JAY DADA AGENCY collects only the personal and financial details needed to provide investment guidance, prepare personalized recommendations, and conduct portfolio reviews. This information may include your name, contact details, identification information, household and financial circumstances, and records of consultations you choose to share with us. We process this information to arrange consultations, deliver the advisory services you request, meet our record-keeping and regulatory obligations, and communicate with you about your engagement. We do not use your information for purposes unrelated to those services without first telling you and, where required, obtaining your consent.

Client personal and financial disclosures are treated as strictly confidential. Access is limited to authorized personnel who need the information to serve you, and we apply reasonable technical and organizational safeguards to protect records against unauthorized access, loss, or alteration. Data is retained only for as long as required to deliver our services and to satisfy legal and regulatory retention periods. When those periods end, records are securely deleted or anonymized. Details of how long specific categories of information are kept are available on request.

We contact you by phone, SMS, or WhatsApp only with your explicit permission. Before we use any of these channels, we will ask you to confirm your preference, and you may withdraw that permission at any time by telling us. Email and in-person or video consultations follow the preferences recorded on your client file. We do not sell, rent, or share your personal or financial information with third parties for their marketing purposes. Disclosure occurs only where necessary to deliver the services you requested, or where the law requires it.

You have the right to request access to the personal information we hold about you, to ask that inaccurate details be corrected, and to ask questions about how your records are used. You may also request that we restrict certain processing or delete information that is no longer required, subject to our legal and regulatory obligations. To exercise any of these rights or to ask about this policy, contact us through the details on our Contact page: [Email], [Phone], or [Address]. We will respond within a reasonable period and may ask you to verify your identity before releasing any records.