Confidentiality & Privacy

Privacy Policy

This Privacy Policy outlines how Global Equity Solutions ("we," "our," "us") collects, secures, uses, and safeguards client information with total transparency and contractual confidentiality.

Last updated: August 2026

Transparent & Agreement-Governed Privacy Commitment

At Global Equity Solutions, your confidentiality is protected not only by technical encryption but by legally binding terms:

Agreement-Backed Non-Disclosure: All sensitive financial records, succession papers, and folio numbers shared with us are governed strictly by the non-disclosure terms of our formal Client Agreement.
Zero Third-Party Commercialization: We will never sell, lease, or commercially distribute client details, phone numbers, or investment records to third-party marketers or data brokers.
100% Transparent Case Usage: Data is utilized exclusively for verifying holdings with RTAs, preparing court petitions, and executing Demat transfers as agreed.

1. Information We Collect

We collect information provided voluntarily by you during online intake, consultations, or agreement execution:

Identity & Contact Details: Full Name, Email Address, Phone/WhatsApp Number, and Residential/Mailing Address.
Shareholding Records: Company Names, Folio Numbers, Certificate Numbers, Distinctive Numbers, Demat Client Master List (CML), and approximate quantities.
Succession & Legal Heir Documents: Death Certificates, Family Pedigree Charts, Legal Heir Certificates, Succession Certificates, or Will Probates.
Statutory Verification Data: PAN card, Aadhaar, Bank Mandate, and Form ISR compliance documents required by SEBI and listed corporate RTAs.
Website Analytics & Privacy Masking: Anonymized interaction metrics via Google Analytics and Microsoft Clarity. All intake form inputs are strictly masked and never captured in analytics recordings.

2. How We Process & Use Your Data

All personal and financial information is processed strictly within the Scope of Work defined in our Client Agreement:

To conduct formal register-of-members searches with RTAs (Link Intime, KFintech, Bigshare, etc.).
To draft and file IEPF Form 5 claims on the Ministry of Corporate Affairs (MCA) portal.
To prepare succession petitions, probate filings, and indemnity documentation before competent civil courts.
To facilitate the official issuance of Letters of Confirmation (LOC) and transfer of shares directly into your Demat account.
To maintain transparent case progression updates via WhatsApp, email, and phone.

3. High-Security Data Protection Standards

We deploy institutional security controls to safeguard all physical and digital documentation:

SSL/TLS End-to-End Encryption: All data submitted via web portals is transmitted using 256-bit SSL encryption.
Role-Based Access Controls: Only dedicated case advocates and assigned compliance officers have access to physical and digital case files.
Institutional Information Security: Rigorous protocols aligned with enterprise data protection benchmarks.
Physical Document Vaults: Original share certificates, affidavits, and court orders are stored in secure fire-rated vaults during processing.

4. Disclosure of Information to Authorized Authorities

Client information is submitted only to legally mandated regulatory and judicial bodies strictly required to fulfill your claim:

The IEPF Authority and Ministry of Corporate Affairs (MCA).
SEBI-registered Registrars & Share Transfer Agents (RTAs) and Listed Companies.
Jurisdictional Civil Courts and Sub-Divisional Magistrates for Succession Certificate and Legal Heir adjudications.
Depository Participants (NSDL / CDSL) for Demat account credits.

5. Legal Compliance

This policy complies fully with the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, the Digital Personal Data Protection (DPDP) Act, 2023, and applicable global standards (GDPR) for our Non-Resident Indian (NRI) clients.

6. Client Data Rights

You retain full authority over your data under our transparent agreement policy:

Right to request a summary of all data, folios, and documents held in your case file.
Right to rectify outdated address, bank, or KYC records.
Right to receive prompt return of original documents upon case conclusion or formal agreement termination.

Privacy & Data Compliance Officer

For privacy inquiries, data requests, or agreement clarifications:

Email: info@globalequitysolutions.in
24/7 Helpline: +91-92666-64409 / +91-91372-31158
Office: Second Floor, SCF-19, Huda Market, adjacent to Axis Bank, near Reliance Fresh, Sector 4, Gurugram, Haryana – 122001