We believe that Investor service is a vital element for sustained business growth and wewant to ensure that our Investors receive exemplary service across different touch points.Prompt and efficient service is essential for retaining existing relationships and thereforeInvestor satisfaction becomes critical to us, especially since we follow theDirect‐to‐Investor model. Investor queries and complaints constitute an importantvoice of Investor, and this policy details grievance handling through a structuredgrievance redressal framework. Grievance redressal is supported by a review mechanism,to minimize the recurrence of similar issues in future.
The Grievance Redressal policy follows the following principles:
The Investment advisor and employees work in good faith and without prejudice,towards the interests of the Investors.
Grievance Redressal Mechanism
Client’s queries / complaints may arise due to lack of understanding or a deficiency ofservice experienced by clients. Deficiency of service may include lack of explanation,clarifications, understanding which escalates into shortfalls in the expected deliverystandards, either due to inadequacy of facilities available or through the attitude of stafftowards client.
ODR Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD- 1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”.
A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link – https://smartodr.in/
ODR Portal (Securities Market Approach for Resolution through ODR Portal) can be accessed via the following link- https://smartodr.in/
Mon-Fri : 09:00 AM - 06:00 PM Sat & Sun - Closed
Customer support
Kopar Khairane,navi Mumbai,400709
Main office location
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