Privacy-Policy

Introduction

At Dual Fin Advisory, we are committed to protecting your privacy and ensuring the security of the information you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal and financial data when you interact with our website or use our services.

By accessing our website or using our services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information: Name, contact details (email, phone number), address, date of birth, etc.

Financial Information: PAN, Aadhaar, bank details, tax records, income details, investment information, and other financial documents.

Business Information: Company name, registration details, GST number, compliance records, and related documents.

Usage Data: IP address, browser type, pages visited, device information, and cookies.

How We Use Your Information

We use the information collected for the following purposes:

• To provide financial and advisory services as requested
• To verify your identity and complete service onboarding
• To comply with regulatory and legal obligations
• To process payments and generate invoices
• To communicate with you regarding your account, services, or updates
• To improve our website, offerings, and user experience

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. However, we may share your information with:

• Authorized employees, agents, and service partners who assist in delivering our services
• Government authorities, auditors, or legal entities when required by law
• Third-party payment gateways and compliance tools (under confidentiality agreements)

Data Security

We implement robust security measures to protect your data against unauthorized access, misuse, alteration, or loss. However, no method of data transmission over the Internet is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our website. These cookies help us analyze web traffic, remember your preferences, and improve functionality. You may choose to disable cookies through your browser settings.

Third-Party Links

Our website may contain links to external websites. We are not responsible for the content or privacy practices of those sites. We encourage you to read their respective privacy policies before sharing any information.

Your Rights

You have the right to:

Access the personal information we hold about you

Request correction or deletion of your data

Withdraw your consent (subject to legal and contractual obligations)

Raise concerns or complaints about data handling

To exercise any of these rights, please contact us at the details provided below.

Changes to the Privacy Policy

Dual Fin Advisory reserves the right to update this policy at any time. We recommend reviewing this page periodically to stay informed about how we protect your data. Continued use of our website and services constitutes acceptance of any changes.

Contact Us

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

Dual Fin Advisory
Email: info@duallfinadvisory.com
Phone: +91 9036033003
Address: Ramanuja plaza, 3rd Floor, 5th Cross, Malleswaram, Bengaluru – 560003