Privacy Policy

What data we collect

We collect the information we need to run your account and serve you as a client. This includes your name, email address, phone number and client code, along with your portfolio information: your holdings, your transactions, and the portfolio reports we prepare for you. When you use the portal we also record basic technical information such as your IP address and browser type, and we set an essential session cookie that keeps you logged in.

Most of your portfolio data is not entered through a form. It comes from the records we maintain for your account and is synced into the portal on a scheduled basis. You give us your account details directly when you engage us.

Why we collect it

We use your data only to provide and manage your account: to show your holdings and transactions in the portal, to prepare your periodic portfolio reports, and to keep security and audit logs so we can detect and investigate any unauthorised access. We do not use it for anything else, and we do not repurpose it for anything you would not expect.

How we store and protect it

Your data is held in a secure cloud database rather than in loose files. Access is controlled at the database itself, so each client can only ever read their own records and never another client’s. All traffic between your browser and the portal is encrypted over HTTPS, and access to the underlying records is limited to authorised personnel for the purpose of servicing your account.

Cookies

We use a single essential cookie: a session cookie that keeps you logged in as you move around the portal. We do not use any tracking, analytics or advertising cookies, so no cookie consent banner is needed.

Data sharing

We do not sell, rent or trade your data, and we do not share it with third parties for their own purposes. It is accessed only by authorised personnel to service your account. The only exception is where we are legally required to disclose information, for example in response to a valid order from a court, tax authority or regulator, and in that case we disclose only what the law requires.

How long we keep it

We keep your account data for as long as you are engaged with us and for eight years afterwards, in line with the record-keeping obligations that apply to us. Security and audit logs are kept for 180 days. Once a retention period ends, we delete or anonymise the data so it can no longer be linked back to you.

Your rights

Under the Digital Personal Data Protection Act, 2023, you can ask us for a copy of the data we hold about you, ask us to correct it if it is wrong, and ask us to delete it, subject to the retention periods above that we are legally required to keep. You can also raise a complaint about how your data is handled, and nominate someone to exercise these rights on your behalf. To do any of this, contact us using the details below.

Changes to this policy

We may update this policy from time to time, for example if the law changes or we change how the portal works. If a change is significant, we will let active clients know directly, usually by email. We encourage you to review this page occasionally.

Contact us

For anything relating to this policy or your data, you can reach us at info@accountingseva.in, or at either of our offices:

• Goa Office

  Shop No. 41, 2nd Floor, Apana Bazar, Vasco da Gama, 403802, Goa

• Pune Office

  No. 8, 2nd Floor, Sidhi Terraces, Dhayari, 411041, Pune