Plan Today.
Prepare Well.
Live Your Best Life.
Financial Security
Better Planning
Brighter Tomorrow
LifePlanner.in
Last Updated: 24 October 2026
At LifePlanner, accessible through https://lifeplanner.in/, we respect your privacy and are committed to protecting your personal information. We understand that financial planning, insurance, retirement planning, and family protection involve personal and sensitive information.
This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website, submit an enquiry, request a consultation, or interact with our services.
By using our website, you acknowledge that you have read this Privacy Policy. Where consent is required by applicable law, we will obtain it before processing your personal information.
We may collect the following categories of information, depending on how you interact with our website and services.
When you submit a contact form, request a consultation, or communicate with us, we may collect:
Full name
Mobile number and email address
Preferred contact method
Information included in your enquiry or consultation request
Any other information you voluntarily provide
If you choose to share information relevant to your financial planning requirements, we may collect details concerning your financial goals, insurance requirements, retirement plans, family protection needs, or other information necessary to understand your enquiry.
Please do not submit passwords, PINs, OTPs, complete payment card details, or other authentication credentials through our website or contact forms.
When you visit our website, certain technical information may be collected automatically, including:
IP address
Browser type and device information
Pages visited and time spent on the website
Referring website or source
Website interaction and diagnostic information
The collection of this information depends on the website technologies and analytics tools in use.
We may use your information for the following purposes:
To respond to your enquiries and consultation requests.
To understand your financial planning requirements.
To provide information about relevant services, including financial planning, life insurance, health insurance, retirement planning, and family protection.
To communicate with you regarding your requests or ongoing discussions.
To improve our website, services, content, and user experience.
To maintain website security and prevent fraudulent or unauthorized activity.
To comply with applicable legal and regulatory obligations.
To send service updates or promotional communications where permitted by law and, where required, with your consent.
We will use personal information only for legitimate purposes consistent with this Privacy Policy and applicable law.
Our website may use cookies and similar technologies to support website functionality, remember preferences, understand visitor behaviour, and improve performance.
Depending on the tools implemented on our website, these technologies may include:
Essential cookies required for website functionality.
Analytics cookies used to understand website traffic.
Preference cookies that remember user settings.
Marketing technologies, if implemented and permitted by applicable law.
You can manage or disable cookies through your browser settings. Disabling certain cookies may affect website functionality.
Where consent is legally required for non-essential cookies or tracking technologies, we will seek consent before using them.
We do not sell your personal information as part of our ordinary business practices.
We may share relevant information in limited circumstances, including:
Service providers: Website hosting, technical support, email delivery, analytics, and communication providers assisting us in operating our website.
Professional or business partners: Where sharing is necessary to address your request or provide a service, subject to applicable legal requirements and appropriate permissions.
Legal and regulatory authorities: Where disclosure is required by law, a court order, or a lawful regulatory request.
Business transactions: Where necessary in connection with a merger, restructuring, or transfer of business, subject to applicable legal safeguards.
Third-party service providers may process information in accordance with their own privacy policies and applicable contractual obligations.
Our website may provide WhatsApp, telephone, or email communication options to make it easier for you to contact us.
If you choose to communicate through WhatsApp or another third-party platform, the information you share may also be processed by that platform under its own terms and privacy policy.
We recommend sharing only the information necessary to address your enquiry. Please avoid sending sensitive financial credentials or confidential documents through unsecured communication channels.
We take reasonable technical and organisational measures to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.
These measures may include access restrictions, security monitoring, and appropriate safeguards provided by our website hosting or technology partners.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. We therefore encourage you to exercise care when sharing personal information online.
We retain personal information only for as long as reasonably necessary to fulfil the purposes described in this Privacy Policy, respond to enquiries, maintain relevant business records, resolve disputes, and comply with applicable legal obligations.
When information is no longer required, we will take reasonable steps to delete it, anonymise it, or otherwise dispose of it securely, subject to applicable retention requirements.
Subject to applicable law, you may have the right to:
Request information about the personal data we process about you.
Request correction of inaccurate or incomplete information.
Request erasure of personal information where legally applicable.
Withdraw consent where processing is based on consent.
Raise a concern or grievance regarding the handling of your personal information.
Exercise any additional rights available under applicable data protection laws.
To exercise these rights, please contact us using the contact details provided at the end of this policy. We may need to verify your identity before processing a request.
Our website may contain links to third-party websites, platforms, or services. These links may include communication tools, external resources, or service-provider websites.
We do not control the privacy practices or content of independent third-party websites. Visiting those websites is subject to their respective terms and privacy policies.
We encourage you to review their policies before providing personal information.
Our website and financial planning services are intended for adults. We do not knowingly collect children’s personal information in a manner contrary to applicable law.
Where information relating to a minor is necessary for a legitimate family financial planning purpose, it should be provided by an appropriate parent or legal guardian and handled in accordance with applicable legal requirements.
If you believe a child’s personal information has been submitted to us improperly, please contact us so that we can review the matter.
We may contact you regarding services, updates, or relevant financial planning information where permitted by applicable law.
You may request to stop receiving promotional communications at any time. Even if you opt out of promotional messages, we may still send essential communications relating to an enquiry or service you have requested, where appropriate.
We may update this Privacy Policy from time to time to reflect changes in our services, website technologies, business practices, or legal obligations.
Any revised policy will be published on this page with an updated revision date. We encourage you to review this page periodically to remain informed about how we handle personal information.
If you have questions, concerns, or requests relating to this Privacy Policy or the handling of your personal information, please contact us through our website.
Website: https://lifeplanner.in/
Contact: Please use the Contact Us section or the enquiry form available on our website.
We will review privacy-related requests and respond in accordance with applicable legal requirements.
Your Privacy Matters to Us
At LifePlanner, we recognise that planning for your family’s future requires trust. We are committed to handling personal information responsibly and transparently while helping you explore financial planning solutions for every stage of life.
