Privacy Policy

What we collect

When you submit the Financial Health Check form or Contact form, we collect your name, phone number, email address, and the financial information you choose to share.

How it's used

Solely to prepare your personalised Financial Health Snapshot and to contact you via WhatsApp, call, or email regarding your submission, as consented to on the form.

How it's stored

Responses are stored in a private, access-restricted database. We do not sell, rent, or share your data with third parties for marketing purposes.

Your rights

You may request deletion of your submitted data at any time by messaging +91 989 020 5131.

Cookies

This website may use basic analytics cookies (Google Analytics) to understand site traffic. No personally identifiable data is sold to advertisers.