Your financial information stays private.

We collect your name, verified email, mobile number, age, financial assessment, projections and consultation details to provide your dashboard and respond to guidance requests. Authorised site administrators can access these records. Financial payloads are encrypted in the database; WordPress stores your account name and email for authentication.

Email sign-in links expire after 30 minutes. Google Sign-In, when enabled, sends your identity credential to this website for verification and uses Google’s identity service. No advertising or conversion tags run in this portal. Do not enter bank account numbers, PAN, Aadhaar, card details, medical diagnoses or passwords.

Hosting and email providers process information needed to operate the service. Advisor notifications include contact details and a private link; financial reports are not attached to emails. Consent version 2026-11-08-v1. Portal records are retained for 365 days after their last update. You can export or delete your planning records from your dashboard or contact serviceavijit@gmail.com. Account removal and grievance requests are handled through the website administrator. Backup copies must expire under the documented backup policy; deletion is not instant in backups.

See the public portal privacy notice for details about Google Sign-In and your information.