Privacy Policy
This Privacy Policy has been compiled to better serve those who are concerned with how their Personally Identifiable Information (PII) is being used online. PII refers to information that can be used on its own or with other information to identify, contact, or locate an individual. Please read this policy carefully to understand how Saatchi Financial Solutions collects, uses, protects, or otherwise handles your information in accordance with our website.
1. What personal information do we collect?
When registering on our website www.saatchifinancials.com
, filling forms, or using our services, you may be asked to enter information such as:
Name
Email address
Phone number
Mailing address
Financial profile information
Investment preferences
PAN or identification details (if required for financial services)
Other information relevant to financial advisory services
This information helps us provide a personalized and efficient experience.
2. When do we collect information?
We collect information when you:
Register on our website
Fill out forms or consultation requests
Subscribe to newsletters
Contact us through email, phone, or forms
Request financial advisory services
Use features on our website
3. How do we use your information?
We may use the information we collect in the following ways:
Service Delivery
To provide financial advisory services
To analyze financial goals and portfolio requirements
To personalize your financial planning experience
Customer Support
To respond to your inquiries and service requests
To improve customer support
Communication
To send service updates
To provide financial insights or industry updates
To send newsletters and educational material
Transactions
To process payments for services
To send payment confirmations or invoices
Notifications
We may also use your mobile number and email to:
Send OTP verification
Send appointment confirmations
Provide portfolio updates
Notify changes in financial plans or services
Send payment reminders
Provide important service announcements
4. How do we protect your information?
We implement strong security measures to protect your personal data.
Your personal information is stored behind secure networks.
Access is limited only to authorized personnel.
Sensitive data is encrypted using Secure Socket Layer (SSL) technology.
Payment transactions are handled through secure third-party payment gateways.
We do not store credit card or payment details on our servers.
5. Do we use cookies?
Our website may use basic cookies to improve user experience, such as:
remembering user preferences
improving website functionality
analyzing website traffic
Users may choose to disable cookies through browser settings.
6. Third-party disclosure
We do not sell, trade, or transfer your Personally Identifiable Information to outside parties.
However, information may be shared with trusted service providers or regulatory entities when necessary for:
financial service compliance
payment processing
regulatory obligations
7. Third-party links
Our website may include links to third-party websites such as financial platforms or service providers.
These websites have their own privacy policies, and Saatchi Financial Solutions is not responsible for their content or practices.
8. Email Communications & Compliance
We comply with applicable email marketing laws and standards.
We collect email addresses to:
Send financial updates and newsletters
Respond to inquiries
Provide service information
Share updates about our financial advisory services
We agree to:
Avoid misleading subject lines
Clearly identify marketing communications
Provide an option to unsubscribe
Honor unsubscribe requests promptly
Users can unsubscribe anytime through the unsubscribe link in emails.
9. Contacting Us
If you have any questions regarding this Privacy Policy, you may contact us:
Saatchi Financial Solutions
Website: www.saatchifinancials.com
Email: info@saatchifinancials.com