Portfolio Management Services
Investor Complaints Status
Monthly disclosure of investor complaints for Portfolio Management Services, as required by SEBI. The data is displayed even when the count is nil and is updated by the 7th of every succeeding month.
Complaint data for the month
Data for the month ending: 30 June 2026
| Sr. No. | Received from | Pending at end of last month | Received | Resolved* | Total Pending# | Pending > 3 months | Average Resolution time^ (days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 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 is the sum total of time taken to resolve each complaint in days, in the current month, divided by the total number of complaints resolved in the current month.
* 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 monthly disposal of complaints
| Sr. No. | Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | April 2026 | 0 | 0 | 0 | 0 |
| 2 | May 2026 | 0 | 0 | 0 | 0 |
| 3 | June 2026 | 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 | 2025–26 | 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.
Complaint redressal & escalation
A client's queries or complaints may arise due to a lack of understanding or a deficiency of service experienced by the client. Clients can seek clarification to their query and are entitled to make a complaint in writing, orally or telephonically.
- Client Servicing Team: Email naveen.singh@finnovate.in or call +91 98673 25874. You may also write to us at our Registered Office (address below).
- Compliance Officer: If you do not receive a response within 10 business days of writing to the Client Servicing Team, write to the Compliance Officer. You can expect a reply within 10 business days of approaching the Compliance Officer.
- SEBI SCORES: If not satisfied with our response, lodge your grievance with SEBI at https://scores.sebi.gov.in. SCORES may also be accessed through the SCORES mobile application (available on the Google Play Store).
- ODR Portal: If unsatisfied with the response, the dispute may be referred to the Online Dispute Resolution (ODR) portal established per SEBI circular SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023 — https://smartodr.in/.
Registered Office: Finnovate Investment Managers Private Limited, 703, The Summit Business Bay, Prakashwadi, Gundavali, Chakala MIDC, Mumbai, Maharashtra 400093, India.