A) Vision and Mission Statements for investors

Vision – Invest with knowledge & safety.
Mission – Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness..

B) Details of business transacted by the Research Analyst with respect to the investors.

C) Details of services provided to investors (No Indicative Timelines)

D) Details of grievance redressal mechanism and how to access it

E) Expectations from the investors (Responsibilities of investors)

Do’s

Don’ts

Details of Complaints

Data for the month ending - November 2024
Sr. No. Received From Pending at the end of Last Month Received Resolved* Total Pending# Pending complaints 3months Average Resolution time (in days)
Trend of monthly disposal of complaints
Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 November 2024 0 0 0 0
2 October 2024 0 0 0 0
3 September 2024 0 0 0 0
4 August 2024 0 0 0 0
5 July 2024 0 0 0 0
6 June 2024 0 0 0 0
7 May 2024 0 0 0 0
8 April 2024 0 0 0 0
Trend of annual disposal of complaints
Sr. No. Year Carried forward from previous years Received Resolved* Pending#
1 2023-2024 0 0 0 0
1 2022-2023 0 0 0 0
2 2021-2022 0 0 0 0

Compliant redressal and scores process

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.