Privacy Policy

01. Introduction

Welcome to the official website of Mitali Mehta (Certified Financial Planner, Chartered Accountant, and Lawyer). We are committed to maintaining the confidentiality, integrity, and security of any personal information provided by visitors to our website.

This Privacy Policy explains the nature of information we collect, the specific purposes for which it is used, how it is safeguarded, and your choices regarding your personal details when navigating this site.

02. Information We Collect

We collect information to provide clear communication, fulfill educational resource requests, and facilitate professional consultations.

2.1 Information You Voluntarily Provide

When you submit a form on our website, request a consultation, download a financial checklist, or engage via our contact channels, you may choose to provide:

• Name: To address you personally in our correspondence.
• Email Address: To deliver requested materials, reply to inquiries, or confirm appointments.
• Phone Number: For scheduling consultations and providing requested call-backs where appropriate.
• Enquiry / Message Details: Context regarding your financial planning, taxation, or educational inquiries.
• Appointment & Service Preferences: Preferred dates, times, or areas of interest (e.g., Investment Solutions, Taxation & Compliance, Financial Organisation).

2.2 Automatically Collected Technical Information

When accessing this website, standard technical information may be recorded by web servers to ensure proper page delivery and system stability, including:

• Browser type and version.
• Device category and operating system.
• Pages viewed, access timestamps, and referring website URLs.
• Internet Protocol (IP) address.

03. How We Use Information

The information collected on this website is utilized solely for legitimate, professional, and transparent purposes:

• Responding to Enquiries: Answering questions submitted through our contact forms or interactive guides.
• Scheduling Consultations: Coordinating appointments for personal finance, tax compliance, or accounting guidance.
• Delivering Resources: Providing access to financial calculators, educational articles, and organisation checklists.
• Improving Website Experience: Ensuring pages render seamlessly across desktop, tablet, and mobile devices.
• Professional Communication: Sharing important administrative updates or follow-ups directly relevant to your requests.

04. Cookies & Similar Technologies

Cookies are small data files stored on your browser. This website may utilize standard, essential session cookies to support site navigation, remember basic user interface preferences, and ensure optimal technical performance.

You can configure your browser settings to refuse cookies or notify you when a cookie is sent. Disabling essential cookies may slightly impact the responsiveness of certain interactive website features.

05. Third-Party Services

Where applicable, this website may interact with trusted technical service providers (such as web hosting infrastructure, typography providers like Google Fonts, or secure email dispatch services) strictly to enable the website’s functionality.

These service providers are bound to handle information strictly in accordance with applicable confidentiality and security standards.

06. Data Security

We implement reasonable administrative, organizational, and technological safeguards to protect your personal information against unauthorized access, loss, misuse, or alteration.

While we make every reasonable effort to protect your personal data, no method of transmission over the Internet or electronic storage can be guaranteed as entirely immune to risk; therefore, absolute security cannot be guaranteed.

07. Data Retention

We retain personal information only for as long as is reasonably necessary to fulfill the specific purposes for which it was gathered, including responding to your correspondence, fulfilling advisory requests, maintaining professional records, or complying with relevant legal and regulatory obligations.

08. Your Rights & Choices

Depending on applicable legal provisions, you have rights regarding the personal information you have shared with us:

• Review and Access: Request a review of the personal information you have provided to us.
• Correction: Request updates or corrections to any inaccurate or incomplete details.
• Deletion: Request the deletion of your contact records, subject to professional record-keeping or statutory requirements.
• Communication Preferences: Opt out of receiving non-essential educational or informational correspondence at any time.

09. External Links

This website may contain links to external third-party platforms, such as media publication features (e.g., Chitralekha, Mumbai Samachar, Business Guardian), verified social media profiles, or book publishers.

We do not control the content or privacy policies of third-party websites. We encourage you to review the privacy notices of any external site you choose to visit.

10. Children's Privacy

This website is intended for adult individuals and business professionals seeking financial, tax, and educational guidance. We do not knowingly collect personal information directly from children under the age of 18.

11. Changes to This Privacy Policy

We may periodically revise this Privacy Policy to reflect updates in our professional practices, website enhancements, or relevant legal requirements. Any modifications will be posted directly on this page with an updated revision date.

12. Contact Us

If you have any questions, comments, or requests regarding this Privacy Policy or how your information is handled, please feel free to reach out through our official contact channels: