At Vision Investments, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains what data we collect, how we use it, how we keep it secure, and the rights you have regarding your information.

Who We Are

When this policy refers to “Vision Investments,” “we,” “us,” or “our,” it denotes Vision Investments, a firm built under the stewardship of Mr. Shailendra Ashar (AMFI Registered Mutual Fund Distributor) and now entrusted to the Next Generation, maintaining the same professional standards and values.:

101, Prathmesh, Ram Mandir Road, Babhai Naka,
Opp. Hanuman Mandir, Borivali (W),
Mumbai – 400092, India.

What Information We Collect

We collect personal information that you provide to us when you interact with our services, including:

• Basic information — name, contact details (email, phone number), address, occupation.

• Identification data — such as government IDs where legally required.

• Financial information — relevant details you share for financial planning and investment guidance.

• Website usage data — technical and anonymous information collected when you visit our site.

How We Use Your Information

We use personal data to:

• Provide investment advisory, retirement planning, tax planning and other financial services.

• Respond to your queries, requests, or service enquiries.

• Manage client relationships and improve the quality of our services.

• Maintain accurate records and manage internal business processes.

• Comply with legal and regulatory obligations.

We only process your information where we have a lawful reason—such as performing a contract with you, fulfilling legal requirements, or based on your consent.

Sharing Your Information

We may share your information:

• With trusted partners or service providers who help us serve you better.

• Where required by law, regulation, or legal process.

• With other parties involved in providing services you’ve requested, such as custodians or intermediaries.

• If part of a business transfer (e.g., sale or restructuring), with appropriate safeguards.

We do not sell your personal information to third parties.

How We Protect Your Data

We use physical, administrative, and technical safeguards to protect your personal data. Only authorised personnel who need access to your information for business purposes can view it. Regular checks and security measures help protect against data loss, misuse, or unauthorised access.

Data Retention

We retain personal information only as long as needed to fulfil service purposes or to meet legal, regulatory, or compliance obligations.

Your Rights

You have the right to:

• Request access to your personal data that we hold.

• Correct or update inaccurate or incomplete information.

• Ask for erasure of your data in certain circumstances.

• Object to or restrict our use of your information where applicable.

• Withdraw consent where we rely on it.

To exercise any of these rights, please contact us using the details below.

Use of Cookies and Website Data

When you use our website, we may collect anonymous technical data through cookies or similar technologies to understand how visitors interact with our content and improve the online experience.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website, so please check back periodically to stay informed.

Contact Information

If you have questions, concerns, or would like to exercise your privacy rights, please contact us:

Vision Investments
101, Prathmesh, Ram Mandir Road, Babhai Naka,
Opp. Hanuman Mandir, Borivali (W),
Mumbai – 400092, India.

Email: shailendra.ashar@gmail.com
Phone: +91-9821426012