Privacy Policy

1. Introduction

This Privacy Policy explains how Equifin Advisory Private Limited ("EquiFin Advisory", "we", "us" or "our") collects, uses, discloses and safeguards information when you visit this website or otherwise interact with us. By using this website or submitting your information to us, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We collect information you voluntarily provide to us, including through our enquiry form and direct correspondence:

• Contact details: name, company name, email address and phone number
• Enquiry details: the service you are enquiring about, indicative transaction or ticket size, and any message or additional information you choose to share
• Correspondence: information exchanged if you contact us by email, phone or in person regarding a potential or ongoing advisory mandate

We do not collect sensitive personal information (such as financial account numbers, PAN, Aadhaar or bank details) through this website. Any such information required to progress an advisory mandate is collected separately, directly, and with your explicit consent, once an engagement has been discussed.

3. How We Use Your Information

We use the information we collect to:

• Respond to enquiries submitted through this website
• Assess and discuss potential advisory engagements
• Communicate with you regarding your enquiry or an ongoing mandate
• Maintain internal business records
• Comply with applicable legal and regulatory obligations

We do not use your information for automated decision-making, and we do not sell, rent or trade your personal information to third parties for marketing purposes.

4. How We Share Your Information

We do not share your personal information with third parties except in the following circumstances:

• Service providers: we use a transactional email service to deliver enquiry notifications from this website to our team. This provider processes your information solely to transmit the email and does not use it for any other purpose.
• Legal requirements: we may disclose information where required to do so by law, regulation, court order or governmental authority.
• Business transfers: in the event of a merger, acquisition or sale of assets, your information may be transferred as part of that transaction, subject to confidentiality obligations.

We do not share your information with lenders, financial institutions or other third parties without your explicit consent, except as necessary to progress an advisory mandate you have specifically engaged us for.

5. Data Retention

We retain enquiry and correspondence information for as long as necessary to respond to your enquiry, service an ongoing engagement, and comply with our legal, accounting and regulatory obligations. Information relating to enquiries that do not proceed to an engagement is generally retained for a reasonable period for record-keeping purposes and may be deleted thereafter.

6. Data Security

We take reasonable administrative, technical and organisational measures to protect the information you share with us against unauthorised access, alteration, disclosure or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Subject to applicable law, including the Digital Personal Data Protection Act, 2023, you may have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information, subject to our legal and record-keeping obligations
• Withdraw consent to our processing of your information, where consent is the basis for processing

To exercise any of these rights, please contact us using the details in Section 12 below.

8. Cookies and Tracking

This website uses Google Analytics (GA4) to understand how visitors use the site — for example, which pages are visited and how long visitors stay. Google Analytics sets first-party cookies (including _ga and a measurement-specific cookie) to distinguish visitors. We do not use advertising or remarketing cookies, and analytics data is not sold or used to build advertising profiles.

On your first visit, a banner asks whether you consent to analytics cookies. If you decline, Google Analytics remains inactive and no analytics cookies are set. You can change your choice at any time by clearing your browser's site data for this domain, which will show the banner again on your next visit.

9. Third-Party Links

This website may reference or link to third-party websites, including lending institutions or rating agencies. We are not responsible for the privacy practices of these third parties, and we encourage you to review their respective privacy policies.

10. Children's Privacy

This website and our services are intended for businesses and professionals. We do not knowingly collect personal information from individuals under the age of 18.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated version will be posted on this page with a revised "last updated" date.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights over your personal information, please contact us:

• Email: info@equifinadvisory.com