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Sanriya Finvest

Policy

Investor Grievance Redressal

How to raise a complaint, whom it escalates to, the timelines we commit to, and where to go beyond us.

How to reach us

Raise a complaint by email to [email protected], by phone on +91 95525 37626, or in writing or in person at Kamdhenu, 2nd Floor, Senapati Bapat Road, Shivajinagar, Pune, Maharashtra 411016. Include your full name, mobile number, email ID, folio number or PAN (if available), a brief description of the issue, the date it occurred, and any supporting documents or screenshots.

The escalation matrix

  • Level 1

    Contact
    Sanriya Finvest – Client Service
    Channel
    [email protected] +91 955 253 7626
    When to escalate
    At first instance. Acknowledgement in 3 working days, resolution in 7 working days.
  • Level 2

    Contact
    Santosh Kedari, Director & Compliance Officer
    Channel
    [email protected] +91 70663 31155
    When to escalate
    If not acknowledged in 3 working days, or not resolved in 15 working days.
  • Level 3

    Contact
    Concerned AMC / Registrar (RTA)
    Channel
    As per the AMC's grievance policy
    When to escalate
    If the matter requires product-side action.
  • Level 4

    Contact
    SEBI SCORES
    Channel
    scores.sebi.gov.in
    When to escalate
    If unresolved after the AMC's response, or within one month overall.
  • Level 5

    Contact
    SEBI SMART ODR (Online Dispute Resolution)
    Channel
    smartodr.in
    When to escalate
    If unresolved after the AMC's response, or within one month overall.

What we do, and by when

  • Acknowledgement: we acknowledge your complaint in writing within 3 working days of receipt and provide a complaint reference number.
  • Assessment and registration: your complaint is recorded in our Complaints Register, categorised, and assigned to the Grievance Redressal Officer.
  • Coordination: where the AMC or Registrar is involved, we coordinate with them on your behalf and keep you informed of the progress.
  • Resolution: we aim to resolve your complaint and provide a written response within 15 working days of receipt, on a best-effort basis.
  • Closure: the complaint is closed in our records after the written response has been provided.
  • Further escalation: if your complaint remains unresolved for one month, you may refer the matter to SEBI SCORES. All complaints are recorded and tracked until closure.

Escalating beyond Sanriya

  • We assist investors in drafting and filing escalations to AMCs and Registrars and on SEBI SCORES (scores.sebi.gov.in) when required.
  • You may also access the SEBI Online Dispute Resolution portal at smartodr.in, per SEBI circular SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated 31 July 2023.
  • Alternatively, you may write directly to SEBI: Office of Investor Assistance and Education, SEBI Bhavan, Plot No. C4-A, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051. Tel: +91-22-2644 9000 / 4045 9000.

Data privacy

Your information is used solely to resolve your complaint and is handled in line with applicable data protection norms. It is not shared beyond what is required for resolution.

Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. Sanriya Finvest Pvt. Ltd. is an AMFI-registered Mutual Fund and Specialised Investment Fund (SIF) Distributor (ARN-193359) and provides goal-based guidance incidental to its distribution services only.

Questions about this policy? Write to [email protected]

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