Privacy Policy

This policy is operated by Vijay Thanki, AMFI-registered Mutual Fund Distributor (ARN-52501), based in Jamnagar, Gujarat, India. It explains what information we collect from clients and prospective clients, and how it is used.

Information we collect

Identity and contact details, financial and investment-preference information shared during goal planning, and communication and website-analytics data.

How we use it

Primarily to provide mutual fund distribution services, including facilitating SIP and lumpsum investments, structuring goal-based strategies, and conducting annual portfolio reviews.

Who we share it with

Information is shared only with Asset Management Companies (AMCs), Registrar and Transfer Agents (RTAs), KYC Registration Agencies (KRAs), IRDAI-registered insurers where relevant to an insurance suggestion, regulators, and technology vendors bound by confidentiality agreements. We do not sell client data.

Data security & retention

Physical and electronic records are stored securely and accessible only to authorised personnel. SEBI and AMFI mandate a minimum five-year retention period for transaction records.

Your rights

You may request access to, correction of, or deletion of your personal data, and may withdraw consent for non-essential communication at any time. To exercise these rights or raise a grievance, contact us at services@thankiwealth.in or +91 92134 24478.