| Sr. No. | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# |
Pending complaints > 3 month |
Average Resolution time^ (in days) |
|---|
* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Trend of monthly disposal of complaints
| Sr. No. | Months | Carried forward from previous month | Received | Resolved* | Pending# |
|---|
*Inclusive of complaints of previous months resolved in the current month..
#Inclusive of complaints pending as on the last day of the 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# |
|---|
*Inclusive of complaints of previous years resolved in the current year..
#Inclusive of complaints pending as on the last day of the year
#Inclusive of complaints pending as on the last day of the year
For direct onboarding of client kindly connect with RM or email pwmclientonboarding@motilaloswal.com
Disclosure
With respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under
| Sr. No. | Financial Year | Compliance Audit Status |
|---|---|---|
| 1 | 2020-2021 | Completed |
| 2 | 2021-2022 | Completed |
Contact us
Advisory solutions are designed after working with you to identify your unique situation, define your investment objectives and develop a strategy to achieve these.
Your investment advisor works with you to monitor your portfolio on an ongoing basis and align your investments towards your goals.
Reach out for more details on privatewealth@motilaloswal.com.
| Name of Investment Adviser | Motilal Oswal Wealth Limited |
|---|---|
| Type of Registration | Non-Individual |
| Registration number | INP000004409 |
| Validity of Registration | Perpetual |
| Address of Investment Adviser | Motilal Oswal Towers, Juction of Gokhale & Sayani Road, Prabhadevi, Mumbai 400025 |
| Contact Person & Contact Details of Investment Adviser | Shailesh Gavande |
|---|---|
| 022-71985549 | |
| Contact Person & Contact Details of Principal Officer | Ashish Shanker |
| NA | |
| Email ID of Principal Officer | Ashish.Shanker@motilaloswal.com |
| SEBI Regional Office/ Local Office Address | Securities and Exchange Board of India (SEBI) SEBI Bhavan, Plot No. C4-A, “G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051 |
For any grievance/complaint, please write to us at privatewealth@motilaloswal.com. For escalation of complaints to SEBI, you may access SEBI SCORES platform here.
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