Privacy Policy
At Sree Sava Finexpert, your privacy is of utmost importance to us. We have established a policy to ensure the confidentiality of the information you share with us.
Information we collect
We collect certain non-public information about you to provide our consultancy, insurance, and investment services. Our policy is to keep this information confidential and protected, using or disclosing it only as needed to serve you or as required by law. This policy applies to both current and former clients.
The personal information we collect may include:
- Your name and address
- Investment objectives and experience
- Financial circumstances
- Account balance and transactions
- Identification documents
- Employment information
We collect your personal information from:
- Applications and other forms you submit
- Your transactions with us or others
- Custodians, broker/dealers, and other companies
How We Use Your Information
All financial companies need to share client information to run their daily business. We use your information to provide you with our services. We may disclose it to third parties as permitted by law, such as broker/dealers, custodians, or other service providers. Occasionally, we may also be required to share information with regulatory authorities. We do not sell your personal information to anyone.
Advertising
We use an advertising network to collect visitor data on our site and serve targeted ads to you on other sites. Our partners use cookies and web beacons to collect this data. You can opt out of personalized ads using the opt-out tool here. Note that you will still see ads, but they will not be personalized. For more information, please see the advertising network’s privacy notice here.
Safeguarding your information
We have procedures in place to protect the security and confidentiality of your information, including:
- Confidentiality agreements with third-party service providers
- Password-protected user access to computer files
- Employee training on privacy policies
- Strict confidentiality policies for all employees