Desai Financial Services ("we", "us", "our") respects your privacy. This policy explains how information submitted through this website is collected, used and protected.
Information We Collect
We collect only the information you voluntarily submit through our appointment form:
- Your name
- Your mobile number
- Your email address, if you choose to provide it
- The service you are interested in, and any message you write
We do not collect financial account details, policy numbers or identity documents through this website.
How We Use Your Information
Your information is used solely to respond to your enquiry, to schedule a consultation, and to share the financial planning information you have requested. We may contact you by telephone call, SMS, email or WhatsApp, as consented to when you submitted the form.
Consent
We contact you only on the basis of the consent you provide when submitting the appointment form. You may withdraw that consent at any time by writing to us, after which we will stop contacting you for marketing or follow-up purposes.
Data Sharing
We do not sell, rent or trade your personal information to any third party. Your information may be shared with an insurer, asset management company or other product provider only where this is necessary to process a policy or plan that you have chosen to proceed with.
Data Retention
Enquiry details are retained only for as long as needed to serve your enquiry and to meet any record-keeping obligation that applies to us under law. You may ask us to delete your information at any time.
Your Rights
You may request access to, correction of, or deletion of the information we hold about you, and you may withdraw your consent to being contacted. To exercise any of these rights, contact us using the details below.
Contact and Grievances
For any question about this policy, or to raise a grievance about how your information has been handled, contact:
- Sudesh I Desai, Desai Financial Services
- Email: sudesh_welfare@yahoo.com
- Telephone: +91 98412 14602
- Thiruvanmiyur, Chennai, Tamil Nadu
We aim to acknowledge every grievance within a few business days.
Changes to This Policy
We may update this policy from time to time. The version published on this page is the one currently in effect.
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