Welltax Financial Advisors

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Confidentiality Policy

Introduction

At WellTax India, maintaining the confidentiality of our clients’ information is of utmost importance. We are committed to safeguarding the data you share with us while providing expert Chartered Accountancy services. This policy outlines how we handle, protect, and ensure the confidentiality of the information you entrust to us.

Information We Collect

In the course of providing our services, we may collect the following types of information:

  • Personal identification details such as name, address, and contact information.
  • Financial information, including bank statements, tax returns, and other relevant documents.
  • Business-related data necessary for compliance, reporting, and advisory purposes.

Commitment to Confidentiality

We adhere to the following principles to ensure your information remains secure:

  1. Restricted Access
    Only authorized personnel who require access to perform their duties will handle your information.
  2. Use of Information
    The data collected will only be used to deliver services you have requested or as required by law.
  3. Secure Storage
    All physical and electronic records are stored securely, employing advanced encryption technologies and restricted access protocols.
  4. Non-Disclosure
    We will not disclose your information to third parties without your explicit consent, except when required by law or regulatory authorities.

Legal and Ethical Compliance

We comply with all applicable laws, regulations, and professional ethical standards to ensure your data is protected.

Your Rights

You have the right to:

  • Access the information we hold about you.
  • Request corrections to inaccuracies in your data.
  • Withdraw consent for the use of your information, subject to legal and professional obligations.

Updates to This Policy

WellTax India reserves the right to update this confidentiality policy periodically to reflect changes in legal, regulatory, or operational requirements. Any updates will be posted on this page, and we encourage you to review it regularly.

Contact Us

If you have any questions or concerns about this policy or how your data is handled, please feel free to contact us:

Thank you for trusting WellTax India with your financial and business needs.

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