Privacy Policy

Last Updated: 07/12/25

Your privacy is important to us. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website or engage with our professional services. By accessing this website, you agree to the terms outlined here.

1. Information We Collect

We may collect the following types of information:

1.1 Personal Information (Provided by You)

When you fill out a form, request services, or contact us, you may voluntarily provide:

  • Name
  • Email address
  • Phone number
  • Organisation name
  • Inquiry details
  • Documents shared for consultation (if any)

1.2 Automatically Collected Information

When you browse our website, certain information may be automatically collected through cookies and analytics tools:

  • IP address
  • Browser type
  • Device details
  • Pages viewed
  • Time spent on the website
  • Website navigation patterns

This information helps us improve user experience and website performance.

2. How We Use Your Information

We use collected information for legitimate business and professional purposes, including:

  • Responding to your inquiries
  • Providing services you requested (tax, valuation, audit, advisory, etc.)
  • Communicating regarding updates, scheduled work, or compliance reminders
  • Improving website functionality and user experience
  • Maintaining regulatory and professional documentation as required
  • Protecting our website from fraud or security threats

We never sell client information or use it for unsolicited marketing.

3. Confidentiality & Professional Ethics

As a practising Chartered Accountant and Registered Valuer, all information shared with us is protected under:

  • ICAI Code of Ethics
  • Professional confidentiality obligations
  • Applicable laws governing Chartered Accountants, Registered Valuers and professional engagements

Your information is never disclosed to third parties except:

  1. When required by law (Income Tax, GST, MCA, Courts, IBBI, etc.)
  2. When explicitly authorised by you in writing
  3. When necessary for completing an engagement (example: ROC filings, government submissions, statutory reporting)

All disclosures follow strict confidentiality standards.

4. Data Security

We implement reasonable technical and organisational safeguards to protect your information from:

  • Unauthorized access
  • Modification
  • Disclosure
  • Misuse
  • Loss or destruction

Data may be stored securely on encrypted systems, cloud storage platforms, or regulated software used for professional compliance.

5. Cookies & Analytics

Our website may use cookies and analytic tools to enhance functionality.
Cookies help us:

  • Understand how visitors use the website
  • Improve page performance
  • Offer a smoother browsing experience

You may disable cookies through your browser settings, although some features may not function as intended.

6. Third-Party Links

Our website may contain links to external websites (e.g., MCA, Income Tax Portal, GST Portal).
We are not responsible for:

  • Their content
  • Their privacy practices
  • Their data security handling

Visitors are encouraged to review the privacy policies of those websites independently.

7. Data Retention

We retain personal and professional information only for as long as necessary to:

  • Complete the engagement
  • Comply with statutory/regulatory requirements
  • Maintain professional records as required by ICAI or law

After this period, data is securely archived or deleted.

8. Your Rights

You may request:

  • Access to your personal data
  • Correction of inaccurate information
  • Deletion of data (subject to statutory requirements)
  • Clarification regarding how your data is used

To exercise these rights, you may contact us anytime using the details below.

9. Changes to This Policy

We may update this Privacy Policy periodically to reflect legal, technical, or operational changes.
The updated version will be posted with a revised “Last Updated” date.

10. Consent to This Policy

“By accessing, browsing, or submitting information on this website, you confirm that you have read, understood, and agree to this Privacy Policy and the accompanying Terms of Use.”