1. Introduction

Ants & Bees Investments LLP (“Ants & Bees”, “we”, “our”, or “us”) respects your right to privacy and is committed to protecting the confidentiality of personal and financial information shared with us. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website www.anbwealth.com or transact with us in relation to investments in equities, mutual funds, unlisted shares, PMS/AIF, and loan against securities (LAS).

By using our website or availing our services, you consent to the practices described in this Policy.

2. Scope and Applicability

This Policy applies to all clients, prospective clients, and website visitors who share personal or financial information with Ants & Bees through any medium — online, offline, or through our authorized partners.

This Policy is governed by the provisions of:

• The Information Technology Act, 2000,
• The Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011,
• The Prevention of Money Laundering Act, 2002 (PMLA), and
• The applicable SEBI guidelines and circulars.

3. Information We Collect

We may collect and store the following types of information to provide our investment-related services:

• Personal Identification: Name, date of birth, address, contact details, PAN, and Aadhaar (if applicable).
• Financial Details: Bank account information, income details, investment experience, and risk profile.
• Investment-Related Data: Demat account number, transaction records, and holdings in equity, mutual funds, unlisted shares, PMS/AIF, or LAS.
• KYC Documentation: Identity and address proofs as per SEBI and AMFI norms
• Technical Data: IP address, browser type, cookies, and session information for website analytics and security.

We collect information directly from you through application forms, interactions, or through regulatory KYC platforms.

4. Purpose of Data Collection

Your information is collected, processed, and retained for legitimate business and regulatory purposes, including but not limited to:

• Facilitating investments and redemptions in mutual funds, PMS/AIF, and other financial instruments.
• Executing transactions through registered intermediaries such as AMCs, RTAs, or brokers.
• Complying with KYC, AML, and FATCA guidelines.
• Providing portfolio updates, performance reports, and service communications.
• Sending product updates, newsletters, or investor education material (only with your consent).
• Internal analysis, audit, and risk monitoring purposes.

5. Use and Sharing of Information

Ants & Bees may share your data only with trusted third parties for operational and regulatory purposes, including:

• Asset Management Companies (AMCs), Registrar & Transfer Agents (RTAs), and Depositories for investment processing.
• Banks and Payment Gateways for transaction settlements.
• Technology Partners providing secure hosting, data storage, or CRM services.
• Regulatory or Government Authorities (SEBI, FIU, Income Tax Department, etc.) as required under law.

We do not sell or rent your personal data to any third party for commercial gain.

6. Data Protection and Security

We maintain robust technical, operational, and organizational measures to safeguard your personal information from unauthorized access, alteration, or disclosure. Access to your data is restricted to authorized personnel who are trained in confidentiality and data protection.

Our systems employ encryption, firewalls, and secure storage practices that are consistent with industry standards and the IT security rules prescribed under Indian law.

7. Accuracy and Retention

Clients are advised to ensure that the information shared with us is accurate and up to date. If any change or correction is required, please notify us immediately at info@anbwealth.com.

We retain your information only for as long as required by applicable law or for providing uninterrupted service to you.

8. Use of Cookies

Our website may use cookies to enhance user experience, analyze website traffic, and customize your browsing experience. By using our website, you consent to our use of cookies in accordance with this Policy.

You may disable cookies through your browser settings, though this may affect certain website functionalities.

9. Third-Party Links

Our website may contain links to third-party websites (such as AMCs or payment partners). Once you leave our site, we are not responsible for the privacy practices or content of those external websites.

We encourage you to review their respective privacy policies.

10. Limitation of Liability

While we adopt best-in-class security measures, Ants & Bees shall not be liable for any unauthorized access or breach caused by factors beyond our control, including hacking, phishing, or other cyber incidents.

11. Updates to this Policy

This Privacy Policy may be updated periodically to reflect changes in legal requirements or our internal practices.
The latest version will always be available on our website www.anbwealth.com, and clients are encouraged to review it regularly.

12. Grievance Redressal

We value your trust and aim to address concerns promptly. For any queries, corrections, or grievances regarding your personal information, please

Contact us:
Ants & Bees Investments LLP
Email: info@anbwealth.com
Phone: +91 9967725032
Address: E-1602, Mahalaxmi CHS, PB Marg, Worli, Mumbai – 400030