EFFECTIVE DATE: SEPTEMBER 11, 2026
This policy sets out the principles, protocols, and statutory standards governing client confidentiality, data handling, and privacy across all advisory services provided by S S Consultancy.
STATUTORY DISCLOSURE & COMPLIANCE DOCUMENT
Last Revised: September 2026 : Document Ref: SSC-POL-2026-V4
S S Consultancy ("we", "our", or "the Firm") operates as an independent strategic advisory practice. We respect individual confidentiality and institutional privacy. This Privacy Policy details the rigorous protocols governing how personal, corporate, and financial disclosures are gathered, protected, and processed throughout your engagement with our advisory services.
To deliver tailored advisory solutions, we collect information across primary categories: identity verifiers (full name, government identifier, institutional position), communication coordinates (corporate email, direct phone number, registered business address), and engagement metadata (initial consultation briefs, advisory objectives, and submitted financial balance summaries).
Collected intelligence is utilized strictly within professional advisory boundaries: assessing institutional requirements, formulating financial planning models, conducting statutory Know Your Customer (KYC) obligations, facilitating direct client coordination, and satisfying mandatory financial audit benchmarks.
We operate under recognized statutory grounds for data management: explicit client consent during preliminary intake, execution of formal retainer agreements, compliance with financial regulatory mandates, and legitimate institutional interests in maintaining rigorous fraud prevention and security standards.
S S Consultancy enforces a strict non-monetization policy: we never sell, rent, or trade client data. Information disclosures are limited exclusively to vetted institutional partners (accredited auditors, legal counsel, and authorized regulatory authorities) necessary to execute approved advisory mandates under binding confidentiality covenants.
Cross-border advisory engagements may require information transfer across sovereign boundaries. When international transmission occurs, data integrity is safeguarded via recognized Standard Contractual Clauses (SCCs), jurisdictional adequacy determinations, and end-to-end encrypted transfer channels.
Client files, engagement documentation, and analytical dossiers are preserved throughout the active advisory relationship and retained for a mandatory statutory duration in compliance with national financial record-keeping standards. Upon expiration of mandatory holding terms, records are irreversibly purged.
Subject to applicable jurisdiction laws, clients retain clear rights regarding their stored intelligence: right to verify access, right to demand rectification of inaccurate figures, right to request lawful data restriction, and right to object to automated data processing routines.
Our technical ecosystem deploys enterprise-grade security architecture: AES 256-bit cryptographic encryption for data at rest and in transit, multi-factor credential authentication across advisory portals, continuous vulnerability assessments, and strict least-privilege administrative access protocols.
S S Consultancy reserves the prerogative to modify this governance framework to reflect statutory developments or infrastructure improvements. All modifications are timestamped upon this portal, and continuing engagement constitutes active affirmation of revised terms.
Direct communication channels for personalized financial planning, portfolio advisory, and fiduciary wealth management.
Swarnava Sengupta Certified Financial Planner (CFP®)
Email: [email protected]
Direct Phone: +91 8961317137
WhatsApp: +91 7003535343 (Priority Client Desk)
Connect directly with Swarnava Sengupta for confidential guidance tailored to your family or corporate financial roadmap.
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