the Companies Act, 2013, having its registered office at Plot 140, Flat 15 Asha, Garodia Nagar Ghatkoper, Mumbai, Maharashtra, India, 400077. The Company got registered with SEBI as Research Analyst on 02nd August, 2024 vide registration No. INH000018151 and is valid till perpetual. The Directors of the company are Ms. Krupa Jimit Shah, Mr. Sahil Jitendra Solanki, and Ms. Alpa Rajesh Sanghrajka.
   
   
2. About the Research Analysts:
   
   Mr. Sahil Jitendra Solanki holds a degree in Bachelor in Management Studies, Sahil has been actively involved in the security market, gaining valuable experience and knowledge in investment strategies and analysis. Since its inception, Sahil has led the company with a focus on delivering top-tier research and advisory services. Known for his strategic insights and strong leadership skills, he plays a pivotal role in shaping the Company’s business strategy and expanding its market presence. He has a strong analytical skill to identify investment ideas.
   
   
3. Details of Business activities: Climb Capital Services Private Limited provides research recommendations on stocks and equities. Our recommendations are based on both fundamental and technical analysis.
   
4. Disciplinary History: There are no outstanding litigations or disciplinary history against Climb Capital Services Private Limited.
   
5. Terms and Conditions on which Research Report is being issued: Climb Capital Services Private Limited has exercised due diligence in checking the correctness and authenticity of the information contained herein, so far as it relates to current and historical information, but does not guarantee its accuracy or completeness. The opinions expressed are based on our current research as of the date appearing in the material and may be subject to change from time to time without notice. Climb Capital Services Private Limited does not accept any liability arising from the use of this document or the information contained herein. The recipients of this material should rely on their own judgment and take their own professional advice before acting on this information. Climb Capital Services Private Limited shall not be in any way responsible for any loss or damage that may arise to any person/s from any inadvertent error in the information contained, views and opinions expressed in this publication.
   
6. The Company or its associates, including relatives: do not hold any financial interest in the Company. do not have any actual/beneficial ownership of more than 1% in the company. do not have any other material conflict of interest.
   
7. The Company or its associates are not affiliated with any other intermediaries or have received any brokerage or commission from any third party.
   
8. The Company or its associates have not received any compensation from the Company covered by Research Analyst during the past twelve months.
   
9. The Company or its associates have not managed or co-managed public offering of securities of the Company during the past twelve months.
   
10. The Company or its associates has not served as an officer, director, or employee of the Company and has not been engaged in the market making activity of the Company.
    
11. The Company has ensured that the facts mentioned in the research report are taken from reliable sources and information. However, the investors are advised to independently evaluate the market conditions/risks involved before making the investment decision.
    
12. Staff and Employees: We will share your personal information with our staff member(s) and employees for the purpose of providing services (for example, our billing clerk or a customer service representative);
    
13. Third Party: We share information with third parties only when needed to deliver products or services that you request. We may share your information, including personal information, to third parties to carry out technical, logistical, and other functions on our behalf (e.g., sending emails, SMSs, or newsletters to users).
    
14. Statutory Purpose: In compliance with applicable laws, we may be required to disclose certain information as required by law enforcement or the courts. Such statutory disclosure shall not be construed as an infringement of this Privacy Policy.
    
15. Cookies: We may use a software technology called "Cookies" and similar technologies. Cookies are small files sited on your hard drive that assist us in providing customized services for our users. This technology is not used to collect personally identifiable information.
    
16. Analytics Information: We may use third-party analytics tools to help measure traffic and usage trends for the Services. These tools collect information sent by your device or our Services to assist in improving the Services.
    
17. Device Identifiers: When you use a mobile device to access our Services, we may access, collect, and store one or more "device identifiers," small data files stored on your mobile device, which help us or others provide reports or personalized content and ads.

Communications
When you use the website or send emails or other data, information or communication to us, you agree and understand that you are communicating with us through electronic records and you consent to receive communications via electronic records from us periodically and as and when required. We may communicate with you by email or by other modes of communication, electronic or otherwise.

Protecting Your Privacy – Security
CLIMB CAPITAL takes appropriate measures to protect our user’s information including but not limited to information mentioned herein from unauthorized access or disclosures. All of our users' information is restricted in our offices. Our staff and employees are kept up-to-date on our security and privacy policies and practices.

Your Options - Choice/Opt-out
Our users are given the opportunity to 'opt-out/unsubscribe' from receiving certain offers and emails, SMS, and calls from us.

Data Retention and Erasure
We retain your Information as long as necessary for the legitimate interests specified in this Privacy Policy and for us to comply with our legal obligations. You can request that we erase your personal information and close your account.

Phishing
Phishing is a scam in which inauthentic emails are sent to trick you into providing confidential information. CLIMB CAPITAL takes these concerns seriously and implements security measures to protect your information.

Other Websites and Services
We are not responsible for the practices employed by any websites or services linked to or from our Services.

Your Rights
As a customer under GDPR, you have rights such as the right to information, access, erasure, rectification, and more regarding your data.