PRIVACY POLICY
Effective Date: 15 August 2026
At Joshi Vantage, we respect your privacy and are committed to protecting the information you share with us. This Privacy Policy explains how Joshi Vantage collects, uses, stores and protects information when you visit our website or contact us for our services.
Joshi Vantage provides CFO advisory, FP&A and strategic finance solutions to help businesses make better decisions and improve financial performance.
Founded by Ramachandra Joshi, CA, Joshi Vantage combines financial expertise, commercial thinking, technology and AI-enabled solutions to help businesses build stronger and more scalable finance functions.
1. Information We Collect
We may collect information that you voluntarily provide when you:
- Submit a contact or enquiry form
- Request a consultation
- Contact us by email, phone or WhatsApp
- Subscribe to our newsletter or updates
- Communicate with us regarding our services
This information may include:
- Name
- Company name
- Designation
- Email address
- Phone number
- Business requirements
- Information included in your enquiry or message
- Other information you voluntarily provide
We may also automatically collect limited technical information such as browser type, device information, website pages visited and general website usage data.
2. How We Use Your Information
We may use the information collected to:
- Respond to enquiries and consultation requests
- Understand your business requirements
- Provide information about our services
- Communicate with you regarding requested services
- Schedule consultations or discussions
- Improve our website and user experience
- Improve our services and business processes
- Respond to support or communication requests
- Maintain appropriate business and administrative records
- Comply with applicable legal and regulatory requirements
We do not use your information for purposes unrelated to the reason for which it was collected unless permitted or required by applicable law.
3. Business and Financial Information
If you choose to work with Joshi Vantage, you may provide business, financial, operational or commercial information required for advisory services.
We treat such information as confidential and use it only for legitimate business purposes connected with the services or engagement.
You should avoid submitting passwords, payment credentials or other highly sensitive information through general website enquiry forms.
4. Cookies and Website Technologies
Our website may use cookies and similar technologies to improve website functionality, understand website usage and provide a better user experience.
Cookies may help us understand:
- Which pages visitors use
- How visitors navigate the website
- Website performance
- General visitor preferences
You may be able to manage or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.
5. Third-Party Services
Our website may use third-party services such as website hosting, analytics, communication, form-processing, mapping or other technology providers.
These providers may process limited information as necessary to provide their services.
We encourage users to review the privacy policies of relevant third-party services where applicable.
6. Data Security
Joshi Vantage takes reasonable measures to protect information against unauthorised access, misuse, loss, alteration or disclosure.
However, no website, electronic transmission or storage system can be guaranteed to be completely secure. Therefore, we cannot guarantee absolute security of information transmitted through the internet.
7. Sharing of Information
We do not sell or rent your personal information.
Information may be shared where reasonably necessary with:
- Service providers supporting our website or business operations
- Professional advisers where appropriate
- Authorities or regulatory bodies when legally required
- Other parties where you have provided appropriate consent or where disclosure is permitted under applicable law
8. Data Retention
We retain information only for as long as reasonably necessary for the purpose for which it was collected, to maintain business records, fulfil contractual obligations, resolve disputes or comply with applicable legal requirements.
The retention period may vary depending on the nature of the information and the purpose for which it is required.
9. Your Privacy Rights
Depending on applicable law, you may have rights regarding your personal information, including the ability to request access, correction, updating or deletion of certain information.
To make a privacy-related request, please contact us using the details provided below.
We may need to verify your identity before processing certain requests.
10. Children’s Privacy
Our website and services are intended for businesses and professional users. We do not knowingly seek to collect personal information from children.
If you believe that a child has provided personal information to us, please contact us so that appropriate action can be considered.
11. Changes to This Privacy Policy
Joshi Vantage may update this Privacy Policy from time to time to reflect changes in our services, website practices, technology or applicable legal requirements.
Any updated version will be published on this page with a revised effective date.
12. Contact Us
For privacy-related questions, requests or concerns, please contact:
Joshi Vantage
Email: ramachandra.joshi@joshivantage.com
Phone / WhatsApp: +91 9663395329
