Privacy Policy

Last updated: December 2024

1. Introduction

Chartered Finance Network ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our services.

2. Information We Collect

Personal Information

We may collect the following types of personal information:

  • Name and contact details (email, phone number, address)
  • Financial information (income, investments, tax details)
  • Identity documents (PAN, Aadhaar for KYC purposes)
  • Bank account details
  • Employment information

Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address and browser information
  • Device information
  • Usage data and browsing patterns
  • Cookies and similar tracking technologies

3. How We Use Your Information

We use your personal information to:

  • Provide and improve our financial services
  • Process your requests and transactions
  • Communicate with you about our services
  • Comply with legal and regulatory requirements
  • Prevent fraud and ensure security
  • Send marketing communications (with your consent)

4. Information Sharing

We may share your information with:

  • Financial institutions and service providers
  • Regulatory authorities when required by law
  • Third-party service providers who assist our operations
  • Professional advisors (lawyers, accountants)

We do not sell your personal information to third parties.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and resolve disputes. Financial records are retained as per regulatory requirements.

7. Your Rights

You have the right to:

  • Access your personal information
  • Correct inaccurate data
  • Request deletion of your data (subject to legal requirements)
  • Withdraw consent for marketing communications
  • Lodge a complaint with data protection authorities

8. Cookies Policy

Our website uses cookies to enhance your browsing experience. You can manage cookie preferences through your browser settings. Disabling cookies may affect some functionality of our website.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to read their privacy policies.

10. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

12. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

  • Phone: +91 99999 99999
  • Address: Lucknow, Uttar Pradesh, India