Investors

Documents

Disclosure Document
SEBI-mandated PMS disclosure · PDF · 11 MB
Open Disclosure Document PDF
Investor Charter
Rights and services for PMS investors · PDF · 305 KB
Open Investor Charter PDF
Performance Fee Calculator
Excel workbook — model the fee structure · XLSX · 24 KB
Download Performance Fee Calculator XLSX

Complaints

Register a complaint
Complaint form + SEBI SCORES and ODR escalation channels
Complaints
Complaint Report
SEBI-mandated monthly complaint disclosure tables
View Report