Moneydhan Investment Advisory India LLP

SEBI Registered Investment Advisers Registration No. INA200016193

Grievance Redressal Process

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:

  • Investors will be treated fairly at all times
  • Complaints raised by Investors will be dealt with courtesy and in a timely manner
  • Queries and Complaints will be treated efficiently and fairly.

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 Mr.Hardeep (moneydhancompliance@gmail.com).

Grievance Redressal Mechanism

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.

  1. Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent to the Client Servicing Team. Alternatively, the Investor may call on 9604901686.
  2. A letter may also be written with their query/complaint and posted at the below mentioned address:

MONEYDHAN INVESTMENT ADVISORY INDIA LLP

XXX/1242 B1, First Floor, Opposite Government Hospital, Kothamangalam, KOCHI 686691 Ernakulam KERALA INDIA.

     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.

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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 7666566272, 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, Moneydhanadvisor@gmail.com

You will LOVE us,
If you are..

Aware of the fact that

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.

Someone who prefers

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.

Unable to commit

50 Lakhs to Portfolio Management Service (PMS)

No minimum Balance with us. We can mimic the best PMS in market.

NOT comfortable in

Giving Power of Attorney (POA) to anyone

Execute Yourself. We just provide you with advise and guidelines. No POA involved.

How to Start
With Moneydhan?

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.

1. Connect Us

We will understand your profile.

2. Know Your Customer Documents

We need some soft copies that verifies your identity.

3. Agreement between you and us

The agreement mentions your risk profile, the kind of guidance, mode of guidance, service cost etc.

4. Assign us your broker account

Share us the details. Funds in your account. Existing Holdings if any. Capital Gains report etc..

5. We reach out with our email or SMS or Whatsapp etc

You execute the trades in your own demat account

6. Share your performance reports

Once every month share us your Holdings and Capital Gains report.

Its Free to Hire us

10 Thousand for every 1 lakh profit.

Capped at 2.5% of Asset Under Management.No time limit. We risk our reputation, commit our time & resources upfront – until you see 1 lakh profit. If you paid us 30 thousand it means, you made 3 lakh profit.
We are MoneyDhan.com, A less known Investment Advisor who beats Mutual funds with zero fee or exit loads. Hire us for free first. Pay us 10 thousand for every 1 lakh profit you make in your own Demat account. We get paid by you only if, you get positive result. Pay for Results only.

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Moneydhan Investment Advisory India LLP

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 7666566272,
Email: sujith@moneydhan.com

 

Address:

Principal Officer: Mr. Seshadri K Iyengar, Contact No: 91 9886052628,
Email: seshadri@moneydhan.com, Moneydhanadvisor@gmail.com

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