Privacy Policy

1. Introduction

Mehta Vakil & Co. Pvt. Ltd. (“Mehta Vakil”, “Company”, “we”, “us”, or “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website at www.mehtavakil.com (the “Website”).

We collect information in two ways: (a) automatically, through website analytics tools, and (b) directly, when you voluntarily submit your personal information through the contact form on the Website. The details of both types of collection are explained below.

This Privacy Policy is published in accordance with the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and in cognisance of the Digital Personal Data Protection Act, 2023 (“DPDP Act”), as applicable.

By using this Website, you acknowledge that you have read and understood this Privacy Policy. By submitting the contact form, you consent to the collection, storage, and use of your personal information as described in this Policy.

2. What Data We Collect

2.1 Contact Form Data

When you voluntarily submit an enquiry through the contact form on the Website, we collect the personal information you provide, which may include:

•  Your full name

•  Your email address

•  Your phone number

•  The content of your message or enquiry

Submission of this information is entirely voluntary. You are not required to submit the contact form to browse or access the informational content of the Website. This is the only mechanism through which we directly collect personal information on this Website.

2.2 Framer Analytics

Framer Analytics is built into the Website platform provided by Framer, Inc. It may automatically collect the following types of data:

•  Page views and navigation paths within the Website

•  General geographic location (country or region level, not precise location)

•  Device type and browser type

•  Referrer URL (the website from which you arrived)

•  Session duration and bounce rate

Framer Analytics is designed to be privacy-friendly and does not use persistent cookies for tracking. Data collected is aggregated and does not identify individual users. For more details, please refer to Framer’s Privacy Policy at https://www.framer.com/legal/privacy-statement/.

2.3 Google Analytics

We use Google Analytics, a web analytics service provided by Google LLC, to understand how visitors interact with the Website. Google Analytics may collect and process the following types of data:

•  IP address (which may be anonymised through IP anonymisation / IP masking features)

•  Pages visited and time spent on each page

•  Browser and device information (type, operating system, screen resolution)

•  Referring website and search terms used to find the Website

•  General geographic location (country, city level)

•  User interactions such as clicks and scroll depth

Google Analytics uses cookies and similar tracking technologies (see Section 4 below). The data collected is aggregated and used for statistical analysis. For more information on how Google collects and processes data, please visit https://policies.google.com/privacy and https://support.google.com/analytics/answer/6004245.

2.4 No Sensitive Personal Data

We do not collect, process, or store any sensitive personal data or information as defined under applicable Indian law, including but not limited to financial information, biometric data, health data, passwords, or government identification numbers, through this Website.

3. Purpose of Data Collection

3.1 Contact Form Data

Personal information collected through the contact form is used for the following purposes:

•  To respond to your specific enquiry or request

•  To follow up on your enquiry where reasonably necessary

•  To assess your interest in our services and determine whether a meeting or further engagement would be appropriate

•  To comply with any applicable legal or regulatory obligations

We will not use your contact form data to send you unsolicited marketing or promotional communications without your express prior consent.

3.2 Analytics Data

Analytics data collected through Framer Analytics and Google Analytics is used solely for the following purposes:

•  To understand how visitors use the Website and which pages are most frequently visited

•  To identify technical issues or errors affecting the Website’s performance

•  To improve the Website’s design, content, and user experience

•  To measure the effectiveness of the Website in reaching its intended audience

We do not use analytics data for profiling, targeted advertising, or the sale of data to third parties.

4. Cookies and Tracking Technologies

Cookies are small text files stored on your device when you visit a website. They allow a website to recognise your browser and remember certain information about your visit.

4.1 Types of Cookies Used

Google Analytics uses cookies to collect data about your use of the Website. The primary cookies used by Google Analytics include:

•  _ga — Used to distinguish users. Expires after 2 years.

•  _ga_[container-id] — Used to persist session state. Expires after 2 years.

Framer Analytics is designed to minimise or avoid the use of persistent tracking cookies. Please refer to Framer’s documentation for the most current information on their cookie usage.

4.2 Managing Cookies

You can control or disable cookies through your browser settings. Most web browsers allow you to refuse cookies, delete existing cookies, or receive a warning before a cookie is stored. Please note that disabling cookies may affect certain features or functionality of the Website.

To opt out of Google Analytics tracking specifically, you may install the Google Analytics Opt-out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.

5. Storage of Contact Form Data

Personal information submitted through the contact form is stored securely by Mehta Vakil. [Please update this section to specify your storage mechanism, e.g.: “Form submissions are stored in [your CRM / email system / secure internal database]” and any relevant security certifications or access controls applicable to that storage.]

Access to stored contact form data is restricted to authorised personnel at Mehta Vakil who require access to respond to your enquiry or fulfil the purposes set out in this Policy. We do not permit unauthorised personnel to access, process, or share this data.

We implement appropriate technical and organisational security measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction.

6. Data Sharing and Third Parties

We do not sell, rent, trade, or otherwise transfer your personal information to outside parties, except in the following limited circumstances:

6.1 Analytics Service Providers

Analytics data collected on this Website is processed by Framer, Inc. and Google LLC as our service providers. These companies process data on our behalf in accordance with their respective data processing agreements and privacy policies. We do not permit them to use such data for their own independent purposes beyond what is necessary to provide the analytics service.

6.2 Internal Operations

Contact form data may be shared internally among authorised Mehta Vakil personnel (including relationship managers and compliance staff) for the purposes of responding to your enquiry and assessing your interest in our services.

6.3 Legal Requirements

We may disclose your information if required to do so by applicable law, court order, or governmental or regulatory authority, or if we believe in good faith that such disclosure is necessary to protect the rights, property, or safety of Mehta Vakil, its clients, or others. As a SEBI-regulated intermediary, we may also be required to share information with SEBI, stock exchanges, CDSL, or other regulatory bodies in the discharge of our compliance obligations.

6.4 Third-Party Login Portals

This Website contains links to third-party portals (such as CDSL, equity back-office platforms, and mutual fund platforms) for client login purposes. Once you leave this Website and access a third-party portal, your use of that portal is governed by that portal’s own privacy policy and terms of use. Mehta Vakil is not responsible for the privacy practices of any third-party websites or platforms.

7. Data Retention

7.1 Contact Form Data

We retain personal information submitted through the contact form for as long as is necessary to fulfil the purpose for which it was collected, and for a reasonable period thereafter to address any follow-up matters or to comply with applicable legal, regulatory, or record-keeping obligations. In general, contact form submissions will be retained for a period of [2 years / 3 years — please specify] from the date of submission, unless a longer retention period is required by law or regulation.

If you wish to request deletion of your personal data prior to the end of the applicable retention period, please contact us at the details in Section 11, subject to any overriding legal or regulatory retention requirements.

7.2 Analytics Data

Framer Analytics and Google Analytics retain aggregated analytics data for the periods specified in their respective data retention policies. By default, Google Analytics retains user-level and event-level data for 14 months, after which it is automatically deleted.

8. Data Security

We take appropriate technical and organisational measures to protect the Website and any personal data we hold against unauthorised access, alteration, disclosure, or destruction. The Website is hosted on Framer’s secure infrastructure, which implements industry-standard security practices.

However, please note that no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your data, we cannot guarantee its absolute security. In the event of a data breach that is likely to adversely affect you, we will notify you as required under applicable Indian law.

9. Your Rights

Under applicable Indian privacy law, including the Digital Personal Data Protection Act, 2023 (to the extent its provisions are in force), you may have certain rights in relation to your personal data, including:

•  The right to access information about the personal data we hold about you and how it is being processed

•  The right to correction of inaccurate or incomplete personal data

•  The right to erasure of your personal data in certain circumstances, subject to any overriding legal or regulatory retention obligations

•  The right to withdraw your consent to processing at any time (where processing is based on consent), without affecting the lawfulness of processing prior to withdrawal

•  The right to grievance redressal in relation to the processing of your personal data

To exercise any of these rights, or to raise a concern about how we handle your data, please contact us using the details provided in Section 11. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

10. Children’s Privacy

This Website is not intended for children under the age of 18 years. We do not knowingly collect any personal data from children. If you believe that a child under 18 has submitted personal data through our contact form, please contact us immediately and we will take steps to delete such information.

11. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Your continued use of the Website after any changes to this Privacy Policy will constitute your acknowledgment of and acceptance of the revised policy.

12. Contact and Grievance Information

If you have any questions, concerns, or requests regarding this Privacy Policy, or if you wish to exercise your rights under applicable data protection law, please contact:

Mehta Vakil & Co. Pvt. Ltd.

PG-11, Ground Floor, Stock Exchange Rotunda Building, B.S. Marg, Fort, Mumbai - 400001

Maharashtra, India

Email: [info@mehtavakil.com]

Phone: [+91-022-22722620]

We aim to acknowledge privacy-related requests within 72 hours and to resolve them within 30 days of receipt.