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PRIVACY POLICY — INVESTMENTCOVER

Last Updated: June 2026 | Version 3.3

1. Introduction

InvestmentCover is a fintech lead-generation and comparison platform operating in India only. We do not sell products, do not charge users any fee, and do not process payments on our website. This is a free service for users.

InvestmentCover is owned and operated by Twine Digital Pvt Ltd (legal entity), ARN-337475 for Mutual Fund Distribution. Our website is www.investmentcover.com.

We collect user leads and share them with partner banks, NBFCs, insurers, mutual fund distributors, demat providers, and other financial institutions through secure API integration. We do not share data with third-party vendors.

2. What We Do

We operate a financial products comparison and lead-generation platform where users can:

  • Compare and explore loans (personal, home, business)
  • Compare credit cards
  • Compare insurance products (life, health, term)
  • Compare and explore mutual fund options
  • Compare and explore savings account options
  • Compare and explore demat account options
  • Compare and explore fixed deposit (FD) and recurring deposit (RD) options
  • Express interest in other financial products

Users never pay InvestmentCover / Twine Digital directly. This is a completely free service for users.

We match users with suitable financial products from partner institutions and share leads via secure API. The actual product application, account opening, investment, and any payment are completed directly with the partner institution, not on our website. Approval, rejection, terms, interest rates, and issuance of any financial product are at the sole discretion of the partner financial institution. InvestmentCover does not approve, guarantee, or issue any financial product.

We do not:

  • Sell products directly to users
  • Charge any fees from users
  • Process payments or transactions on our website
  • Operate as an e-commerce platform

3. Data We Collect

Financial Products (Loans / Credit Cards / Insurance / Savings / Demat / FD)

  • Name
  • Mobile number (OTP verified)
  • Email address
  • PAN number
  • Date of birth (used to verify eligibility and confirm you are 18 years or older)
  • Gender (collected for certain products, such as personal loans and credit cards, where required by the partner institution)
  • Income details
  • Employment information
  • Education level
  • Marital status
  • City / Location
  • Product amount required
  • Tenure preferences

For Mutual Fund Distribution (ARN-337475)

All fields listed above, plus:

  • Investor ID / Demat details (if applicable)
  • SIP / STP preferences
  • Risk profile information
  • Investment amount and tenure
  • FATCA declarations

All leads are verified via OTP before sharing with partners, except Meta Lead Ads, where Meta provides timestamp verification confirming user-generated leads.

4. How We Use Your Data

We use your information to:

  • Match you with suitable financial products from partner institutions
  • Share your lead with banks/NBFCs/insurers/mutual fund distributors/demat providers via secure API
  • Contact you by phone, WhatsApp, SMS, or email regarding financial products, in line with the consent you provide
  • Send OTP verification for lead authenticity
  • Carry out analytics, conversion measurement, and remarketing through Meta and Google, as described in Section 6
  • Improve our services

All processing is carried out on the basis of the consent you provide (see Section 9) and for the purposes set out in this policy.

5. Sharing of Data

We share your data ONLY with:

  • Partner banks, NBFCs, insurers, mutual fund distributors, demat providers, and financial institutions with whom we have legal contracts
  • Financial institutions relevant to your product interest

We DO NOT:

  • Share your personal lead data with third-party vendors
  • Sell your data to data brokers

We do not transfer your personal lead data (such as name, PAN, contact, or financial details) to any party outside our partner financial institutions. Limited technical and contact data is processed by analytics and advertising providers as described in Section 6.

Your lead data is shared with partner institutions only through secure API integration. Our servers for lead data are hosted in India (AWS India) in line with applicable RBI expectations on data residency.

6. Cookies, Pixels, and Tracking

Our website and advertising campaigns use Meta and Google tools for analytics, conversion measurement, and remarketing. Certain technical data and, where applicable, hashed contact identifiers may be processed for attribution and campaign measurement. For advertisements run directly on Meta's platforms (such as Lead Ads), information you submit within Meta's own forms is collected by Meta and shared with us. This data is processed by Meta and Google on their own infrastructure, including servers located outside India, in accordance with their privacy policies.

You can opt out of cookie-based tracking through your browser settings. Meta's and Google's own privacy policies govern how they use this data.

7. WhatsApp and SMS Communications

WhatsApp: We use our verified WhatsApp number 92898 36482 to contact you regarding financial products, including appointment confirmations, application updates, and relevant offers.

SMS: We send SMS for OTP verification and for updates or offers relating to financial products, in line with the consent you provide.

You can opt out of marketing communications at any time (see Section 14, Opt-Out).

8. No Charges to Users

We do not charge users any fee. This is a completely free service for users.

Users never pay InvestmentCover / Twine Digital directly.

We are compensated by our partner financial institutions for referring users to their products, similar to a referral or affiliate arrangement. This compensation comes from the partner institutions, never from you.

9. Consent

By submitting your details through any form on our website or campaigns, or by accepting this Privacy Policy, you consent to the following:

  • We may collect the personal information described in Section 3.
  • We may share your details with relevant partner banks, NBFCs, insurers, mutual fund distributors, demat providers, and other financial institutions so they can assess your requirement and offer you financial products.
  • Both InvestmentCover (Twine Digital Pvt Ltd) and the partner institution who receives your lead may contact you by phone, SMS, WhatsApp, or email regarding financial products, including on numbers registered under DND/DNC/NDNC.
  • Limited data may be processed by Meta and Google for analytics, conversion measurement, and advertising as described in Section 6.

You may withdraw this consent at any time as described in Section 11. Withdrawal will not affect processing already carried out before withdrawal.

10. Data Security

We implement industry-standard security measures:

  • Encrypted data transmission (SSL/TLS)
  • Secure API integration with partners
  • OTP verification for all leads
  • Restricted employee access to PII
  • Regular security audits
  • Servers hosted in India as per RBI policy (AWS India)

11. Your Rights Under India's DPDP Act 2023

Twine Digital Pvt Ltd acts as the Data Fiduciary for the personal data collected through InvestmentCover. Under India's Digital Personal Data Protection Act, 2023, you have the right to:

  • Access information about the personal data we process about you
  • Correction of inaccurate or incomplete data
  • Erasure of your personal data, subject to legal and regulatory retention requirements
  • Withdraw consent at any time (withdrawal does not affect processing already carried out)
  • Nominate another individual to exercise your rights in the event of death or incapacity
  • Grievance redressal — raise any concern with our Grievance Officer
  • Grievance Officer: Shantanu Chowdhury
  • Email: info@twinedigital.com

We will acknowledge and respond to grievances within the timelines prescribed under the DPDP Act. If you are not satisfied with our response, you may escalate your complaint to the Data Protection Board of India.

12. Data Retention

We retain your personal data only as long as necessary for the purposes described in this policy, and to meet legal, audit, dispute-resolution, fraud-prevention, and partner regulatory requirements. Lead and related data is generally retained for up to 2–3 years from the date of collection, unless a longer period is required by applicable law or by our partner financial institutions under their regulatory obligations, after which it is deleted or anonymised.

13. Children's Data

Our services are intended for individuals aged 18 years and above. We do not knowingly collect personal data from minors. If we become aware that we have inadvertently collected data from a person under 18, we will delete it.

14. Opt-Out

You can opt out of marketing calls, SMS, or WhatsApp messages at any time by emailing info@twinedigital.com with the subject "Opt-Out," or by replying STOP to a WhatsApp/SMS message. Please note that once your lead has been shared with a partner institution, you may also need to contact that institution directly to stop their communications.

15. No E-Commerce Disclaimer

InvestmentCover is not an e-commerce or online retail platform. We do not:

  • Sell any products directly to users
  • Process payments or store payment instrument information on our website
  • Operate an online store or shopping cart
  • Charge users for any product or service

We are a financial lead-generation and comparison platform that connects users with partner financial institutions. All applications, approvals, and payments take place directly with the partner institution.

16. Disclaimer

Mutual Fund Distribution: Twine Digital Pvt Ltd operates InvestmentCover and holds ARN-337475 for mutual fund distribution.

Lead-Generation and Comparison: For all other financial products, InvestmentCover is a lead-generation and comparison platform that connects users with partner financial institutions. We do not approve, guarantee, or issue any financial product.

We make reasonable efforts to present accurate product information, comparisons, and quotes based on details provided by partner institutions, but we do not guarantee their accuracy or availability. Any financial product is offered, approved, and issued solely by the partner institution at its own discretion. Each user is solely responsible for their own financial, investment, or insurance decision and its consequences. InvestmentCover is not liable for any decision made by a user or any partner institution.

17. Contact Information

Grievance Officer: Shantanu Chowdhury — info@twinedigital.com

Legal Entity: Twine Digital Pvt Ltd

ARN Number (Mutual Funds): ARN-337475

Verified WhatsApp: 92898 36482

Address: Available at www.twinedigital.com

18. Policy Updates

We may update this policy periodically. The updated version will be posted on this page with a revised date.