Contact Information

If you have a grievance, you can reach out to our Support Team for assistance.
Designation Contact Person Name Address Contact No. Email-ID Working Hours
Customer Care Ms. ANJALI VADODARA, GUJARAT +91-8141054547 [email protected] Mon-Fri 10AM – 05 PM
Head of Customer Care -- -- -- -- --
Compliance Officer Mr. AJAY KUMAR VADODARA, GUJARAT +91-8141054547 [email protected] Mon-Fri 10AM – 05 PM
CEO -- -- -- -- --
Principal Officer Ms. APEKSHA BANSAL VADODARA, GUJARAT +91-8141054547 [email protected] Mon-Fri 09AM – 05 PM

The abovementioned details would facilitate the complainants to approach the concerned RA before filing a complaint to SEBI.

For more details, visit: BSE India Notice.

We aim to resolve all grievances within 21 working days from the date of receipt.

Escalation Process

This process ensures that your concerns are escalated to the appropriate personnel at every stage, guaranteeing a fair and prompt resolution.

Steps
Step-1

Initial Contact:

Start by reaching out to our Customer Care team. They are equipped to assist with most issues and will strive to resolve your concern at the earliest.

Step-2

Escalation to Head of Customer Care:

If your concern remains unresolved, escalate the issue to the Head of Customer Care. They will ensure a thorough review and take appropriate action to resolve the matter.

Step-3

Escalation to Compliance Officer:

If you are still unsatisfied with the resolution, you can escalate the matter to our Compliance Officer for an independent assessment and further action.

Step-4

Escalation to Principal Officer:

In cases where the issue remains unresolved despite all prior steps, you can escalate it to the Principal Officer.

Step-5

Final Escalation to CEO:

For unresolved issues that require higher attention, you may escalate your concern to our Chief Executive Officer (CEO), who will personally review and address the matter.

Grievance Redressal Process

We believe that Investor service is a vital element for sustained business growth and we want to ensure that our Investors receive exemplary service across different touch points. Prompt and efficient service is essential for retaining existing relationships and therefore Investor satisfaction becomes critical to us, especially since we follow the Direct‐to‐Investor model. Investor queries and complaints constitute an important voice of Investor, and this policy details grievance handling through a structured grievance 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:

  • Investors will be treated fairly at all times
  • Complaints raised by Investors will be dealt with courtesy and in a timely manner
  • Queries and Complaints will be treated efficiently and fairly.

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 of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.

  1. Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent to the Research Analyst. Alternatively, the Investor may call on +91-8141054547
  2. A letter may also be written with their query/complaint and posted at the below mentioned address:410-411 Serene Centrum Near Gangotri Exotica Sevasi Road Vadodara, Gujarat, 390020
  3. Clients can write to the Research Analyst at [email protected] if the Investor does not receive a response within 10 business days of writing to the Client Servicing Team. The client can expect a reply within 10 business days of approaching the Investment Advisor.
  4. In case you are not satisfied with our response you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. 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
  5. 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/
  6. SEBI Gujarat Local office address : Panchavati Society, Gulbai Tekra, Ahmedabad, Gujarat & SEBI Head Office Address: Bandra Kurla Complex, Bandra East, Mumbai, Mumbai 400051