LEGAL

Privacy Policy

Last updated: 9 August 2026

PFM Experts (“PFM Experts,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, store, and share information when you visit www.pfmexperts.in, submit an enquiry, subscribe to our communications, or use our digital marketing services.

By using this website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Information You Provide

When you contact us, request a marketing audit, subscribe to updates, or enquire about our services, you may provide:

  • Name and business or company name
  • Email address and telephone or WhatsApp number
  • Website address and marketing requirements
  • Advertising budget or campaign information
  • Information included in messages, forms, or documents you send us

Please do not submit confidential, financial, or sensitive personal information unless it is necessary and specifically requested.

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including your IP address, browser and device type, operating system, pages visited, referral source, approximate location, visit date and duration, website interactions, and cookie or analytics identifiers.

2. How We Use Your Information

We may use collected information to:

  • Respond to enquiries and service requests
  • Provide proposals, audits, consultations, and marketing services
  • Communicate about projects and customer support
  • Operate, maintain, measure, and improve our website
  • Analyse and improve advertising campaigns
  • Send marketing communications when you have opted in
  • Protect against fraud, spam, misuse, and security threats
  • Maintain records, comply with legal obligations, and manage legal claims

3. Cookies and Tracking Technologies

Our website may use cookies, pixels, tags, and similar technologies to enable essential functionality, remember preferences, measure traffic and performance, understand visitor behaviour, and measure advertising effectiveness.

These technologies may be provided by services such as Google Analytics, Google Ads, Meta Pixel, or similar analytics and advertising platforms. Where required, non-essential cookies will be used only after you provide consent. You can manage cookies through your browser settings or the cookie controls available on our website.

4. Marketing Communications

If you opt in, we may send information about performance marketing, Google Ads, Meta Ads, SEO, analytics, conversion optimisation, marketing automation, and PFM Experts services or offers. You may unsubscribe at any time through the unsubscribe link in an email or by contacting us. Withdrawing marketing consent will not affect necessary service-related communications.

5. How We Share Information

We may share information only when reasonably necessary with website hosting and technical providers, analytics and advertising platforms, email or CRM providers, payment and accounting providers, professional advisers, authorised contractors, government authorities where legally required, or a successor organisation following a business transfer.

We do not sell or rent your personal information to third parties.

6. Third-Party Platforms

Our services may involve third-party platforms such as Google, Meta, email-marketing platforms, analytics tools, CRM systems, or WordPress plugins. These parties process information under their own privacy policies. We recommend reviewing each third party’s privacy policy before using its services.

7. Data Retention

We retain personal information only for as long as reasonably necessary to respond to enquiries, provide services, maintain business records, meet contractual or legal requirements, resolve disputes, prevent fraud, and enforce our agreements. When information is no longer required, we may securely delete or anonymise it, subject to legal and technical limitations.

8. Data Security

We use reasonable administrative, technical, and organisational safeguards designed to protect personal information from unauthorised access, loss, misuse, alteration, or disclosure. However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

9. Your Privacy Rights

Subject to applicable law, you may request access to information about your data, correction or updating of inaccurate information, deletion of eligible information, withdrawal of consent, or opt-out from marketing. You may also raise a complaint about our processing.

To submit a privacy request, use our contact page and include “Privacy Request” in your message. We may request reasonable information to verify your identity.

10. Children’s Privacy

Our website and services are intended for businesses and people legally able to enter business arrangements. We do not knowingly collect personal information from children. If you believe a child has submitted personal information, please contact us so we can review and, where appropriate, delete it.

11. International Data Processing

Some providers used by PFM Experts may store or process information outside India. Where applicable, we take reasonable steps to use providers that implement appropriate safeguards and follow applicable contractual and legal requirements.

12. External Links

Our website may link to third-party websites, social-media platforms, or external services. We do not control these services and are not responsible for their content, security, or privacy practices.

13. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes to our website, services, technologies, business practices, or legal requirements. The latest version will appear on this page with an updated date.

14. Contact Us

For questions, requests, or complaints about this Privacy Policy, visit our Contact Us page and include “Privacy Request” in your message.

Important: Before publishing, verify the tools and services named above and add your official business email and address if required. Consider having the final policy reviewed by a qualified privacy professional.