Your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what data we collect, how we use it, and how we safeguard your information.
This Privacy Policy explains how MEHTA FINANCE (“Company,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you use our websites, applications, CRM systems, and related services (collectively, the “Service”).
By accessing or using the Service, you acknowledge that you have read and understood this Privacy Policy.
We may collect the following information when you create an account or use the Service:
Name, email address, phone number, mailing address
Business details
Billing information (stored securely via third-party payment processors)
Messages, notes, files, or other content you upload into the CRM
When you access the Service, we automatically collect:
IP address
Device and browser information
Usage data (pages visited, actions taken, time spent)
Cookies, tracking pixels, or similar technologies
If you import, upload, or sync contact data (such as your leads or clients), we process that information on your behalf.
You retain full ownership of your customer data.
We use the information we collect to:
Provide and maintain the Service
Create and manage your account
Send notifications, alerts, or customer support messages
Improve performance, security, and usability
Process transactions and prevent fraud
Comply with legal obligations
We do not sell personal information to third parties.
We may share information only as necessary:
We may share information with trusted third parties who assist with:
Hosting and infrastructure
Email/SMS delivery
Payment processing
Analytics
Customer support
These providers are bound to keep information confidential.
We may disclose information if required by law, court order, or to protect our legal rights.
If the business is sold, merged, or acquired, customer information may be transferred as part of the transaction.
You remain the data controller of your contacts and customer information.
We act only as a data processor, handling data strictly according to your instructions.
You are responsible for:
Obtaining proper consent from your contacts
Complying with email, SMS, and telemarketing laws (TCPA, CAN-SPAM, GDPR, etc.)
Managing opt-ins and opt-outs
We do not access your data except to provide the Service.
We use cookies and similar technologies to:
Authenticate users
Remember preferences
Analyze performance
Improve marketing effectiveness
You may disable cookies in your browser settings, but this may impact functionality.
We retain your information for as long as:
Your account is active
Necessary to provide the Service
Required for legal or accounting purposes
You may request deletion at any time.
We implement industry-standard security measures to protect your information, including:
Encryption
Secured servers
Access controls
Monitoring for unauthorized access
No system is 100% secure, but we take reasonable steps to safeguard data.
If you access the Service from outside the country where our servers are located, your information may be transferred across borders.
We comply with applicable data protection laws for such transfers.
Depending on your jurisdiction, you may have rights to:
Access the personal data we hold
Correct inaccurate information
Request deletion
Restrict or object to processing
Withdraw consent
Request a copy of your data
To exercise rights, contact us at: samir@mehtafinance.com
The Service is not intended for children under 13 (or under the age required by local law). We do not knowingly collect information from minors.
Our Service may contain links or integrations with third-party services.
We are not responsible for their privacy practices.
Always review their privacy policies.
We may update this Privacy Policy from time to time.
The “Last Updated” date will reflect the most recent revision.
Continued use of the Service after changes indicates your acceptance.
For questions about these Terms or the Service, contact:
Email: samir@mehtafinance.com
Address: Suwanee, GA 30024
Phone: +1 (678)990-1554
Your committed financial companions are Mehta Finance. We provide easy, tailored counsel to help you develop wealth, plan your legacy, and acquire confidence.
Feel free to reach out – we are here to help!
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