Privacy Policy

Information we collect

We may collect your name, phone number, email address, selected service, message, calculator inputs/results that you choose to share, and any documents or details you provide for consultation or service assistance.

How we use information

We use your information to respond to enquiries, provide financial, insurance, tax, compliance, documentation, or investment-related assistance, share service updates, prepare document checklists, and maintain internal records of client communication.

WhatsApp, phone, and email contact

When you click a WhatsApp, phone, or email link, your communication is handled by the relevant third-party communication provider. Please review their privacy practices before sharing sensitive information.

Documents and sensitive details

For services such as ITR filing, GST, insurance, PAN, passport, MSME, Startup India, or agreements, we may request documents only when needed to complete the service. Do not submit documents through public forms unless specifically asked.

Cookies and analytics

The website may use essential cookies for language preferences and site functionality. Optional analytics may be used to understand page visits and improve the experience. We do not sell personal data.

Data sharing

Information may be shared only when required to complete a requested service, comply with law, communicate with insurers, government portals, tax or compliance systems, or with service providers who support website, email, hosting, or lead management operations.

Retention

We retain enquiry and service records for as long as needed for consultation, service delivery, legal, tax, compliance, audit, and business record purposes.

Your choices

You may request correction or deletion of your enquiry details, subject to legal, compliance, tax, insurance, or recordkeeping requirements.

Contact

For privacy questions, use the enquiry form on the contact section and we will route your request to the right contact channel.