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PORTFOLIO MANAGEMENT SERVICES

Investor-Information

Investor Charter link as per regulatory guideline - "Investor Charter"
 

Disclosure Document: PMS Disclosure Document

The data pertaining to all complaints including SCORES complaints received as per the format mentioned in regulatory communication.

Complaints received till March 2024

For any other queries or assistance kindly click here to connect with us.

Document link for SOP for Centralized mechanism for reporting the demise of an investor

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SEBI SCORES website and App links
 

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ODR Portal
 

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/

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