Privacy Policy – Shree Ji Financial Services

At Shree Ji Financial Services, your privacy and the protection of your personal information are of utmost importance to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you interact with our services.

By using our website and services, you agree to the practices described in this policy. If you have any questions or concerns, please feel free to reach out to us.

1. Information We Collect

We collect personal and financial information from you when you use our services, fill out forms, request advice, or communicate with us in any way. The types of information we may collect include:

  • Personal Information: Name, contact details (email, phone number), address, date of birth, and other identifying details.

  • Financial Information: Income, assets, liabilities, tax returns, investment details, and other financial data relevant to providing our services.

  • Usage Data: Information about how you interact with our website, including IP addresses, browser types, device details, and browsing patterns.

  • Cookies: We may use cookies and similar tracking technologies to improve your experience on our website and gather analytical data.

2. How We Use Your Information

The information we collect is used for various purposes, including:

  • Providing financial services and advice tailored to your needs.

  • Processing transactions, managing accounts, and communicating about your financial plans.

  • Responding to inquiries and providing customer support.

  • Improving our services, website, and user experience.

  • Sending promotional or informational materials that may be of interest to you (only if you have opted in to receive such communications).

3. How We Protect Your Information

We take the security of your personal and financial information seriously. We implement a variety of security measures to protect your data, including:

  • Encryption of sensitive data during transmission.

  • Regular system updates and monitoring to prevent unauthorized access.

  • Access controls to ensure only authorized personnel can view or process your information.

Despite our best efforts, no method of electronic transmission or storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

4. Sharing Your Information

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

  • Service Providers: We may share your data with trusted third-party vendors who assist in providing our services (such as tax advisors, investment managers, or insurance partners). These providers are contractually obligated to protect your information.

  • Legal Requirements: We may disclose your information if required by law or if we believe such action is necessary to comply with legal obligations, protect our rights, or respond to a legal process.

  • Business Transfers: In the event of a merger, acquisition, or sale of all or part of our business, your information may be transferred as part of the transaction.

5. Your Choices and Rights

You have the right to:

  • Access: Request a copy of the personal data we hold about you.

  • Correction: Request that we update or correct any inaccurate information.

  • Deletion: Request that we delete your personal information (subject to certain legal restrictions).

  • Opt-Out: Opt out of receiving marketing communications at any time by clicking the unsubscribe link in emails or by contacting us directly.

To exercise any of these rights, please contact us at the details provided below.

6. Third-Party Links

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

7. Children's Privacy

Our services are not intended for children under the age of 18. We do not knowingly collect or solicit personal information from anyone under 18. If we become aware that we have inadvertently collected information from a child under 18, we will take steps to delete such information from our records.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated date at the top. We encourage you to periodically review this policy to stay informed about how we are protecting your information.

9. Contact Us

If you have any questions, concerns, or requests related to your privacy or this policy, please contact us at:

Shree Ji Financial Services
Email: shreejifinancialservices5555@gmail.com
Phone: 9667891229
Address: Agarsen Tower,Office N0.28,Central Spine, Vidhyadhar Nagar ,Jaipur Rajasthan, 302039