We are committed to complying with the provisions of the Indian INFORMATION TECHNOLOGY ACT, 2000 and ensuring that the personal data we hold is processed fairly and lawfully. This Privacy Statement has therefore been prepared to tell you about the way we collect information from you and what we do with that information. If any part of this statement changes, we will tell you via our homepage at www.investmentplanners.in or www.investmentplanners.co.in and / or associated domains / sub-domains
If you have any questions about this statement or your personal information that we may collect from you, please contact us at firstname.lastname@example.org
1.5We will process any personal information we collect about you in accordance with the Indian INFORMATION TECHNOLOGY ACT, 2000
WHAT PERSONAL INFORMATION DO WE COLLECT, AND HOW IS THAT INFORMATION THEN USED?
Information collected when you browse the Site
Your IP Address: like most websites, each time you visit the Site we automatically collect your IP address and the web page from which you came. We use this information to administer and optimise the Site for you and to diagnose problems with our Site. We use your IP address to help identify you and to gather broad demographic information about you.
We will not collect any personal information about you from your browsing of the Site unless you agree to collection and use of your personal data by providing that information to us.
Information collected when you register to the Site or download a publication via a ‘Web form’
When you register to the Site, you may be asked to submit personal information about yourself in order to register and/or upload / download Content. This information may include, for example, your name, address, job title, telephone number, fax number, email address and postal address. We will only collect information that is necessary for us to allow you to upload / download Content and for us to provide you with any services or assistance connected with that Content.
Information collected from investment advisors / business partners using our online platform
We collect investor names and e-mail addresses from advisors / business partners using our online platform so that we can provide their investors our online services.
Information collected when you complete the online registration as a visitor or investor
When you complete the online registration as a visitor / investor, you may be asked to submit information about yourself as part of the process. This information may include, for example, your views on financial instruments, your age, your risk bearing capacity, your gender, your existing investments, your marital status and your family and lifestyle information.
HOW WILL WE USE ANY PERSONAL INFORMATION WE COLLECT?
Where we collect personal information, we will use it for administration and to tailor our service and/or products to match your needs. We may also use personal information to conduct market research surveys, for statistical analysis to determine Site usage, to run competitions (and for direct marketing purposes relating to our business). Information collected via our online registration platform may be provided to our business partners for soliciting financial advisory and investment consulting business. The privacy of registrants will always be upheld by Investment Planners and their business partners. We will also retain online registration responses for our own use for research, benchmarking and service improvement purposes.
We may employ the services of a third party to help us in certain areas, such as delivery of services directly or through our business partners, site(s) or CRM hosting, administering the online registration platform, marketing and market researching. In some cases that third party may receive your information. However, at all times we will control and be responsible for the use of your information.
We work closely with our appointed business partners in India and internationally that cover defined territories. More information about our partners would be available on our website. Information shared with us, unless specified otherwise, may also be shared with our appointed partners in the territory relevant to the business address postal code provided by you. From time to time our business partners may change. If your data is being transferred we will as far as possible notify you, and give you the opportunity to opt out of having your data transferred to the new partner, in advance of the migration taking place. Our appointed business partners will use this data to: contact you, support you in maintaining or obtaining required financial and investment solutions, refer you to other services or products that may be of benefit to you, introduce you to other businesses like yours. To opt out of any communications please contact email@example.com
At all times we are legally obliged to collect, retain and process any personal information that you provide in accordance with the Indian INFORMATION TECHNOLOGY ACT, 2000. Each time you provide us with personal information we aim to let you know how we intend to use it and ask you to give your consent to such use. This will include
(i) where we would like to use that information to send you details of other products and services we offer which are similar to the product/service for which you have subscribed; and
(ii) where we would like to share that information with certain selected third parties to allow them to provide you with details of their services and/or products which might be of interest to you.
Your Personal Information may be shared with a third party in the event of a transfer of ownership, transfer of business partner, assets or a bankruptcy of the owners and/ or business partners. We may also disclose your Personal Information as required or permitted by law, to protect the interests or safety of the country, state, owners and business partners of www.investmentplanners.in or a third party, or to prevent an emergency. Any third party with whom we share your Personal Information is authorised to use your Personal Information in accordance with our contractual arrangements with such third parties and in accordance with their own privacy policies, over which we have no control. Those who contact you will need to be instructed directly by you regarding your preferences for the use of your Personal Information by them.
How can I remove, update, prevent use of or correct my personal information?
Should you wish us to change your contact preferences, you should write to us on firstname.lastname@example.org to be removed from our lists.
HOW DO WE PROTECT YOUR PERSONAL INFORMATION?
We will hold your personal information securely and will only keep it for as long as is reasonably necessary in the circumstances, or whilst you are registered to use the Site(s), unless you have provided us with your consent to use the data for any additional purposes. We take the security of the Site(s) and the information you provide very seriously and we will take all appropriate technical measures using recognised security procedures and tools in accordance with good industry practice to protect your personal information.
Whilst we use all reasonable endeavours to protect your security in the manner described above, we consider that it is only appropriate to advise users that data transmission over the Internet and the World Wide Web cannot always be guaranteed as 100% secure, and therefore that you use the Site(s) at your own risk. Accordingly, we assume no liability for any disclosure of data due to errors in transmission, unauthorised third party access or other acts of third parties, or acts or omissions beyond our reasonable control.
When we provide services, we want to make them easy, useful and reliable. Where services are delivered on the internet, this sometimes involves placing small amounts of information on your device, for example, computer or mobile phone. These include small files known as cookies.
These pieces of information are used to improve services for you through, for example:
enabling a service to recognise your device so you don't have to give the same information several times during one task
recognising that you may already have given a username and password so you don't need to do it for every web page requested
measuring how many people are using services, so they can be made easier to use and there's enough capacity to ensure they are fast
The majority of browsers will allow you to alter the settings used for cookies and to disable and enable them as you require. If you do not want cookies then please refer to the “Help” menu on your browser for instructions on disabling them. You can manage these small files yourself and learn more about them through your internet provider search engines browser providers and other third part sites / blogs / forums on the world wide web.
4.3.1 Cookies for improving service
We use a Customer Relationship Management service. This system sets cookies in your browser to enable us to understand user behaviour, improve our service and provide users with more relevant information.
Cookies are typically written to the browser upon the first visit to the site from that web browser. If the cookie has been deleted by the browser operator, and the browser subsequently visits the site, a new cookie is written with a different visitor unique ID. Such cookies are used to determine unique visitors to the site and it are updated with each page view. Additionally, such cookie is provided with a unique ID that the application uses to ensure both the validity and accessibility of the cookie as an extra security measure. Cookies expire after a certain preset time period from set/update.
Cookies are also used to establish and continue a user session with the site. When a user views a page on the site, the script code attempts to update a cookie. If it does not find the cookie, a new one is written and a new session is established. Each time a user visits a different page on the site, the cookie is updated to expire in a preset time e.g. 30 minutes, thus continuing a single session for as long as user activity continues within 30-minute intervals. The cookie expires when a user pauses on a page on the site for longer than the preset time say 30 minutes. The cookie expires 30 minutes from set/update.
Cookies can be used to signal the last time a visitor viewed a page. Such cookie expires after a preset time period say 30 minutes from set/update.
We may also use services called Analytics to understand user behaviour at different times of the day. Analytics sets cookies to help us more accurately estimate the number of visitors to the website and volumes of usage. This is to ensure that the service is available when you want it and fast.
Cookies to make site specific web services work
Third parties advertisers on the Site may also place cookies on your browser. We will notify you of this when you attempt to access such an area. Once you have closed your browser, the cookie is deactivated.
Our professional and caring staff is dedicated to delivering only premium quality and compreshensive solutions
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