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PRIVACY POLICY

Effective Date: 13 November 2026

1. Introduction

Welcome to the website of CA Saurabh Srivastava (“we”, “our”, “us”). We are committed to protecting the privacy and confidentiality of individuals and businesses who visit our website, contact us, or engage our professional services.

This Privacy Policy explains how we collect, use, store, disclose and protect your personal information when you access our website or communicate with us.

By accessing this website or submitting your information through our contact forms, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following categories of information:

A. Personal Information

    • Name and contact details.

    • Email address and telephone number.

    • Business or professional details.

    • Company name and designation.

    • Any information voluntarily provided through enquiry forms.

B. Financial and Professional Information

Where required for providing professional services, we may collect:

    • GST returns, notices and related documents.

    • Income tax returns and assessment details.

    • Financial statements and accounting records.

    • Company incorporation and statutory records.

    • Shareholding details and valuation-related information.

    • FEMA and RBI-related documentation.

    • Other financial, legal and regulatory information supplied by clients.

C. Technical Information

When you visit our website, certain technical information may be collected automatically, including:

    • IP address.

    • Browser type and device information.

    • Website usage and navigation details.

    • Cookies and similar tracking technologies.

3. How We Use Your Information

We use the information collected for legitimate professional and business purposes, including:

    • Responding to enquiries and consultation requests.

    • Providing Chartered Accountancy and financial advisory services.

    • GST registration, compliance, reconciliation and notice-related assistance.

    • Income tax advisory, return filing and assessment support.

    • Company Law, ROC and corporate compliance services.

    • FEMA advisory and regulatory documentation.

    • Business and share valuation assignments.

    • Virtual CFO, accounting and financial reporting services.

    • Communicating important updates and service-related information.

    • Improving our website, services and user experience.

    • Meeting applicable legal, regulatory and professional obligations.

4. Confidentiality of Client Information

We understand that financial, tax, business and regulatory information is sensitive and confidential.

We take reasonable measures to maintain the confidentiality of client information and restrict access to authorised persons involved in providing professional services.

We do not sell, rent or commercially trade personal or confidential client information to third parties.

However, information may be disclosed where required by law, regulatory authorities, professional obligations or with the client’s consent.

5. Sharing of Information

We may share relevant information only where reasonably necessary for professional or lawful purposes, including:

    • Government departments and regulatory authorities, where legally required.

    • GST, Income Tax and other statutory authorities.

    • RBI and other relevant regulatory bodies, where applicable.

    • Legal, technical and professional consultants engaged for specific assignments.

    • Technology, website hosting and communication service providers.

    • Other authorised persons with the client’s consent.

Any such sharing will be subject to applicable legal requirements and appropriate confidentiality safeguards.

6. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve website functionality and understand visitor behaviour.

Cookies may help us:

    • Improve website performance.

    • Understand visitor preferences.

    • Analyse website traffic.

    • Enhance user experience.

You may disable cookies through your browser settings. However, certain website features may not function properly if cookies are disabled.

7. Data Security

We take reasonable technical and organisational measures to protect personal and confidential information against unauthorised access, disclosure, alteration, loss or misuse.

These measures may include access restrictions, secure communication practices and appropriate data management procedures.

However, no method of electronic transmission or storage can be guaranteed to be completely secure. Accordingly, we cannot guarantee absolute security of information transmitted through the internet.

8. Data Retention

We retain personal and professional information only for as long as reasonably necessary for:

    • Providing the requested services.

    • Maintaining professional and statutory records.

    • Meeting applicable legal and regulatory requirements.

    • Resolving disputes and protecting legitimate business interests.

Information may be securely deleted or anonymised when it is no longer required, subject to applicable record-retention obligations.

9. Your Rights and Choices

Subject to applicable laws, you may have the right to:

    • Request access to your personal information.

    • Request correction of inaccurate or incomplete information.

    • Request deletion of personal information, where legally permissible.

    • Withdraw consent where processing is based on consent.

    • Raise concerns regarding the use of your personal information.

Requests may be submitted using the contact details provided below.

Certain information may need to be retained where required under applicable laws or professional obligations.

10. Third-Party Websites

Our website may contain links to third-party websites, government portals or external resources.

We are not responsible for the privacy practices, content or security of such external websites. Visitors are encouraged to review the privacy policies of those websites before sharing personal information.

11. Children’s Privacy

Our website and professional services are primarily intended for businesses, professionals and individuals seeking financial, taxation and regulatory advisory services.

We do not knowingly collect personal information from children except where legally permissible and appropriately authorised.

12. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy from time to time to reflect changes in applicable laws, regulatory requirements, technology or our business practices.

Any revised policy will be published on this page with an updated effective date.

Visitors are encouraged to review this page periodically.

13. Contact Us

For any questions, concerns, requests or complaints relating to this Privacy Policy or the handling of your personal information, please contact us:

CA Saurabh Srivastava

Chartered Accountant | Business Valuer

Office Address:
First Floor, 2363, 24th Main Road,
1st Sector, HSR Layout,
Bengaluru, Karnataka – 560102, India.

Phone:
+91-9900085630
+91-9945215630

Email: s@casaurabh.com

Website: casaurabh.com

By using this website, you acknowledge that you have read and understood this Privacy Policy.