Privacy Policy

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Privacy Policy

M/s. P.M. Hegde & Co. (“the Firm”, “we”, “our”, or “us”) is a Chartered Accountancy firm registered with the Institute of Chartered Accountants of India (ICAI). We are committed to protecting the confidentiality, integrity, and privacy of information entrusted to us by our clients and website users.

This Privacy Policy explains how we collect, use, store, and safeguard personal and professional information in accordance with applicable Indian laws, including the Information Technology Act, 2000 and the Digital Personal Data Protection Act, 2023 (DPDP Act).

1. Information We Collect

We may collect the following types of information:

a. Client and Business Information

  • Name, contact details, email address, phone number
  • Business name, PAN, GSTIN, and registration details
  • Financial records, accounting data, tax filings, and supporting documents

b. Website and Communication Data

  • Information provided through contact forms or email communication
  • IP address and basic device/browser information
  • Website usage and interaction data

c. Professional Engagement Data

  • Documents shared for audit, taxation, compliance, or advisory services
  • Records required for statutory filings and regulatory compliance

2. How We Use Information

We use collected information solely for legitimate professional purposes, including:

  • Providing audit, taxation, accounting, and advisory services
  • Preparing and filing statutory returns and compliance documents
  • Responding to client queries and communications
  • Meeting legal and regulatory obligations
  • Maintaining internal records and professional documentation
  • Improving service quality and operational efficiency

We do not use client data for advertising or unrelated commercial purposes.

3. Confidentiality and Professional Duty

As Chartered Accountants, we are bound by strict professional confidentiality obligations under ICAI regulations.

All client information is treated as strictly confidential and is not disclosed to any third party except:

  • When required by law or regulatory authorities
  • With explicit client consent
  • To authorised service providers assisting in professional work (under confidentiality obligations)

4. Data Sharing and Disclosure

We may share information only in the following limited circumstances:

  • Statutory authorities such as Income Tax Department, GST authorities, MCA, or RBI where required
  • Auditors, consultants, or professionals engaged for client work (under confidentiality)
  • Technology or service providers assisting in secure data storage or processing

We do not sell, rent, or trade personal or financial information.

5. Data Security

We implement reasonable technical and organisational measures to protect data, including:

  • Restricted access to client records
  • Secure storage systems and controlled access
  • Internal confidentiality protocols
  • Password-protected digital systems where applicable

However, no system is completely secure, and absolute security cannot be guaranteed.

6. Data Retention

We retain client records for as long as required:

  • For the duration of the professional engagement
  • As required under statutory and regulatory laws
  • For record-keeping and compliance purposes

After the retention period, data may be securely deleted or anonymised.

7. Your Rights

Subject to applicable law, you may:

  • Request access to your personal information
  • Request correction of inaccurate information
  • Withdraw consent where applicable
  • Request deletion, subject to legal and regulatory obligations

Our website may contain links to external websites such as regulatory portals (e.g., ICAI, Income Tax Department, GST Portal). We are not responsible for the privacy practices of those websites.

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in law or professional practice. The updated version will be posted on this page with a revised effective date.

10. Contact Us

M/s. P.M. Hegde & Co.
Manasa Towers, I Floor, M.G. Road
Mangalore – 575003, Karnataka, India
Phone: 0824-2497783 | 9845085010 | 9731141685
Email: pmhegde.co@gmail.com

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