Last Updated: 22/07/2026
At Jitendra P. Solanki – SEBI Registered Investment Adviser (Registration No. INA00000184), we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, disclose, and safeguard your information when you visit our website or use our advisory services.
1. Information We Collect
We may collect the following information:
- Name
- Email address
- Mobile number
- City and State
- Financial information shared for advisory purposes
- Information related to family financial planning, including information voluntarily shared for Special Needs Financial & Care Planning
- IP address, browser type, operating system, and device information
- Website usage data through cookies and analytics tools
We collect only the information necessary to provide our services and improve your experience.
2. How We Use Your Information
Your information may be used to:
- Provide investment advisory and financial planning services.
- Understand your financial goals and risk profile.
- Respond to enquiries and schedule consultations.
- Deliver newsletters, educational content, and regulatory communications (where consent has been provided).
- Improve website performance and user experience.
- Comply with legal, regulatory, and statutory obligations.
3. Confidentiality
We maintain strict confidentiality of all client information. Personal information is accessed only by authorised personnel and is protected using reasonable administrative, technical, and physical safeguards.
4. Sharing of Information
We do not sell, rent, or trade your personal information.
Information may be disclosed only:
- With your explicit consent.
- To regulatory authorities such as SEBI or other government agencies when legally required.
- To professional service providers assisting us in operating our business, subject to confidentiality obligations.
- To comply with applicable laws, court orders, or legal processes.
5. Cookies
Our website may use cookies and similar technologies to improve functionality, analyse website traffic, and enhance user experience. You may disable cookies through your browser settings; however, some website features may not function properly.
6. Data Security
We implement appropriate security measures to protect personal information from unauthorised access, misuse, alteration, or disclosure. While we strive to protect your information, no electronic transmission or storage system can be guaranteed to be completely secure.
7. Data Retention
Personal information will be retained only for as long as necessary to fulfil the purposes described in this Privacy Policy or to comply with applicable legal and regulatory requirements.
8. Third-Party Links
This website may contain links to third-party websites. We are not responsible for their privacy practices, content, or security. Users are encouraged to review the privacy policies of such websites before providing personal information.
9. Your Rights
Subject to applicable laws, you may request:
- Access to your personal information.
- Correction of inaccurate information.
- Updating your contact details.
- Withdrawal of consent for future marketing communications.
Certain information may continue to be retained where required by law or regulatory obligations.
10. Children’s Privacy
Our website is intended for adults seeking financial planning services. Although Special Needs Financial & Care Planning may involve information about dependent family members, we do not knowingly collect personal information directly from children.
11. Changes to this Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page along with the revised effective date.
12. Contact Us
For any privacy-related queries, please contact: