Wealthy Nivesh – Trust. Simplicity. Growth.
Access all regulatory documents, charters, and disclosures for PMS. Download official documents and view our compliance information.
Access and download all regulatory and compliance documents for our PMS.
Reach out to our Principal Officer, Compliance Officer, Grievance Officer, or visit our offices.
Mr. Ankit Garg [email protected] (+91) 99201 12179
Ms. Namrata Ratnani [email protected] (+91) 86559 21975
Ms. Shrishti Sangal [email protected] (+91) 91523 22723
1001 & 1002 Accord Classic, Sonawala Road, Goregaon (East), Mumbai 400063
SEBI Bhavan, Plot No. C-4 A, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Disclaimer: Investment in securities market are subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
1.) Investors are entitled to make a complaint in writing, orally or telephonically directly to the Portfolio Manager – Indniveza Distributors Private Limited (popularly known under the brand name of “Wealthy Nivesh”).
2.) Wealthy Nivesh will endeavor to address all complaints regarding service deficiencies or causes for grievance, for whatever reason, in a reasonable manner and time (not later than 21 days).
3.) Wealthy Nivesh has designated the Grievance Officer to receive and redress all the queries. The Grievance Officer will have the authority to receive and address any queries or complaints.
4.) The internal deadline for resolving the complaints will be as follows:
– For any matter relating to portfolio performance and funds allocation: within 3 working days.
– For any matter relating activities carried out by the Custodian: within 7 working days.
– For any matter relating to dividends and / or other corporate actions: will be followed up vigorously with the respective agencies [fund accountant/ RTA] for resolution under intimation to Clients.
5.) In the event of any dispute or difference between Wealthy Nivesh and the client, remains unresolved or is not resolved to the satisfaction of the client,
– Client will have the option to raise the query/ complaint using the SEBI SCORES platform at https://scores.sebi.gov.in/ , or
– Client will have the option to raise the query/ complaint using the online dispute resolution mechanism (ODR) introduced for a smooth and faster resolution of any complaint. The dispute shall be finally settled through arbitration through the online dispute resolution mechanism notified by SEBI and amendments issued thereon from time to time. The number of arbitrators to be appointed, the seat of arbitration and the language to be used for arbitration and the costs and expenses of arbitration would be as prescribed under the notifications and circulars issued in this regard from time to time. Link to the ODR Platform is https://smartodr.in/login.