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:
The Investment advisor and employees work in good faith and without prejudice, towards the interests of the Investors.
The Investment Advisor has a dedicated Client Servicing Team which 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. The Client Servicing Team is headed by
Ms. Kanchana ( salunkhe.kanchana@gmail.com )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.
MONEYDHAN INVESTMENT ADVISORY INDIA LLP
KMC XXX/1242 B1, First Floor, Opposite Government Hospital, Kothamangalam, KOCHI 686691 Ernakulam KERALA INDIA.
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Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers
Registration No. INA200016193
Date:
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)
Address: KMC XXX/1242 B1 , First Floor, Opposite Government Hospital, Kothamangalam P.O, Kothamangalam, Ernakulam District, Kerala , India – 686691
Contact No: 91 9895236064, Email: sujith@moneydhan.com
SEBI regional/local office address – 6th Floor, Finance Tower, Kaloor, Kochi – 682017, Kerala
Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628, Email: seshadri@moneydhan.com
Post expense ratio and churning, Mutual Fund cannot achieve your financial goal.
60% of entire Mutual Fund Industry money is invested in just top 9 Nifty stocks. 10% goes to HDFC twins.
MF Direct Plan against expensive regular way
We are Zero Fixed fee. Buying Direct equity is close to zero cost nowadays. You can mimic MF via equity, for free.
50 Lakhs to Portfolio Management Service (PMS)
No minimum Balance with us. We can mimic the best PMS in market.
Giving Power of Attorney (POA) to anyone
Execute Yourself. We just provide you with advise and guidelines. No POA involved.
MoneyDhan asks for 10% of the profit share
10 thousand for every 1 lakh profit
or,
1.25 lakh as maximum fees if you make 12 lakh profits whichever is lower, in the client’s favor.
We will understand your profile.
We need some soft copies that verifies your identity.
The agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.
Share us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..
You execute the trades in your own demat account
Once every month share us your Holdings and Capital Gains report.
10 Thousand for every 1 lakh profit.
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA200016193
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)
KMC XXX/1242 B1 , First Floor, Opposite Government Hospital, Kothamangalam P.O, Kothamangalam, Ernakulam District, Kerala , India – 686691
Contact No: 91 9895236064,
Email: sujith@moneydhan.com
6th Floor, Finance Tower, Kaloor, Kochi – 682017, Kerala
Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628,
Email: seshadri@moneydhan.com