Last Updated: January 1, 2025 | Effective Date: January 1, 2025
We collect information you provide directly to us when you fill our contact forms, including your name, email address, phone number, and details about your financial requirements. We also collect information automatically when you visit our website, including log data such as your IP address, browser type, pages viewed, and time spent on pages.
We use the information we collect to: provide, maintain and improve our financial advisory services; respond to your inquiries and fulfill your requests; send you promotional communications about our services (with your consent); analyze usage patterns to improve our website; and comply with legal obligations under SEBI, IRDAI, and other regulatory requirements.
We do not sell, trade, or otherwise transfer your personally identifiable information to third parties without your consent, except: to authorized partners (Religare, LIC, SBI MF, etc.) to fulfill your service requests; to comply with legal requirements; to protect our rights and the safety of our clients; or as part of a business merger or acquisition.
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmitted through our website is encrypted using SSL/TLS technology. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
Our website may use cookies to enhance your browsing experience. Cookies are small files stored on your device. You can instruct your browser to refuse all cookies; however, some parts of our website may not function properly as a result. We use cookies solely for website functionality and do not use them for advertising tracking.
Our website may contain links to third-party websites including our partner AMCs, insurance companies, and brokerage platforms. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
You have the right to: access the personal information we hold about you; request correction of inaccurate data; request deletion of your data (subject to regulatory requirements); withdraw consent for marketing communications; and lodge a complaint with relevant data protection authorities.
If you have any questions about this Privacy Policy or our data practices, please contact us at: Suman Bagchi Financial Consultant, Siliguri, West Bengal, India. Phone: +91 9434363887. We will respond to your inquiry within 5 business days.