Grievance Redressal

Akshar Invest is committed to fair, timely, and transparent resolution of all investor complaints in accordance with SEBI and AMFI guidelines.

GRIEVANCE OFFICER

Mr. Patel Pratik Navinbhai

Partner & Grievance Redressal Officer

☎ +91 9825120994 | ✉ aksharborsad@gmail.com

Mon-Sat, 10:00 AM - 6:00 PM (IST)

COMPLAINT RESOLUTION FLOW — 5 STEPS

• 1 COMPLAINT RECEIVED | Day 0 (Same Day)
  Investor lodges complaint via email, phone, in-person, or letter. Registered in Complaint Register with unique reference number, date, PAN, folio, nature of complaint, and severity. Handler assigned.
• 2 ACKNOWLEDGEMENT | Within 3 Working Days
  Written acknowledgement sent with complaint reference number, summary, assigned handler, expected resolution timeline, and escalation options.
• 3 INVESTIGATION | Day 3 to Day 10
  Handler reviews MFU/NSE platform records, Redvision/Advisorkhoj backoffice data, client correspondence, AMC/RTA records. Root cause identified. Findings documented.
• 4 RESOLUTION | Within 15 Working Days
  Written resolution with findings, corrective action, preventive measures. If AMC intervention needed, escalated with full documentation. If >15 days expected, investor informed in advance.
• 5 CLOSURE & RECORDS | Post Resolution
  Closed only after investor confirms satisfaction. Follow-up if no response in 7 days. All records retained per SEBI/AMFI requirements (8 years minimum).

ESCALATION MATRIX