Privacy Policy
At Yatish Financial Services, we are committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, share, and safeguard your data when you interact with our services, including but not limited to SIPs, Lumpsum investments, wealth management, and other financial planning offerings.
1.] Information We Collect
We may collect and process the following categories of personal information:
Identity Details: Name, date of birth, PAN, Aadhaar, passport, or other government-issued IDs
Contact Information: Address, phone number, email ID
Financial Information: Bank details, income, net worth, investment objectives, risk profile
Transactional Information: Investment history, SIP/lumpsum details, fixed deposits, tax records
Professional Details: Occupation, company details (for SME clients), financial goals
Other Details: Educational planning needs, estate and will preferences
2.] How We Use Your Information
We use your information to:
- Offer personalized investment recommendations (SIP, Lumpsum, Mutual Funds, Fixed Deposits, etc.)
- Conduct comprehensive financial planning (retirement, tax, estate, education cost, etc.)
- Manage cash flow and treasury for SMEs
- Assist with documentation for will writing and estate planning
- Comply with legal and regulatory requirements
- Improve customer experience and tailor communications
3.] Data Sharing and Disclosure
We do not sell your personal data to any third party. Your information may be shared with:
- Regulatory or legal authorities when mandated by law
- Banks, AMCs, or financial institutions for investment processing
- Professional partners like chartered accountants, legal advisors, or will writers (only with your consent)
- IT service providers involved in maintaining our secure digital platforms
4.] Data Security
We implement industry-standard security measures to protect your personal and financial data, including:
- Secure servers and encrypted connections
- Strict access control for sensitive data
- Regular security audits and compliance monitoring
5.] Your Rights
You have the right to:
- Access and review the personal information we hold about you
- Request correction of inaccurate or outdated information
- Withdraw consent or object to certain uses of your data (as permitted by law)
- Request deletion of your data, subject to legal and regulatory requirements
6.] Data Retention
We retain your data only as long as required for the purpose it was collected, or as mandated by applicable financial laws and regulations.
7.] Cookies & Website Usage
If you use our website or digital services, we may use cookies or similar technologies to improve your user experience. You can manage your cookie preferences through your browser settings.
8.] Changes to the Policy
We may update this Privacy Policy periodically. Any material changes will be communicated to you via email or our website.
9.] Contact Us
For any questions or requests related to this Privacy Policy or your data:
Yatish Financial Services
Email: contact@yatishfinance.com
Phone: (+91) 7003527739
Address: Apeejay House, Block – C, 8th Floor, 15, Park Street, Kolkata – 700016, West Bengal, India
