Your concerns about privacy are valid. This policy explains how we collect, handle, and secure your information in clear terms. All practices are updated as of April 3, 2026 and fully comply with Indian standards.

Information We Collect

We only collect information you provide voluntarily or as needed for service delivery.

• Contact details, including name, email, and phone for identification and communication purposes.
• Information from forms or messages you submit to help understand your situation.
• Technical log data, such as IP addresses and device information, for security monitoring.
• Feedback, queries, or responses related to our financial planning services.

How We Use Information

Our data use is strictly limited to service provision, legal compliance, and process optimization.

• To communicate updates, confirm appointments, and send reports you request.
• To verify your identity, prevent fraud, and secure online forms.
• To assess and improve service quality without marketing to third parties.
• To comply with obligations under Indian law, if required.

Legal Bases For Use

Data handling is aligned with Indian privacy and IT Act requirements.

Your information is used only where necessary for contractual, legitimate interest, or legal reasons. You may request access, rectification, or erasure subject to legal exceptions.

Data Sharing Policy

We do not sell or rent your data. Limited sharing applies only when required by law.

• Information shared strictly with service providers bound to confidentiality—only for essential process support.
• Required disclosures to regulators under Indian statutes or court order.
• If you direct us in writing to connect with another professional on your behalf.

Data Security

We apply encryption, secure storage, and controlled access to all client data. Unauthorised or accidental disclosure is minimised by regular audits, internal policy reviews, and staff training. While all reasonable steps are taken, absolute security cannot be assured for electronic information.

Your Rights

Your rights include access, rectification, restriction, and objection to processing.

• Request a copy of your stored details at any time.
• Request corrections if your data are incomplete or inaccurate.
• Request deletion, subject to required record retention.
• Raise objections to certain types of processing, or withdraw consent where applicable.

Cookies And Tracking

Some site features use cookies. You may restrict these in your browser settings. For details, see our Cookie Policy.

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Contact Us

If you have any privacy concerns or data inquiries, reach out using our online form or contact details below.

Policy Updates And Changes

Policy revisions are posted with a new date. Continued use after changes indicates consent.