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
SEBI Portfolio Managers Monthly report
(Please note that the performance related data is not verified by SEBI).

Central Know Your Customer (CKYC) Awareness

CKYC Banner
Customer Awareness Video
Registration Details - CKYC Records Registry

Grievance Redressal

Grievance Redressal Mechanism

Form to submit a direct complaint to the portfolio manager:

100 words left

Link to submit a complaint on the SEBI SCORES portal
Link to the Online Dispute Resolution (ODR) portal