Privacy Policy

Last Updated: May 02, 2026

1.Introduction

Advizare Global Services LLP (“Advizare”, “we”, “our”, or “us”) respects your privacy and is committed to protecting your personal data in accordance with applicable laws, including the Digital Personal Data Protection Act, 2023 (DPDP Act) and other relevant regulations.

This Privacy Policy outlines our practices relating to the collection, use, processing, storage, and disclosure of personal data. This policy applies to all individuals interacting with us, including website visitors navigating our platform and engaged clients receiving our professional services.

Our website may contain links to third-party websites or services that are not owned or controlled by Advizare. This Privacy Policy does not apply to those third-party platforms, and we encourage you to review the privacy policies of any third-party sites you visit.

Our services are intended for professional and institutional engagement. They are not directed at, nor do we knowingly collect personal data from, individuals under the age of 18 without appropriate parental or guardian consent.

If you are accessing our services from outside India, we will also take reasonable steps to respect applicable data protection laws in your jurisdiction.

2.Definitions

Personal Data: Any data about an individual who is identifiable.
Data Principal: The individual to whom the personal data relates.
Data Fiduciary: The entity determining the purpose and means of processing personal data.
Processing: Includes collection, storage, use, sharing, or deletion of personal data.
Child: An individual below 18 years of age.
Cookies: Small text files placed on your device to collect standard internet log information and visitor behavior information.
Third Party: Any natural or legal person, public authority, agency, or body other than the Data Principal, Data Fiduciary, and persons who, under the direct authority of the Data Fiduciary, are authorized to process personal data.
Service Provider: Third-party companies or individuals employed by us to facilitate our service or provide service on our behalf.
Data Processor: Any person who processes personal data on behalf of a Data Fiduciary.
Consent: Any freely given, specific, informed, and unambiguous indication of the Data Principal's wishes.
Cross-border Transfer: The transfer of personal data across national borders.
Grievance Officer: The designated point of contact responsible for addressing inquiries or grievances related to this Privacy Policy.

3.Personal Data We Collect

We collect personal data necessary for delivering our professional services, including:

a.Information provided by you

Name, email address, phone number
Professional designation, company name, GST/PAN details (where applicable)
Business and financial information
Identification and compliance-related data (where required)
Information submitted via enquiry forms
Information shared during engagements

b.Information collected automatically

IP address, time zone setting, and location
Browser and device information
Cookies data and session tokens
Website usage data and referral source

c.Sensitive data

Where required for service delivery (for example, tax, audit, forensic or compliance work), we may process sensitive information. The processing of sensitive data is triggered strictly by the scope of professional engagement and is executed in accordance with applicable law and subject to enhanced security safeguards.

4.How We Collect Personal Data

We collect personal data when you:

Contact us through our website or communication channels
Engage us for accounting, advisory, consulting, or forensic services
Subscribe to updates or communications
Interact with our website
Participate in scheduled calls or video consultations

We may also collect information via:

Third-party integrations (e.g., analytics platforms, CRM systems)
Referrals or professional partner introductions
Automated tracking technologies like cookies and analytics tools

5.Purpose of Processing

We process personal data for legitimate business purposes, including:

Providing professional services (accounting, consulting, advisory, forensic, compliance)
Responding to enquiries
Managing client relationships
Performing due diligence and regulatory compliance
Processing payments
Marketing and promotional communications (with the option to opt-out at any time)
Compliance with court orders, regulatory mandates, or statutory authorities
Training and quality assurance (utilizing anonymized data where feasible)
Improving our services and website functionality
Internal research, analytics, and quality control
Protecting legal rights and preventing fraud

6.Lawful Basis for Processing

We process personal data based on:

a.Consent

Where you voluntarily provide information for specific purposes. Consent is explicitly recorded and stored securely in our systems to demonstrate compliance. You may withdraw consent at any time, subject to legal limitations.

b.Legitimate Uses & Interests

We process data based on legitimate business interests, provided such processing does not override your fundamental rights. A legitimate interest balancing test is conducted to ensure fairness.

c.Legal Obligation

Processing is required for compliance with statutory laws, regulatory directives, or financial reporting requirements.

d.Contractual Necessity

Performance of contractual or professional obligations entered into with you or your organization.

7.Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this Policy, or as required by law.

Active Clients: Retained for the duration of the engagement and the statutory period following the conclusion of services.
Forensic Data: Data collected during forensic investigations, cyber-fraud detection, or litigation support is retained in high-security, encrypted environments for the duration of the legal proceeding and for a prescribed period thereafter to comply with judicial and evidentiary requirements.
Website Visitors & Prospective Clients: Retained for a limited period to respond to queries or monitor analytics.
Statutory Requirements: Financial, compliance, and audit records are retained according to the statutory retention periods prescribed by applicable law.

Retention periods are determined based on legal obligations, the nature of the data, and operational requirements. Once the retention period expires, data is either securely deleted or irreversibly anonymized.

8.Data Sharing and Disclosure

We do not sell your personal data. We may disclose personal data to the following categories of third parties:

Service Providers: Cloud hosting, CRM, analytics, and Microsoft-based enterprise systems.
Professional Advisors: Legal counsel, external auditors, and consultants bound by confidentiality.
Group Entities: Affiliated firms within the Advizare network for operational efficiency and service delivery.
Regulatory & Law Enforcement: Government bodies, courts, or regulators when compelled by law, court order, or to protect our legal rights.

a.International Transfers

As a global advisory firm, we may transfer personal data across national borders to facilitate our professional services. For international data transfers, we implement stringent safeguards to ensure continuous protection of your data, including:

Standard Contractual Clauses (SCCs) as recognized by global data protection authorities.
Transfer Impact Assessments (TIAs) to evaluate the legal protections in receiving jurisdictions.
Alignment with the DPDP Act 2023 (India), GDPR (EU), and other relevant cross-border data transfer regulations.

9.Data Security

We implement robust technical and organizational measures to protect personal data against unauthorized access, loss, or alteration. These measures include:

End-to-end encryption for data in transit and at rest
Strict role-based access controls and multi-factor authentication
Regular security audits, vulnerability assessments, and penetration testing
Comprehensive internal policies and mandatory privacy training for staff

While we take industry-standard steps to protect data, no system is entirely impenetrable, and absolute security cannot be guaranteed.

10.Rights of Data Principals

You have the following rights under applicable law:

Right to access your personal data
Right to correction and updating
Right to erasure (subject to legal obligations)
Right to withdraw consent
Right to grievance redressal
Right to nominate a representative (where applicable)

11.Grievance Redressal

If you have any concerns regarding your personal data or wish to exercise your rights, please contact our designated Grievance Officer:

Grievance Officer

Advizare Global Services LLP

1117, Fortune Business Hub, Science City Road, Ahmedabad - 380060.

Email: connect@advizare.com

We will address complaints within a reasonable timeframe in accordance with applicable law.

12.Data Breach Notification

In the event of a data breach, we will take immediate and appropriate steps to:

Investigate, contain, and mitigate the breach
Notify affected individuals where required
Comply with reporting obligations under applicable law

13.Changes to this Policy

We may update this Privacy Policy from time to time. The updated version will be published on our website with a revised effective date. Continued use of our services constitutes acceptance of the revised Policy.