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Privacy Policy

1. Introduction

Total Finance Resolver™ (“we,” “our,” “us”) is committed to protecting your privacy and handling your personal information with transparency and care.
This Privacy Policy describes how we collect, use, store, and safeguard the information you provide while using our website, services, consultation forms, or interacting with our team.

We comply with:

  • EU GDPR (General Data Protection Regulation)

  • UK GDPR & Data Protection Act 2018

  • Canada PIPEDA

  • US industry privacy standards

  • India IT Act (reasonable security practices)

2. Information We Collect

We may collect the following categories of information:

2.1 Personal Information

  • Name

  • Email address

  • Phone number

  • Company name

  • Role or designation

  • Country / location

2.2 Business & Financial Information

Only when voluntarily submitted through consultation forms or project onboarding:

  • Company stage, revenue, metrics

  • Financial data shared for modeling or advisory

  • Investor materials (pitch decks, models, KPIs)

  • Valuation or due-diligence data

2.3 Website Usage Information

  • IP address

  • Cookies and analytics identifiers

  • Device/browser details

  • Pages visited

  • Time spent on the website

2.4 Consultation Data

All information shared during calls, emails, forms, or working sessions is treated as confidential.

3. How We Use Your Information

We may use your information for:

  • Providing consulting services (Investor Readiness, FP&A, Fractional CFO)

  • Evaluating your inquiry and scheduling consultations

  • Sending requested materials or insights

  • Improving our website and user experience

  • Conducting due diligence for VC/PE clients when applicable

  • Compliance with legal obligations

  • Preventing fraud or misuse

We do not sell your data to third parties.

4. Legal Basis for Processing (GDPR)

Under GDPR, we rely on:

  • Contractual necessity (to provide consulting services)

  • Legitimate interest (improving services, fraud prevention)

  • Consent (newsletter signup, forms)

  • Legal obligation (compliance with regulations)

5. Data Sharing & Third Parties

Your information may be shared with:

  • Consultants, analysts, and service providers under NDA

  • Payment processors (if applicable)

  • Legal or regulatory authorities when required

  • Tools used for analytics, scheduling, or file storage (e.g., Google Workspace, Notion, Stripe)

We ensure all partners are GDPR-compliant or operate under valid transfer mechanisms.

We never share confidential financial documents with third parties without explicit consent.

6. International Data Transfers

Your information may be processed in the US, UK, EU, Canada, India, or other regions where our team operates.
We rely on:

  • Standard Contractual Clauses (SCCs)

  • Adequacy decisions under GDPR

  • Contractual NDAs
    to ensure data safety.

7. Data Retention

We retain data only for as long as necessary for:

  • Delivering services

  • Legal compliance

  • Legitimate business purposes

You may request deletion at any time.

8. Your Rights (GDPR, UK GDPR, PIPEDA)

You have the right to:

  • Access your data

  • Correct inaccurate information

  • Request deletion

  • Withdraw consent

  • Request data portability

  • Object to processing

  • Lodge a complaint with a supervisory authority

Requests: support@financeresolver.com

9. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted here with the revised date.

10. Contact Us

For privacy concerns or GDPR requests:
Email: support@financeresolver.com
Website: https://www.financeresolver.com

Last Updated: 26/11/2025
Registered Entity: Nartia Total Finance Resolver Pvt Ltd
Brand Name: Total Finance Resolver™
Applicable Regions: United States, Canada, United Kingdom, European Union, India, and global visitors.

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