Portfolio Management Service

Annexure 7A: Format of Complaint Data to be displayed by the Portfolio Managers

Data for month Ending May’26

Sr. noReceived  fromPending at the end of last monthReceivedResolvedTotal pendingPending complaints> 3 monthAverage Resolution time time(in days)
1Directly from investor000000
2

SEBI

(SCORES)

000000
3Other Sources(if any)000000
 Grand Total000000

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. NoMonthCarried forward from previous monthReceivedResolvedPending
1Jan’250000
2Fab’250000
3Mar’250000
4Apr’250000
5May’250000
6Jun’250000
7July’250000
8August’250000
9September’250000
10October’250000
11November’250000
 Grand Total0000

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 NoYearCarried forward from previous yearReceivedResolvedPending
12019-200000
22021-220000
32022-230000
42023-240000
52024-250000
62025-260000
 Grand Total0000

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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