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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.

The Investment Advisor is responsible for timely and prompt communication with our clients while having an open attitude towards service recovery, and providing alternate solutions to investors, thus ensuring healthy relationships with our clients. 

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 advisor  Alternatively, the Investor may call adviser directly in 9819607034.

2. A letter may also be written with their query/complaint and posted at the below mentioned address:

E 4, 403 Rohan Mithila, New Airport road, Viman Nagar, Pune 411014.

 

1. Clients can write to the Investment advisor at anshul.khare@equities4wealth.com.

2. 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. For any queries, feedback or assistance, please contact SEBI office on toll free Helpline at 1800 22 7575/ 1800 266 7575. 

 

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Shobhit Khare

SEBI Registered Investment Advisers 

Registration No. INA000018090

 

Date 13th July 2023

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Anshul Khare

SEBI Registered Investment Advisers Registration No. INA000018090

(Type of Registration- Individual, Validity of Registration- Perpetual)

Address: E4-403, Rohan Mithila, New Airport Road, Viman Nagar, Pune

Contact No: 91 9881127924, Email: anshul.khareEequitiers4wealth.com

SEBI regional/local office address - Plot No. C 4-A , G Block, Near Bank of India, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

Principal Officer: Mr. Anshul Khare, Contact No: 91 9881127924, Email: anshul.khare@equities4wealth.com