01Step 1: Write to us
Email reach@financialwisdom.co.in or call +91 76202 41431, and tell us your name, your registered phone or email, and what went wrong. You can also write to us at Shop No C-F1, First Floor, C Wing, Pancharatna Complex, Behind Borkar Super Store, Margao, Goa 403601.
We will acknowledge your complaint, keep you updated, and work to resolve it as quickly as possible.
02Step 2: The fund house or portfolio manager
If your concern is about a transaction, a statement or a scheme, you can also raise it directly with the asset management company or portfolio manager concerned, or with the registrar and transfer agent named on your statement.
03Step 3: The regulators
If your complaint is not resolved to your satisfaction, you can escalate it:
- SEBI's complaints system, SCORES, for complaints about market intermediaries and mutual funds.
- SEBI's Online Dispute Resolution platform, for conciliation and arbitration of disputes in the securities market.
- AMFI, for concerns about the conduct of a mutual fund distributor.
04Check our registration
You can verify our AMFI registration (ARN 174062) on the AMFI website's distributor search, and our APMI registration (APRN-04975) on the APMI website.