Privacy Policy

This privacy policy (“Policy”) describes how ZenEquity, and its related companies (“Company” or “ZenEquity”) collect, use, disclose, and share personal information of (i) consumers or users of ZenEquity's services/products or users of ZenEquity's portal, , (ii) employees, consultants and interns of ZenEquity and (iii) users of this website (the “Site”) i.e., ("You", "Your") and applies to all such entities. This Policy also applies to any of our other websites that post this Policy.
What we collect
We get information about you in a range of ways.
Information You Give Us
We may collect your‎ name, postal address, email address, phone number, username, password, demographic information (such as your occupation), tax id number, bank account information, as well as other information you directly give us on our website or while accessing our services/products on the basis of consent which you provide when you click ["I agree"] at the time of collection.
For customers who have paid software services, we collect your billing details such as banking and other financial information, and/or billing address.
Please note that we collect this information on the basis of your consent which you provide when you click ["I agree"] at the time of [sign up/log-in/access], for the collection, storage, recording, processing, sharing and/ or transfer of all information collected from you, as applicable, in the manner provided under this privacy policy.
For employees, consultants and interns, we may collect and maintain certain information about you as part of our general employee records such as name, age, date of birth, demographical / family data, address, financial information such as bank account details, on the basis of your consent that is provided in your respective offer letters.
Information We Get From Others.
For our users, we may get information about you from other sources, such as your employer when they issue you options or shares. We may add this to information we get from this website.
Information Automatically Collected During Access to the Site
We may collect information about the devices accessing our website and application. Some examples are: type of device, what operating system is used, application information, unique device identifiers and crash data. The type of information we collect depends on the type of device used and its settings.
We may automatically log information about you and your computer. For example, when visiting our website, we log your computer operating system type, browser type, browser language, pages you viewed, how long you spent on a page, location, access times and information about your use of and actions on our website.
Third party data
ZenEquity may receive data about organizations, industries, website visitors, marketing campaigns, and other matters related to our business from affiliates, subsidiaries, partners, or others that we use to make our own information better or more useful. This data may be combined with other information we collect and might include aggregate level data. One example is to help our customers know how many stakeholders have accepted their securities on our platform.
Purposes for processing consumer/user personal information
If you are a consumer of ZenEquity's services/products or users of ZenEquity's portal or users of the Site:
  • • We use your personal information to operate, maintain, and improve the website, products, and services. This includes use of other information to support delivery of our services under contract, assist with service request, monitor for errors, remedy security or technical issues, analyze website and application performances.
  • • We use your personal information to respond to comments and questions, verify permission access, and provide customer service.
  • • We use your personal information to send information including confirmations, invoices and billing, technical notices, updates, security alerts, and administrative messages.
  • • We use your personal information to communicate system updates, upcoming events, and other news about products and services offered by us. We may contact you to inform you about important services-related notices, such as privacy and policy update notices or changes in our terms of service. These communications are strictly necessary and you may not opt out of them.
  • • We use your personal information to link or combine user information with other personal information. An example is when we combine the information a company has provided about their shareholders with the information entered by shareholders in their personal portfolios to improve the user experience.
  • • We use your personal information to protect, investigate, and deter against fraudulent, unauthorized, or illegal activity.
  • • We use your personal information to provide and deliver products and service customers requests. An example is when an employee exercises their stock options and we may provide a tax form to the company for their tax reporting requirements.
Purposes for processing employee personal information
If you are an employee of ZenEquity:
  • • We use your personal information to administer and maintain employee records.
  • • We use your personal information to pay and review salary and other remuneration, and administer benefits.
  • • We use your personal information to undertake performance appraisals and reviews.
  • • We use your personal information to maintain sickness, holiday, and other absence records.
  • • We use your personal information to take decisions regarding the fitness for work of the employees.
  • • We use your personal information to carry out disciplinary and grievances hearings and investigations.
  • • We use your personal information to provide references and information to future employers, and if necessary, government authorities for social security purposes, as required under the applicable law.
Sharing of personal information
We may share personal information in accordance with applicable laws, as follows:
  • • We may share information per our customers’ instructions.
  • • We may share personal information when we do or negotiate a business deal involving the sale or transfer of all or a part of our business or assets in which a successor or purchaser will be operating a similar business. These deals can include any merger, acquisition, or bankruptcy transaction or proceeding. Any such successor or purchaser (or recipient of information during negotiation or due diligence) will be required to comply with reasonable confidentiality restrictions with respect to personal information.
  • • We may share personal information for legal, protection, information security, and safety purposes. Examples include enforcing contracts or policies, reporting on security breaches, or assisting with investigating and preventing fraud or security issues.
  • • We may share customer and user access on the customer’s account. Equity administrators for the customer, authorized users and other designated representatives may be able to add, modify or restrict access. An example is the company administrator designates a legal administrator to issue new securities on behalf of the company.
  • • We may share employee personal information with any third parties providing services to ZenEquity including but not limited to such as vendors, contractors (e.g., payroll processing contractors), insurance service providers, outside professional advisors such as auditors or corporate fraud or forensic investigators, customer or clients that the employees may be required to undertake services for during their employment, bona fide potential investors and investors and to other outsourcing contractors or companies.
  • • We may share employee personal information to comply with ZenEquity's employment-related legal obligations such as PF, ESIC, gratuity etc.
  • • We may share information to comply with laws and regulatory requests. Examples include responding to lawful requests and legal or regulatory processes.
  • • We may share information to protect the rights and property of ZenEquity, our agents, customers, and others. This includes enforcing our agreements, policies, and terms of use.
  • • We may share information with those who need it to do work for us. An example is granting a ZenEquity employee the necessary access in order to perform his/her duties.
  • • We may share aggregated or anonymized data. We may disclose or use aggregated or anonymized data for any purpose. An example would would be for marketing, analytics or research purposes.
  • • We will not share personal information with investors of the Company beyond any personal information that such investors are entitled to for customary legitimate business purposes.
  • • We may share other information with consent with third parties when we have consent to do so. We may engage third party companies or individuals as service providers to process information and support our services. An example would be cloud services for data center colocation and storage services.
  • • Customers may authorize access to customer data to third parties. An example is when a company grants their financial auditors access for annual audits.
Security Practices
We have adopted the ISO 27001 security standard to protect the confidentiality and security of your information.
Age Limitations
To the extent prohibited by applicable law, ZenEquity does not allow use of our services and Site by anyone younger than 18 years old. If you learn that anyone younger than 18 has unlawfully provided us with personal data, please contact us and we will take steps to delete such information.
Information choices and changes
Our marketing emails tell you how to “opt out.” If you opt out, we may still send you non-marketing emails. Non-marketing emails include emails about your accounts and our business dealings with you that are necessary for fulfilling our obligations to our customers.
You may send requests about personal information to our Contact Information below. You can request to change contact choices, opt-out of our sharing with others, and update your personal information.
You can typically remove and reject cookies from our website with your browser settings. Many browsers are set to accept cookies until you change your settings. If you remove or reject our cookies, it may affect how our website works for you.
We strive to provide you the tools to update your personal information. If you are unable to correct inaccurate information on your own, you may request our assistance to update such information by contacting
Notice for Residents of the European and Swiss Economic Areas, Privacy Shield and Contractual Terms
ZenEquity is committed to subjecting all personal data received from European Union (“EU”) member countries and Switzerland, in reliance on the Privacy Shield Framework (“Privacy Shield”), to the Privacy Shield’s applicable Principles.
ZenEquity is responsible for the processing of personal data we receive, and subsequently transfers to a third party acting as an agent on our behalf. ZenEquity abides by the Privacy Shield Principles for all onward transfers of personal data from the EU and Switzerland, including, unless we prove that we are not responsible for the event giving rise to the damage, the onward transfer of liability provisions.
In certain situations, ZenEquity may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.
EU or Swiss residents with inquiries or complaints regarding this Privacy Policy should first contact ZenEquity at Please allow a reasonable amount of time to respond to your request. If you do not receive timely acknowledgement of your complaint, if your complaint is not satisfactorily addressed by ZenEquity, or if you have an unresolved privacy or data use concern that we have not addressed satisfactorily,
ZenEquity may transfer your Personal Data to countries other than the one in which you live. We deploy the following safeguards if ZenEquity transfers Personal Data originating from the European Union or Switzerland to other countries not deemed adequate under applicable data protection law.
These frameworks were developed to enable companies to comply with data protection requirements when transferring personal data from the European Union and Switzerland to the United States.
Contact Information
To exercise any of your rights, or if you have any queries or concerns about the way that ZenEquity processes your personal information (or any questions about this Policy), or to contact ZenEquity, please email].
Changes to this Privacy Policy
We may change this privacy policy. If we make any substantive changes related to how we collect or use data, we will change the content last updated date above and where applicable, we will obtain additional consent from you for such changes.