PRIVACY POLICY
Smart Advision, Udaipur (“Smart Advision”, “we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information you provide to us through our website, Facebook/Instagram advertisements, Meta Lead Forms, WhatsApp, telephone calls, and other communication channels.
Smart Advision has been operating in Udaipur since 2006 and has its office at Town Hall Link Road, Udaipur, Rajasthan. We are a franchisee/authorised business associated with IIFL Capital Services Limited, subject to the applicable terms and arrangements governing such association.
This Privacy Policy explains what information we may collect, why we collect it, how we may use it, and with whom it may be shared.
1. INFORMATION WE COLLECT
When you interact with our advertisements, website, lead forms, WhatsApp, telephone calls, or other services, we may collect information such as:
- Name
- Mobile/telephone number
- Email address
- City/location
- Address or correspondence details, where required
- Information regarding your interest in financial products or services
- Information you voluntarily provide in a lead form or during communication with us
- PAN, KYC information, photograph, signature, bank/account details or other financial information only where required for a specific financial service, account opening, KYC or transaction process and subject to applicable requirements
- Information relating to your enquiries, requests and communications with us
We may also automatically receive certain technical information when you visit our website, such as browser type, device information, operating system, IP address, pages visited, date/time of access and similar technical information.
2. INFORMATION COLLECTED THROUGH META ADS
We may advertise our services on Facebook and Instagram using Meta’s advertising platforms.
When you submit your details through a Facebook or Instagram Lead Form, the information you voluntarily submit may be received by Smart Advision for the purpose of responding to your enquiry.
For example, a Meta Lead Form may ask for:
- Name
- Mobile number
- Email address
- City
- Product/service of interest
The information submitted through a Meta Lead Form is used to contact you regarding your enquiry and to provide information about relevant financial products or services.
Your use of Facebook and Instagram is also subject to Meta’s own privacy policies and terms.
3. HOW WE USE YOUR INFORMATION
We may use the information collected from you for purposes including:
- Responding to your enquiry or request.
- Contacting you by telephone, SMS, WhatsApp, email or other permitted communication methods.
- Providing information about financial products and services in which you have expressed an interest.
- Assisting with account opening, KYC, documentation or other service-related processes where applicable.
- Processing or facilitating your requests for financial services.
- Improving our services, customer experience and advertising campaigns.
- Measuring and understanding the effectiveness of our advertising.
- Preventing fraud, misuse or unauthorised activity.
- Complying with applicable legal, regulatory and contractual requirements.
We will use information for the purposes for which it was collected or for other purposes permitted by applicable law.
4. SHARING OF INFORMATION WITH IIFL CAPITAL
Where your enquiry relates to products or services provided by or through IIFL Capital Services Limited (“IIFL Capital”), the information you provide may be shared with IIFL Capital and/or its authorised representatives, employees, service providers or relevant intermediaries, as necessary to respond to your enquiry, process your request, complete KYC/account-opening formalities, provide services, or comply with applicable regulatory requirements.
IIFL Capital may separately collect and process information in accordance with its own privacy policy and applicable laws.
The reference IIFL privacy policy states that information may be collected for identification, KYC, financial transactions and service purposes and may be shared with relevant regulatory bodies, exchanges, banks, KYC agencies and other entities where required for processing transactions or providing services.
5. MARKETING COMMUNICATIONS
If you submit your contact details to us through a Meta Lead Ad, website, WhatsApp, telephone enquiry or other channel, we may contact you regarding your enquiry and related products/services.
Depending on applicable law and your consent/preferences, communications may be made through:
- Telephone calls
- SMS
- Other electronic communication methods
You may request that we stop sending marketing communications by contacting us using the details provided below.
6. META PIXEL, COOKIES AND ADVERTISING TECHNOLOGIES
Our website may use cookies, Meta Pixel and/or similar technologies to:
- Understand how visitors use our website.
- Measure advertising performance.
- Understand which advertisements generate enquiries.
- Improve our website and advertising campaigns.
- Support remarketing or audience measurement, where permitted.
- Provide a better user experience.
Cookies are small files or pieces of information stored by your browser or device. Some cookies may be essential for website functionality, while others may be used for analytics or advertising purposes.
Meta may independently collect or receive information through its technologies when you interact with Meta services, advertisements or websites that use Meta technologies. Such processing is governed by Meta’s applicable policies.
You can manage or delete cookies through your browser settings. Disabling certain cookies may affect some website functionality.
7. DATA SECURITY
We take reasonable administrative, technical and organisational measures to protect personal information against unauthorised access, misuse, alteration, disclosure or destruction.
However, no method of transmitting information over the internet or storing electronic information can be guaranteed to be completely secure.
You should also take reasonable precautions to protect your personal information, passwords and account details.
8. DATA RETENTION
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, to provide requested services, maintain business records, comply with legal/regulatory requirements, resolve disputes and enforce applicable agreements.
Where information is no longer required and there is no legal or legitimate reason to retain it, we may delete or anonymise it in accordance with applicable requirements.
9. THIRD-PARTY SERVICES AND LINKS
Our website, advertisements or communications may contain links to third-party websites, applications or services.
These third parties may have their own privacy policies and terms. We are not responsible for the privacy practices of third-party websites or services that are not controlled by us.
In particular, your use of Facebook, Instagram, WhatsApp and other third-party platforms is also governed by the respective platform’s terms and privacy policies.
10. YOUR RIGHTS AND CHOICES
Subject to applicable law, you may contact us to:
- Request information about personal information we hold about you.
- Request correction of inaccurate information.
- Request deletion of information where legally permissible.
- Withdraw consent where applicable.
- Opt out of certain marketing communications.
- Raise a privacy-related concern or complaint.
Please note that withdrawal of consent or deletion of certain information may affect our ability to provide particular services where that information is legally or operationally required.
11. CHILDREN’S PRIVACY
Our services and financial products are not intended to be directed toward children.
We do not knowingly seek to collect personal information from children except where permitted and appropriately authorised under applicable law.
12. CONSENT
By submitting your information through our website, Meta/Facebook/Instagram Lead Form, WhatsApp, telephone enquiry or other communication channel, you acknowledge that you have read and understood this Privacy Policy and consent to the collection and use of your information for the purposes described herein, to the extent permitted by applicable law.
Where separate or additional consent is legally required for a particular activity, we will seek such consent.
13. IMPORTANT FINANCIAL SERVICES DISCLAIMER
Smart Advision may facilitate enquiries and provide information regarding financial products and services available through IIFL Capital and/or other applicable service providers.
Submission of an enquiry or lead form does not guarantee approval, account opening, loan approval, investment approval, trading access or any other financial service.
Eligibility, approval and provision of financial products/services are subject to applicable laws, regulations, documentation, KYC requirements, eligibility criteria, risk assessment and the applicable terms and conditions of the relevant service provider.
14. PRIVACY POLICY OF IIFL CAPITAL
Where you proceed with a product or service provided by IIFL Capital Services Limited, additional information may be collected directly by IIFL Capital.
IIFL Capital maintains its own privacy policy governing information collected and processed by it.
You should review the applicable IIFL Capital privacy policy before providing sensitive financial or KYC information directly to IIFL Capital.
15. CHANGES TO THIS PRIVACY POLICY
We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements or business practices.
The updated Privacy Policy will be published on our website with the revised effective date.
We encourage you to periodically review this page for the latest information about our privacy practices.
16. CONTACT US
If you have any questions, requests or complaints regarding this Privacy Policy or the handling of your personal information, please contact us:
Smart Advision
Address: Town Hall Link Road, Udaipur, Rajasthan, India
Business: Franchisee/associated business of IIFL Capital Services Limited
Email: smartadvisors@gmail.com
Phone: +917014149655
We will make reasonable efforts to address privacy-related requests and complaints within the applicable time period prescribed by law.
Meta Lead Ad Consent Notice
By submitting this form, you agree that Smart Advision may collect and use the information provided by you to contact you regarding your enquiry and relevant financial products/services. Your information may be shared with IIFL Capital Services Limited and/or its authorised representatives where required to process or respond to your enquiry. You may receive calls, WhatsApp messages, SMS or emails regarding your enquiry. Please read our Privacy Policy before submitting your details.