Privacy Policy

Privacy Policy

At Potnis Associates, we are committed to protecting the privacy and confidentiality of our clients, website visitors, and business partners. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in accordance with applicable laws in India.

1. Information We Collect

We may collect the following types of information:

a) Personal Information

  • Name, email address, phone number

  • PAN, Aadhaar (if required for services)

  • Financial and business information

  • Address and identification details

b) Non-Personal Information

  • Browser type, IP address

  • Device information

  • Website usage data (via cookies)

2. How We Use Your Information

We use your information for purposes including:

  • Providing accounting, auditing, taxation, and advisory services

  • Responding to inquiries and client requests

  • Compliance with legal and regulatory obligations

  • Improving our website and services

  • Sending updates, newsletters, or important notifications

3. Confidentiality of Client Information

As a Chartered Accountant firm, we strictly adhere to professional ethics and maintain complete confidentiality of all client data. Your information will not be disclosed except:

  • When required by law or regulatory authorities

  • With your explicit consent

  • For service delivery through trusted third-party partners (under strict confidentiality agreements)

4. Cookies and Tracking Technologies

Our website may use cookies to enhance user experience. Cookies help us:

  • Understand user behavior

  • Improve website performance

  • Customize content

You can choose to disable cookies through your browser settings.

5. Data Security

We implement appropriate technical and organizational measures to protect your data from:

  • Unauthorized access

  • Loss or misuse

  • Alteration or disclosure

However, no method of transmission over the internet is 100% secure.

6. Data Retention

We retain your information only as long as necessary for:

  • Providing services

  • Complying with legal, tax, and regulatory requirements

7. Your Rights

You have the right to:

  • Access your personal data

  • Request correction or updates

  • Withdraw consent (where applicable)

To exercise your rights, contact us using the details below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.

9. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date.

10. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact:

Potnis Associates

9972984102