Privacy Policy

Finklr (“we”, “our”, or “us”) is committed to maintaining the highest level of data privacy and security. This Privacy Policy sets out how we collect, use, disclose, store, and safeguard your personal and financial information. The policy applies to all users of Finklr.com and our services across the United States, United Kingdom, India, United Arab Emirates, and Singapore. By accessing our website or engaging with our services, you consent to the practices described in this Privacy Policy.

Scope of the Policy

This Privacy Policy governs all information collected through our website, digital platforms, communications, and client engagement channels. It applies to individuals, businesses, and entities who access our financial, tax, legal, accounting, and advisory services. Whether you interact with us digitally, over email, by phone, or through direct consultations, this policy governs how your data is handled and protected under the respective legal frameworks of your jurisdiction.

Information We Collect

Finklr collects personal data that includes your full name, residential or business address, email ID, contact number, date of birth, and nationality. Depending on the services you request, we may collect additional details such as your professional designation, company registration data, tax identification numbers, national identification documents, banking details, and records of communication. In the course of rendering tax, legal, and financial services, we may also collect sensitive documents, including financial statements, income records, expenditure details, audit documentation, compliance certificates, and other filings necessary under the laws of your jurisdiction. In addition, we may automatically collect data related to your browsing activities on our website, including device identifiers, browser type, IP address, time zone, geolocation data, and cookies.

Purpose of Data Collection and Usage

We collect your personal and financial data for the primary purpose of delivering the services you have engaged us for. This includes preparing and filing tax documents, ensuring regulatory compliance, facilitating audits, offering investment and accounting guidance, managing licenses, and providing legal structuring or advisory services. Your data is also used for customer communication, responding to inquiries, account setup, authentication, troubleshooting, and enhancing your service experience. In addition, we use data analytics to assess system performance, improve service offerings, and detect or prevent fraud. Where mandated, we process data to comply with national and international legal obligations, including those relating to taxation, anti-money laundering, or financial reporting.

Legal Basis for Processing

Our data processing activities are grounded in the relevant data protection laws applicable to each country we operate in. In the United States, this includes adherence to the California Consumer Privacy Act (CCPA) and other state-level laws. In the United Kingdom and the European Union, our data practices comply with the General Data Protection Regulation (GDPR). In India, we comply with the Digital Personal Data Protection Act, 2023. Our operations in Singapore are guided by the Personal Data Protection Act (PDPA), while our UAE engagements comply with the Data Protection Law under the Dubai International Financial Centre (DIFC). Depending on the nature of the transaction, our legal basis for processing may be based on your consent, fulfillment of a contract, compliance with legal obligations, or our legitimate interest to operate and grow our business.

Data Sharing and Disclosure

We do not sell, lease, or rent your personal or financial data. However, in the course of delivering our services, we may share your data with trusted third-party service providers such as cloud hosting providers, technology vendors, CRM systems, licensed auditors, certified accountants, legal advisors, and payment processors. These third parties act on our behalf and are contractually bound to safeguard your data and process it only as instructed. We may also disclose data to governmental or regulatory authorities when legally required to do so, such as during audits, court proceedings, tax investigations, or compliance reviews. Where necessary, data disclosures will be made in accordance with applicable data protection legislation.

Cross-Border Data Transfers

As Finklr operates globally, your data may be transferred and stored outside your country of residence. Such transfers are conducted in strict compliance with international data transfer mechanisms. For users in the European Union and United Kingdom, data may be transferred under Standard Contractual Clauses or adequacy decisions approved by the European Commission or the UK Information Commissioner’s Office. For data originating from India, transfers will adhere to the Digital Personal Data Protection Act provisions and applicable contractual safeguards. In Singapore, data is transferred in line with the cross-border obligations defined under the PDPA. For UAE-based clients, particularly under DIFC jurisdiction, transfers follow explicit legal bases under the Data Protection Law. In all cases, we take appropriate steps to ensure that your data remains secure, private, and protected under a comparable legal regime.

Data Retention Policy

Finklr retains personal and financial data only for as long as necessary to fulfill the purposes outlined in this policy or to comply with legal, regulatory, or operational obligations. Typically, financial and tax records are retained for a minimum of seven years, in line with audit and statutory reporting requirements in most jurisdictions. In the event of legal claims, dispute resolution, or fraud investigations, we may retain data for longer periods as necessary. Upon expiry of the retention period, your data will be securely deleted, anonymized, or archived in accordance with data minimization principles and applicable law.

Your Rights and Choices

You have the right to access and review the data we hold about you, subject to reasonable verification procedures. You may request correction of inaccurate or incomplete data and, in certain cases, request that we delete your information. You may also object to or restrict specific types of processing, especially where data is processed based on our legitimate interests. In jurisdictions where the right to data portability applies, you may request a structured, machine-readable copy of your data. If you have provided consent for any data processing, you have the right to withdraw that consent at any time. To exercise any of these rights, you may contact us at info@finklr.com. We reserve the right to verify your identity before acting on your request and will respond in accordance with timelines specified under applicable laws.

Cookies and Tracking Technologies

Finklr’s website uses cookies, scripts, and similar technologies to ensure smooth functionality, analyze site traffic, and improve user experience. These technologies may collect limited information such as session duration, browser type, device model, and navigation paths. Some cookies are strictly necessary for site performance and security, while others help us personalize content and conduct performance analysis. You may adjust your cookie settings via your browser at any time. Please note that disabling certain cookies may affect website functionality.

Data Security Measures

We maintain industry-standard technical and organizational measures to protect your data against unauthorized access, accidental loss, destruction, or alteration. These measures include the use of encryption technologies, secure networks, access control policies, intrusion detection systems, and regular security audits. We restrict access to your data to only those employees, contractors, or service providers who require it to perform their duties, and who are subject to strict confidentiality obligations. While we strive to implement the best security practices, you acknowledge that no method of transmission over the internet or electronic storage is completely secure.

Children’s Privacy

Finklr does not knowingly collect personal information from individuals under the age of eighteen. If we become aware that a minor has submitted personal data through our services, we will delete such information promptly. If you believe a minor has provided us with information, please contact us at info@finklr.com.

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, or applicable law. Any changes will be posted on this page with the updated revision date. Where required, we will notify you of significant changes via email or through a prominent notice on our website. Your continued use of our services after any such changes constitutes your acceptance of the revised Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy, your personal data, or our data practices, you may contact us at info@finklr.com. You may also write to our Data Protection Officer at our corporate address, which will be listed on our website’s contact page. We are committed to addressing your concerns and responding in accordance with the data protection laws of your jurisdiction.

Last Updated: 14-04-2025