Privacy Policy

1. Introduction

R B Shah & Associates ("we", "our", "us") is committed to protecting the privacy of all individuals who interact with our firm, including clients, prospective clients, and visitors to our website at www.rbshah.co.in. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

2. Information We Collect

We may collect the following categories of personal information:

• Identity Data: Name, PAN, Aadhaar (where required by law), designation, and company name.
• Contact Data: Email address, phone number, and postal address.
• Financial Data: Bank details, financial statements, tax returns, and other documents shared in the course of our engagement.
• Technical Data: IP address, browser type, and website usage data collected via cookies.
• Communication Data: Emails, messages, and records of meetings.

3. How We Use Your Information

We use personal information only for the following purposes:

• Providing professional services including audit, taxation, GST compliance, FEMA advisory, and related work.
• Communicating with clients about engagements, deadlines, and regulatory updates.
• Complying with applicable laws, regulations, and professional standards (ICAI, Companies Act, Income Tax Act, GST law, FEMA, etc.).
• Responding to enquiries submitted through our website.
• Improving our website and services.

4. Disclosure of Information

We do not sell, trade, or rent your personal information to third parties. We may disclose information:

• To regulatory authorities (Income Tax Department, GST authorities, RBI, ROC, SEBI, etc.) as required by law or in the course of our professional duties.
• To our technology service providers (cloud hosting, email services) under appropriate confidentiality obligations.
• With your explicit consent for any other purpose.

5. Data Retention

We retain client records for the periods required by professional standards and applicable law — typically a minimum of eight (8) years from the date of the engagement or as otherwise prescribed under the Income Tax Act, Companies Act, or GST law.

6. Data Security

We implement appropriate technical and organisational measures to protect your information against unauthorised access, loss, or disclosure. Client documents are stored on secure, encrypted systems. Access is restricted to authorised personnel on a need-to-know basis.

7. Cookies

Our website uses essential cookies to ensure it functions correctly. We do not use advertising or tracking cookies. You may disable cookies in your browser settings; however, this may affect website functionality.

8. Your Rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of information where we have no legal obligation to retain it.
• Withdraw consent where processing is based on consent.

To exercise these rights, please contact us at info@rbshah.co.in.

9. Professional Confidentiality

As Chartered Accountants, all partners and staff are bound by the Code of Ethics of the Institute of Chartered Accountants of India (ICAI), which imposes strict confidentiality obligations on client information beyond those described in this policy.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on our website. Continued use of our services after any changes constitutes acceptance of the updated policy.

11. Contact

For any privacy-related queries, please contact:

R B Shah & Associates
No. 201, A Wing, The Imperial Heights
150 Feet Ring Road, Rajkot – 360005, Gujarat
Email: info@rbshah.co.in