We take your financial data privacy very seriously. Read how we protect and process your information.
Last Updated: July 19, 2026
We collect personal data that you supply voluntarily via our contact form (such as Name, Phone Number, Email, and interested services). This information is solely used to establish contact and design a custom financial policy outline.
Your contact details are strictly processed to handle your requested consultation, fast-track insurance applications with partner providers (LIC, Star Health, etc.), or distribute mutual fund registration requests. We do not sell or lease client coordinates to external marketers.
All consultation records and form data are processed via secure channels. Client folders are stored with industry-standard safety protocols in compliance with IRDAI and AMFI distribution rules.
To finalize policies, necessary details are shared with the respective insurance company or fund house that you choose. We do not distribute private information to any other external entities.
If you have any questions regarding data removal or privacy policy terms, please contact Soni Investment at our Babu Bazar Road office or call +91 92342 19377.