Privacy Policy

SureVriksha Financial Advisory ("we," "our," or "us") is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your information when you use our website or advisory services. By accessing our services, you consent to the practices described here.

1. Information We Collect

Information you provide: Name, date of birth, phone, email, address, financial information, health details (for health insurance), government IDs (PAN/Aadhaar for KYC), and communication records.

Automatically collected: IP address, browser type, pages visited, device information, and cookie data.

2. How We Use Your Information

• Provide insurance advisory and financial planning services
• Process insurance applications and policy renewals
• Assist with claims coordination and settlement
• Conduct KYC verification as required by IRDAI regulations
• Send relevant updates about your policies and renewals
• Improve our services and client experience
• Comply with applicable Indian laws and regulations

3. Information Sharing

We do not sell or rent your personal data. We may share information with: insurance companies (to process your applications), IRDAI and regulatory bodies (as legally required), technology service providers (bound by confidentiality), and legal authorities (when required by law).

4. Data Security

We implement SSL/TLS encryption, access-controlled storage, regular security audits, and staff training on data protection. We retain your data for as long as your policy is active and for a minimum of 7 years as required by IRDAI and the Income Tax Act. In case of a data breach affecting your rights, we will notify you within 72 hours.

5. Cookies & Tracking

We use essential cookies (required for website function), analytics cookies (anonymized, via Google Analytics), and preference cookies. You can control cookie settings through your browser. We do not use cookies to collect sensitive financial or health information.

6. Your Rights

You have the right to: access your personal data, request corrections, request deletion (subject to legal retention requirements), receive data in portable format, object to marketing processing, and withdraw consent at any time. Contact us at privacy@surevriksha.com to exercise these rights. We will respond within 30 days.

7. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect data from minors. If you believe we've inadvertently collected such data, contact us immediately and we'll delete it promptly.

8. Changes to This Policy

We may update this policy to reflect changes in our practices or legal requirements. We will notify active clients of significant changes via email or WhatsApp and post updates on this page with a revised "Last Updated" date.

9. Contact Us About Privacy

Data Controller: SureVriksha Financial Advisory
Email: privacy@surevriksha.com
Phone: +91 95834 25025
WhatsApp: +91 95834 25025

🔒 Our Commitment: Your trust is the foundation of our business. We handle your personal information with utmost care and transparency. If you ever feel your privacy has been compromised, reach out immediately — we will investigate and act promptly.