Kesari Consultancy Services

Effective Date: 2nd June 2026

At Kesari Consultancy Services (“Kesari Consultancy”, “we”, “our”, or “us”), we are committed to protecting the privacy and confidentiality of our clients, website visitors, and business partners. This Privacy Policy explains how we collect, use, store, protect, and disclose your personal information when you use our services or interact with us.

1. About Us

Kesari Consultancy Services is a professional financial consultancy and Chartered Accountant (CA) firm providing services including but not limited to:

Income Tax Return (ITR) Filing
GST Registration & Compliance
Accounting & Bookkeeping
Company Registration
Audit & Assurance Services
Financial Planning & Advisory
Business Consultancy
Tax Consultation
Payroll Services
Other Financial and Compliance Services

2. Information We Collect

We may collect the following types of information:

Personal Information

Full Name
Date of Birth
Mobile Number
Email Address
Residential Address
Business Address
PAN Number
Aadhaar Number (where legally required)
GST Number
Bank Account Details
Company Information
Identity Verification Documents

Financial Information

Income Details
Tax Records
Investment Information
Salary Details
Business Financial Statements
Accounting Records
GST Data
Financial Transactions

Technical Information

When you visit our website, we may automatically collect:

IP Address
Browser Type
Device Information
Operating System
Website Usage Data
Cookies and Similar Technologies

3. How We Use Your Information

We use your information to:

Provide requested financial and taxation services
Prepare and file tax returns
Complete GST registrations and filings
Perform audits and accounting services
Verify your identity
Communicate regarding service requests
Generate invoices and collect payments
Comply with legal and regulatory obligations
Improve our services
Respond to inquiries and support requests
Prevent fraud and unauthorized activities

4. Legal Basis for Processing Information

We process information based on:

Your consent
Performance of contractual obligations
Compliance with legal requirements
Legitimate business interests
Regulatory and professional obligations applicable to Chartered Accountants and Financial Consultants

5. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information.

Your information may be shared only with:

Government Authorities

Income Tax Department
GST Authorities
MCA (Ministry of Corporate Affairs)
Regulatory Agencies
Courts and Law Enforcement Agencies when legally required

Professional Service Providers

Authorized Technology Providers
Cloud Storage Providers
Payment Processing Partners
Legal Advisors
Compliance Service Providers

Business Transfers

In case of merger, acquisition, restructuring, or sale of business assets.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information, including:

Secure document storage
Password-protected systems
Access controls
Data encryption where applicable
Regular system monitoring
Restricted employee access

While we strive to protect your information, no method of transmission or storage is completely secure.

7. Data Retention

We retain client records and financial information for as long as required:

To provide services
To comply with tax and regulatory requirements
To resolve disputes
To enforce agreements

Retention periods may vary based on applicable laws and professional standards.

8. Cookies Policy

Our website may use cookies and similar technologies to:

Improve user experience
Analyze website traffic
Remember preferences
Enhance website performance

Users may disable cookies through browser settings, though some website features may not function properly.

9. Your Rights

Subject to applicable laws, you may have the right to:

Access your personal information
Request correction of inaccurate information
Request deletion where legally permissible
Withdraw consent
Restrict processing
Request data portability where applicable

Certain information may need to be retained to comply with legal obligations.

10. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party websites.

Users are encouraged to review the privacy policies of those websites independently.

11. Children’s Privacy

Our services are not directed toward children under 18 years of age.

We do not knowingly collect personal information from minors without appropriate consent or legal necessity.

12. Professional Confidentiality

As a financial consultancy and CA firm, we maintain strict confidentiality regarding client information in accordance with applicable professional ethics, legal obligations, and industry standards.

Client information will only be disclosed where required by law or with client authorization.

13. Changes to This Privacy Policy

We reserve the right to modify or update this Privacy Policy at any time.

Updated versions will be published on our website with the revised effective date.

Continued use of our services after updates constitutes acceptance of the revised Privacy Policy.

14. Contact Us

For questions regarding this Privacy Policy or our data practices, please contact:

Kesari Consultancy Services
📍 Lodha Palava, Dombivli, Maharashtra, India

By using our services or website, you acknowledge that you have read, understood, and agreed to this Privacy Policy.