Complaint Data PMS

Format for investor complaints data to be disclosed by Portfolio Managers on their website on monthly basis.

Data for the month ending – August 2023

Sr. No.Received fromPending at the end of last monthReceivedResolved*Total Pending#
Pending complaints > 3 monthsAverage Resolution time^ (in days)

1Directly from Investors000000
2SEBI (SCORES)000000
3Other Sources (if any)000000
Grand Total000000
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No.MonthCarried forward from previous monthReceivedResolved*Pending#
1January, 20230000
2February, 20230000
3March, 20230000
4April, 20230000
5.May, 20230000
6.June, 20230000
7.July, 20230000
8.August, 20230000
Grand Total0000

*Inclusive of complaints of previous months resolved in the current month.

#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

Sr. No.YearCarried forward from previous yearReceivedResolved*Pending#
Grand Total0000
PMS registration was received on 4th January 2023

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.