Aeirth Strategic Advisory (“Aeirth,” “we,” or “us”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our website or engage our advisory services. By using our services you agree to the practices described here.
01
Information We Collect
We may collect the following categories of personal data:
- Contact Details — name, email address, phone number, provided when submitting an enquiry or booking a session.
- Financial Information — income range, investment preferences, risk appetite, and financial goals, shared voluntarily during advisory sessions.
- Business Information — company name, industry, business stage, and operational details shared during business advisory engagements.
- Technical Data — IP address, browser type, pages visited, and referral source collected via server logs and analytics.
- Communication Records — emails, WhatsApp messages, and call notes related to your enquiry or ongoing engagement.
We do not collect Aadhaar, PAN, bank credentials, or government-issued ID unless expressly required and separately consented to for a specific service.
02
How We Use Your Information
Your information is used solely for legitimate advisory and operational purposes:
- Respond to enquiries and schedule discovery calls
- Prepare and deliver personalised advisory plans and reports
- Communicate progress updates, session summaries, and follow-ups
- Send relevant educational content or service announcements (with consent)
- Improve our website through anonymised analytics
- Comply with applicable laws and legal obligations
We will never sell your data to third parties, use it for unsolicited marketing, or apply it for purposes unrelated to your engagement with Aeirth.
03
Legal Basis for Processing
We process personal data under the following lawful bases:
- Consent — where you have explicitly agreed to communications or sharing of sensitive financial information.
- Contractual Necessity — to fulfil our advisory services agreement with you.
- Legitimate Interest — for internal analytics, service improvement, and fraud prevention.
- Legal Obligation — as required under applicable Indian law, including the Information Technology Act, 2000.
04
Information Sharing
Aeirth does not sell, rent, or trade your personal information. We may share data only in these limited circumstances:
- Service Providers — trusted third-party tools (e.g., email platforms, scheduling software) under strict confidentiality obligations.
- Legal Requirements — when required by a court order, government authority, or applicable law.
- Business Transfer — in the event of a merger or acquisition, subject to equivalent privacy protections.
Any third-party providers are contractually required to handle your data securely and only for the specified purpose.
05
Data Retention
- Active Clients — retained throughout the engagement and for 5 years thereafter for audit and legal purposes.
- Prospective Clients — enquiry data retained for up to 12 months after last contact.
- Website Analytics — anonymised data retained for up to 24 months.
Upon expiry of the applicable retention period, your data is securely deleted or anonymised.
06
Your Rights
You have the following rights regarding your personal data:
- Access — request a copy of data we hold about you.
- Correction — ask us to correct inaccurate or incomplete information.
- Deletion — request erasure, subject to legal retention obligations.
- Objection — object to certain processing, including direct marketing.
- Portability — receive your data in a structured, machine-readable format.
- Withdraw Consent — revoke consent at any time where processing is consent-based.
To exercise any right, write to [email protected]. We respond within 30 days.
07
Cookies & Tracking
Our website may use cookies and similar technologies:
- Essential Cookies — required for basic website functionality.
- Analytics Cookies — anonymised usage data (e.g., Google Analytics).
You can control cookie settings via your browser. We do not use advertising pixels or cross-site behavioural tracking.
08
Data Security
We implement appropriate technical and organisational measures including encrypted communications (HTTPS), access controls, and secure storage to protect your data against unauthorised access, loss, or disclosure.
No method of internet transmission is 100% secure. In the event of a breach affecting your rights, we will notify you promptly in accordance with applicable law.
09
Children's Privacy
Our services are intended for individuals aged 18 and above. We do not knowingly collect data from minors. If you believe a minor has provided data without parental consent, contact us immediately and we will delete it.
10
Changes to This Policy
We may update this policy periodically. The revised version will be posted on this page with an updated effective date. Continued use of our services after changes constitutes acceptance of the revised policy.