At Investosure Consultancy Private Limited ("Investosure", "we", "our", or "us"), we prioritize the privacy and confidentiality of our clients and website visitors. This Privacy Policy outlines how we collect, handle, store, and safeguard your personal and financial information when you interact with our website, use our advisory tools, or contact our consultants.
1. Information We Collect
We may collect personal information that you voluntarily provide to us when you fill out forms, request consultations, use our calculators, or communicate with us:
- Contact Identifiers: Name, email address, telephone number, and postal address.
- Financial Profile Data: Income bracket, retirement goals, investment preferences, risk tolerance profile, and tax calculation inputs submitted through interactive calculators.
- Career Application Data: Educational background, resume details, employment history, and contact details submitted via our full-time or internship forms.
- Technical & Analytical Data: IP address, browser type, operating system, pages visited, time spent, and referral URLs gathered through cookies and analytics tools.
2. How We Use Your Information
Your information is used strictly to fulfill legitimate financial planning and business advisory purposes, including:
- Providing tailored financial planning, retirement, tax optimization, and insurance advisory services.
- Generating customized financial simulation reports based on your input parameters.
- Responding to client inquiries, scheduling advisor calls, and delivering requested consultation summaries.
- Evaluating applicants for full-time and internship career opportunities.
- Enhancing website security, optimizing browsing performance, and complying with statutory reporting standards under applicable Indian laws.
3. Data Confidentiality & Non-Disclosure
We do not sell, rent, or trade your personal or financial data to third-party commercial marketing organizations. We may share information only with authorized service providers (such as secure hosting partners or compliance consultants) under strict non-disclosure obligations, or when required by regulatory, judicial, or governmental authorities pursuant to applicable law.
4. Data Security
We enforce industry-standard administrative, physical, and technical security safeguards—including encrypted data transmission (SSL/TLS), access controls, and periodic system audits—to protect your personal information from unauthorized access, accidental alteration, disclosure, or destruction.
5. Your Rights & Choices
Under applicable data protection guidelines (including India's Digital Personal Data Protection Act, 2023), you have the right to:
- Request access to the personal data we hold about you.
- Request correction or updating of inaccurate or outdated information.
- Withdraw consent for optional marketing communications at any time.
- Request the deletion of your personal records, subject to regulatory retention mandates.
6. Contact Us
For any questions, concerns, or requests regarding this Privacy Policy or your personal information, please reach out to our customer care and compliance desk:
Investosure Consultancy Private Limited
Email: customercare@investosure.in
Website: investosure.in/contact.html