Who we are
We are the financial Consultant serving you for all type of Loans like New Car Loan, Home Loan, Business Loan, Personal Loans, Project Loans, CC and OD Facilities ETC……For Your Financial Azadi
Our website address is: https://jayeshbrahmbhatt.com
Privacy Policy for Financial Consulting Services
Effective Date: [09-08-2020]
At [Shree Hari Fin Serve], we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect the data you share with us.
- Information We Collect
We may collect the following types of personal information:
- Personal Identification: Name, address, phone number, email, date of birth, etc.
- Financial Information: Bank account details, tax records, investment details, income/expense data, credit history, etc.
- Documentation: PAN, Aadhaar (or other government-issued ID), income proof, property papers, insurance policies, etc.
- Business Information (if applicable): Company financials, business registrations, loan details, etc.
- How We Collect Information
Information may be collected through:
- Personal meetings
- Online forms
- Phone calls or emails
- Third-party service providers (with your consent)
- Official documents shared for financial analysis
- Use of Information
We use the information collected to:
- Provide financial consultancy services
- Prepare investment or insurance plans
- Assist in tax planning or filing
- Apply for loans or credit on your behalf (with your permission)
- Respond to inquiries or support requests
- Comply with legal and regulatory obligations
- Sharing of Information
We do not sell your personal data. We may share information only with:
- Regulatory authorities (if legally required)
- Financial institutions (banks, insurers, AMCs, etc.) with your approval
- Service providers who assist in delivering our services, bound by confidentiality
- Data Storage and Security
We use industry-standard security measures to protect your data:
- Secure servers and encrypted storage
- Access controls and regular audits
- Confidentiality agreements with staff and third parties
- Your Rights
You have the right to:
- Access and review your data
- Request correction of inaccurate information
- Withdraw consent (subject to legal/contractual obligations)
- Request deletion of your data (if applicable)
To exercise these rights, email us at [your email address].
- Retention Policy
We retain your data only for as long as required:
- To fulfill our services
- For legal, regulatory, and audit purposes
- Or until you request its deletion (subject to compliance obligations)
- Cookies and Website Usage (if applicable)
If you use our website:
- Cookies may be used to enhance your experience
- We do not use cookies to collect personal financial data
- Updates to this Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website or upon request.
Questions
In case if you have any questions regarding our refund pls feel free to contact us.
Our Website is https://jayeshbrahmbhatt.com
Call and WhatsApp on +91 8511161694
