Privacy Policy

Information Collection:

Clear guidelines on collecting PAN, Aadhaar, ITR records, bank statements, GST data, and insurance/KYC details.

Purpose of Usage:

Explicitly states data is used for tax return filing, investment advisory, insurance underwriting, and statutory compliance.

Confidentiality & Sharing:

Full compliance with Indian DPDP standards; strict non-disclosure policies ensuring data is shared only with statutory bodies (Income Tax Dept, GSTN, SEBI, IRDAI) or authorized financial entities (AMCs, Insurance Companies).

Data Protection & Retention:

Advanced encryption protocols and retention timelines as mandated by Indian tax laws.