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Privacy Policy

How we collect, use, and protect the personal information of visitors and clients.

Introduction

FinShield Investments, operated by Abhishek Lakhan (AMFI Registration No. ARN-369948), is committed to protecting the privacy of individuals who visit this website or interact with us through any other channel. This policy sets out what information we collect, how we use it, and the choices available to you.

Information We Collect

We collect information in two ways. First, directly through this website, when you voluntarily submit the contact form — including your Full Name, Mobile Number, Email Address, Investment Goal, Investment Amount, Preferred Contact Time, and any message you choose to include. Second, through other business channels independent of this website, such as referrals or direct outreach, where we may obtain your mobile number and basic contact details for the purpose of informing you about our mutual fund and related financial products.

How We Use Your Information

Information collected is used to respond to your enquiries, understand your financial goals, follow up on consultation requests, and — where obtained through channels other than this website — to contact you by phone, SMS, or email about products and services we believe may be relevant to you. We do not use your information for any purpose beyond these.

Telemarketing and Outbound Communications

As part of our outreach, we may contact you directly by phone or SMS regarding mutual fund and related financial products. If you are registered on TRAI's National Customer Preference Register (the DND/NDNC list), please inform us and we will add you to our internal do-not-contact list. You may withdraw consent to further calls, SMS, or email communication at any time by contacting us using the details below, and we will act on such requests promptly.

Third-Party Service Providers

This website's contact form is processed through Formspree, a third-party form-handling service. Information submitted through the form passes through Formspree's systems before reaching us, and is subject to Formspree's own privacy practices.

Cookies and External Services

This website loads fonts from Google Fonts, which may involve a request to Google's servers. We do not currently use analytics, advertising, or tracking cookies. Should this change in the future, this policy will be updated to reflect it.

Data Retention

We retain personal information for as long as reasonably necessary to respond to your enquiry, provide the services requested, or comply with applicable legal or regulatory obligations, after which it is securely discarded.

Data Sharing and Disclosure

We do not sell, rent, or share your personal information with third parties for marketing purposes. Information may be disclosed only where required by law or regulatory authority, or to service providers strictly necessary to operate this website (such as our form-processing provider).

Your Rights and Choices

You may request access to, correction of, or deletion of the personal information we hold about you, and may opt out of further communication at any time. To exercise any of these rights, please contact us using the details below.

Data Security

We take reasonable technical and organizational measures to protect the information you share with us against unauthorized access, loss, or misuse. However, no method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.

Children's Privacy

This website and our services are not directed at individuals under the age of 18, and we do not knowingly collect personal information from minors.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page along with a revised "last updated" date. We encourage you to review this page periodically.

Contact Us

For any questions regarding this Privacy Policy, or to exercise any of your rights above, please contact us at finshieldinvestments@gmail.com or +91 82913 83035.

Last updated: September 2026.

FinShield Investments

AMFI-registered mutual fund distributor providing insurance solutions, helping individuals and families invest in mutual funds and insurance products with clear, transparent information.

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Privacy Policy Terms & Conditions Disclaimer Commission Disclosure SID/KIM/SAI AMFI Code of Conduct

Abhishek Lakhan is registered with AMFI as a Mutual Fund Distributor (ARN No. 369948, valid June 09, 2026 to May 30, 2029). As a distributor, not an investment adviser, we do not provide investment advice — we help you access and invest in mutual fund schemes, and may earn commission from Asset Management Companies for doing so.

Mutual fund investments are subject to market risks. Please read all scheme-related documents (SID/KIM/SAI) carefully before investing. Past performance is not indicative of future returns. Insurance is the subject matter of solicitation.