Account & Data Deletion Policy

Delete it yourself

1. Sign in and open your dashboard.
2. Choose the option to delete your account.
3. Enter your password and confirm.

Deletion from the live database happens immediately and is permanent. Backup copies are covered under "What is not deleted" below. We send one final email to your address to confirm that it has been done. There is no waiting period and no recovery, so save anything you want to keep before you confirm.

Ask us to delete it

If you cannot sign in, or would rather we did it, write to us from the email address on the account:

• Email: itagfin@gogpl.in, with "Delete my data" in the subject line
• Post: Green Outdoors Global Private Limited (I Tag Financials), 5, Samarpan Society, 26 Haribhakti Society, Race Course Circle, Vadodara, Gujarat 390007, India
• Phone, for help with the process: +91 75750 24455

We may ask you to confirm that the request is yours, so that nobody else can delete your account. We do not charge for deletion and you do not have to give a reason.

What is deleted

• Your account: name, email address and password hash.
• All saved drafts in the Financial Journey and Will Preparation tools.
• The consent records linked to your account, including your marketing choice. They are deleted, not kept in an anonymised form. One exception is described under "Our contact record" below.
• All active sign-in sessions on every device.

If you register but never confirm your email address, the account is deleted automatically 30 days after registration.

What is not deleted

• Enquiries you sent through the contact form. These are stored in the website database and as emails in our business mailbox, and are not linked to your account. The record kept with an enquiry, including a marketing choice made on the contact form, stays with it. Ask us separately if you want an enquiry deleted or that choice withdrawn.
• Our contact record. If our staff hold a record of you as a contact, for example one made from an enquiry, it is not deleted with your website account. Its link to the account is removed. A marketing consent shown on that record is cleared, and a withdrawal of marketing consent stays recorded on it. Ask us separately if you want the contact record deleted.
• Security records. Technical records of earlier account events, such as sign-ins, and of the deletion itself are kept for as long as they are needed for security and to meet legal requirements. They hold the event, the time and one-way hashes, not your name, email address or IP address in readable form.
• Backups. A backup copy of the database is made every night and each copy is kept for 15 days. A deleted account or draft can therefore remain in a backup copy for up to 15 days after deletion.
• Records the law requires us to keep. If you are or were our client, records that SEBI, AMFI or other law requires a distributor to keep are retained for the required period.
• Emails already sent to you. These are in your own mailbox and under your control.

Data held by others

Deleting your website account does not affect, close or delete:

• your mutual fund investments, folios or SIPs;
• your login on the investment transaction platform or the mobile app, which run on third-party technology. See Third-Party Platform Disclosure;
• your KYC records with a KYC registration agency; or
• records held by AMCs and their registrars.

Those records are held under the rules that apply to those organisations, which include mandatory retention periods. If you want to close your platform login, tell us and we will help you with the request.

Deleting one draft

You can delete a single saved draft from the dashboard and keep your account. The draft is removed immediately and permanently. Deleting a draft also withdraws your consent to store that form: the consent record is marked as withdrawn, stays in your account until the account is deleted, and we ask for consent again before that form is saved again.

After deletion

You are welcome to create a new account later with the same email address. It will start empty. Deleting your account does not end any relationship you have with us as a mutual fund investor, and it does not stop you from contacting us. For how we handle data in general, see the Privacy Policy.