Legal
Privacy notice
What we collect, why we hold it, how long we keep it, and what you can ask us to do about it.
Privacy
Working draft. This notice is a working draft pending legal review. It describes what we actually do today and we would rather publish it plainly than publish nothing. It will be replaced by a reviewed version. Last updated 26 August 2026.
Who we are
ProEx Advisors LLP is a limited liability partnership incorporated in India on 28 June 2017, LLPIN AAJ-8215, registered with the Registrar of Companies, Ahmedabad. Our office is at 3rd Floor, Broadway Business Center, Law Garden, Ahmedabad, Gujarat 380006. We are a communications firm. This notice covers the personal data we handle through this website and in the course of our own business.
What we collect
Three things, and no more than we need for each.
- Enquiry form data. Your name, organisation, email address, telephone number, the practice you selected and whatever you write in the message field.
- Email and correspondence. Messages you send us and our replies, including any attachments, held in our business email systems.
- Website analytics, if enabled. Aggregate usage data such as pages viewed and approximate region. We do not run advertising trackers on this site. If analytics is switched on, it is configured to avoid collecting more than is needed to understand which pages are read.
We do not ask for, and would rather you did not send us, unpublished price-sensitive information through the enquiry form. If your enquiry involves confidential material, say so and we will open a controlled channel first.
Why we collect it
To reply to your enquiry and hold a conversation about whether we are the right firm for the work. To perform an engagement once one has been signed, which necessarily involves handling contact details and, depending on the mandate, material belonging to your company. And to meet our own legal, tax and regulatory record-keeping obligations, which require us to retain certain records whether or not the relationship continues.
Our role under the DPDP Act 2023
Under the Digital Personal Data Protection Act 2023 the same firm can occupy two different positions, and it matters which one applies.
For enquiries made through this website, our own marketing, and correspondence with prospective clients, we act as a Data Fiduciary. We decide why and how that data is processed, and the obligations sit with us.
For personal data we handle inside a client mandate — an investor list, a media contact list, employee details supplied for an internal communication — we act as a Data Processor on the client’s instructions, under the terms of the signed engagement letter. The client remains the Data Fiduciary for that material. We process it only for the purposes set out in the engagement, and we return or delete it on the terms agreed there.
Retention
Enquiry data is kept only as long as it is needed. Where an enquiry does not lead to an engagement, we delete it once the conversation is plainly closed, unless you have asked to stay on our list.
Engagement records are retained to statutory periods, which are longer. Where an engagement involves us being brought inside a client’s insider-trading controls, entries in a structured digital database are subject to the not-less-than-eight-year retention required under Regulation 3(6) of the SEBI (Prohibition of Insider Trading) Regulations 2015. We cannot delete those on request, and we will tell you so rather than pretend otherwise.
Sharing
We use a small number of sub-processors — email, file storage, form handling, monitoring and analytics tooling. The sub-processors relevant to a mandate are disclosed in the engagement letter for that mandate, and we will tell you which ones touch your data if you ask.
We do not sell personal data. We do not share it for anyone else’s marketing. We disclose it outside the firm only where the law requires it, or where you have asked us to.
Your rights
You may ask us for access to the personal data we hold about you, ask us to correct it where it is wrong or incomplete, and ask us to erase it where we are not required to keep it. You may also withdraw consent to marketing at any time.
Write to info@proex.co.in, marking the subject line “Data request”. We will acknowledge within one working day and respond substantively as quickly as we reasonably can. If you are dissatisfied with how we have handled a request, say so in the same thread and it will be escalated to a partner before any further step.
Security
Access to client material is controlled and logged. Confidential and unpublished price-sensitive information does not enter our automated drafting or monitoring layers; it is handled in access-controlled systems by named people. No system is perfect, and we do not claim ours is. If we become aware of a breach affecting your data, we will tell you.
Changes
We will update this notice as our systems change and as the DPDP framework and its rules settle. The date at the top of this page is the date of the current version.
Contact
ProEx Advisors LLP, 3rd Floor, Broadway Business Center, Law Garden, Ahmedabad, Gujarat 380006. Email info@proex.co.in. Our conflicts position is set out separately in our disclosure.