Privacy Policy – MyOwnCFO (By AADEVI BROKR LLP)
Last Updated: 30/09/2025
At MyOwnCFO, we respect your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, store, and safeguard your data across our website, mobile applications, and services.
By using our services, you agree to the practices described in this policy.
1. Information We Collect
We may collect the following types of information:
Personal Identifiable Information (PII): Name, email, phone number, address, date of birth, PAN, Aadhaar, bank details, investment records, and documents you provide.
Financial Information: Income details, tax records, insurance policies, mutual fund statements, investment preferences, and related data required for financial management, wealth management, and risk management.
Device & Technical Data: IP address, device type, operating system, browser, app version, location (if enabled), and cookies.
Usage Data: Pages visited, time spent, click behavior, and interactions with services.
2. How We Use Your Information
We use collected information to:
Deliver financial planning, investment planning, tax compliance, and certified financial advisor services.
Personalize recommendations based on your goals and risk profile.
Fulfill legal and regulatory obligations (tax filing, KYC, AML compliance).
Improve our website, mobile application, and user experience.
Communicate service updates, newsletters, or promotional offers (with your consent).
Respond to support queries and resolve disputes.
3. Sharing & Disclosure of Information
We do not sell, trade, or rent personal information.
Information may be shared with:
Certified financial planners/advisors working with MyOwnCFO.
Regulatory authorities (Income Tax, GST, SEBI, IRDAI) when legally required.
Trusted third-party vendors (payment gateways, IT support, cloud hosting) for service delivery.
All partners are contractually bound to follow confidentiality and data protection standards.
4. Data Security
We use SSL encryption, firewalls, and multi-factor authentication to protect data.
Financial data is stored in secure servers with restricted access.
Employees and certified advisors undergo regular risk management and data privacy training.
5. Cookies & Tracking Technologies
We use cookies to enhance browsing, analyze traffic, and personalize services.
Third-party analytics tools (like Google Analytics) may collect anonymized usage data.
Users can manage or disable cookies via browser/app settings.
6. Mobile App Permissions (Google Play Compliance)
If you use our mobile app, we may request permissions for:
Storage/Media Access: To upload financial documents.
Camera/Files: For KYC verification.
Location: To provide localized services (optional).
Notifications: To send reminders about investments, tax deadlines, or advisory updates.
Permissions are optional and can be managed in your device settings.
7. User Rights & Choices
As a user, you have the right to:
Access, update, or correct your information.
Request deletion of your account and personal data.
Withdraw consent for processing or marketing communication.
Raise concerns with the Data Protection Officer (DPO) listed below.
8. Data Retention
We retain personal and financial data only as long as required to:
Provide services.
Fulfill regulatory and legal obligations.
Comply with certified financial advisor record-keeping standards.
Once no longer required, your data is securely deleted.
9. Third-Party Links
Our website/app may link to external websites. We are not responsible for their privacy practices and encourage you to review their policies.
10. Children’s Privacy
Our services are intended for individuals above 18 years. We do not knowingly collect information from minors.
11. Policy Updates
We may revise this Privacy Policy periodically. Changes will be updated here with a new “Last Updated” date. Continued use of our services indicates acceptance of the revised policy.
12. Contact Us
For privacy-related queries, contact:
📧 Email: connect@myowncfo.in
🌐 Website: www.myowncfo.in
📍 Address: 404, 4th Floor,
DLF Galleria Towers, DLF Phase IV,
Gurgaon-122009, Haryana
📞 Phone: +91-99100 11642
