Privacy policy

01Who we are

Casela Advisors is a firm of Chartered Accountants based in Andheri East, Mumbai. We provide accounting, taxation, audit, compliance and advisory services. This policy explains how we handle personal information collected through caselaadvisors.com and in the course of our work with clients and applicants.

In this policy, “we”, “us” and “our” mean Casela Advisors. When we decide why and how personal data is used, we act as the data fiduciary under India’s Digital Personal Data Protection Act, 2023 and the rules made under it.

02Information we collect

We collect only what we need for the purpose in front of us. Depending on how you deal with us, this may include:

• Enquiries and contact forms: your name, email address, phone number, company name and the message you send.
• Client engagements: identity and contact details, PAN, GSTIN and other registration numbers, financial and accounting records, payroll and employee data you share with us, and documents needed to deliver the service.
• Job applications: your resume, qualifications, work history and contact details.
• Website usage: technical information such as browser type, device, pages visited and approximate location, collected through cookies and similar tools.
• Communications: records of calls, emails and WhatsApp messages with our team.

Please do not send us sensitive documents through the website forms. We will tell you the safe way to share them when an engagement begins.

03How we use your information

• To respond to your enquiries and send you the information you asked for.
• To provide, manage and bill for our accounting, tax, audit, compliance and advisory services.
• To meet legal and regulatory duties, including professional standards, tax and company law requirements.
• To assess job applications and contact candidates.
• To keep our website secure, understand how it is used and improve it.
• To send updates and articles you have asked for. You can opt out at any time.

We do not sell your personal data.

04Consent and lawful use

We process personal data where you have given consent, or where the law allows processing without consent, for example to comply with a legal obligation, to respond to a request you made, or to perform our professional duties to a client. When we rely on consent, you can withdraw it at any time by writing to us. Withdrawal does not affect processing already done, and may limit what services we can provide.

05Who we share it with

We share personal data only where needed and only with:

• Our team and professional associates who work on your matter and are bound by confidentiality.
• Service providers such as hosting, email, cloud storage, accounting software and communication tools, under suitable contractual terms.
• Government and regulatory authorities where we are required to file or disclose information, for example with tax, company law and professional bodies.
• Courts, auditors and legal advisers where required by law or to protect our rights.

06Cookies and similar technologies

Our website may use cookies and similar technologies to make pages work, remember preferences and understand traffic. You can control cookies through your browser settings. Blocking some cookies may affect how parts of the site work.

07How we protect it

We use reasonable security safeguards appropriate to the data we hold, including access controls, secure systems and confidentiality obligations for our staff and associates. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If a personal data breach affects you, we will notify you and the authorities as the law requires.

08How long we keep it

We keep personal data only as long as it is needed for the purpose it was collected, or as long as the law requires. Accounting, tax and audit records are retained for the periods set by applicable law and professional standards. Enquiries and job applications that do not lead to an engagement are kept for a limited period and then deleted. When data is no longer needed we delete or anonymise it.

09Your rights

Under the Digital Personal Data Protection Act, 2023, you have the right to:

• Obtain a summary of the personal data we process about you and how it is used.
• Ask us to correct inaccurate data and complete or update it.
• Ask us to erase data that is no longer needed, unless we must keep it by law.
• Withdraw consent you have given.
• Nominate another person to exercise your rights if you die or become incapacitated.
• Have your grievances addressed by us, and if unresolved, approach the Data Protection Board of India.

To use any of these rights, contact us using the details below. We may ask you to verify your identity first.

10Children

Our website and services are meant for adults and businesses. We do not knowingly collect personal data of children under 18 without the verifiable consent of a parent or guardian. If you believe a child has given us data, please let us know and we will remove it.

11Links to other websites

Our pages may link to websites we do not control, such as government portals and social media. They have their own policies, and we are not responsible for their content or practices.

12Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last changed. If we make a material change, we will take reasonable steps to let you know, such as a notice on this website.