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We at Vision Financial Services ("we", "our", or "us") respect your privacy and are committed to protecting the personal information you share with us.

Information We Collect

We may collect personal information, including:

• Name

• Mobile Number

• Email Address

• Investment-related information voluntarily provided by users

• Information submitted through website forms, WhatsApp, email, or social media channels

How We Use Information

The information collected may be used for:

• Providing financial education and awareness

• Mutual fund distribution services

• Insurance-related services

• Responding to enquiries and service requests

• Regulatory and compliance requirements (KYC and other related to it)

Information Sharing

We do not sell, rent, or trade personal information to third parties. Information may be shared only:

• When required by law

• With service providers assisting in service delivery

• For regulatory or compliance purposes

Data Security

We take reasonable measures to protect personal information from unauthorized access, misuse, or disclosure.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of such websites.

Statutory Disclaimer:

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

Contact Information

Vision Financial Services
ARN-47690
Website: www.visionfinancialservice.com

For privacy-related queries, please contact us through the contact information provided on our website.

Last Updated: June 2026