Privacy Policy

We collect information to provide intelligent, personalized, and seamless financial guidance and support.

a. Information You Provide Directly

• Name, email address, phone number
• Financial preferences, goals, and requirements
• Details shared during conversations (queries related to loans, credit cards, insurance, investments, or financial planning)
• Documents or information voluntarily uploaded for application or assistance purposes

b. Information Collected Automatically

• Device information, browser type, IP address
• Usage data, interaction logs, and conversation flows
• Cookies and similar tracking technologies

c. Information from Third Parties

• Financial institutions, service partners, or APIs (with your consent)
• Credit, product eligibility, or fulfillment-related data where applicable

We use your information to:

• Deliver AI-driven conversational guidance and financial insights
• Personalize recommendations based on your profile, life stage, and goals
• Help compare products, understand costs, EMIs, benefits, and risks
• Assist with applications, fulfillment, and post-disbursement management
• Provide ongoing customer support and problem resolution
• Improve platform accuracy, performance, and user experience
• Comply with legal, regulatory, and compliance requirements

FinsageX uses artificial intelligence and machine learning models (including Birbal) to:

• Understand user queries in natural language
• Generate relevant, contextual, and unbiased insights
• Continuously improve guidance quality

While AI assists in analysis and recommendations, final financial decisions remain with the user.

We may share information only when necessary with:

• Financial institutions and service providers for product discovery, application, or fulfillment
• Technology and infrastructure partners supporting platform operations
• Regulatory or legal authorities when required by law

All partners are required to maintain appropriate data protection standards.

We implement industry-standard security measures, including:

• Secure servers and encrypted communications
• Restricted access to personal data
• Continuous monitoring and safeguards against unauthorized access

Despite best efforts, no system is completely secure, and users share information at their own discretion.

We use cookies and similar technologies to:

• Enhance platform functionality
• Analyze usage patterns
• Improve conversational accuracy and experience

You may manage or disable cookies through your browser settings.

Depending on applicable laws, you may have the right to:

• Access your personal information
• Correct or update inaccurate data
• Request deletion of your data
• Withdraw consent where applicable

Requests can be made by contacting us using the details below.

We retain personal information only for as long as necessary to:

• Provide services
• Meet legal, regulatory, or operational requirements

Our Platform may contain links to third-party websites or services. FinsageX is not responsible for the privacy practices or content of those external platforms.

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of the Platform constitutes acceptance of the revised policy.

If you have questions, concerns, or requests regarding this Privacy Policy, please contact:

Finsagex Technologies Pvt Ltd