Effective Date: June 1, 2018

This document outlines the terms and conditions governing the use of RBM Investment Services. By using this website, you agree to comply with these terms. Please read them carefully.\


1. Privacy Policy

This privacy policy details how RBM Investment Services utilizes and safeguards the information you provide when using this website. RBM Investment Services is committed to ensuring the protection of your privacy. When prompted to share information that can identify you while using this website, rest assured that it will be handled in accordance with this privacy statement.

RBM Investment Services reserves the right to update this policy by modifying this page. Please refer to the effective date for the latest version of the policy.


2. Trust and Privacy Commitment

RBM Investment Services values the trust and faith integral to our relationship. While using information on this website or availing our services, we may access personal and confidential customer information. RBM Investment Services is committed to protecting customer privacy and has implemented reasonable measures for safeguarding customer information. However, the firm shall not be liable for disclosure of confidential information in accordance with this Privacy Commitment or beyond its control.

We may disclose personal information to government bodies, judicial entities, regulators, or as required by applicable laws.


3. Hyperlink Policy

Any hyperlink to other internet sites is at the customer’s risk. The content and opinions expressed on linked sites are not verified, monitored, or endorsed by RBM Investment Services. The firm is not responsible for the setup of hyperlinks from third-party websites to RBM Investment Services.


4. Information Collection

We may collect the following information:

  • Name and contact details
  • Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
  • Demographic information such as gender and income
  • Other information to improve our services

5. Use of Information

We use collected information for:

  • Know-Your-Customer registration as required by SEBI and/or other regulatory bodies
  • Compliance checks and internal record-keeping
  • Improving products and services
  • Periodically sending emails about investments or other relevant information
  • Market research purposes via phone or email

We do not sell, distribute, or lease personal information unless required by law or the terms and conditions of availed products and services.


6. Security

We are committed to ensuring the security of your information. Appropriate physical, electronic, and managerial procedures are in place to prevent unauthorized access or disclosure.


7. Links to Other Websites

Our website may contain links to other websites. Once you leave our site, we have no control over third-party websites and are not responsible for their privacy practices.


8. Controlling Your Personal Information

If you believe your information is incorrect or incomplete, please email us at for prompt correction.


9. Security Certificates

RBM Investment Services, as an online financial services company, prioritizes data security:

  • Your data is stored securely with one-way encryption for passwords.
  • All communications are encrypted using the highest standards.
  • Your data is not shared unless explicitly requested for transaction fulfillment.

We maintain various certifications and trust verifications to ensure both technical and legal/operational security.

For any inquiries regarding this privacy policy, please contact us at