Privacy Policy -

Effective Date: 01/01/2026 Last Updated: 01/01/2026

InsureMyGoal.com (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of personal information:

Identity Data: Name, date of birth, gender, PAN, Aadhaar (if voluntarily provided)
Contact Data: Email address, phone number, postal address
Financial Data: Income details, investment preferences, insurance history
Technical Data: IP address, browser type, device information, cookies
Usage Data: Pages visited, time spent, interactions with content
Marketing Data: Preferences for receiving communications

2. How We Collect Information

We collect data through:

Direct interactions (forms, consultations, appointments)
Automated technologies (cookies, analytics tools)
Third-party sources (insurance partners, financial institutions, public databases)

3. How We Use Your Information

We use your data to:

Provide personalized insurance and investment advisory services
Conduct portfolio analysis and plan selection
Schedule appointments and consultations
Send service updates, newsletters, and promotional offers (with consent)
Comply with legal obligations and regulatory requirements
Improve website functionality and user experience

4. Legal Basis for Processing (GDPR Compliance)

We process personal data under the following legal bases:

Consent: When you opt-in to receive communications
Contractual necessity: To deliver services you request
Legal obligation: To comply with applicable laws
Legitimate interest: To improve services and prevent fraud

5. Sharing of Information

We may share your data with:

Insurance and financial partners for plan comparisons and advisory support
Direct employees of insurance companies during in-person consultations
Service providers (e.g., hosting, analytics, CRM tools)
Regulatory authorities when required by law

We do not sell your personal data.

6. International Data Transfers

If you are located outside India, your data may be transferred to and processed in India or other jurisdictions. We ensure appropriate safeguards are in place, including Standard Contractual Clauses (SCCs) where applicable.

7. Data Retention

We retain personal data only as long as necessary for the purposes stated, or as required by law. You may request deletion of your data at any time.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

Access your personal data
Correct inaccuracies
Request deletion
Object to processing
Withdraw consent
Lodge complaints with a data protection authority

To exercise these rights, contact us at: privacy@insuremygoal.com

9. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance user experience. You can manage cookie preferences through your browser settings.

10. Data Security

We implement industry-standard security measures including encryption, access controls, and secure servers to protect your data.

11. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from minors.

12. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices. Please review their policies separately.

13. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised “Last Updated” date.

14. Contact Us

For questions or concerns about this Privacy Policy, contact:

InsureMyGoal.com Email: connect@insuremygoal.com Phone: (+91) 7738704794 Address: Lok Upvan Phase 2, Thane, Maharashtra, India.