Last updated: 15 August 2026
Scope
This policy explains how Abhilasha Wealth handles personal information collected through this website, over the phone, on WhatsApp, by email and in person at our offices. By using this website or sharing your details with us, you agree to the practices described here.
Information we collect
- Identity and contact data — name, address, mobile number, email, date of birth.
- KYC and regulatory data — PAN, Aadhaar-based identifiers where legally permitted, bank account details, nominee details, FATCA and CRS declarations, income range and occupation.
- Transaction data — folio numbers, policy numbers, application details and servicing requests.
- Enquiry data — the information you type into forms on this website.
- Technical data — IP address, browser type, device and pages visited, collected through cookies and analytics tools.
Why we collect it
- To process the applications and servicing requests you ask us to submit.
- To meet KYC, anti-money-laundering and record-keeping obligations under applicable law.
- To contact you about your existing folios, policies, renewals and maturities.
- To respond to enquiries you send us.
- To comply with directions of AMFI, SEBI, IRDAI, PFRDA, RBI, income-tax authorities or any court.
Who we share it with
We share your information only with the parties needed to complete what you asked us to do:
- Asset Management Companies, insurers, pension fund managers, banks and NBFCs with whom your application is filed.
- Registrars and transfer agents (such as CAMS and KFintech), KRAs and depositories.
- Technology service providers who host our records under confidentiality obligations.
- Regulators, statutory authorities and courts, where disclosure is legally required.
We do not sell, rent or trade your personal information to anyone for marketing purposes.
Consent for communication
When you submit an enquiry form or share your number with us, you consent to being contacted by phone, SMS, WhatsApp or email regarding that enquiry and your holdings, and this consent overrides any DNC or NDNC registration. You may withdraw it at any time by writing to info@abhilashawealth.com.
Retention and security
Records are retained for the period required under applicable law — generally at least eight years for AML and mutual fund records — and thereafter deleted or anonymised. We use access controls, restricted physical storage and encrypted transmission where available, but no method of transmission over the internet is completely secure.
Your rights
- Ask us what personal information about you we hold.
- Ask for correction of inaccurate details.
- Withdraw marketing consent.
- Ask for deletion, subject to the records we are legally required to preserve.
Write to info@abhilashawealth.com with the subject line 'Privacy Request'. We will respond within thirty days.
Children
This website is not directed at children. Minor investments are accepted only through a guardian, with the guardian's KYC and documentation as prescribed by the product provider.
Changes
This policy may be updated from time to time. The revised version takes effect from the date it is published on this page.
Still not clear about something?
Ask us. We would rather spend twenty minutes explaining a clause than have you discover it at claim time.