Privacy Policy

1. Information We Collect

We may collect the following types of information:

1.1 Personal Information

  • Name

  • Phone number

  • Email address

  • Company details

  • PAN / GST details (if applicable)

1.2 Financial & Business Information

  • Bank statements

  • Financial reports

  • Accounting records

  • Payroll data

  • Compliance documents

  • Tax-related information

1.3 Technical Information

  • IP address

  • Browser type

  • Device details

  • Cookies and usage analytics

2. How We Use Your Information

We use collected data strictly for:

  • Service delivery (Virtual CEO / CFO / Accountant / HR)

  • Financial analysis & reporting

  • Compliance filing & advisory

  • Billing & subscription management

  • Communication regarding services

  • Legal & regulatory compliance

We do NOT sell your data to third parties.

3. Data Sharing & Disclosure

We may share data only:

  • With authorized professional partners (CA, CS, compliance experts)

  • With payment gateway providers for subscription processing

  • When required by law or government authority

All third-party partners are contractually obligated to maintain confidentiality.

4. Data Storage & Security

We implement reasonable administrative, technical, and physical safeguards including:

  • Secure cloud storage systems

  • Restricted access controls

  • Encrypted data transmission (where applicable)

  • Role-based internal data access

However, no digital transmission can be guaranteed 100% secure. Clients acknowledge this inherent risk.

5. Data Retention

We retain client data:

  • During the active subscription period

  • For statutory record-keeping requirements

  • As required under applicable Indian laws

Upon termination, non-mandatory data may be deleted upon written request.

6. Cookies & Tracking

Our website may use cookies to:

  • Improve user experience

  • Track visitor analytics

  • Optimize service offerings

Users may disable cookies through browser settings.

7. Client Responsibilities

Clients are responsible for:

  • Providing accurate data

  • Protecting their login credentials

  • Ensuring secure transmission of documents

Liberate Adviser shall not be liable for data breaches resulting from client negligence.

8. Data Access & Correction

Clients may request:

  • Access to stored personal information

  • Correction of inaccurate data

  • Clarification regarding data usage

Requests must be made in writing.

9. Third-Party Links

Our website may contain links to external websites.
We are not responsible for privacy practices of third-party platforms.

10. Changes to Privacy Policy

We reserve the right to update this Privacy Policy.
Updated versions will be published on the website with revised effective date.

Continued use of services indicates acceptance of updated terms.

11. Governing Law

This Privacy Policy shall be governed by the laws of India.
Disputes shall fall under jurisdiction of courts located in Patna.