Portfolio Management Service

Annexture 7A: Formal of Compaint Data to be displayed by the Portfolio Managers

Data for month Ending August’25

Sr. no Received  from Pending at the end of last month Received Resolved Total pending Pending complaints> 3 month Average Resolution time time(in days)
1 Directly from investor 0 0 0 0 0 0
2 SEBI (SCORES) 0 0 0 0 0 0
3 Other Sources(if any) 0 0 0 0 0 0
Grand Total 0 0 0 0 0 0
Average Resolution time in the sum total of time taken to resolve each complaint in days, in current month divided by total number of complaints resolved in the current month.  

Trend of monthly disposal of complaints

Sr. No Month Carried forward from previous month Received Resolved Pending
1 Jan’25 0 0 0 0
2 Fab’25 0 0 0 0
3 Mar’25 0 0 0 0
4 Apr’25 0 0 0 0
5 May’25 0 0 0 0
6 Jun’25 0 0 0 0
7 July’25 0 0 0 0
8 August’25 0 0 0 0
Grand Total 0 0 0 0
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

52024-250000
Sr No Year Carried forward from previous year Received Resolved Pending
1 2019-20 0 0 0 0
2 2021-22 0 0 0 0
3 2022-23 0 0 0 0
4 2023-24 0 0 0 0
5 2024-25 0 0 0 0
Grand Total 0 0 0 0
Inclusive of complaints of previous years resolved in the current year Inclusive of complaints pending as on the last day of the year

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