Privacy

What we collect

• Your name, email address, mobile number and date of birth.
• Where you pay tax, broadly what you do and a household income band — all optional except residency, and none of it a precise figure.
• Your answers to the assessment: your risk outlook, EMI load, emergency fund, insurance cover and investment timeframe.
• The scores and allocation our engine derives from those answers.

We do not ask for your PAN, bank details or card numbers anywhere on the public site. If you become a client, your advisor records a PAN and holds KYC paperwork because the regulator requires it of us — those are entered by us, kept off the public web, and released only to a signed-in advisor. Your date of birth also protects your plan: your private link opens only when the date is entered, so the link on its own reveals nothing.

What we do with it

We use it to produce your assessment, to build and review your plan, and to contact you about it. We do not sell it, and we do not share it with anyone except where required to execute an investment you have chosen, or where the law requires it.

How long we keep it

Assessments are kept as a history so your plan can be reviewed against where you started — that record is the point of the service. If you ask us to delete your data, we will, subject to any record-keeping our regulator requires of us.

Your rights

You can ask us what we hold about you, ask us to correct it, or ask us to delete it. Write to us via contact and we will respond.