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 The Client Servicing Team is Headed by Sujith Shivaji Salunkhe , mobile no. 8828147028 (sujith@moneydhan.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
7/433, Alumavunchodu, Thankalam, kothamangalam, kochi, Ernakulam, KERALA, INDIA – 686691
3. Clients can write to the Investment Manager at sujith@moneydhan.com if the Investor does not receive a response within 10 business days of writing to the Client Servicing Team. The client can expect a reply within 10 business days of approaching the Investment Advisor.
4. 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.
5. 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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Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers
Registration No. INA000018984
LLPIN #; AAV-1120
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration No. INA000018984
(Type of Registration- Non-Individual, Validity of Registration- Perpetual)
Address: 7/433, Alumavunchodu, Thankalam, kothamangalam, kochi, Ernakulam, KERALA, INDIA – 686691
Contact No: 91 8480005564, Email: moneydhancompliance@gmail.com
SEBI regional/local office address – 6th Floor, Finance Tower, Kaloor, Kochi – 682017, Kerala
Principal Officer: Mr.Hardeep Korde, Contact No: 8480005564,
Email: moneydhanadvisor@gmail.com
Post expense ratio and churning, Mutual Fund cannot achieve your financial goal.
A 10-minute call to understand your needs and walk you through how we work.
A 60-minute Google Meet with our advisory team to explore your financial goals, risk comfort, and timeline.
Helps us to find your Blindspots, Strengths, Desires and Psychology towards money.
If you’re confident to proceed,
we complete KYC, risk profiling, and sign a Letter of Understanding.
Fees? Only after the call.
Starts at ₹10,000/year OR 0.5% of assets managed. (50 thousand for 1 crore AUM)
Moneydhan Investment Advisory India LLP
SEBI Registered Investment Advisers Registration #; INA000018984
Type of Registration; Non-Individual, Validity of Registration; Perpetual
BASL Membership #; 2151
LLPIN #; AAV-1120
Kothamangalam, kochi, Ernakulam, KERALA, INDIA – 686691
Contact No: 91 8480005564,
Email: sujith@moneydhan.com
Principal Officer: Mr. Hardeep Shantaram Korde, Contact No: 91 8480005564, Email: moneydhanadvisor@gmail.com
Warning: Investments in the securities market are subjected to market risks. Read all the related documents carefully before investing.
Disclaimer: Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory.
