Portfolio Management Service

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

Data for month Ending August’24

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

April’24

0

0

0

0

2

May’24

0

0

0

0

3

June’24

0

0

0

0

4

July’24

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

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

 

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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