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Disclosures

Regulatory Information

Disclaimer

Terms & Conditions of Use & Privacy policy

PMS disclosure document

PMS Investor Charter

Investor Complaint Data - Feb 2025

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Direct Onboarding - Portfolio Management Services

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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.

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Fee Calculator

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.

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An illustration of how fees are calculated for your PMS account at CapGrow Capital Advisors LLP (link to pdf file).

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For more details, you may download the fee calculator (link to excel file).

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PMS Complaints procedure & Resolution

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:

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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

Email: complaints@capgrowcapital.com

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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)

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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.