Privacy policy

What we collect

When you submit a form on this website, we collect the details you enter — typically your name, phone number, email address, business name, the nature of your requirement and any message you write. When you engage us for a service, we additionally collect the documents and financial information required to prepare and file your proposal.

We also collect basic technical information automatically, such as pages visited and approximate location derived from your IP address, to understand how the site is used.

Why we collect it

• To respond to your enquiry and provide the service you have asked for
• To prepare, submit and follow up on applications with lenders, authorities or scheme portals you have approved
• To meet our own legal, tax and record-keeping obligations
• To improve this website and the information on it

Who we share it with

We share your information only with the banks, financial institutions, government departments, scheme portals or professional service providers necessary to deliver the service you have engaged us for, and only to the extent required. We do not sell your data, and we do not share it with third parties for their own marketing.

We may disclose information where we are required to do so by law, by a court, or by a regulatory authority.

Sensitive documents

Financial statements, bank statements, KYC documents and identity records are handled as confidential. Access within our team is limited to the people working on your file. We do not retain sensitive identifiers beyond what a specific engagement requires.

How long we keep it

Enquiry details are retained for as long as needed to respond and for a reasonable period afterwards. Engagement records are retained for the period required by applicable law and professional practice, after which they are securely disposed of.

Your choices

• You can ask what information we hold about you
• You can ask us to correct anything inaccurate
• You can ask us to delete information we are not legally required to retain
• You can withdraw consent for marketing communication at any time

To make any of these requests, write to hello@finswitch.in.

Cookies

This website uses only what is necessary for it to function and, where enabled, basic analytics. You can block cookies in your browser; core parts of the site will continue to work.

Security

We take reasonable technical and organisational measures to protect the information we hold. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Changes

We may update this policy. The date at the top of this page reflects the most recent revision.

Contact

Questions about this policy can be sent to hello@finswitch.in or +91 90000 00000.