Finior Financial-Planning for Life and Business

Privacy Policy

This Privacy Policy outlines how we collect, use, disclose, and protect personal information obtained from our customers and visitors to our website or mobile applications. We are committed to safeguarding your privacy and ensuring the security of your personal data.
1. Information We Collect
  • Personal Information: We may collect and process personal details such as name, address, contact information, date of birth, identification numbers, and financial information.
  • Transactional Information: Details of transactions with us, including account balances, payment history, and insurance claims.
  • Usage Data: Information about your interactions with our services, including website visits, cookies, and analytics data.
2. How We Use Your Information
  • Provide Services: To fulfill our contractual obligations and deliver financial and insurance products and services.
  • Customer Support: Respond to inquiries, provide assistance, and address customer concerns.
  • Marketing and Communications: Send promotional materials, updates, and relevant information about our products and services (with opt-out options).
  • Compliance and Legal Obligations: Meet regulatory requirements, prevent fraud, and enforce our policies.
3. Information Sharing
  • Third Parties: We may share personal information with trusted partners, service providers, and regulatory authorities for legitimate business purposes.
  • Legal Compliance: Disclosures required by law, court order, or government agencies.
4. Data Security
  • We implement industry-standard security measures to protect your personal data from unauthorized access, use, or disclosure.
  • Data Retention: We retain personal information only as long as necessary for the purposes outlined in this policy or as required by law.
5. Your Rights and Choices
  • Access and Correction: You have the right to access, update, or correct your personal information.
  • Opt-Out: You may choose to opt-out of marketing communications or withdraw consent for certain data processing activities.
  • Data Portability: Request a copy of your personal data in a structured, machine-readable format.
6. Cookies and Tracking Technologies
  • We use cookies and similar technologies to enhance user experience, analyze website traffic, and personalize content.
7. Updates to Privacy Policy
  • We may update this Privacy Policy periodically. Any changes will be communicated through our website or other appropriate channels.
8. Contact Us
  • If you have questions or concerns about our Privacy Policy or data practices, please contact us at [ +91 98692 38025 ].
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As Business Development Executive at Finior Financial, Kavit Vora specializes in developing and implementing effective growth strategies that drive the company’s success. His role involves identifying new business opportunities, forging strategic partnerships, and ensuring seamless execution of growth initiatives.

Having successfully passed the CFA Level 3 exam, he has significantly enhanced his analytical skills and gained in-depth experience in economics. By analyzing financial data and conducting thorough market research, Kavit contributes to clients’ success.

At Finior Financial, he is committed to delivering value through innovative solutions and strategic foresight.

Creating long-term growth, establishing strong client relationships, and positioning the company as a leader in the financial services sector are his goals.

Mr. Aashish A. Write up comes here. stands as a trailblazer within the Chartered Accountancy field in India. With a career spanning more than 25 years, his unwavering dedication revolves around providing top-tier professional services while upholding the profession’s ethical standards and code of conduct. Grounded in these principles, he consistently pushes boundaries and strives for growth, aiming not just to meet but to surpass expectations in every endeavor.

Shirish Vora, an AMFI registered mutual fund distributor, has dedicated his career to empowering clients with tailored insurance and investment solutions. With a profound commitment to understanding his clients’ financial landscapes—be it in their business ventures or personal lives—he navigates challenges alongside them, ensuring a comprehensive grasp of every product before recommending investments.

As a seasoned Financial Consultant at Aditya Birla Sun Life Insurance Company Limited (ABSLI) for over 22 years, Shirish’s expertise is underscored by his membership in the prestigious ‘Million Dollar Round Table’ (MDRT). This exclusive affiliation, bestowed upon the world’s top financial advisors, solidifies his reputation as a beacon of excellence in life insurance and financial services. Demonstrating unwavering dedication, Shirish has repeatedly achieved accolades such as Court of the Table (COT) recognition eight times consecutively and reaching the prestigious Top of the Table (TOT) status in 2017, reflecting his unparalleled commitment to client satisfaction and financial acumen.