1 Who we are
Bells Buddy is run by TradingBells Financial Services, an Authorised Person (Authorised Partner) of Kotak Securities Ltd., from 233 Dhan Trident, PU 4, Scheme No. 54, Indore, Pin 452010.
This policy covers the personal data we collect through bellsbuddy.com and when you call or message us. We follow India's Digital Personal Data Protection Act, 2023 and the rules made under it, and the Information Technology Act, 2000.
2 What we collect
📝 When you fill a form
Our call-back and contact forms ask for your name, mobile number, the service you're interested in and, if you choose, your city and a message. We also note which page the form was sent from and the date and time.
📞 When you call or WhatsApp us
Your phone number and whatever you choose to tell us, so we can help you.
💻 Automatically, when you browse
Like most websites, we use cookies and similar tools to understand how the site is used – for example the pages you visit, the device and browser you use, your approximate location and how you reached us. See Cookies & tracking for details.
3 What we never ask for
This website does not collect your financial or identity documents. We will never ask you for:
- ✋ OTPs, passwords, MPINs or UPI PINs
- ✋ Card numbers or CVV
- ✋ Cash, or money into a personal account
- ✋ Your trading login to trade for you
When you open an account, your KYC details (such as PAN, Aadhaar and bank proof) are submitted on Kotak Securities' own secure platform and handled under Kotak Securities' privacy policy.
4 How we use your data
- To call, message or WhatsApp you about the service you asked about.
- To help you open and use your Kotak Securities account, and answer your questions.
- To share updates about IPOs, products and services you may find useful – only if you've agreed, and you can say no any time.
- To understand how our website is used and make it better.
- To keep our website secure and to meet legal and regulatory requirements.
We use your data based on the consent you give when you tick the box on our forms or contact us yourself, and for other lawful purposes allowed under Indian law. You can withdraw your consent at any time – see Your rights.
5 Who we share it with
We do not sell or rent your personal data. We share it only when needed:
- Kotak Securities Ltd. – when you ask us to help you open an account or use its services.
- Service providers who help us run the website and our work, such as web hosting, email and messaging – only for that purpose.
- Google and Meta – for website analytics and measuring our ads (see Cookies & tracking).
- Authorities – when required by law, a court, SEBI, the exchanges or other regulators.
6 Cookies & tracking
Cookies are small files stored by your browser. We use these tools:
| Tool | What it does |
| Google Analytics | Counts visits and shows which pages are useful, using cookies. |
| Google Tag Manager | Loads our analytics and ad-measurement tools on the website. |
| Meta Pixel | Measures visits from our Facebook and Instagram ads and helps show relevant ads. |
| Google Fonts | Loads the fonts on this website; your browser connects to Google to fetch them. |
You can block or delete cookies in your browser settings. You can also opt out of Google Analytics with Google's opt-out add-on, and manage ads in your Google ad settings and Meta ad preferences. The website still works if you block cookies.
7 How long we keep it
We keep your enquiry details only for as long as we need them to help you and follow up, or for longer if the law requires it. When we no longer need them, we delete them. You can ask us to delete your details earlier.
8 Keeping it safe
We take reasonable steps to protect your data – enquiry records are stored on our server in a protected folder that can't be opened from the internet, and only our team can access them. No website is 100% secure, but if a breach affecting you ever happens, we will inform you and the authorities as the law requires.
9 Your rights
Under Indian data protection law, you can ask us to:
- See a summary of the personal data we hold about you and who we've shared it with.
- Correct or update anything that's wrong or incomplete.
- Delete your data when it's no longer needed.
- Stop contacting you or withdraw your consent – it's as easy as giving it.
- Nominate someone to use these rights for you in case of death or incapacity.
- Raise a complaint with us. If you're not satisfied with our answer, you can approach the Data Protection Board of India.
To use any of these rights, contact us. We may ask you to confirm your identity before we act.
10 Children
Our website and services are meant for adults aged 18 and above. We don't knowingly collect data from children. Accounts for minors are opened only by a parent or guardian, who acts on the child's behalf.
11 Other websites
Our website links to other sites, such as Kotak Securities, WhatsApp, SEBI SCORES and SMART ODR. Their own privacy policies apply once you leave bellsbuddy.com.
12 Changes to this policy
We may update this policy from time to time. The latest version will always be on this page, with the date it was last updated at the top.
13 Contact us
Questions about your data, or want to use your rights? Talk to us:
TradingBells Financial Services (Bells Buddy)
233 Dhan Trident, PU 4, Scheme No. 54, Indore, Pin 452010