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PMS disclosure document
PMS Investor Charter
Investor Complaint Data - Mar 2025
As per SEBI Circular dated February 13, 2020 on Guidelines for Portfolio Managers, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services. For more details about the Portfolio Manager and our direct on-boarding option, you may refer to the disclosure document available here or free feel to contact us at pms@capgrowcapital.com.
The fee calculator tool below will help you understand how fees are calculated for your PMS account at CapGrow Capital Advisors LLP over multiple years.
An illustration of how fees are calculated for your PMS account at CapGrow Capital Advisors LLP (link to pdf file).
For more details, you may download the fee calculator (link to excel file).
At CapGrow Capital, we are committed to handling complaints in a timely and an effective manner. If you have any concerns or wish to register a complaint, we request you to follow the process as given below:
1st Step: Address, email and telephone number of the Operations Manager who shall attend to the investor complaints is as follows:
Designation: Manager - Operations
Address: 1519, 15th Floor, One Lodha Place, Senapati Bapat Marg, Lower Parel (W), Mumbai 400013
Phone No(s): +91 22-4450 4456
2nd Step: If the resolution provided at Step 1 does not meet your expectation, you may approach
a) SEBI's grievance system - SCORES i.e. SEBI Complaints Redressal System and lodge your grievances at https://scores.gov.in/scores/Welcome.html. For any queries/feedback or assistance, you may also contact their toll-free helpline service number (1800 266 7575 or 1800 22 7575)
OR
b) You may initiate the dispute resolution through SMARTODR. Please also note that dispute resolution through ODR Portal can be initiated at any stage of the complaint mechanism described above.