Privacy Policy

Last updated: 2026-06-13

PaisaUtils (“we”, “us”) operates the PaisaUtils platform. This policy describes how we collect, use and protect personal information.

What we collect

• Account: name, email, phone (provided at sign-up).
• Profile: business details, SEBI registration info, photo and logo.
• CRM data: leads, clients, activities you create inside the platform.
• Usage: pages viewed, actions taken, IP and device for security.

How we use it

• To operate the platform and provide the CRM and directory.
• To verify advisors and display verification status publicly.
• To send transactional notifications you opt into.

Sharing

Verified advisor profiles (name, photo, city, language, fee model) are public by design. CRM data is private to the advisor's tenant.

Your rights

You may request export or deletion of your data anytime. Email privacy@paisautils.com.

Contact

Questions? Reach us at hello@paisautils.com.