Introduction

This Terms of Service explains how Arunava Talukdar ("I", "me", "my"), an independent health, term, and mutual fund insurance advisor, collects, uses, discloses, and safeguards the personal information of visitors to this website and individuals who engage my services (collectively, "you", "your"). This policy applies to information collected through this website, in-person consultations, phone calls, WhatsApp, email, and any other channel through which you interact with me in connection with insurance advisory or mutual fund distribution services.

By using this website or sharing your information with me, you agree to the practices described in this policy. If you do not agree, please do not use this website or share your personal information with me.

Information I Collect

Depending on how you interact with me, I may collect the following categories of information:

Category Examples
Identity & contact details Full name, date of birth, gender, phone number, WhatsApp number, email address, residential address
Government & financial identifiers PAN, Aadhaar (last 4 digits or as legally required), bank account details, income details, where required for policy issuance or KYC
Health & lifestyle information Medical history, pre-existing conditions, lifestyle habits, nominee details — collected solely for health/term insurance underwriting and shared only with the relevant insurer
Financial & investment details Income range, existing policies, investment goals, risk appetite, mutual fund folio details
Communication data Messages sent via the contact form, WhatsApp, email, or phone call records for service and follow-up purposes
Technical data IP address, browser type, device information, pages visited, collected automatically through standard website analytics
Sensitive information note: Health and financial information you share for the purpose of insurance underwriting or mutual fund recommendations is treated as sensitive personal data. It is collected only with your consent, used strictly for the purpose disclosed to you, and is not used for any unrelated marketing purpose.

How I Use Your Information

Your information is used only for legitimate business and service purposes, including to:

  • Understand your insurance and investment needs and recommend suitable health, term, or mutual fund products
  • Prepare and submit proposal forms, applications, and KYC documents to insurers, AMCs (Asset Management Companies), or regulatory intermediaries on your behalf
  • Communicate with you regarding policy status, premium due dates, renewals, claims assistance, and portfolio updates
  • Respond to enquiries submitted through the contact form, WhatsApp, phone, or email
  • Maintain records as required under IRDAI, AMFI, SEBI, or other applicable regulatory guidelines
  • Improve this website's content and user experience
  • Comply with legal, tax, and regulatory obligations

I do not sell your personal information to third parties, and I do not use your health information for advertising or profiling purposes.

Sharing & Disclosure

Your information is shared only where necessary to deliver the services you have requested, and only with:

  • Insurers and Asset Management Companies — to process proposals, policy issuance, fund transactions, renewals, and claims on your behalf
  • Regulatory bodies — where disclosure is legally required, such as IRDAI, AMFI, or tax authorities
  • Service providers — such as website hosting or communication tools, who are bound to handle your data securely and only for the purpose specified
  • Legal authorities — where required to comply with a court order, summons, or applicable law

Your information is never shared for unrelated third-party marketing without your explicit consent.

Cookies & Tracking Technologies

This website may use basic cookies and standard analytics tools to understand how visitors use the site and to improve its performance. These cookies do not collect sensitive personal, health, or financial information. You can disable cookies through your browser settings at any time; doing so may affect certain website features.

Data Security

Reasonable administrative, technical, and physical safeguards are maintained to protect your information from unauthorised access, alteration, disclosure, or destruction. Sensitive documents, whether physical or digital, are stored securely and access is limited to what is necessary to serve you. However, no method of transmission or storage is completely secure, and absolute security cannot be guaranteed.

Data Retention

Personal information is retained only for as long as necessary to fulfil the purposes described in this policy, or as required by applicable insurance, tax, or financial regulations, whichever is longer. Once information is no longer required, it is securely deleted or anonymised.

Your Rights & Choices

You have the right to:

  • Request access to the personal information held about you
  • Request correction of inaccurate or outdated information
  • Withdraw consent for future communication or use of your data, subject to any active policy or regulatory obligations
  • Request deletion of your information, where it is not required to be retained by law
  • Opt out of promotional messages on WhatsApp, email, or phone at any time

To exercise any of these rights, please reach out using the contact details below.

Children's Privacy

This website and its services are intended for individuals who are 18 years of age or older, or their legal guardians acting on their behalf (such as when purchasing a child insurance or education plan). Personal information is not knowingly collected directly from minors without the involvement of a parent or guardian.

Third-Party Links

This website may contain links to insurer or AMC websites, WhatsApp, or other third-party platforms for your convenience. This policy does not extend to those external sites, and you are encouraged to review their respective privacy policies before sharing any information.

Changes to This Policy

This Terms of Service may be updated periodically to reflect changes in practices, services, or regulatory requirements. The "Last updated" date at the top of this page will reflect the most recent revision. Continued use of this website after changes are posted constitutes acceptance of the revised policy.


13. Contact Us

For any questions about this Terms of Service, or to exercise your data rights, please get in touch through any of the channels below.

WhatsApp
Address
376, Pulin Avenue, Rajbari Colony, Kolkata -700081
Hours
Monday – Saturday 9:30 AM – 6:30 PM
Sunday By Appointment