Regulatory Disclosures on Portfolio Management Services
SEBI Online Resolution of Disputes (ODR)
Master Circular for Online Dispute Resolution
3 Sept 2024
PMS Investor Charter
PMS Investor Charter
3 Sept 2024
PMS Disclosure Document
Disclosure Document
26 Jun 2025
Investor Education Note (PMLA)
Investor Education Note (PMLA)
12 May 2025
PMS Complaints
PMS Complaints - March 2026
6 Apr 2026
PMS Complaints - February 2026
6 Mar 2026
PMS Complaints - January 2026
5 Feb 2026
PMS Complaints - December 2025
5 Jan 2026
PMS Complaints - November 2025
5 Dec 2025
PMS Complaints - October 2025
4 Nov 2025
PMS Complaints - September 2025
6 Oct 2025
PMS Complaints - August 2025
5 Sept 2025
PMS Complaints - July 2025
4 Aug 2025
PMS Complaints - June 2025
4 Jul 2025
PMS Complaints - May 2025
3 Jun 2025
PMS Complaints - April 2025
1 May 2025
PMS Complaints - March 2025
1 Apr 2025
PMS Complaints - February 2025
3 Mar 2025
PMS Complaints - January 2025
3 Feb 2025
PMS Complaints - December 2024
2 Jan 2025
PMS Complaints - Novmeber 2024
2 Dec 2024
PMS Complaints - October 2024
1 Nov 2024
PMS Complaints - September 2024
2 Oct 2024
PMS Complaints - August 2024
2 Sept 2024
PMS Complaints - July 2024
1 Aug 2024
PMS Complaints - June 2024
1 Jul 2024
General Announcement
Vigilance Awareness Week 2025
20 Oct 2025
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Disclaimer :
Third party products are not Exchange traded products, and the broker is just acting as distributor. All disputes with respect to the distribution activity would not have access to SCORES/ODR, Exchange investor redressal forum or Arbitration mechanism.
