Our Privacy Policy as A Financial Consultant

Privacy Policy

Effective Date: 13 May 2023
Last Updated: 13 May 2023

At Sahita, your privacy is important to us. This Privacy Policy outlines how we collect, use, store, and protect your personal information when you engage with our financial consulting services.

1. Who We Are

Sahita is a financial service consultancy providing personalized advice and strategic solutions to individuals and businesses. This Privacy Policy applies to all interactions, whether online, via phone, or in person.

2. Information We Collect

We may collect the following types of personal data:

• Personal Identification: Name, address, phone number, email address, date of birth, and identification documents.

• Financial Information: Income, expenses, assets, liabilities, bank details, investment portfolio, and tax information.

• Usage Data: Website visit logs, IP address, browser type, and interaction with our digital platforms.

• Documents You Provide: Tax returns, financial statements, pay slips, loan documents, etc.

3. How We Use Your Information

Your information is used to:

• Provide tailored financial consulting services.

• Analyze your financial position and develop customized plans.

• Communicate with you regarding appointments, reports, and recommendations.

• Comply with legal and regulatory obligations.

• Improve our services and user experience.

4. Legal Basis for Processing

We process your personal data based on:

• Your consent.

• The need to perform a contract (e.g., financial planning agreement).

• Our legal obligations (e.g., anti-money laundering laws).

• Our legitimate interests, such as improving service quality.

5. How We Share Your Data

We do not sell your personal data. However, we may share it with:

• Authorized employees and contractors.

• Financial institutions or partners involved in your consultation (with your consent).

• Legal or regulatory authorities if required by law.

6. Data Security

We implement appropriate technical and organizational measures to protect your data from unauthorized access, disclosure, alteration, or destruction.

• Secure cloud storage and encrypted communications.

• Role-based access control for sensitive data.

• Regular security audits and data backups.

7. Data Retention

We retain your personal data only as long as necessary for the purpose it was collected or as required by law. Once your data is no longer needed, it will be securely deleted.

8. Your Rights

You have the right to:

• Access the personal data we hold about you.

• Request correction or deletion of your data.

• Withdraw consent at any time.

• Object to data processing in certain circumstances.

• Lodge a complaint with a data protection authority.

To exercise these rights, contact us using the details below.