Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information.

Last updated: January 15, 2024

Introduction

Dipenjay Ghosh Financial and Tax Consultant ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.

As a financial and tax consultant, we understand the sensitive nature of the information you share with us and are committed to maintaining the highest standards of confidentiality and data protection.

Information We Collect

Personal Information

We may collect the following types of personal information:

  • Contact Information: Name, email address, phone number, mailing address
  • Financial Information: Income details, investment preferences, insurance needs, tax information
  • Identification Information: Date of birth, PAN number, Aadhaar number (when required)
  • Professional Information: Employment details, business information

Technical Information

  • IP address, browser type, operating system
  • Website usage data, pages visited, time spent on site
  • Cookies and similar tracking technologies

How We Use Your Information

We use your information for the following purposes:

  • Service Provision: To provide financial planning, investment advice, insurance solutions, and tax consultation services
  • Communication: To respond to inquiries, schedule appointments, and provide updates on your financial plans
  • Compliance: To meet regulatory requirements and maintain proper records
  • Marketing: To send relevant financial insights, newsletters, and service updates (with your consent)
  • Website Improvement: To analyze website usage and improve user experience

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • Service Providers: With trusted third-party service providers who assist in delivering our services (insurance companies, investment platforms, etc.)
  • Legal Requirements: When required by law, regulation, or legal process
  • Business Transfer: In the event of a merger, acquisition, or sale of business assets
  • Consent: With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of sensitive data in transit and at rest
  • Regular security assessments and updates
  • Access controls and authentication measures
  • Secure storage and backup systems

Your Rights

You have the following rights regarding your personal information:

  • Access: Request access to your personal information we hold
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal requirements)
  • Portability: Request transfer of your data to another service provider
  • Opt-out: Unsubscribe from marketing communications at any time

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

Dipenjay Ghosh

Financial and Tax Consultant

Email: privacy@dipenjayghosh.com

Phone: +91 98765 43210

Policy Updates

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date.

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.