Privacy Policy | A H Financials – Secure Mutual Fund Services

We acknowledge and accept that the personal details that you impart to us, is to be kept in strict confidentiality and to use the information only in the manner which would be beneficial to our customers. We consider our relationship with you as invaluable and strive to respect and safeguard your right to privacy.

We shall protect the personal details received from you with the same degree of care, but no less than a reasonable degree of care, to prevent the unauthorized use, dissemination, or publication of these information as we protect our own confidential information of a like nature.

What we collect

We may collect the following information:

Name and contact details
Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
Demographic information such as gender and income
Other information that can help us improve our services

What we do with the information

To conduct Know-Your-Customer registration as required by SEBI and/or other regulatory bodies
To perform compliance checks and keep/maintain internal records
To use the information to improve our products and services
We will not sell, distribute or lease your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.

Our mobile application identifies you with your PAN number only. So please ensure that you have entered the correct PAN number in upper case while login with us, for hassle free access to your portfolio on our mobile app

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Investment Disclaimer

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor with ARN-283074 | Date of Initial Registration: 25-12-2023 | Current validity: 27-11-2026