1. Introduction
This policy will explain how Finotop collects, uses, stores and protects personal information when you visit finotop.com or use the Finotop service, and the choices you have about your information.
2. Information we collect
This section will describe the categories of information involved, which are expected to include:
- Account information you provide when you sign up, such as your name, email address and phone number.
- Financial records you choose to add, such as account names, institutions, current values, liabilities and reminder details.
- Documents you upload to the document vault.
- Contact preferences, such as a WhatsApp number if you opt in to WhatsApp reminders.
- Technical information needed to operate and secure the website and service.
3. How we use information
This section will explain the purposes for which information is used, such as providing your dashboard and reminders, delivering notifications you have requested, answering AI assistant questions using your own records, securing the service and responding to support requests.
4. AI assistant
This section will explain how information is processed when you use the AI assistant, including that answers are generated from the records you store in Finotop and that only the information relevant to a question is used.
5. Sharing and service providers
This section will list the circumstances in which information may be shared, such as with infrastructure and messaging providers that help operate the service, and any legal obligations.
6. Security
This section will describe the measures used to protect information, such as encryption in transit and at rest, access controls and private document storage.
7. Data retention and deletion
This section will explain how long information is kept and how you can delete records, documents or your account.
8. Your rights and choices
This section will describe your rights under applicable Indian data protection law and how to exercise them, including accessing, correcting and deleting your information and withdrawing consent.
9. Cookies and analytics
This section will describe any cookies or analytics used on finotop.com and how to manage them.
10. Children
This section will set out the minimum age for using Finotop.
11. Changes to this policy
This section will explain how you will be informed about updates to this policy.
12. Contact
For privacy questions, please use the contact form and choose “Security or privacy question”. Grievance officer details will be added here following legal review.