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