Effective Date: January 10, 2026
Balise Financial Services, owner of www.balisefinancialservices.com, respects your privacy and is committed to protecting your personal and sensitive information. This Privacy Policy explains how we collect, use, and safeguard your data. By using our services, you agree to the practices outlined below.
1. Legal Basis for Collecting Information
We collect and process your information to:
• Provide, manage, and enhance our services.
• Comply with legal and regulatory obligations.
Processing is based on your consent, which you may withdraw at any time. Withdrawal may affect access to certain services.
2. Types of Information We Collect
When you engage with our services, we may collect:
Registration Information: Name, address, contact details, age, gender, income, PAN, GST.
Service Usage Data: Device type, IP address, location, and usage patterns.
Support Communication Data: Details shared during support interactions or other communications.
3. How and Why We Use Your Information
We use your information to:
• Personalize and enhance your experience.
• Send service notifications and updates.
• Conduct surveys, research, and provide relevant promotional content.
• Understand user behaviour to improve our services.
• Protect against fraud and unauthorized activity.
We may also verify or supplement information using trusted third-party sources.
4. Sharing with Third Parties
We do not share your personal information except:
• When required by law.
• To complete a service or transaction you request.
Third-party tools (e.g., Mailchimp, Google, Invest Well) may use your contact information solely for service-related communication. Third-party cookies may collect data when you use intermediary platforms.
5. Prohibited Content
Users must not upload or share content that:
• Belongs to someone else without permission.
• Is harmful, defamatory, obscene, or illegal.
• Violates proprietary rights, contains malware, or threatens public safety.
Violations may result in service suspension or legal action.
6. Your Rights and Controls
You have the right to:
• Update or delete your account information.
• Modify email and alert preferences.
• Access, amend, or delete personal data.
• Control marketing-related data sharing.
• Opt-out of targeted advertising.
Information can be requested in a structured, machine-readable format. Some rights apply only in specific circumstances.
7. Data Retention
We retain your data only as long as necessary to provide our services and comply with legal obligations. Certain information may be retained longer for ongoing legal or regulatory matters.