Grow Your Wealth with
Expert Guidance & Smart Tech

*Returns are indicative based on historical data. Past performance does not guarantee future results. ARN 173948

1. Who We Are

Yash Wealth is an AMFI Registered Mutual Fund Distributor (ARN 173948) and IIFL AAA Partner, operating from Airoli, Navi Mumbai, Maharashtra, India. We provide investment advisory services, mutual fund distribution, and financial planning guidance to individual and institutional investors.

2. Information We Collect

When you use our website or services, we may collect:

• Personal Information: Name, mobile number, email address
• Financial Information: Investment goals, risk profile, investment amounts (only what you voluntarily provide)
• Technical Information: Browser type, device type, IP address, pages visited
• Communication Records: WhatsApp messages, emails, and call records for service purposes

3. How We Use Your Information

We use your information to:

• Provide personalised investment plans and reports
• Contact you regarding your investment enquiries
• Send relevant market updates, fund recommendations and newsletters (with your consent)
• Comply with SEBI, AMFI and other regulatory requirements
• Improve our platform and services

4. Data Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

• IIFL Securities: As required for investment processing and compliance
• AMFI/SEBI: As required by regulatory obligations
• Service Providers: Technology providers who assist in operating our platform (under strict confidentiality)
• Legal Authorities: If required by law or court order

5. Data Security

We implement industry-standard security measures to protect your information including SSL encryption (https), secure data storage, and restricted staff access. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Cookies

Our website uses minimal cookies for basic functionality (session management). We do not use tracking cookies for advertising purposes. You can disable cookies in your browser settings without affecting most site functionality.

7. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal obligations)
• Opt out of marketing communications at any time
• Withdraw consent for data processing

To exercise these rights, contact us at info@yashwealth.com or call +91 9801678797.

8. Investment Disclaimer

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. Yash Wealth (ARN 173948) is an AMFI Registered Mutual Fund Distributor, not a SEBI Registered Investment Advisor. Information provided on this platform is for educational purposes only and does not constitute financial advice.

9. Third Party Links

Our website may contain links to third-party websites (AMFI, SEBI, NSE, BSE etc.). We are not responsible for their privacy practices and encourage you to review their privacy policies.

10. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated date. Continued use of our services after changes constitutes acceptance of the updated policy.

11. Contact Us

1. Platform Purpose

yashwealth.com is operated by Yash Wealth (ARN 173948), an AMFI Registered Mutual Fund Distributor and IIFL AAA Partner. This platform is intended for educational and informational purposes related to mutual fund investments and financial planning.

2. Not Financial Advice

The information, reports, and investment plans generated on this platform are for informational and educational purposes only. They do not constitute financial advice, investment recommendations, or solicitation to buy or sell any securities. Yash Wealth is an MFD (ARN 173948), not a SEBI Registered Investment Advisor (RIA). Please consult a SEBI RIA for personalised investment advice.

3. Eligibility

This platform is intended for Indian residents aged 18 years and above. By using this platform, you confirm that you meet these eligibility requirements.

4. User Responsibilities

• Provide accurate and truthful information
• Not misuse the platform for unlawful purposes
• Not attempt to breach platform security
• Keep your login credentials confidential (staff members)
• Read all scheme documents before investing

5. Investment Risk Disclosure

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. Returns shown on this platform are indicative and based on historical data. Actual returns may vary significantly.

6. Limitation of Liability

Yash Wealth shall not be liable for any direct, indirect, incidental, or consequential losses arising from: use of information on this platform, investment decisions made based on platform content, technical errors or downtime, or market losses on investments.

7. Intellectual Property

All content on this platform including design, text, reports, and code is the property of Yash Wealth. Unauthorised reproduction or distribution is prohibited.

8. Governing Law

These terms are governed by the laws of India. Any disputes shall be subject to the exclusive jurisdiction of courts in Navi Mumbai, Maharashtra.

9. SEBI & AMFI Compliance

Yash Wealth operates in compliance with AMFI guidelines for Mutual Fund Distributors. ARN 173948 is registered with AMFI. For grievances, contact AMFI at amfiindia.com or SEBI at scores.sebi.gov.in.