Privacy Policy | NextGen Family Office Services

NextGen Family Office Services LLP ("NextGen", "we", "us") is committed to protecting the privacy and confidentiality of information shared by visitors and clients. This Privacy Policy explains how we collect, use, and protect your information.

1. Information We Collect

We may collect the following types of information:

Personal identification information — Name, email address, phone number, when voluntarily submitted through our contact or resource download forms
Financial information — Only when you engage us as a client, and only to the extent necessary to provide advisory services
Usage data — Pages visited, time spent, browser type, and device information collected automatically via standard web analytics

2. How We Use Your Information

To respond to enquiries and consultation requests
To provide and improve our advisory services
To send resources, articles, and updates you have requested
To comply with legal and regulatory obligations

We do not sell, rent, or share your personal information with third parties for marketing purposes.

3. Data Security

We implement appropriate technical and organisational measures to protect your information against unauthorised access, alteration, disclosure, or destruction. All client data is handled with strict confidentiality protocols consistent with our professional obligations as Chartered Accountants.

4. Cookies

Our website uses essential cookies for basic functionality. We do not use tracking or advertising cookies. You may disable cookies in your browser settings, though some site features may be affected.

5. Third-Party Services

Our website uses the following third-party services:

Formspree — For contact form submissions
Calendly — For scheduling consultations
InvestWell — For investor portfolio access

Each of these services has its own privacy policy. We recommend reviewing them independently.

6. Your Rights

You have the right to access, correct, or request deletion of personal information we hold about you. To exercise these rights, contact us at contact@nextgenfamilyoffice.in.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be reflected on this page with an updated date.

For any privacy-related concerns, contact us at contact@nextgenfamilyoffice.in or write to NextGen Family Office Services LLP, Delhi NCR / Indore, India.