Privacy
What we collect, and what we do with it.
Last updated 7 October 2026
Who we are
This site is operated by Jay Shah HUF, trading as Finwisor, AMFI-registered Mutual Fund Distributor (ARN 166452) and a PMS distributor (APRN 05431), based in Mumbai, India. For anything on this page, write to jay.shah@finwisor.com.
What we collect
One page collects personal data: the discovery-call form at /book. It asks for your name, WhatsApp number, email address, an indication of your net worth and investable surplus, and the products you are interested in. You choose what to enter, and you can stop at any step.
We do not ask for, and you should never send us, your PAN, Aadhaar, bank account details, passwords or one-time passwords through this website.
The calculators do not send us anything
The FinMap simulator and DIY or DIT run entirely in your browser. The figures you type, and any Excel file you export, never reach our servers. Nothing you enter there is transmitted, stored or seen by us.
Why we collect it
To contact you about the call you asked for, to prepare that conversation, and to decide which products are worth discussing. We do not sell your data, and we do not share it for anyone else's marketing.
Advisory is a separate entity
Finwisor Wealth Management (SEBI RIA INA000022127) is a separate firm at finwisor.org. If you choose an advisory relationship, that firm handles your data under its own privacy policy. We will tell you before anything is passed across.
Analytics and cookies
One page uses an advertising tool: our webinar page at /webinar loads the Meta Pixel, from Meta Platforms, so we can measure how our Facebook and Instagram ads perform. On that page, Meta's script may set cookies and send Meta the page you visited, your IP address and browser details, how far down the page you scrolled, which registration button you pressed, and whether you opened the registration form, submitted your details, left your details for a future session or completed a payment, with its amount. The script on the page does not send Meta your name, email address or phone number.
When you pay for a webinar seat, our server also tells Meta about that payment, so a seat bought through an ad is counted even if the page was closed early. That message carries your email address and phone number in hashed form (SHA-256: scrambled one way, never sent as readable text), together with Meta's cookies from your browser, your IP address and browser details, and the amount. Meta uses it to match the payment to an ad you saw. We do not send your name. Meta handles this data under its own privacy policy, and you can manage ad tracking in your Facebook or Instagram ad settings or by blocking third-party cookies in your browser.
The rest of the site sets no advertising or tracking cookies, and sends no analytics events. Your browser may store small preferences locally on your own device; that data stays there.
How long we keep it
Enquiries are kept for as long as we are in contact with you and for as long afterwards as our record-keeping obligations as a distributor require. Ask us to erase yours and we will, unless a law requires us to keep it.
Your rights
Under the Digital Personal Data Protection Act, 2023 you may ask for a copy of the data we hold about you, ask us to correct or complete it, ask us to erase it, withdraw a consent you gave, and nominate someone to exercise these rights if you cannot. Write to jay.shah@finwisor.com and we will respond.
Grievances
If something here has gone wrong, contact us at jay.shah@finwisor.com or +91 98922 99424. If you are not satisfied with our response you may escalate to the Data Protection Board of India.
Changes
If we change what we collect or who we share it with, we will update this page and the date at the top.