{"id":3,"date":"2024-12-12T05:03:57","date_gmt":"2024-12-12T05:03:57","guid":{"rendered":"https:\/\/fiscorasolutions.com\/?page_id=3"},"modified":"2026-07-23T11:43:06","modified_gmt":"2026-07-23T11:43:06","slug":"privacy-policy","status":"publish","type":"page","link":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/privacy-policy\/","title":{"rendered":"Privacy Policy"},"content":{"rendered":"

[vc_row css_animation=\u201d\u201d row_type=\u201drow\u201d use_row_as_full_screen_section=\u201dno\u201d type=\u201dgrid\u201d angled_section=\u201dno\u201d text_align=\u201dleft\u201d background_image_as_pattern=\u201dwithout_pattern\u201d z_index=\u201d\u201d el_class=\u201dpadding-top50\u2033][vc_column][vc_column_text]<\/p>\n

At IEPF Advisors Group<\/b>, we are committed to protecting the privacy and personal information of our clients, website visitors, and business partners. This Privacy Policy explains how we collect, use, store, disclose, and safeguard your information when you visit our website or use our advisory services.<\/p>\n

[\/vc_column_text][vc_column_text]<\/p>\n

By accessing our website or engaging our services, you agree to the practices described in this Privacy Policy.<\/p>\n

[\/vc_column_text][vc_empty_space height=\u201d25px\u201d][vc_column_text]<\/p>\n

Information We Collect<\/h1>\n
[\/vc_column_text][vc_column_text]<\/p>\n
To provide efficient advisory and support services, we may collect the following types of information:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Personal Information<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 Documents submitted for claim processingFull Name<\/li>\n
\u2022 Documents submitted for claim processingMobile Number<\/li>\n
\u2022 Documents submitted for claim processingEmail Address<\/li>\n
\u2022 Documents submitted for claim processingPostal Address<\/li>\n
\u2022 Documents submitted for claim processingDate of Birth(where required)<\/li>\n
\u2022 Documents submitted for claim processingPAN Card Details(only when necessary for service execution)<\/li>\n
\u2022 Documents submitted for claim processingAadhaar or other identity information (where legally required)<\/li>\n
\u2022 Documents submitted for claim processingBank account information (only for claim-related documentation)<\/li>\n
\u2022 Documents submitted for claim processingDemat Account Details<\/li>\n
\u2022 Documents submitted for claim processingShareholding or investment information<\/li>\n
\u2022 Documents submitted for claim processingNominee or legal heir information<\/li>\n
\u2022 Documents submitted for claim processingDocuments submitted for claim processing<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Technical Information<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
When you visit our website, certain technical information may be collected automatically, including:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 IP Address<\/li>\n
\u2022 Browser Type<\/li>\n
\u2022 Device Information<\/li>\n
\u2022 Operating System<\/li>\n
\u2022 Pages Visited<\/li>\n
\u2022 Date and Time of Visit<\/li>\n
\u2022 Referral Source<\/li>\n
\u2022 Website Usage Statistics<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
This information helps us improve website performance and user experience.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
How We Use Your Information<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
The information collected may be used to:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 Provide financial advisory services.<\/li>\n
\u2022 Evaluate eligibility for claims.<\/li>\n
\u2022 Prepare documentation.<\/li>\n
\u2022 Respond to enquiries.<\/li>\n
\u2022 Verify client identity.<\/li>\n
\u2022 Coordinate with companies, registrars, financial institutions, or government authorities where required.<\/li>\n
\u2022 Improve our website and services.<\/li>\n
\u2022 Communicate important updates.<\/li>\n
\u2022 Maintain legal and regulatory compliance.<\/li>\n
\u2022 Prevent fraud and unauthorized activities.<\/li>\n
\u2022 Provide customer support.<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
We collect only the information necessary for providing our professional services.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Sharing of Information<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
We respect your privacy and do not sell, rent, or trade your personal information.
\nInformation may be shared only when necessary with:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 Government authorities<\/li>\n
\u2022 Regulatory bodies<\/li>\n
\u2022 Companies<\/li>\n
\u2022 Registrar & Transfer Agents (RTAs)<\/li>\n
\u2022 Banks<\/li>\n
\u2022 Insurance companies<\/li>\n
\u2022 Mutual fund houses<\/li>\n
\u2022 Legal professionals<\/li>\n
\u2022 Service providers assisting in claim processing<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Such sharing is limited to the extent required for completing your engagement or complying with applicable laws.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Document Security<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Many of our services require confidential financial and legal documents. We take appropriate administrative, technical, and organizational measures to safeguard this information against unauthorized access, misuse, alteration, or disclosure.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Although we implement reasonable security practices, no method of electronic transmission or storage can be guaranteed to be completely secure.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Cookies<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Our website may use cookies and similar technologies to enhance your browsing experience.Cookies help us:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 Understand website traffic.<\/li>\n
\u2022 Improve website functionality.<\/li>\n
\u2022 Remember user preferences.<\/li>\n
\u2022 Analyze visitor behaviour.<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Data Retention<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
We retain personal information and supporting documents only for as long as necessary to:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 Complete the requested services.<\/li>\n
\u2022 Comply with legal obligations.<\/li>\n
\u2022 Maintain professional records.<\/li>\n
\u2022 Resolve disputes.<\/li>\n
\u2022 Meet regulatory requirements.<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Once the information is no longer required, it is securely deleted or archived in accordance with applicable laws.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Confidentiality<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
All information shared by clients is treated as confidential. Our team follows strict internal procedures to ensure that client information is accessed only by authorized personnel involved in the respective assignment.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Professional confidentiality remains one of our core commitments.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Your Rights<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Depending on applicable laws, you may have the right to:<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
\n
\u2022 Request access to your personal information.<\/li>\n
\u2022 Request correction of inaccurate information.<\/li>\n
\u2022 Request updating of incomplete information.<\/li>\n
\u2022 Request deletion where legally permissible.<\/li>\n
\u2022 Withdraw consent where applicable.<\/li>\n
\u2022 Ask questions regarding how your information is processed.<\/li>\n<\/ul>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Certain requests may be subject to legal or regulatory obligations.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Children\u2019s Privacy<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Our services are intended for individuals who are legally capable of entering into professional engagements. We do not knowingly collect personal information from children through our website.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
If we become aware that information relating to a minor has been collected unintentionally, appropriate steps will be taken to address the matter.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Changes to This Privacy Policy<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
IEPF Advisors Group reserves the right to update or modify this Privacy Policy at any time to reflect changes in legal requirements, business practices, or service offerings.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
The revised version will become effective immediately upon publication on this website. Users are encouraged to review this page periodically.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Contact Us<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
If you have any questions regarding this Privacy Policy, the collection of your information, or our data handling practices, please contact us through the contact details available on the IEPF Advisors Group website.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
We will make reasonable efforts to respond to your enquiry in a timely and professional manner.<\/p>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Your Privacy Matters<\/h3>\n
[\/vc_column_text][vc_column_text]<\/p>\n
Protecting your information is an important part of the trust our clients place in us. IEPF Advisors Group is committed to handling personal and financial information responsibly while delivering transparent, professional, and legally compliant advisory services.<\/p>\n
[\/vc_column_text][vc_empty_space height=\u201d80px\u201d][\/vc_column][\/vc_row][vc_row css_animation=\u201d\u201d row_type=\u201drow\u201d use_row_as_full_screen_section=\u201dno\u201d type=\u201dfull_width\u201d angled_section=\u201dno\u201d text_align=\u201dleft\u201d background_image_as_pattern=\u201dwithout_pattern\u201d][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/body>","protected":false},"excerpt":{"rendered":"
[vc_row css_animation=\u201d\u201d row_type=\u201drow\u201d use_row_as_full_screen_section=\u201dno\u201d type=\u201dgrid\u201d angled_section=\u201dno\u201d text_align=\u201dleft\u201d background_image_as_pattern=\u201dwithout_pattern\u201d z_index=\u201d\u201d el_class=\u201dpadding-top50\u2033][vc_column][vc_column_text] At IEPF Advisors Group, we are committed to protecting the privacy and personal information of our clients, website visitors, and business partners. This Privacy Policy explains how we collect, use, store, disclose, and safeguard your…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":{"om_disable_all_campaigns":false,"footnotes":""},"class_list":["post-3","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/pages\/3","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/comments?post=3"}],"version-history":[{"count":28,"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/pages\/3\/revisions"}],"predecessor-version":[{"id":955,"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/pages\/3\/revisions\/955"}],"wp:attachment":[{"href":"https:\/\/makemydesigns.in\/iepfadvisors\/web\/wp-json\/wp\/v2\/media?parent=3"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}