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Privacy Policy

Last updated October 16, 2024

At Sure House, accessible from https://sure-house.in, we are dedicated to helping our valued clients achieve their financial goals through personalized financial strategies. This Privacy Policy outlines how we collect, use, and protect your personal information in our capacity as financial consultants.

If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us.

This Privacy Policy applies to all clients who have engaged our financial consulting services through our official website or in person. It outlines our commitment to protecting your privacy and financial information.


Consent

By using our website and engaging our services, you hereby consent to our Privacy Policy and agree to its terms. You acknowledge that you are entrusting us with sensitive financial information, and we commit to treating this information with the utmost confidentiality and respect.

Information We Collect

To provide you with comprehensive financial advice, we may collect the following types of information:

  • Personal identification information (Name, email address, phone number, etc.)
  • Financial information (Income, assets, liabilities, investment history, etc.)
  • Risk tolerance and financial goals
  • Employment information
  • Family and lifestyle information relevant to your financial planning

We collect this information through various means, including online forms, in-person consultations, and any documents you provide to us. We will always inform you about why we need this information and how it will be used.

How We Use Your Information

We use the information we collect to:

  • Provide personalized financial advice and strategies
  • Analyze your current financial situation and future projections
  • Recommend suitable financial products and services
  • Comply with regulatory requirements and legal obligations
  • Communicate with you about your financial plans and updates
  • Improve our services and develop new offerings
  • Protect against fraud and unauthorized transactions

Data Protection and Security

We implement a variety of security measures to maintain the safety of your personal information. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential.

Third-Party Disclosure

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties unless we provide you with advance notice and obtain your consent. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential.

Your Rights

You have the right to access, correct, or delete your personal information at any time. If you would like to exercise any of these rights, please contact us. We will respond to your request within a reasonable timeframe.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top of this Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us at: