— PRIVACY POLICY
Your privacy, our promise.
How we collect, use, and protect your personal data — written in plain language, kept up to date.
Last Updated: April 2026
Introduction
The Plan Beyond Company provides this Privacy Policy for services delivered through their online website. The policy describes how personal data is collected, processed, and shared. Users accept these terms by accessing the site; disagreement means non-use is appropriate.
10C, Tower 3
Spaze i-tech Park
Sector 49, Sohna Road
Gurgaon 122018
1. Definitions
“Personal Data” encompasses information relating to an identified or identifiable natural person, including names, identification numbers, location data, or online identifiers.
2. Collection of Your Information
2.1 Personal Data Provided During Account Creation
Registration requires: full name, professional designation, email address, username, phone number, and password. When advisors create accounts for clients, they confirm obtaining necessary consent for disclosing client information.
2.2 Information Submitted Through the Use of the Services
Users voluntarily input:
The service also collects messages, form responses, customer inquiries, and promotional participation data.
3. Information Collected Automatically
3.1 Device and Technical Usage Data
Automatically gathered: device type, operating system, browser type, mobile carrier, IP address, application version, time spent on pages, features accessed, and link engagement.
3.2 Transactional Records
Financial transaction data including amount, date, and geographic location are collected. Third-party payment processors govern their own data practices separately.
3.3 Geolocation Information
Location derived from IP address or precise tracking (GPS, Wi-Fi, cell towers) may be collected based on device permissions, which users can disable anytime.
3.4 Tracking Technologies and Cookies
Refer to Cookie Policy for tracking details.
4. Information from Third Parties
Data may be received from trusted partners including payment processors, identity verification services, and authorized legal professionals.
5. How We Use Your Information
Processing purposes include:
- Operating and optimizing the site using technical data
- Enabling secure authentication through account registration
- Document vault services requiring explicit consent
- Marketing and advertising based on user consent
- Customer support under legitimate interest
- Meeting legal and regulatory obligations
- Fraud detection and platform security
6. When and How We Share Your Information
Trusted vendors and service providers access data only as necessary for their functions, bound by confidentiality obligations. Information may be disclosed when:
- Required by law or legal process
- Necessary to enforce terms and investigate violations
- Needed to prevent unlawful activity
- Required to protect user rights, safety, or property
Aggregated or anonymized non-identifying data may be shared.
7. Advertising from External Networks
Independent advertising providers use cookies, device identifiers, and tracking pixels to deliver personalized ads. Users can limit this activity through industry opt-out tools; opting out prevents customization but not ads entirely.
8. Your Rights Regarding Your Personal Data
The company honors rights under Digital Personal Data Protection Act (India), GDPR, CCPA, and similar frameworks:
- Right to Withdraw Consent
- Right of Access
- Right to Rectification
- Right to Erasure
- Right to Restrict Processing
- Right to Object
- Right to Data Portability
- Right to Opt Out of Sale (company does not sell data)
- Right to Non-Discrimination
- Rights in Relation to Automated Decision-Making
Contact for rights requests:
9. Security
Administrative, technical, and organizational safeguards protect personal information. No internet transmission or electronic storage method is completely secure. Users should report suspected compromises immediately.
10. Third Party Servers and External Links
The policy covers only data collected through the company’s site and services. It does not apply to linked external websites, platforms, or third-party service providers.
11. Children's Privacy
The site is not intended for users under 18. The company does not knowingly collect minor information and will delete it if discovered.
12. Contact Us
Questions, concerns, or requests about your personal data? We’re here.
Address
10C, Tower 3
Spaze i-tech Park
Sector 49, Sohna Road
Gurgaon 122018