Privacy Policy

Last updated: October 16, 2026

1. About This Policy

Your privacy matters to us. This Privacy Policy explains how Zenith Finserve (“Zenith Finserve”, “we”, “us” or “our”) collects, uses, shares and protects your personal data when you visit https://zenithfinancialmanagement.com/ (the “Website”), contact us, or book a call with us.

We follow the Digital Personal Data Protection Act, 2023 (“DPDP Act”), the Information Technology Act, 2000, and the rules made under them. By using the Website and submitting your details, you agree to the practices described here. If you do not agree, please do not use the Website or submit your personal data.

2. Who We Are

Zenith Finserve is a fee-only fiduciary financial planning firm founded by Anuj Kesarwani, CFP. For the purposes of the DPDP Act, we are the “Data Fiduciary” for the personal data you share through this Website.

Registered entity name: Zenith Finserve

3. Personal Data We Collect

We collect only the data we need to respond to you and run the Website. This includes:

• Details you give us: your name, email address, phone number, city, and the message or financial planning goals you type into our contact form, enquiry form or call booking form.
• Booking details: the date and time you choose for a consultation, along with the contact details you provide to confirm it.
• Technical data collected automatically: your IP address, browser type, device type, operating system, pages viewed, time spent on pages, referring website and approximate location.
• Cookie and pixel data: information gathered by the analytics and advertising tools listed in Section 6.

Please do not share sensitive details through our Website forms, such as bank passwords, OTPs, card numbers, PAN or Aadhaar numbers. We will never ask for these through a web form. If we need documents to prepare your financial plan, we will tell you how to share them securely once you become a client.

4. How We Collect Your Data

• Directly from you, when you fill in a form, book a call, subscribe to updates, or email or call us.
• Automatically, through cookies, pixels and similar technologies when you browse the Website.
• From third-party platforms, such as Meta (Facebook and Instagram) or Google, if you submit your details through a lead form on an advertisement.

5. Why We Use Your Data

We use your personal data only for clear and lawful purposes, namely:

• To reply to your enquiry and schedule or confirm a consultation.
• To understand your needs so we can suggest suitable financial planning services.
• To send you service messages, such as booking confirmations and reminders, by email, phone, SMS or WhatsApp.
• To send you educational content, newsletters or offers, only where you have agreed to receive them.
• To keep the Website secure, fix errors and improve its content and performance.
• To measure and improve our advertising, including showing relevant ads to people who visited our Website.
• To meet legal, tax, regulatory and record keeping duties.

We do not sell your personal data to anyone.

6. Cookies and Tracking Tools

Cookies are small files saved on your device. We use the following tools on the Website:

You can control cookies at any time. You can block or delete them in your browser settings, opt out of Google Analytics using the Google Analytics Opt-out Browser Add-on, manage Google ad settings at adssettings.google.com, and manage Meta ad preferences in your Facebook or Instagram settings. Blocking some cookies may affect how parts of the Website work.

Where required, we will ask for your consent through a cookie banner before non-essential cookies are placed on your device.

7. Consent

We process your personal data based on your free, specific, informed and clear consent, which you give when you submit a form or continue to use the Website after reading this policy. Where the law permits, we may also use your data for legitimate purposes, such as responding to an enquiry you made or meeting a legal duty.

You can withdraw your consent at any time by writing to us at anuj@zenithfinserve.in. Withdrawing consent will not affect anything we did lawfully before you withdrew it. It may mean we can no longer provide some services to you.

8. Who We Share Your Data With

We share your personal data only when needed and only with:

• Service providers who help us run the Website and our business, such as website hosting, email and messaging tools, call scheduling software, customer relationship management (CRM) tools and analytics providers. They may use your data only to provide services to us.
• Advertising platforms, such as Google and Meta, for the measurement and advertising purposes described in Section 6.
• Professional advisers, such as lawyers, auditors and chartered accountants, where needed.
• Government bodies, regulators or courts, where the law requires us to do so.

We ask our service providers to protect your data and not to use it for their own purposes.

9. Transfer of Data Outside India

Some of our tools, such as Google and Meta services, store or process data on servers outside India. We transfer data only to countries and services permitted under the DPDP Act and the rules made under it, and we choose providers that apply reasonable security safeguards.

10. How Long We Keep Your Data

We keep your personal data only for as long as it is needed for the purposes in this policy or as the law requires. As a general guide, enquiry data is kept for 24 months after our last contact with you unless you become a client. Once the purpose is complete and no law requires us to keep the data, we delete it or make it anonymous.

11. How We Protect Your Data

We use reasonable security measures to protect your data, including secure (HTTPS) connections, access controls, and password protected systems. No method of sending or storing data online is completely secure, so we cannot promise absolute security. If a personal data breach occurs, we will inform you and the Data Protection Board of India as required by law.

12. Your Rights

Under the DPDP Act, you have the right to:

• Access: ask for a summary of the personal data we hold about you and how we use it.
• Correction and updating: ask us to correct wrong data or complete missing data.
• Erasure: ask us to delete your personal data, unless we need to keep it by law.
• Grievance redressal: complain to us about how we handle your data (see Section 15).
• Nomination: nominate another person to exercise your rights if you die or become unable to act.
• Withdrawal of consent: stop us from using your data based on consent, as explained in Section 7.

To use any of these rights, email us at anuj@zenithfinserve.in with the subject line “Data Rights Request”. We may ask you to verify your identity first, and we will respond within a reasonable time and within the period set by law.

13. Children

Our Website and services are meant for adults aged 18 and above. We do not knowingly collect personal data of children. If you believe a child has shared personal data with us, please contact us and we will delete it.

14. Links to Other Websites

The Website may link to other websites, such as social media pages, regulators and fund houses. We are not responsible for their privacy practices or content. Please read their privacy policies before sharing your data with them.

15. Grievance Officer

If you have a concern about how we handle your personal data, please contact our Grievance Officer. We aim to acknowledge your complaint within 48 hours and resolve it within 96 hours.

Name: Anuj Kesarwani

Email: anuj@zenithfinserve.in

Phone: +91 95194 43444

If you are not satisfied with our response, you may complain to the Data Protection Board of India once it is operational, as provided under the DPDP Act.

16. Changes to This Policy

We may update this policy from time to time to reflect changes in law or in how we operate. The “Last updated” date at the top shows when it was last changed. If we make a major change, we will place a notice on the Website. Please check this page regularly.

17. Contact Us

For any questions about this Privacy Policy, write or call us:

Zenith Finserve

Email: anuj@zenithfinserve.in

Phone: +91 95194 43444

Website: https://zenithfinancialmanagement.com/