Formats for investors complaints data to be disclosed monthly by IAs on their website/mobile application:
Data for the month ending Aug. 2025 :-
Sr. No | 1 | 2 | 3 | Grand Total |
---|---|---|---|---|
Received from | Directly from Investors | SEBI (SCORES) | Other Sources (if any) | |
Pending at the end of last month | 0 | 0 | 0 | 0 |
Received | 0 | 0 | 0 | 0 |
Resolved | 0 | 0 | 0 | 0 |
Total Pending # | 0 | 0 | 0 | 0 |
Pending complaint s > 3months | 0 | 0 | 0 | 0 |
Average Resolution time^ (in days) | 0 | 0 | 0 | 0 |
Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Trend of monthly disposal of complaints
Sr. No | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | Grand Total |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Month | 09-2024 | 10-2024 | 11-2024 | 12-2024 | 01-2025 | 02-2025 | 03-2025 | 04-2025 | 05-2025 | 06-2025 | 07-2025 | 08-2025 | |
Carried forward from previous month |
0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Received | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Resolved | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Pending # | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Inclusive of complaints of previous months resolved in the current month. Inclusive of complaints pending as on the last day of the month.
Trend of annual disposal of complaints
Sr. No | 1 | 2 | 3 | 4 | 5 | Grand Total |
---|---|---|---|---|---|---|
Year | 2021-22 | 2022-23 | 2023-24 | 2024-25 | 2025-26*(Till date) | |
Carried forward from previous year |
0 | 0 | 0 | 0 | 0 | 0 |
Received | 0 | 0 | 0 | 0 | 0 | 0 |
Resolved | 0 | 0 | 0 | 0 | 0 | 0 |
Pending # | 0 | 0 | 0 | 0 | 0 | 0 |
Inclusive of complaints of previous years resolved in the current year. Inclusive of complaints pending as on the last day of the year.
Investor Grievance Policy-An Initiative to Enhance Transparency
We are dedicated towards the prosperity of our clients by following our aim of adding meaning to finances and adding time to your life. In the event of a complaint regarding our services we would be more than happy in addressing and solving it in the most proficient manner.
For any complaints / Grievances you can write us Email OR Contact us at:
Email: pritesh.cfa@gmail.com
Call Us On: +91 9978917315
If not satisfied with our response you can lodge your grievances with SEBI @ scores.gov.in, SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link:
https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330
or you may also write to any of the offices of SEBI. For any queries, feedback or assistance,
SEBI Regional / Local Office Address:
SEBI Bhavan, Panchavati Society, Gulbai Tekra, Ahmedabad, Gujarat 380006
Please contact SEBI Office on Toll Free Helpline at 1800 22 7575 / 1800 266 7575
Call For any grievances
The client should first contact the IA using the details on its website or following contact details:
Details of Designation | Contact Person Name | Address where the physical address location | Contact No. | Email-ID | Working hours when complainant can call |
---|---|---|---|---|---|
Customer Care | Sumit Girase | B-22 Nirvanta OPP. Gulmohar Garden, Sevasi, Vadodara, Gujarat, 391101 | 9890950911 | ria.priteshkumar@gmail.com | 10.00 AM To 05.00 PM Mon To Fri (Except Holidays) |
Head of Customer Care | Sumit Girase | B-22 Nirvanta OPP. Gulmohar Garden, Sevasi, Vadodara, Gujarat, 391101 | 9890950911 | ria.priteshkumar@gmail.com | 10.00 AM To 05.00 PM Mon To Fri (Except Holidays) |
Compliance Officer | Priteshkumar Champaklal Shah | B-22 Nirvanta OPP. Gulmohar Garden, Sevasi, Vadodara, Gujarat, 391101 | 9978917315 | pritesh.cfa@gmail.com | 10.00 AM To 05.00 PM Mon To Fri (Except Holidays) |
CEO | Priteshkumar Champaklal Shah | B-22 Nirvanta OPP. Gulmohar Garden, Sevasi, Vadodara, Gujarat, 391101 | 9978917315 | pritesh.cfa@gmail.com | 10.00 AM To 05.00 PM Mon To Fri (Except Holidays) |
Principal Officer | Priteshkumar Champaklal Shah | B-22 Nirvanta OPP. Gulmohar Garden, Sevasi, Vadodara, Gujarat, 391101 | 9978917315 | pritesh.cfa@gmail.com | 10.00 AM To 05.00 PM Mon To Fri (Except Holidays) |
If the resolution provided by IA is unsatisfactory, the client can lodge grievances through SEBI’s SCORES platform at www.scores.sebi.gov.in
If the client remains dissatisfied with the outcome of the SCORES complaint, the client may consider the Online Dispute Resolution (ODR) through the Smart ODR portal at https://smartodr.in