Your privacy as a visitor or client is important to us. This policy outlines the types of information we collect, how we use it, and your rights under Indian and international regulations like GDPR.

Information We Collect

We only collect data critical to providing planning services and responding to your inquiries.

• Personal identification details such as your name, contact information, and address provided through forms or email.
• Asset and planning information necessary to tailor recommendations as requested by you.
• Data from your use of our website, such as browser details, cookies, and usage analytics, for site improvement.
• Communication records to ensure precise service delivery and compliance with local laws.

How Your Data is Used

We use your data for relevant, legitimate purposes connected to your planning requests.

• To respond to your inquiries and provide tailored financial planning guidance.
• To administer your requested services in accordance with Indian regulations.
• To communicate updates on your plan or changes in regulations relevant to your goals.
• To analyze website usage for continuous improvement and security assessment.

Legal Basis for Processing

We process your information in compliance with Indian and GDPR legal requirements.

Your data is processed on the basis of your consent, legal obligations, or to fulfill the contract for services you request. We do not share your data with third parties except as needed to fulfill your request or comply with the law.

Information Sharing

Your data is handled with strict confidentiality protocols.

• We may share information with trusted team members only for the purpose of delivering services, subject to strict agreements.
• We disclose data to legal authorities only when required by law or regulatory obligations.
• Third parties such as IT service providers may assist with secure storage and processing, but cannot access your data for any other use.

Data Security

We employ technical, administrative, and physical safeguards to protect your information against unauthorized access, alteration, or disclosure. Our data security protocols align with Indian and international privacy standards. Encryption, multi-level authentication, and regular reviews are part of our process.

Your Rights

You have rights regarding your personal data under applicable laws.

• Request access to the personal data we hold about you at any time.
• Ask for correction or deletion if your data is inaccurate or you no longer wish us to retain it.
• Object to certain uses or request restriction in how we use your information.
• Withdraw your consent for processing, affecting only future activities.

Cookies and Tracking

We use cookies to personalize your website experience and collect usage analytics. More details are in our Cookie Policy. You can manage your preferences at any time.

Read Cookie Policy Read Cookie Policy

Contact Us

Have questions or wish to exercise your rights? Contact our privacy officer directly for all privacy-related requests or data handling concerns.

Changes to This Policy

We review and update our privacy policy regularly to comply with legal changes and industry practices. Updates will be reflected here with revised effective dates.