Privacy Policy

Effective Date: [03/09/2024]

Shree Financial Planners ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website shreemoney.in and use our financial planning services. Please read this Privacy Policy carefully. By using our services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

We may collect and process the following types of information:

• Personal Information: This includes, but is not limited to, your name, email address, phone number, date of birth, financial information, and other details necessary for providing our services.

• Non-Personal Information: We may collect non-identifiable information through cookies, analytics, and other tracking technologies to understand how users interact with our website.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, operate, and maintain our services.

• To improve, personalize, and expand our services.

• To communicate with you, including for customer service, support, and updates.

• To process your transactions and manage your financial plans.

• To comply with legal obligations.

3. Sharing Your Information

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

• With Service Providers: We may share your information with third-party service providers who assist us in providing our services, such as payment processors, IT support, and legal advisors. These third parties are bound by confidentiality obligations.

• For Legal Reasons: We may disclose your information if required by law or in response to legal processes, such as a court order or subpoena.

4. Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. While we strive to use commercially acceptable means to protect your information, no method of transmission over the Internet or method of electronic storage is 100% secure.

5. Your Rights

As a user in India, you have the following rights regarding your personal data:

• Access and Rectification: You may request access to and correction of your personal information.

• Data Portability: You may request a copy of your data in a structured, commonly used, and machine-readable format.

• Withdrawal of Consent: You may withdraw your consent for us to process your personal data at any time, which may affect your ability to use our services.

• Complaint: You have the right to file a complaint with the appropriate data protection authority if you believe your rights have been violated.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. You can manage your cookie preferences through your browser settings.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to read their privacy policies before providing any personal information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. You are advised to review this Privacy Policy periodically for any changes.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Shree Financial Planners
Email: fpshreyasjoshi@gmail.com
Phone: 8551882161