Privacy Policy

We may collect personal and financial information necessary to carry out professional accounting, tax, loan facilitation, and insurance services, including:

• Name — Full personal or legal entity representative name.
• Mobile Number — Primary contact and authentication number.
• Email Address — For formal communication, documentation, and filing alerts.
• Postal Address — Residential, registered office, or business operation address.
• GST Details — GSTIN registrations, filing history, and returns.
• PAN (where required) — Permanent Account Number for Income Tax filings, TDS, and banking checks.
• Business Information — Firm profile, balance sheets, turnover data, and incorporation certificates.
• Insurance-related information — Vehicle registration numbers, policy history, insured details, and health declarations.
• Loan enquiry details — Borrowing requirements, project reports, existing liabilities, and bank statements.
• Documents voluntarily submitted by clients — Physical or digital records furnished for professional engagements.

Your information may be used solely for legitimate professional and administrative purposes, including to:

• Provide professional auditing and accounting services.
• Prepare and submit GST and Income Tax filings on your behalf.
• Respond to enquiries, advisory requests, and support queries.
• Process insurance requests, quotations, and policy endorsements.
• Facilitate loan applications with partner banks and NBFCs.
• Contact you regarding our ongoing services, renewals, and filing deadlines.
• Improve our website, client portals, and customer support infrastructure.
• Comply with applicable legal, accounting, and regulatory requirements.

Your information may be shared only under strict confidentiality and solely with:

• Government authorities — Where legally required (e.g. Income Tax Department, GST Portal, MCA).
• Banks and Financial Institutions — For authorized loan processing and underwriting.
• Insurance Companies — For policy issuance, endorsements, and claim servicing.
• Professional service providers — Assisting us under strict professional nondisclosure standards.
• Technology vendors — Maintaining and securing our enterprise digital systems and data infrastructure.

• We implement reasonable administrative, technical, and physical measures to safeguard your information against unauthorized access, misuse, alteration, or unlawful disclosure.
• Sensitive client records and documents are stored securely with restricted access controls and encrypted channels.

• Our website may use cookies to improve user experience, maintain portal sessions, and analyze site performance.
• You may disable cookies through your browser settings, though certain interactive features or portal logins may have diminished functionality.

• We retain information only for as long as necessary to provide professional services, comply with statutory tax and accounting retention requirements, resolve disputes, and maintain verifiable business records.

Subject to applicable Indian laws and regulatory recordkeeping duties, you may request to:

• Access your personal and financial information held by us.
• Correct any inaccurate or outdated information.
• Update your registered contact details and business particulars.
• Request deletion where legally permissible and not conflicting with statutory compliance mandates.
• Withdraw consent for optional communications where applicable.

• Our website may contain links to third-party websites (such as government portals, banks, or insurance providers). We are not responsible for the privacy practices, content, or policies of those external websites.

• Our professional services are strictly intended for adults and legally recognized businesses. We do not knowingly collect personal information from individuals under 18 years of age.

• This Privacy Policy may be updated periodically to reflect legislative updates or enhancements in our service portfolio.
• The revised version will be published on this page with the updated effective date. Continued use of our website or services signifies acceptance of any revisions.