Privacy Policy

Information We Collect

We collect information you provide directly to us when you use our services, complete our investment suitability quiz, schedule a consultation, or communicate with our team.

• Personal Identifiers: Name, email address, phone number, country of residence, and US visa/citizenship status.
• Financial Information: Investment goals, risk tolerance, approximate investable assets, income range, and existing India-based holdings — collected solely to provide personalized guidance.
• Tax Information: US tax filing status, FBAR/FATCA reporting history, and NRI tax residency details, collected when you engage with our US CPA advisory services.
• Usage Data: Pages visited, quiz responses, time on site, browser type, device type, and IP address — collected automatically to improve our platform.
• Communication Records: Emails, call notes, and consultation summaries when you interact with our team.

How We Use Your Information

We use the information collected to deliver, operate, and improve our services. Specifically:

• To assess your investment suitability and provide PFIC-compliant investment recommendations tailored to NRIs.
• To schedule and conduct advisory consultations with our US CPA team.
• To fulfill regulatory obligations under AMFI (as an AMFI-registered distributor) and applicable US financial disclosure requirements.
• To send you relevant educational content, service updates, and account-related communications (you may opt out at any time).
• To improve our platform, quiz logic, and recommendation algorithms.
• To detect, prevent, and address technical issues or fraudulent activity.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

Data Sharing & Disclosure

We may share your information with the following categories of parties, strictly as required to deliver our services:

• EazyTaxes Inc.: Our parent CPA firm, which provides US tax advisory services integral to our NRI investment guidance.
• AMFI-Registered Partners: Fund houses and registered intermediaries in India through whom investment transactions are executed.
• Technology Providers: Cloud hosting (Firebase/Google Cloud), CRM, and scheduling tools operating under data processing agreements.
• Legal & Regulatory: Where required by US law (IRS, FinCEN), Indian regulatory bodies (SEBI, AMFI), or a valid court order.

All third parties we work with are contractually required to handle your data securely and only for the purposes specified.

Cookies & Tracking Technologies

We use cookies and similar technologies to enhance your experience on our platform:

• Essential Cookies: Required for the website to function, including session management and quiz progress.
• Analytics Cookies: Help us understand how visitors use the site (e.g., Google Analytics) — data is aggregated and anonymized.
• Preference Cookies: Remember your settings and inputs to avoid repetitive data entry.

You can control cookies through your browser settings. Disabling certain cookies may affect the functionality of some features.

Data Security

We implement industry-standard technical and organizational measures to protect your information, including:

• TLS encryption for all data transmitted between your browser and our servers.
• Access controls ensuring only authorized personnel can access your personal data.
• Firebase/Google Cloud infrastructure with enterprise-grade security and SOC 2 compliance.
• Regular security reviews and vulnerability assessments.

Data Retention

We retain your personal information for as long as necessary to provide services and comply with our legal obligations:

• Client financial records are retained for a minimum of 7 years in accordance with US CPA record-keeping requirements.
• Marketing and communication preferences are retained until you request deletion or opt out.
• Anonymous analytics data may be retained indefinitely for platform improvement purposes.

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal data we hold about you.
• Correction: Request correction of inaccurate or incomplete data.
• Deletion: Request deletion of your data, subject to legal retention requirements.
• Opt-Out: Unsubscribe from marketing communications at any time via the link in any email or by contacting us.
• Data Portability: Request your data in a structured, machine-readable format.
• Restriction: Request that we restrict processing of your data in certain circumstances.

To exercise any of these rights, contact us at privacy@eazytaxes.com. We will respond within 30 days.

Cross-Border Data Transfers

EazyNRI operates across the United States, India, and UAE. Your data may be transferred to, stored, and processed in countries where our service providers operate. We ensure all such transfers comply with applicable data protection laws, including maintaining appropriate safeguards such as standard contractual clauses where required.

Children's Privacy

Our services are intended for adults (18 years and older). We do not knowingly collect personal information from minors. If you believe we have inadvertently collected data from a minor, please contact us immediately and we will delete it.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of material changes by posting a notice on our website or by email. The "Last updated" date at the top of this page indicates the most recent revision.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

• Email: privacy@eazytaxes.com
• EazyTaxes Inc. — the US CPA firm operating EazyNRI
• Offices: USA · INDIA · UAE

For general inquiries, you may also visit our homepage or review our Terms & Conditions.