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Privacy Policy

This Privacy Policy (“Policy”) is established by AF Domestic (“We,” “Us,” “Our”) to affirm our commitment to protecting the privacy of individuals and safeguarding full transparency in how personal information is collected, used, and safeguarded. This Policy applies to all users engaging with AF Domestic. The terms “You” and “Your” refer to individuals interacting with AF Domestic across any platform(s).

By visiting the website - https://www.accountantfoundry.in/ and/or using our services, you acknowledge that you have read this privacy policy and agree to it. At AF Domestic, we are dedicated to respecting your privacy and protecting your personal data. To provide you with access to our financial consulting solutions, we must collect and process certain data about what you provide, as well as data collected by your browser and analytics (Including Gender, Age, Region, OS, Mobile, Desktop, and demographics). This Policy explains how we process and use your data. By utilizing our Services, you approve that you have read and agreed to be bound by this Policy and consent to the development activities described under this Policy.

1. Important details

1.1 Scope of Application:

This Policy applies to individuals who access or use AF Domestic’s website, or other financial tools or services made available by us or prospective clients of our services (henceforth, “Users”) and professional service providers who use the Platform to deliver their services to Users (“Service Providers”). To avoid uncertainty, references to “you” across this Policy apply to both Users and Service Providers. By utilizing our services, you consent to the collection, storage, and use of your personal data as described herein.

2. Methods of colecting personal data

2.1 Sources of Data:

We leverage diverse methods to collect personal data from and about you through:

Collection of Personal Information:

  • We receive and gather information directly from you through forms, requests, and formal discussions, including but not limited to, identity-related information such as full name, business name, location, e-mail address(es), phone number, financial plan details, professional role, etc. We use this data in advisory services.
  • We collect supporting details about you from third-party platforms related to your dealings with us, our associates, and others. Third parties/public records - We receive data about you from various external entities, including but not limited to: Technical Data from analytics services such as Google, Meta, and other financial tracking tools.
  • Identity and background information from accessible sources and compliance-related partners.
  • We also collect authentication data while validating your registration on our platform, including login details, password, and validation questions.
  • We also collect automated insights from your browser or mobile device, including IP address, mobile device type, geolocation, source website, mobile OS, browser details, service provider, page views, requests made, and access date and time.

AF Domestic uses the collected personal data only as permitted by law, for the following purposes:

  • We use this information to design personalized financial strategies, handle platform access, share updates regarding your services, process your eligibility, support your goals, resolve issues, secure data, carry out our obligations, perform analytics, and enhance your consulting experience.
  • We use aggregate data provided by users to derive useful insights, support decision-making, evaluate service utility, enrich our offerings, and innovate advisory methods.
  • To ensure compliance with legal standards, reinforce applicable agreements and rules, or to detect, evaluate, respond to, and prevent potential legal or regulatory threats.
  • To expand and refine communication strategies and approach new clients.
  • We do not share any mobile numbers with third parties/affiliates for advertising or promotional purposes.
  • If our Services are discontinued, your Personal Information may still be preserved and protected under this Policy for legal, audit, and verification purposes.

3. Usage of personal data

3.1 Legal Grounds and Purpose:

We will only use your personal data when permitted under the law. Your data will be processed for the following financial-specific intentions: verifying identity, enabling advisory services, executing client solutions, improving features, building financial tools, responding to inquiries and requests, sharing relevant updates, conducting assessments, securing platform activities, marketing financial offerings, fulfilling obligations, and defending legal claims when applicable.

4. Other policies

4.1 Data Sharing & Disclosures:

You agree and acknowledge that any information relating to you, whether or not you directly provide it to us (via the Services or otherwise), including but not limited to professional correspondence such as emails, financial instructions, or KYC submissions, may be collected, maintained, and shared by us to deliver the financial consulting Solutions to you. This may include but not be limited to partners, financial data processors, compliance tools, data analytics platforms, legal advisors, and auditors.

You agree and acknowledge that we may share data without your approval when it is required by Indian law or by any regulatory body, court, or financial authority to disclose such information. Such disclosures are made in good faith and belief that it is reasonably necessary to do so for enforcing this Policy or the Terms, or to comply with any applicable financial regulations.

You agree and acknowledge that by using our Services or accessing the AF Domestic platform, you authorize us, our channel associates, financial affiliates, users, client managers, partners, consultants, and other authorized parties to contact you via email, phone, or other digital means. This is to help us deliver the services, provide you with financial updates, and ensure that you are aware of the scope and features of the Services. Further, you also specifically agree and authorize AF Domestic and its partners, appointed representatives, financial vendors, and service partners to contact you to offer or explore your interest in using other services or offerings by third parties through modes including but not limited to calls, SMS, email, WhatsApp, or any other mobile/digital messaging channels.

Designated third parties may be given essential details such as consulting collaborators and technical vendors that provide backend infrastructure, client interaction tools, transaction execution, or data verification processes.

Note: We require all listed third parties to follow applicable privacy norms and handle your financial data in compliance with Indian regulations.

5. Information distribution or revelation

5.1 Disclosures for Operational Reasons:

We may have disclosed, or may disclose, the Personal Information noted above in the following financial service–specific scenarios:

  • Professional Affiliations: We may share Personal Information with entities working in collaboration with us (for example, firms that manage, coordinate, or operate within shared financial advisory frameworks). We may also share Personal Information exchanged between platforms controlled by us or our network.
  • Service Vendors: We may disclose your Personal Information with providers that assist in executing essential services, such as data processors, financial tech enablers, risk advisors, and reporting analysts. Shared details are limited to those required for tasks you authorize.
  • Legal Compliance: We may provide your Personal Information to comply with legal proceedings; to safeguard our entity, team, partners, clients, and subsidiaries; to protect user safety; or to prevent financial fraud. No mobile data is shared for promotional reasons.

6. Protection of your personal information

6.1 Security of Financial Data:

We maintain practical and industry-accepted technical measures to protect your personal data against misuse, loss, or changes. We ensure that such Personal Information is housed in secure systems, with privacy protocols enforced to prevent unauthorized access.

However, no method of online transmission is fully secure. While we employ advanced data protection tools, we cannot guarantee that your Personal Information will remain completely safe during internet transfer or due to cyber risks.

7. Cookies policies

7.1 Tracking and Analytics Usage:

Every time you access our site, our servers may collect details, including Personal Data, through cookies, beacons, and analytics tools (collectively called "cookies"). Cookies are small code files stored on your browser/device during visits. These help personalize future sessions, improving usability. Some cookies expire after your session, while others help recognize you when you revisit.

  • Essential cookies help ensure login continuity, detect session timeouts, and secure system activity.
  • Analytics cookies show us how users browse, including visit frequency, session paths, and content access. We also use Google Analytics for similar insights.
  • Customization cookies remember your financial interests, dashboard preferences, device/browser settings, and login frequency to enhance service delivery.
  • Most browsers accept cookies by default, but users may disable them. However, this may affect certain service features or require reconfiguration after each visit.

8. Your personal information

8.1 Retention and Review Rights:

We generally store your financial data only for the period required to meet business, advisory, or legal objectives. Once no longer needed, we either delete, anonymize, or restrict access until safe deletion.

You may be required to

  • Share identity credentials for verification
  • Provide details of your data-related query to help us address it accurately.

All data is gathered through lawful means. It must remain relevant, accurate, and secure throughout its use. We commit to applying appropriate safeguards to maintain its integrity under the applicable Indian data privacy framework.