SIP WITH IRIS (Iris Associates) collects only the information you choose to share with us through our contact, booking, portfolio-review and questionnaire forms, typically your name, phone number, email address, and details about your financial goals and circumstances that you provide voluntarily.
This information is used solely to respond to your enquiry, provide the financial planning and advisory services you've requested, and to follow up on consultations you've booked. We do not sell or rent your personal information to third parties.
We never collect or store your investment-platform login credentials, banking passwords, or OTPs on this website. Any references to third-party platforms (such as NJ India Online) link out to those platforms' own official, secured systems.
You may request that we delete your information from our records at any time by contacting us at irisassociates6@gmail.com or via WhatsApp.