Last updated: April 2025

1. Information We Collect

Personal Information: Name, email address, phone number — collected via contact forms, subscription forms, and WhatsApp communications.

Usage Data: Pages visited, time on site, browser type — collected via Google Analytics 4.

WhatsApp Data: Messages you send AFS via WhatsApp are processed by Meta Platforms per their privacy policy.

Form Data: Information submitted via Google Forms is governed by Google’s privacy policy.

2. How We Use Your Information

  • To respond to your enquiries
  • To send the Monthly Digest (if subscribed)
  • To facilitate investment or insurance onboarding
  • To comply with AMFI, IRDAI, and applicable regulatory requirements

We do not sell your personal data to third parties.

3. Affiliate Data

If you click an Amazon affiliate link on our Resources page and make a purchase, Amazon may track this purchase for commission purposes. We do not receive your purchase data beyond commission confirmation.

4. Data Security

We take reasonable technical and organisational measures to protect your data. However, no internet transmission is completely secure.

5. Data Retention

In accordance with AMFI and IRDAI regulatory requirements, investment and insurance-related data may be retained for 5–8 years.

6. Your Rights

You may request access to, correction of, or deletion of your personal data by contacting: finservashish@gmail.com

7. Cookies

This website uses cookies for Google Analytics and session management. You may disable cookies in your browser settings.

8. Contact

For privacy queries: finservashish@gmail.com | +91 80730 11715