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.
Complaints Escalation Matrix
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 on iplan@wealthcafe.in. Alternatively, the Investor may call on +91 98886 03330.
2. A letter may also be written with their query/complaint and posted at the below mentioned address:
1301/A, Hill View Park,
Thakur Village, Kandivali East,
Mumbai – 400101.
3. Clients can write to the Investment Adviser at harsh@wealthcafe.in 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.
SEBI Grievance
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/
SEBI Contact details
SEBI, Investment Management Division, SEBI Bhavan, C4-A, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400 051. Email sebi@sebi.gov.in ; Tel 2644 9000 / 4045 9000
Disclaimers
1. Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
2. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors