Fin2Wealth - Privacy Policy & Disclosures

Fin2Wealth

Privacy Policy

Fin2Wealth is committed to protecting your personal and financial data.

Information We Collect:

Name, phone, email, and demographic details
Investment preferences and goals
Financial documents (only when required)

Use of Data:

Your data is used only for the following purposes:

Financial planning and advisory
Portfolio tracking and review
Communication and updates

                    We never sell, rent, or misuse your personal information under any circumstances.
                

Data Security:

We implement security protocols, limited access, and encryption to ensure your data is safe.

Our Credentials & Regulatory Disclosures

We are proud to be recognized and registered under official regulatory bodies for offering compliant and trustworthy financial services.

Mutual Fund Distribution

AMFI Registration No.: ARN-335106

EUIN: E636595

ARN Validity: 22-JUL-2025 to 14-JUL-2028

(Registered with AMFI to distribute mutual funds across India)

Insurance Advisory (Life & Health)

IRDAI Life Insurance Consultant Code: 01861570

Issued On: 25-FEB-2025

(Authorized to advise and distribute life and health insurance policies)

Regulatory Status

Fin2Wealth is registered as a Mutual Fund Distributor with AMFI (ARN-335106) and as a Licensed Life Insurance Advisor under IRDAI (Consultant Code: 01861570).

We operate strictly as per AMFI and IRDAI norms to ensure ethical practices and client-first service. All advice and solutions are customized as per your financial goals, risk profile, and regulatory guidelines.

Disclaimer

Fin2Wealth is a registered Mutual Fund Distributor (ARN) and IRDAI-licensed Insurance Agent, not a SEBI Registered Investment Advisor (RIA) as of now. All investment advice is shared under the distribution model as per regulatory framework.

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing