Regulatory Notes
Direct On-Boarding for Portfolio Management Services
Please note that we do not have
any distribution relationships or arrangements with third parties for distribution of portfolio management
services offered by our firm. Prospective clients have the option to onboard directly for portfolio
management services offered by our firm.
Regulatory Documents & Data
Investor Charter in Respect of Portfolio Management Services
Disclosure
Document
Summary of Investor Complaints
Demise of KRA
SOP
SEBI Portfolio Managers Monthly report
(Please note that
the performance
related data is not verified by SEBI).
Fee Calculator
Central Know Your Customer (CKYC) Awareness
CKYC
Banner
Customer Awareness Video
Registration Details - CKYC Records Registry
Grievance Redressal
Form to submit a direct complaint to the portfolio manager:
Link to submit a
complaint on the SEBI SCORES portal
SEBI SCORES - Google Play App link
SEBI SCORES - Apple Store App link
Link to the Online
Dispute Resolution (ODR) portal