Privacy Policy and Personal-Information Protection

Last updated: April 2026

This website is operated by Bakshi Finance Ltd., Israeli company number 516533163 (the "Company", "Bakshi Finance").

We respect user privacy and make reasonable efforts to safeguard personal information provided to us in the context of Website use, inquiries, content purchases, and services offered through it.

Use of the Website, its content and services constitutes agreement to this Privacy Policy.

This policy is written in the masculine for convenience only, but applies equally to all users.

1. General

1.1 Bakshi Finance provides services in financial advisory, investments, strategic accompaniment, Family Office, financial planning, professional content, educational content, contact, newsletter subscription, digital content purchase, and related services.

1.2 During use of the Website, we may collect personal and technical information, depending on the nature of your Website use, the forms you complete, purchases you make and services you request.

2. What Information May Be Collected

2.1 We may collect information you provide voluntarily, including:

Full name
Telephone number
Email address
Company or organisation name, if relevant
The content of the inquiry or details you choose to provide via contact forms
Information you provide when requesting a meeting, subscribing to updates, purchasing content or requesting further information

2.2 In addition, the following technical information may be collected automatically:

IP address
Browser type
Operating system
Device type
Time spent on the Website
Pages viewed
Website referral source
General Website usage patterns

2.3 To the extent you choose to provide additional information of a financial, business or personal nature through forms or inquiries, such information will be retained and used to address your inquiry and in accordance with this policy.

3. How Information is Collected

Information may be collected in one or more of the following ways:

When completing a contact form
When leaving details to receive information or schedule a meeting
When subscribing to updates, professional content or newsletters
When purchasing access to digital content
During ordinary Website use
Through Cookies and analytical tools
In the course of direct communication via email, phone, WhatsApp or other digital channels

4. Purposes of Use

The collected information may be used, among other things, for the following purposes:

Contacting you and responding to inquiries
Scheduling meetings and calls
Providing professional services and relevant information
Managing access to digital content or gated areas
Sending professional updates, marketing content or service offers, subject to applicable law and required consents
Improving user experience on the Website
Analysing, improving and tailoring Website content and services
Operational management, internal controls and information security
Preventing unlawful or unauthorised use of the Website
Compliance with law, court orders or regulatory instructions, as applicable

5. Is Providing Information Mandatory?

You are not legally required to provide us with personal information — it depends on your wishes and consent. However, not providing certain information may prevent us from delivering some services, responding to your inquiry, completing a purchase or tailoring a relevant response for you.

6. Mailings, Updates and Notifications

6.1 To the extent you so confirm or leave details in the designated area, we may send you:

Professional updates
Financial and educational content
Information about relevant services or products
Marketing or service-related communications

6.2 You may request to be removed from the distribution list at any time, via the unsubscribe link, if available, or by contacting the email address:

[email protected]

6.3 In addition, we may send operational or service communications related to an inquiry you made, a purchase you completed or a service you requested, even without an unsubscribe option, where required to provide the service.

7. Sharing and Transferring Information to Third Parties

7.1 The Company will not sell personal information to third parties.

7.2 However, information may be transferred to third parties in the following cases:

To technology, hosting, email, CRM, information-security, forms, payment-processing, analytics or Website-operation service providers
To suppliers or professional advisers assisting the Company in operating its services
Where required by law, court order, legal process or a request from a competent authority
To protect the rights of the Company, its clients or third parties
Where there is suspicion of unlawful use, breach of the Terms of Use or harm to the Company

8. Use of Measurement, Analytics and Advertising Tools

The Website may use analytical and statistical tools, such as Google Analytics or similar, to analyse Website use, improve the service and enhance user experience.

Such tools may collect technical and statistical information, such as:

IP address
Referral source
Pages viewed
Time spent on the Website
Actions performed on the Website
Device and browser characteristics

9. Cookies

The Website may use Cookies for proper operation, information security, usage analysis, user-experience personalisation and service improvement.

You may change your browser settings to block or delete Cookies. However, such blocking may impair some Website functionality.

10. Information Security

Bakshi Finance takes reasonable and accepted measures to protect information in its possession and to reduce the risk of unauthorised access, unauthorised use, modification, disclosure or deletion of information.

However, absolute security cannot be guaranteed, and technology systems are not fully immune to intrusions or faults.

11. Information Retention

Personal information will be retained for the period required to fulfil the purposes of collection and use, or for a longer period as required by law, for documentation, dispute management, legal defence, or to safeguard the Company's legitimate interests.

12. Access, Correction or Deletion of Information

You may contact us to request access to the information retained about you, to correct inaccurate information, or to request its deletion, all in accordance with applicable law.

Inquiries on this matter may be sent to:

[email protected]

13. Information Stored Outside of Israel

Some information may be stored or processed through service providers, servers or systems located outside of Israel.

14. Changes to the Privacy Policy

The Company may update this Privacy Policy from time to time. In the event of material changes, the updated version will be published on the Website.

15. Contact

For any question, request or inquiry regarding privacy and personal information, please contact us at:

[email protected]