Privacy Policy

Last Updated: 2 September 2025

Introduction

Jyoti More Financial Advisor (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal information securely and transparently. This Privacy Policy outlines how we collect, use, disclose, and protect your personal data when you visit and interact with our website [jyotimorefinancialadvisor.com].

1. Scope & Purpose

This policy applies to all users of our website, including visitors, clients, and others who submit personal data online.
The types of personal and sensitive data we collect
Why we collect it and how it’s used
With whom we may share it
The security measures in place to protect your data

This aligns with the requirements under India’s IT (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011

2. Information We Collect

We gather information in several contexts:

a. Information You Provide Directly

Contact details (name, email, phone number, address)
Professional/financial details (occupation, investment goals)
Documents submitted for advisory purposes (ID proofs, financial statements, tax info)

b. Automatically Collected Data

Browser and device data (IP address, browser type, referring pages, access times)
Cookies or tracking technologies used for website analytics and functionality

c. From Third Parties (with your consent)/b>

Data from financial institutions, credit bureaus, or regulatory bodies for due diligence and advisory services

3. How We Use Your Information

We use collected data to:

Provide and personalize advisory services
Respond to your inquiries or appointment requests
Send updates, newsletters, or educational content (only if you’ve opted in)
Comply with legal, regulatory, and tax obligations
Improve our services and website experience

4. Disclosure of Information

We may share your information with:

Service Providers & Affiliates – Third-party vendors, such as IT support, document processors, or analytics services—only for performing tasks on our behalf and under contract to protect confidentiality.
Legal or Regulatory Authorities – When required by law (e.g., due to court orders, regulatory requests, fraud prevention).
Business Transitions – If the business is sold or merged, your information may be transferred to a successor entity maintaining the same privacy protections.

5. Security Measures

We implement reasonable security measures—including physical, electronic, and procedural safeguards—to protect your personal data. While we aim to keep your information secure, no system is completely impervious to risk.

6. Data Retention

We retain your personal data only as long as needed for service delivery or compliance with laws.
Once no longer required, we securely delete or anonymize your data according to internal policies.

7. Your Rights & Choices

Depending on applicable law, you may:

Access or correct your personal data
Request deletion or withdrawal of your consent
Opt out of marketing communications
To exercise these rights, please contact us at the address below. We may verify your identity before fulfilling your request.

8. Cookies & Tracking

We use cookies and similar technologies to enhance the website’s performance, understand usage, and provide tailored content. You may disable cookies via your browser settings, but this may affect site functionality.

9. Children’s Data

We do not knowingly collect information from individuals under 13 years old through our website. If you believe we have inadvertently done so, please let us know, and we will promptly delete such information.

10. Policy Updates

We may revise this Privacy Policy from time to time. Any significant changes will be posted here with a revised “Last Updated” date. We encourage you to revisit periodically.

11. Contact Information

If you have questions, concerns, or wish to exercise your privacy rights, please contact:
Call: +91 8805105232
Email: morejyotin@gmail.com
Address: Kothrud, Pune 411038.