Privacy Policy

Introduction

Happy2Investt (“we,” “our,” or “us”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or contact us for financial planning services.

Information We Collect

We collect information you voluntarily provide when you fill out our contact form, book a clarity call, or communicate with us directly. This may include:

• Name, email address, and phone number
• Your financial goals or questions shared with us
• Any other information you choose to share

We also collect certain technical data automatically when you visit our website, including IP address, browser type, pages visited, and time spent on pages. This data is used only for improving website performance.

How We Use Your Information

• To respond to your enquiries and schedule clarity calls
• To provide financial planning services you have requested
• To send relevant updates about our services (only with your consent)
• To improve our website and the quality of our services
• To comply with applicable laws and regulations

Sharing of Information

We do not sell, rent, or trade your personal information to third parties. We may share information with trusted service providers (such as email or scheduling tools) who assist us in running our business, subject to strict confidentiality obligations. We may also disclose information if required by law.

Cookies

Our website may use cookies to improve your browsing experience and understand how visitors use the site. You can disable cookies through your browser settings; however, some website features may not function correctly as a result.

Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, disclosure, or loss. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable law. Enquiry data is typically retained for a period of three years unless you request earlier deletion.

Your Rights

You have the right to access, correct, or request deletion of your personal data held by us. To exercise these rights, please contact us at hello@happy2investt.com or via our Contact page.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.

Contact

For questions about this Privacy Policy, contact us at happy2investt.com/contact or write to us at 32C New Road, Kolkata 700027.