FelixFelix

Privacy Policy

Last updated: 24 October 2026

This Privacy Policy explains how Quanthm Bit Works Pvt. Ltd. collects, uses and protects information when you use Felix. We follow the (Indian) Digital Personal Data Protection Act, 2023 and applicable RBI/SEBI frameworks including the Account Aggregator ecosystem rules.

1. What we collect

  • Account data — name, mobile, email, ARN and business details you provide.
  • Client data you bring — contact and portfolio information of your clients that you add or connect.
  • Account Aggregator data — financial information fetched only with the explicit, revocable consent of the data owner via a licensed Account Aggregator.
  • Billing data — GSTIN and business details for invoicing. Card/UPI details are handled by Razorpay and never stored by us.
  • Usage data — product analytics used to improve Felix.

2. How we use it

  • To operate the Platform and its analytics for your practice.
  • To bill you and issue GST invoices.
  • To secure the Platform and prevent abuse.
  • We do not sell personal data.

3. AI processing

Certain features send data to AI model providers to generate summaries, categorisations and drafts. Such processing is performed on our instruction, scoped to the feature you invoke.

4. Storage and security

Data is stored on servers located in India, encrypted in transit, with role-based access. Account Aggregator data is used strictly per the consent artefact under which it was fetched and is deleted upon valid revocation requests.

5. Your rights

You may access, correct or request deletion of your personal data, and withdraw AA consents at any time. Write to hello@felixwealth.in. We acknowledge a request or complaint within 24 hours and resolve it within 7 days; none stays open beyond one month.

6. Contact / Grievance

Privacy & grievance contact: hello@felixwealth.in

Visitors to felixwealth.in

Anyone can read felixwealth.in's public pages without an account: the home, the NFO pages, the calculators, the Felix Brew page, the page for distributors and these policies. This is what Felix keeps when you do, and why.

  • Page analytics. To count which pages, searches and calculators are used, Felix records the page, what happened there (a view, a search, a calculator run or how far you scrolled), the time, your device class (phone, tablet or desktop), the name of the website that sent you and any campaign tag in the link. It gives you and your browser no ID. It does not store your IP address, your browser’s details (user agent) or the full address of the page that sent you, never records what you type, and sets no cookie. They are Felix’s own analytics, shared with no one, and deleted after 400 days.
  • Felix Brew sign-up. Your email address, to send you the Brew each morning and, on trading days, a short note after the market closes. The sign-up is for adults: it asks you to confirm you are 18 or older, and sends and stores nothing unless you do. If you unsubscribe, the Brew stops and Felix keeps your address marked as unsubscribed until you ask for it to be erased.
  • Security logs. Felix’s servers log requests to the service, with the IP address and browser details, to keep it secure and to look into faults and abuse. These logs are kept apart from the analytics.
  • No third-party trackers. These public pages load no third-party script, advertising pixel or session recording. Felix's other pages use Microsoft Clarity to see how their screens are used, for every visitor, logged in or not: the log-in, sign-up and account pages; the pricing page (/pricing); Felix once you log in; the links distributors send their clients, such as wealth plans (/wealth-plan), proposals (/proposals) and onboarding forms (/onboarding); distributors' own pages (/m); shared tools and calculators (/a and /embed); the games distributors send their leads (/g); the page a fund house's site returns you to (/mf); and the pages under /featured, /the-week and /finx-chat.
  • Children. Felix’s public pages are not aimed at children, and Felix tracks no one by age.

Your choices and the grievance contact

Unsubscribe from the Brew with the link in any edition. To see, correct or erase what Felix holds about you, or to name someone to act for you, write to hello@felixwealth.in, giving only what we need to find it: your email address or mobile number. The privacy requests page sets out how.

We acknowledge a request or complaint within 24 hours and resolve it within 7 days; none stays open beyond one month. The steps are on the Grievance redressal page. Once you have used that process, you can also complain to the Data Protection Board of India.