Last updated: October 2026
What this website collects
This website does not store your personal information on our server. The calculators and self-checks (Check your six, Risk profile) run entirely in your browser, and your answers are not sent to us unless you choose to share them.
When you send an enquiry or share a result, it opens WhatsApp with your message filled in. Nothing is sent until you press send in WhatsApp. When you book a call, your details go to our booking service, Calendly.
Information you share with us directly
If you contact us or ask for a review, you may share your name, phone number, email, financial details, account statements or policy documents. We use this only to respond to you, provide the review or service you asked for, and meet our legal and regulatory obligations as a mutual fund distributor and insurance agents.
We do not sell your information. We share it only with the insurers, fund houses and platforms needed to process something you've asked for, or where the law requires it.
Third-party services on this site
Some parts of this site are provided by other companies, which may set their own cookies or collect usage data under their own privacy policies: Calendly (booking), YouTube (videos), Google Maps (map), Google Fonts (fonts) and WhatsApp (messages).
Your choices
You can ask us at any time to see, correct or delete the information you've shared with us, or withdraw your consent, by writing to finguidein@gmail.com. Some records may need to be kept for the period required by law or regulators.
Contact
For any privacy question, contact us at finguidein@gmail.com or +91 80537 77227.