Privacy Policy

1. Introduction

Welcome to Plan My Finance (“Company”, “we”, “us”, “our”). We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [www.planmyfinance.in] (the “Site”) and utilize our financial services and mutual fund distribution services.

2. Information We Collect

We may collect personal information that you provide directly or indirectly through your use of our services. This includes:

• Personal Identification Information: Such as your name, address, phone number, email address, and financial information.
• Account Information: Such as account numbers, transaction history, and investment preferences.
• Technical Data: Such as your IP address, browser type, operating system, and usage data collected through cookies and other tracking technologies.
• Communication Data: Records of your correspondence with us, including feedback and customer support interactions.

3. How We Use Your Information

We use the information we collect for the following purposes:

• To Provide and Improve Our Services: Including processing transactions, managing accounts, and customizing your experience.
• To Communicate With You: About your account, transactions, and other relevant updates or changes to our services.
• To Comply With Legal Obligations: Such as anti-money laundering regulations and other financial compliance requirements.
• To Enhance Security: For fraud prevention, risk management, and to protect against unauthorized access.
• For Marketing and Analytics: To provide you with relevant information about our products and services and to understand usage patterns.

4. Sharing Your Information

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

• With Service Providers: Third-party vendors who perform services on our behalf, such as payment processors and data storage providers.
• For Legal Reasons: If required by law, regulation, or legal process, or to protect the rights, property, and safety of our company, users, or others.
• With Business Partners: For purposes related to providing and improving our services, under confidentiality agreements.
• In Connection With Business Transfers: Such as mergers, acquisitions, or asset sales, where your information may be transferred to a new entity.

5. Security of Your Information

We implement reasonable and appropriate security measures to protect your personal information from unauthorized access, use, or disclosure. Despite our efforts, no security system is impenetrable, and we cannot guarantee the absolute security of your information.

6. Your Choices

You have certain rights regarding your personal information, including:

• Access and Correction: You can request access to or correction of your personal information.
• Opt-Out: You may opt out of receiving marketing communications from us by following the unsubscribe instructions in those communications.
• Cookies and Tracking: You can manage your cookie preferences through your browser settings. Note that disabling cookies may affect the functionality of our Site.

7. Third-Party Links

Our Site may contain links to third-party websites or services. We are not responsible for the privacy practices or content of such third parties. We encourage you to review their privacy policies before providing any personal information.

8. Children’s Privacy

Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will take steps to delete it.

9. Changes to This Privacy Policy

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

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

PLAN MY FINANCE
Vyomesh CHS Ltd, C Wing /44/B, Ground Floor, S.V.P Road, Opp Gokul Hotel, Borivali West, Mumbai - 400092
sojan@planmyfinance.in
+91 9766492928 / 022- 62368336

Thank you for trusting Plan My Finance with your personal information. We are committed to safeguarding your privacy and providing you with a secure experience.