Investor Charter - Annexure B

Complaint Data to be displayed by IAs 
 

Formats for investors’ complaints data to be disclosed monthly by IAs on their website/mobile application:

Data for the month ending Nov 30, 2024:

Sr. No.Received fromPending at the end of last monthReceivedResolved*Total Pending#Pending complaints > 3 monthsAverage Resolution time^(in days)
1.Directly from Investors000000
2.SEBI(SCORES)000000
3.Other Sources(if any)000000
 Grand Total000000

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

 
 
Trend of monthly disposal of complaints:
Sr.No.MonthCarried forward from previous monthReceivedResolved*Pending#
1Apr, 20240000
2May, 20240000
3June, 20240000
4July, 20240000
5Aug, 20240000
6Sep, 20240000
7Oct, 20240000
8Nov, 20240000
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.
Trend of Annual disposal of complaints:

Grand Total: 0

Sr. No.YearCarried forward from previous yearReceivedResolved*Pending#
1.2021-220000
2.2022-230000
3.2023-240000

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

 

Complete name of Investment adviser as registered with SEBI

Fee Only Investment Advisers LLP

Type of Registration

Non-Individual

Registration number, validity of registration

Registration Number INA000014836 dated July 21, 2020 till perpetual

Complete Address with telephone numbers

Registered office : 701-702, Madhava Building, E Block, Bandra Kurla Complex, Near Family Court, Bandra East, Mumbai 400051

Telephone : +91 22 40022888

Contact Details of the Principal Officer

Harsh Vardhan Roongta – +91 9821024892 / harsh@feeonlyia.com

Corresponding SEBI regional/local office address

SEBI Bhavan Bandra Kurla Complex Bandra East Mumbai 400051

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