Privacy Policy

When you submit an enquiry, we collect the details you provide: your name, mobile number, email, city, the service you are interested in and any message you send us.

If you become a client, we collect the additional financial and personal information needed to build your plan, such as income, goals, existing policies and investments, and identification required by regulation.

We use your information to respond to your enquiry, to prepare and manage your financial plan, to distribute the products you choose, and to meet our legal and regulatory obligations.

We contact you about your plan and your enquiry. We do not sell your personal information to third parties.

We share information with the insurers, fund houses, banks and registrars needed to execute the products you select, and with service providers who help us operate, such as our lead-management tools.

We may share information where required by law, regulation or a valid legal request.

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

We retain your information for as long as needed to provide our services and to meet legal and regulatory record-keeping requirements.

This website may use cookies and similar technologies to remember preferences and understand how the site is used, so we can improve it. You can control cookies through your browser settings.

You can ask us to access, correct or delete your personal information, subject to legal and regulatory limits. To make a request, contact us at hello@fintasticindia.in.