In order to facilitate investor awareness about various activities which an investor deals with while availing the services provided by investment advisers, we have added this page containing details of service provided to investors, their rights, dos and don’t s, responsibilities, investor grievance handling mechanism and timelines thereof etc., at one single place, in a lucid language, for ease of reference.
Further, details pertaining to the grievance redressal mechanism; responsibilities of investors and more have been stated.
The Investor Charter for Stock Brokers, Portfolio Managers, Investment Advisors and Research Advisory prepared by SEBI vide Circulars SEBI/HO/MIRSD/DOP/P/CIR/2021/676, SEBI/HO/IMD/IMD-II_DOF7/P/CIR/2021/681, SEBI/HO/IMD/IMD-II CIS/P/CIR/2021/0686 and SEBI/HO/IMD/IMD-II CIS/P/CIR/2021/0685 dated respectively Dec 2, 10, 13 and 13, 2021, in an effort to protect the interests of investors like you.
We urge you to go through the Charters in detail.
For any grievances and complaints, investors can send an email at : [email protected] Also investors can contact SEBI for logging complaints here or by using the app - SEBISCORES which can be downloaded from Apple Appstore or Google Playstore
Grievance Redressal / Escalation Matrix
| S.No | Details of designation | Contact Person Name | Address where the physical address location | Contact No. | Email-ID | Working hours when complainant can call | | --- | --- | --- | --- | --- | --- | --- | | 1. | Head of Customer Care / Compliance Officer | Siddharth | Samatva Investments 1st Floor, Silicon Banjara, Plot No 26, Krishnapuram Colony, Singada Kunta, Banjara Hills,Road no 10, Hyderabad 500034 | 040-35861818 | [email protected] | 9:00 - 18:00 | | 2. | Principal Officer | Ashwin Reddy | Samatva Investments 1st Floor, Silicon Banjara, Plot No 26, Krishnapuram Colony, Singada Kunta, Banjara Hills,Road no 10, Hyderabad 500034 | 040-35861818 | [email protected] | 9:00 - 18:00 |
| S.No | Received from | Pending at the end of last month | Received | Resolved | Total Pending | Pending complaints > 3months | Average Resolution time (in days) |
|---|---|---|---|---|---|---|---|
| 1. | Directly from Investors | Nil | Nil | NA | NA | Nil | Nil |
| 2. | SEBI (SCORES) | Nil | Nil | NA | NA | Nil | Nil |
| 3. | Other Sources (if any) | Nil | Nil | NA | NA | Nil | Nil |
| Grand Total | Nil | Nil | NA | NA | Nil | Nil |
| S.No. | Month | Carried forward from previous month | Received | Resolved | Pending |
|---|---|---|---|---|---|
| 1. | April 2021 | Nil | Nil | NA | NA |
| 2. | May 2021 | Nil | Nil | NA | NA |
| 3. | June 2021 | Nil | Nil | NA | NA |
| 4. | July 2021 | Nil | Nil | NA | NA |
| 5. | August 2021 | Nil | Nil | NA | NA |
| 6. | September 2021 | Nil | Nil | NA | NA |
| 7. | October 2021 | Nil | Nil | NA | NA |
| 8. | November 2021 | Nil | Nil | NA | NA |
| 9. | December 2021 | Nil | Nil | NA | NA |
| 10. | January 2022 | Nil | Nil | NA | NA |
| 11. | February 2022 | Nil | Nil | NA | NA |
| 12. | March 2022 | Nil | Nil | NA | NA |
| 13. | April 2022 | Nil | Nil | NA | NA |
| 14. | May 2022 | Nil | Nil | NA | NA |
| 15. | June 2022 | Nil | Nil | NA | NA |
| 16. | July 2022 | Nil | Nil | NA | NA |
| 17. | August 2022 | Nil | Nil | NA | NA |
| 18. | September 2022 | Nil | Nil | NA | NA |
| 19. | October 2022 | Nil | Nil | NA | NA |
| 20. | November 2022 | Nil | Nil | NA | NA |
| 21. | December 2022 | Nil | Nil | NA | NA |
| 22. | January 2023 | Nil | Nil | NA | NA |
| 23. | February 2023 | Nil | Nil | NA | NA |
| 24. | March 2023 | Nil | Nil | NA | NA |
| 25. | April 2023 | Nil | Nil | NA | NA |
| 26. | May 2023 | Nil | Nil | NA | NA |
| 27. | June 2023 | Nil | Nil | NA | NA |
| 28. | July 2023 | Nil | Nil | NA | NA |
| 29. | August 2023 | Nil | Nil | NA | NA |
| 30. | September 2023 | Nil | Nil | NA | NA |
| 31. | October 2023 | Nil | Nil | NA | NA |
| 32. | November 2023 | Nil | Nil | NA | NA |
| 33. | December 2023 | Nil | Nil | NA | NA |
| 34. | January 2024 | Nil | Nil | NA | NA |
| 35. | February 2024 | Nil | Nil | NA | NA |
| 36. | March 2024 | Nil | Nil | NA | NA |
| 37. | April 2024 | Nil | Nil | NA | NA |
| 38. | May 2024 | Nil | Nil | NA | NA |
| 39. | June 2024 | Nil | Nil | NA | NA |
| 40. | July 2024 | Nil | Nil | NA | NA |
| 41. | August 2024 | Nil | Nil | NA | NA |
| 42. | September 2024 | Nil | Nil | NA | NA |
| 43. | October 2024 | Nil | Nil | NA | NA |
| 44. | November 2024 | Nil | Nil | NA | NA |
| 45. | December 2024 | Nil | Nil | NA | NA |
| 46. | January 2025 | Nil | Nil | NA | NA |
| 47. | February 2025 | Nil | Nil | NA | NA |
| 48. | March 2025 | Nil | Nil | NA | NA |
| 49. | April 2025 | Nil | Nil | NA | NA |
| Grand Total | Nil | Nil | NA | NA |
| S.No | Year | Carried forward from previous year | Received | Resolved | Pending |
|---|---|---|---|---|---|
| 1. | 2017-18 | Nil | Nil | NA | NA |
| 2. | 2018-19 | Nil | Nil | NA | NA |
| 3. | 2019-20 | Nil | Nil | NA | NA |
| 4. | 2020-21 | Nil | Nil | NA | NA |
| 5. | 2021-22 | Nil | Nil | NA | NA |
| 6. | 2022-23 | Nil | Nil | NA | NA |
| 7. | 2023-24 | Nil | Nil | NA | NA |
| 8. | 2024-25 | Nil | Nil | NA | NA |
| Grand Total | Nil | Nil | NA | NA |