Privacy Policy

Last updated: June 6, 2026. We prioritize the security of your financial credentials and personal data. Learn how we handle and protect your information.

Table of Contents

Information We Collect

We collect information you provide directly to us when using FinAnalysis, including when you onboard, request a portfolio check, use our interactive calculator models, or subscribe to our newsletter.

Personal Details: Name, email address, phone number, and physical address provided during onboarding or inquiry.
Financial Credentials: Portfolio statements, asset allocations, mutual fund holdings, and insurance cover details uploaded for diagnostics.
Technical Diagnostics: IP address, device types, browser info, and general usage patterns recorded via cookies or local storage.

How We Use Information

Your information is processed to deliver structured, data-driven personal distribution services and maintain system integrity:

To perform portfolio evaluations across our 5 core pillars (Goal Alignment, Asset Allocation, Diversification, SIP Discipline, Fee Efficiency).
To run anomaly detection diagnostic models and verify regulatory compliance.
To coordinate OTP authentication for secure logins and send customized alert updates.
To communicate updates on financial regulations, market trends, and related distribution updates.

Data Protection & Security

FinAnalysis implements rigorous industrial safeguards to protect your personal and financial credentials. We utilize encrypted transport layers (SSL/TLS), secure credential isolation, and restricted database clusters. Uploaded portfolio files are stored securely and accessible only under verified, authenticated customer contexts rather than via public directories. We do not store plain-text credentials or sell your portfolio metrics to third-party marketers.

Third-Party Integrations

We share your data with trusted partners and tools only to complete critical system logic. This includes cloud database providers (like Neon PostgreSQL), secure email delivery hosts (Nodemailer/Gmail), and authorized API systems (Google OAuth and Grok LLM integrations). All partner channels are governed by strict confidentiality mandates and are prohibited from using your data for independent secondary objectives.

Your Rights & Options

You hold total sovereignty over your financial data. At any stage, you may:

Request access to the portfolio logs and personal identifiers stored in our databases.
Request corrections or adjustments to any incorrect personal information.
Revoke cookie consent, adjust tracking parameters, or opt-out of promotional newsletters.
Request complete deletion of your customer profile, uploaded statements, and portfolio metrics from our records.

Contact & Inquiries

If you have questions regarding this Privacy Policy, data handling, or wish to invoke your rights of deletion/access, please write to us at contact@finanalysis.in.