Privacy Policy

Privacy Policy for J B Financial Advisors LLP


At J B Financial Advisors LLP, accessible from https://jbfinadvisors.com, protecting the privacy and confidentiality of our clients and website visitors is one of our highest priorities. This Privacy Policy explains the type of information we collect, how we use it, and your rights in relation to your data.

1. Consent

By using our website, you agree to the terms of this Privacy Policy and consent to the collection, use, and disclosure of your information as described herein.

2. Information We Collect

We may collect both personal and non-personal information through various means, including when you:

  • Fill out contact or inquiry forms
  • Sign up for services or consultations
  • Access client portals or submit KYC details
  • Interact with us via email, phone, or chat

Types of data we may collect include:

  • Name, email address, phone number
  • PAN, Aadhaar (where applicable), and address
  • Investment preferences and financial goals
  • Bank account or transaction details (only when required to provide services)
  • IP address, browser type, and usage logs

 

3. How We Use Your Information

We use the collected information to:

  • Provide financial planning, investment, tax, and advisory services
  • Respond to your inquiries and service requests
  • Improve our website and user experience
  • Fulfill legal and regulatory requirements
  • Send service updates, transaction alerts, and periodic communications (if opted in)
  • Prevent fraud and enhance security

 

4. Log Files

Like many websites, https://jbfinadvisors.com uses log files. These may include:

  • IP addresses
  • Browser types
  • Date/time stamps
  • Pages visited
  • Referring/exit pages
  • Number of clicks

This data is used for site analytics and administration. It is not linked to any personally identifiable information.

 

5. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Understand user behavior
  • Remember preferences
  • Improve site performance and personalization

You can disable cookies via your browser settings, but doing so may limit certain features of the website.

 

6. Sharing and Disclosure

We do not sell or rent your personal information. Your data may be shared with:

  • Regulatory or statutory authorities (as required by law)
  • Trusted service providers, sub-advisors, or IT vendors bound by confidentiality
  • Banks, mutual fund houses, insurance providers, or other financial institutions, solely for facilitating services requested by you

 

7. Data Security

We follow industry-standard security protocols to protect your personal and financial information. This includes encryption, access controls, and secure infrastructure.

However, no method of transmission over the internet is 100% secure. You are encouraged to take precautions, such as using strong passwords and not sharing login credentials.

 

8. GDPR & DPDP Compliance

If you are a resident of the European Union or covered under India’s Digital Personal Data Protection Act, 2023, you are entitled to:

  • Right to access and correction
  • Right to erasure (subject to applicable laws)
  • Right to data portability
  • Right to object to or restrict certain data processing
  • Right to lodge a complaint with a data protection authority

 

10. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from minors. If such data is inadvertently collected, we will delete it upon request.

 

11. Changes to This Policy

This Privacy Policy may be updated periodically. Updates will be posted on this page with the revised effective date. Continued use of our website or services constitutes acceptance of the updated policy.

 

12. Contact Us

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

J B Financial Advisors LLP
Email: info@jbfinadvisors.com
Website: https://jbfinadvisors.com

 

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