Last Updated: 25 April 2026

Welcome to AERI Advisory (“we,” “our,” “us”). We are committed to protecting your privacy and handling your personal information responsibly and in accordance with applicable Indian laws.

This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you visit our website, submit inquiries, or engage our advisory services.

1. Who We Are

AERI Advisory provides professional advisory services relating to taxation, GST matters, income tax disputes, business advisory, property tax matters, transaction structuring, and related consulting services.

For privacy-related queries, contact:

Email: info@aeriadvisory.com

2. Information We Collect

We may collect the following categories of information:

A. Information You Provide Voluntarily

When you submit forms, contact us, or engage services:

  • Full name
  • Email address
  • Mobile number
  • City / country
  • Business name (if applicable)
  • Nature of query or legal/tax issue
  • Documents voluntarily shared by you
  • Any communication sent via email, WhatsApp, forms, or calls
B. Automatically Collected Information

When you visit our website:

  • IP address
  • Browser type
  • Device type
  • Website usage data
  • Pages visited
  • Date/time of access
  • Referral source
C. Cookies & Tracking Technologies

We may use cookies or analytics tools to improve website performance and user experience.

3. Purpose of Collection

We collect and use information for legitimate business purposes, including:

  • Responding to inquiries
  • Scheduling consultations
  • Providing advisory services
  • Reviewing your case or requirements
  • Sending service communications
  • Improving website functionality
  • Internal record keeping
  • Legal and regulatory compliance
  • Preventing fraud, misuse, or security threats
4. Legal Basis & Consent

By using our website or submitting your information, you consent to the collection and use of information as described in this Privacy Policy.

Where required, we rely on:

  • Your consent
  • Performance of requested services
  • Compliance with legal obligations
  • Legitimate business interests
5. Confidentiality of Professional Matters

We understand that tax, business, legal, and property matters are sensitive. Information shared by clients is handled with reasonable confidentiality and professional discretion, subject to law and regulatory requirements.

6. Sharing of Information

We do not sell your personal information.

We may share information only when reasonably necessary with:

  • Internal staff / consultants assisting in service delivery
  • IT, hosting, email, CRM, or software service providers
  • Legal, accounting, or compliance professionals
  • Government or regulatory authorities when legally required
  • Courts, tribunals, or agencies where necessary for your matter (with authority or legal basis)

All such sharing is limited to necessary purposes.

7. Data Storage & Security

We use reasonable technical and organizational safeguards to protect personal information, including:

  • Secure devices and systems
  • Restricted access
  • Password protection
  • Secure cloud/email platforms (where used)
  • Periodic review of access controls

However, no method of transmission or storage is completely secure.

8. Retention of Information

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

  • Responding to inquiries
  • Delivering services
  • Legal, tax, accounting, or compliance obligations
  • Record retention and dispute resolution
9. Your Rights

Subject to applicable law, you may request:

  • Access to personal information we hold
  • Correction of inaccurate information
  • Withdrawal of consent (where applicable)
  • Deletion of certain information, subject to legal obligations
  • Clarification regarding data use

Requests may be sent to: info@aeriadvisory.com

10. Third-Party Links

Our website may contain links to third-party websites (for example, government portals or external resources). We are not responsible for their privacy practices or content.

11. Cookies Policy

You may control cookies through your browser settings. Disabling cookies may affect some website functionality.

12. Children’s Privacy

Our services are intended for adults and business users. We do not knowingly collect personal data from children under applicable age thresholds without lawful basis or guardian involvement.

13. Compliance with Indian Laws

This Privacy Policy is intended to align with applicable Indian laws, including:

  • Information Technology Act, 2000
  • SPDI Rules, 2011 (where relevant)
  • Digital Personal Data Protection Act, 2023 (as applicable and notified)
  • Other applicable regulatory requirements
14. Cross-Border Data Transfers

If you access our services from outside India or if technology vendors process data outside India, your information may be transferred and processed in accordance with applicable legal safeguards.

15. Changes to This Policy

We may update this Privacy Policy from time to time. Updated versions will be posted on this page with revised dates.

16. Contact Us

For privacy concerns or requests:

AERI Advisory
Gurgaon, Haryana, India
Email: info@aeriadvisory.com

Disclaimer

Submission of information through this website does not automatically create a professional-client relationship unless specifically agreed in writing.

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