Legal & Policy

Privacy Policy

Learn how Plan My Fund collects, uses, protects, and safeguards your personal information.

1. Introduction

Plan My Fund ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this privacy policy carefully. By using our services, you consent to the practices described in this policy.

2. Information We Collect

We may collect information about you in various ways, including:

Personal Data

When you contact us through our website, apply for careers, or engage our services, we may collect personally identifiable information such as your name, email address, phone number, and any other information you voluntarily provide.

Financial Information

In the course of providing our advisory services, we may collect financial information necessary to deliver our services effectively. This information is handled with the utmost confidentiality and security.

Automatically Collected Information

We may automatically collect certain information when you visit our website, including your IP address, browser type, operating system, access times, and pages viewed directly before and after accessing our website.

3. How We Use Your Information

We may use the information we collect about you for the following purposes:

  • To provide and maintain our services
  • To respond to your inquiries and fulfill your requests
  • To process job applications
  • To send you updates, newsletters, and marketing communications (with your consent)
  • To improve our website and services
  • To comply with legal obligations
  • To protect our rights and prevent fraud

4. Disclosure of Your Information

We may share information we have collected about you in certain situations:

  • With service providers who assist us in operating our business
  • To comply with legal requirements or respond to lawful requests
  • To protect our rights, privacy, safety, or property
  • In connection with a merger, acquisition, or sale of assets

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

5. Data Security

We implement appropriate technical and organizational security measures to protect the security of your personal information. However, please note that no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We will retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements.

7. Your Rights

You have certain rights regarding your personal information:

  • The right to access your personal information
  • The right to correct inaccurate information
  • The right to request deletion of your information
  • The right to withdraw consent for marketing communications
  • The right to lodge a complaint with a supervisory authority

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can set your browser to refuse all or some browser cookies or to alert you when cookies are being sent.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us at info@pmfadvisors.in or via our Contact Us page.

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