Gami Sanjay Planner
Privacy Policy
Last updated: June 5, 2026. We handle your financial data with transparency, strict security, and professional care.
Data Security & Practices
01 Information We Collect
As a fiduciary financial planning firm, we collect necessary personal and financial data to provide comprehensive advisory services. This includes, but is not limited to:
- Identification details (name, address, date of birth)
- Financial records (income, assets, liabilities, tax returns)
- Investment objectives and risk tolerance profiles
- Estate planning documents and beneficiary information
02 How We Use Your Data
Your information is strictly utilized to deliver the financial planning and wealth management services you have requested. Gami Sanjay Planner does not sell, rent, or trade your personal data to third parties.
- Designing tailored financial and retirement plans
- Executing and monitoring investment strategies
- Communicating account updates and performance reports
- Fulfilling legal and regulatory compliance requirements
03 Data Security Measures
We employ industry-leading physical, electronic, and procedural safeguards to protect your non-public personal information from unauthorized access and use.
- Bank-level 256-bit encryption for all digital records
- Secure, access-controlled client portal for document exchange
- Regular third-party security audits and compliance checks
- Strict access limitations for employees and authorized partners
04 Your Privacy Rights
You maintain complete control over your personal data. You have the right to request access to the information we have on file, request corrections to any inaccuracies, or request deletion of your data, subject to regulatory retention requirements.
WE ARE HERE TO HELP
Questions About Your Data?
Our compliance team is available to answer any questions regarding how your information is securely managed.