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Privacy Policy — Ex-Banker's Guide to Smart Investing

 Privacy Policy — Ex-Banker's Guide to Smart Investing


Privacy Policy

Last Updated: 19 August 2026

This Privacy Policy explains how Ajith Finance collects, uses and protects personal information provided by individuals who contact us or submit their details through our online advertisements, forms, social media pages or other communication channels.

1. Information We Collect

When you request a retirement planning review or contact us, we may collect information such as:

  • Name
  • Mobile/WhatsApp number
  • Email address
  • Age or age group
  • Information relating to your retirement-planning requirements
  • Any other information you voluntarily provide during communication with us

2. How We Use Your Information

We may use the information you provide to:

  • Contact you regarding your retirement-planning request
  • Understand your financial-planning requirements
  • Arrange or conduct a retirement-planning discussion or review
  • Respond to your questions and requests
  • Provide information, educational material and updates relating to financial planning, banking, insurance and investments, where applicable
  • Maintain records relating to enquiries and communications

We do not use the information collected through this form to make automated financial decisions about you.

3. Sharing of Information

We may use third-party platforms and service providers to operate our advertising, communication and lead-management activities, including Meta and WhatsApp.

We do not sell or rent your personal information to third parties.

We may disclose information where required by applicable law, regulation, legal process or governmental authority.

4. WhatsApp Communication

If you choose to communicate with us through WhatsApp or join a WhatsApp community, your interaction will also be subject to WhatsApp's own terms and privacy practices.

Joining a WhatsApp community is voluntary.

5. Protection of Information

We take reasonable steps to protect the personal information provided to us from unauthorized access, misuse, loss or disclosure.

However, no method of electronic transmission or storage can be guaranteed to be completely secure.

6. Your Choices

You may choose not to provide personal information. However, this may prevent us from responding to your retirement-planning request or providing the requested service.

You may also ask us to stop contacting you for promotional or informational communications.

7. Third-Party Platforms

Our advertisements and lead forms may be provided through Meta platforms. When you submit information through a Meta lead form, Meta may also process your information in accordance with its own privacy policy.

Similarly, communications conducted through WhatsApp are subject to WhatsApp's applicable privacy practices and terms.

8. Financial Information

A retirement-planning enquiry does not constitute an investment recommendation, financial advice or a guarantee of returns.

Any financial discussion or recommendation, where applicable, will be based on the information provided and the individual's requirements, circumstances and objectives.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, practices or applicable requirements.

The updated version will be published with a revised "Last Updated" date.

10. Contact Us

If you have any questions regarding this Privacy Policy or wish to request information about the personal data you have provided, please contact:

Ajith Finance
Contact: 9606485609
**Email:**smike213@gmail.com

By submitting your details through our retirement-planning form, you acknowledge that you have read and understood this Privacy Policy and consent to the collection and use of your information as described above.

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