This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our financial planning services. We are committed to protecting your personal data and maintaining your trust. By accessing our website, you agree to the practices described in this policy.

Information We Collect

• A. Personal Information
  We may collect personal details that you voluntarily provide, including:
  - Name
  - Email address
  - Phone number
  - Residential address
  - Date of birth
  - Financial goals and preferences
  - Income, expenses, assets, liabilities
  - Investment profile and risk tolerance
  
  
• B. Financial Documentation
  When you engage our services, we may request:
  - Bank statements
  - Tax documents
  - Investment statements
  - Insurance policies
  - Retirement account details
  
  
• C. Automatically Collected Information
  When you browse our website, we may collect:
  - IP address
  - Browser type
  - Device information
  - Pages visited
  - Cookies and tracking data
  
  

How We Use Your Information

• We use your information to:
  - Provide financial planning, advisory, and related services
  - Prepare personalized financial reports and recommendations
  - Communicate with you regarding appointments, updates, or service changes
  - Improve website performance and user experience
  - Comply with legal, regulatory, and compliance obligations
  - Maintain internal records and audit trails
  We do not sell your personal information to third parties.
  

Sharing Your Information

• We may share your information only with:
  - Registered financial advisors within our firm
  - Third‑party service providers (e.g., CRM, analytics, secure document storage)
  - Legal or regulatory authorities when required by law
  - Insurance or investment partners only with your explicit consent
  All third‑party partners are required to maintain strict confidentiality and data protection standards.
  

Data Security

• We implement industry‑standard security measures to protect your data, including:
  - Encrypted data transmission (SSL/TLS)
  - Secure servers and firewalls
  - Restricted access to sensitive information
  - Regular security audits and monitoring
  Despite our efforts, no method of transmission over the internet is 100% secure
  

Your Rights

• Depending on your jurisdiction, you may have the right to:
  - Access your personal data
  - Request corrections or updates
  - Request deletion of your data
  - Withdraw consent
  - Request a copy of your data
  - Opt out of marketing communications
  To exercise these rights, contact us using the details below.
  

Cookies & Tracking Technologies

• We use cookies to:
  - Improve website functionality
  - Analyze traffic and user behavior
  - Personalize content
  You may disable cookies through your browser settings, though some features may not function properly.
  

Third‑Party Links

• Our website may contain links to external sites.
  We are not responsible for the privacy practices or content of those websites.
  

Children’s Privacy

• Our services are not intended for individuals under the age of 18.
  We do not knowingly collect information from minors.
  

Changes to This Policy

• We may update this Privacy Policy from time to time.
  The updated version will be posted on this page with a revised “Last Updated” date.
  

Contact Us

• If you have questions about this Privacy Policy or wish to exercise your data rights, please contact:
  Akshaypatra Wealth – Accounting & Management Consulting
  Email: info@akshaypatrawealth.in