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Privacy Policy

Last Updated: September 23, 2026

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R Square Financial (“R Square Financial”, “we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information you provide when you visit or interact with our website.

This Privacy Policy explains how we collect, use, disclose, store and protect personal information obtained through https://rsquarefinancial.com/ and through communications or enquiries initiated through the website.

By using our website or submitting your information through our forms, enquiry channels or other website features, you acknowledge that you have read and understood this Privacy Policy.

1. About This Privacy Policy

This Privacy Policy applies to personal information collected through:

  • Our website;
  • Contact and enquiry forms;
  • “Schedule a Call” or callback requests;
  • Insurance-related enquiries;
  • Financial service enquiries;
  • Email communications initiated through the website;
  • Telephone or other communications following a website enquiry; and
  • Other interactions directly associated with our website.

This policy should be read together with our Terms & Conditions and any other applicable policies published on our website.

2. Information We May Collect

Depending on how you interact with us, we may collect information such as:

  1. Personal Information
  2. Full name
  3. Mobile number
  4. Email address
  5. Postal address
  6. City or location
  7. Age or date of birth, where relevant to a requested service
  8. Occupation or employment information, where relevant
  9. Financial or income-related information, where necessary for a requested financial or insurance service
  10. Information relating to your insurance or investment requirements
  11. Enquiry Information

When you contact us, we may collect:

  1. The service you are interested in
  2. Your insurance requirements
  3. Financial planning requirements
  4. Investment-related enquiries
  5. Preferred contact time
  6. Information included in your message or enquiry
  7. Details you voluntarily provide during conversations with our representatives
  8. Technical Information

When you visit our website, certain technical information may also be collected automatically, depending on the technologies used on the website, including:

  1. IP address
  2. Browser type
  3. Device type
  4. Operating system
  5. Approximate location information
  6. Pages visited
  7. Referring website
  8. Date and time of access
  9. Website interaction information

3. Information You Should Not Submit Through General Website Forms

Please do not submit highly sensitive personal information through ordinary website enquiry forms unless specifically requested through an appropriate and secure channel.

This may include:

  1. Passwords
  2. Bank account passwords
  3. ATM/PIN information
  4. Credit or debit card PINs
  5. OTPs
  6. Internet banking credentials
  7. Login credentials
  8. Aadhaar details or copies unless specifically required through an appropriate lawful process
  9. Unnecessary medical records or sensitive documents

R Square Financial will not ask you to disclose passwords, OTPs, PINs or similar authentication credentials through a general website enquiry form.

4. How We Use Your Information

We may use the information we collect for purposes including:

  1. Responding to your enquiries.
  2. Contacting you regarding the service or product you requested.
  3. Understanding your insurance or financial requirements.
  4. Providing information about relevant insurance or financial products.
  5. Scheduling appointments or calls.
  6. Providing customer support.
  7. Assisting with insurance-related services and communications.
  8. Processing or facilitating requests where applicable.
  9. Communicating information relating to services you have requested.
  10. Improving our website, services and customer experience.
  11. Maintaining records of enquiries and communications.
  12. Preventing fraud, misuse, unauthorised activity or security incidents.
  13. Meeting applicable legal, regulatory and compliance requirements.
  14. Exercising or defending legal rights where necessary.

We will seek to use personal information only for legitimate and relevant purposes connected with our services and your interaction with us.

5. Insurance and Financial Services Information

If you request information or assistance relating to life insurance, health insurance, mutual funds, financial planning or related services, we may need additional information to understand your requirements.

Such information may be used to:

  1. Understand your stated requirements;
  2. Identify potentially relevant products or services;
  3. Communicate product information;
  4. Assist with application-related processes;
  5. Coordinate with relevant insurers, financial institutions, fund houses or other authorised service providers where necessary; and
  6. Provide ongoing service or support.

The actual collection and processing of information required for a specific insurance or financial product may also be governed by the privacy policies, terms and regulatory requirements of the relevant insurer, financial institution, fund house or service provider.

6. Information Provided to Third Parties

Where reasonably necessary for providing a service you have requested, information may be shared with relevant third parties, including:

  1. Insurance companies;
  2. Financial institutions;
  3. Asset management companies or mutual fund-related entities;
  4. Product providers;
  5. Technology and hosting service providers;
  6. Website service providers;
  7. Communication service providers;
  8. Professional advisers;
  9. Legal or regulatory authorities where required by law; and
  10. Other authorised service providers involved in fulfilling your request.

We do not intend to sell your personal information as a standalone commercial product.

Where information is shared with a third party, we seek to limit the information shared to what is reasonably necessary for the relevant purpose, subject to applicable law and regulatory requirements.

7. Insurance Companies and Financial Product Providers

If you choose to proceed with an insurance policy, mutual fund or another financial product, the relevant product provider may collect and process your information independently.

Such organisations may have their own:

  1. Privacy policies;
  2. Application procedures;
  3. Data-processing practices;
  4. Regulatory obligations;
  5. Record-retention requirements; and
  6. Customer rights procedures.

Once information is submitted directly to a third-party insurer, financial institution, fund house or other provider, that organisation’s applicable privacy policy and terms may also govern its processing of your information.

We recommend reviewing the applicable privacy documentation of the relevant provider before submitting information directly to them.

8. Consent

Where consent is required for processing personal information, we will seek consent in an appropriate manner.

Consent should be:

  1. Voluntary;
  2. Specific;
  3. Informed;
  4. Unambiguous; and
  5. Related to the stated purpose for which the information is being collected.

Where applicable, you may withdraw consent by contacting us using the details provided in this Privacy Policy.

Withdrawal of consent may affect our ability to provide certain services where the information is necessary for that service.

Withdrawal of consent will not affect the lawfulness of processing carried out before consent was withdrawn.

9. Marketing and Promotional Communications

Where permitted by applicable law, we may use your contact information to communicate with you about:

  1. Services you have requested;
  2. Relevant financial or insurance information;
  3. Service updates;
  4. Follow-up communications;
  5. Events or informational material; and
  6. Promotional communications, where applicable.

You may request that we stop sending promotional communications by contacting us.

Please note that even after opting out of promotional communications, we may continue to send essential service-related, transactional, legal or administrative communications where necessary.

10. Cookies and Similar Technologies

Our website may use cookies and similar technologies to improve website functionality and user experience.

Cookies may help us:

  1. Remember preferences;
  2. Understand website usage;
  3. Improve website performance;
  4. Analyse visitor behaviour;
  5. Maintain security; and
  6. Measure the effectiveness of website content or marketing activities.

Third-party services used on the website may also use cookies or similar technologies according to their own policies.

You can generally control or disable cookies through your browser settings. However, disabling certain cookies may affect some website functionality.

Where applicable, we may provide additional cookie controls or notices on the website.

11. Analytics and Website Performance

We may use website analytics and measurement technologies to understand how visitors use our website.

This may include information such as:

  1. Number of visitors;
  2. Pages viewed;
  3. Traffic sources;
  4. Device and browser information;
  5. General geographic information;
  6. Website interactions; and
  7. Performance information.

Analytics information is generally used to improve the website, understand user behaviour and improve our services and communications.

Where third-party analytics services are used, their own privacy policies may also apply.

12. Data Security

We take reasonable technical and organisational measures designed to protect personal information from:

  1. Unauthorised access;
  2. Unauthorised disclosure;
  3. Loss;
  4. Misuse;
  5. Alteration;
  6. Destruction; and
  7. Other reasonably foreseeable security risks.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

You should therefore avoid submitting confidential authentication information, passwords, OTPs, PINs or other highly sensitive credentials through ordinary website forms or unsecured communication channels.

13. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, or for as long as required or permitted by applicable law, regulatory requirements, contractual obligations, legitimate business requirements or dispute-resolution needs.

The appropriate retention period may depend on:

  1. The nature of the information;
  2. The purpose for which it was collected;
  3. The service provided;
  4. Regulatory requirements;
  5. Legal obligations;
  6. Accounting or record-keeping requirements; and
  7. The existence of an ongoing customer relationship.

When personal information is no longer required, we may delete, anonymise or otherwise dispose of it in accordance with applicable requirements and our internal procedures.

14. Your Privacy Rights

Subject to applicable law, you may have rights regarding your personal information, including the right to:

  1. Request information about personal data being processed;
  2. Request correction of inaccurate or incomplete information;
  3. Request deletion of personal information where applicable;
  4. Withdraw consent where processing is based on consent;
  5. Request information regarding processing activities where applicable;
  6. Raise a grievance regarding the processing of your personal information; and
  7. Exercise other rights available under applicable Indian data-protection law.

Requests may be subject to reasonable verification requirements to protect your information from unauthorised access.

15. How to Withdraw Consent or Raise a Privacy Request

To withdraw consent, request correction or deletion, or raise a privacy-related concern, please contact us using the details below.

We may ask you to provide sufficient information to verify your identity and understand the request.

We will consider and respond to requests in accordance with applicable law and regulatory requirements.

16. Children's Privacy

Our website is intended primarily for adults seeking insurance, financial and related services.

We do not knowingly seek to collect personal information from children through general website enquiry forms.

If you believe that a child has provided personal information to us without appropriate authorisation, please contact us so that we can review and take appropriate action.

17. Third-Party Websites

Our website may contain links to third-party websites, insurers, financial institutions, service providers or other external resources.

We do not control the privacy practices of third-party websites.

Once you leave our website, the privacy policy and terms of the third-party website will apply to your interaction with that website.

We recommend reviewing the privacy policy of every external website before submitting personal information.

18. Communication Through Telephone, Email and Messaging Services

If you provide your telephone number, email address or other contact details, we may use those details to respond to your enquiry and provide requested services.

Where communication takes place through third-party platforms such as email, WhatsApp or other messaging services, the privacy practices and terms of those platforms may also apply.

Please avoid sending passwords, OTPs, PINs or other confidential authentication credentials through ordinary messaging channels.

19. Data Breach and Security Incidents

If a personal-data security incident occurs, we will take reasonable steps to investigate, contain and address the incident and make any notifications that are required under applicable law.

Where legally required, affected individuals and/or relevant authorities may be notified in accordance with applicable requirements.

20. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect:

  1. Changes in our services;
  2. Changes to our website;
  3. Changes in technology;
  4. Changes in applicable laws or regulations;
  5. Changes in our data-processing practices; or
  6. Changes in regulatory requirements.

The updated Privacy Policy will be published on this page with a revised “Last Updated” date.

We encourage you to periodically review this page for the latest version.

21. Contact Us

If you have questions, concerns, requests or complaints regarding this Privacy Policy or the processing of your personal information, please contact us.

R Square Financial,

Thanjavur Office

Rathna Colony, Thanjavur – 614201, Tamil Nadu, India.

Ayyampettai Office

No. 6, Kasukara Chetty Street, Ayyampet, Thanjavur – 614201, Tamil Nadu, India.

Email: raviramanlic@gmail.com

Phone:   +91 98420 53153

Phone:   +91 97509 53153

22. Grievance Contact

For privacy-related questions, requests or complaints, please contact:

Privacy / Grievance Contact: R Square Financial

Email: raviramanlic@gmail.com

Phone:   +91 98420 53153, +91 97509 53153

We will review privacy-related requests and complaints and respond in accordance with applicable law and regulatory requirements.

23. Applicable Law

This Privacy Policy shall be interpreted in accordance with the applicable laws of India, including applicable data-protection and privacy requirements.

Nothing in this Privacy Policy is intended to limit any rights or remedies available to individuals under applicable law.

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THANJAVUR

Rathna Colony, Thanjavur – 614201.

AYYAMPETTAI

No.6, Kasukara Chetty Street, Ayyampet, Thanjavur – 614201.

raviramanlic@gmail.com

CALL US

+91 98420 53153

+91 97509 53153

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