Investor Complaint

  2. Investor Complaint

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – March, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – April, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – May, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – June, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – July, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – August, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – September, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – October, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – November, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – December, 2022

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – January, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – February, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – March, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – April, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – May, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – June, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – July, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – August, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – September, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – october, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
31 october, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – November, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
31 october, 2023 0
 0
 0
 0
32 November, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – December, 2023

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
31 october, 2023 0
 0
 0
 0
32 November, 2023 0
 0
 0
 0
33 December, 2023 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – January, 2024

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
31 october, 2023 0
 0
 0
 0
32 November, 2023 0
 0
 0
 0
33 December, 2023 0
 0
 0
 0
34 January, 2024 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
6 2023-24 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – February, 2024

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
31 october, 2023 0
 0
 0
 0
32 November, 2023 0
 0
 0
 0
33 December, 2023 0
 0
 0
 0
34 January, 2024 0
 0
 0
 0
35 February, 2024 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
6 2023-24 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Annexure - B

COMPLAINT DATA TO BE DISPLAYED BY PORTFOLIO MANAGERS

Formats for investors complaints data to be disclosed monthly by Portfolio Managers on their website on monthly basis:

Data for the month ending – March, 2024

Sr. No. Received from Pending at the end of lastmonth Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0
 0
 0
 0
 0
 0
2 SEBI (SCORES) 0
 0
 0
 0
 0
 0
3 Other Sources (if any) 0
 0
 0
 0
 0
 0
Grand Total 0
 0
 0
 0
 0
 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the current month.

Trend of monthly disposal of complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April, 2021 0
 0
 0
 0
2 May, 2021 0
 0
 0
 0
3 June, 2021 0
 0
 0
 0
4 July, 2021 0
 0
 0
 0
5 August, 2021 0
 0
 0
 0
6 September, 2021 0
 0
 0
 0
7 October, 2021 0
 0
 0
 0
8 November, 2021 0
 0
 0
 0
9 December, 2021 0
 0
 0
 0
10 January, 2022 0
 0
 0
 0
11 February, 2022 0
 0
 0
 0
12 March, 2022 0
 0
 0
 0
13 April, 2022 0
 0
 0
 0
14 May, 2022 0
 0
 0
 0
15 June, 2022 0
 0
 0
 0
16 July, 2022 0
 0
 0
 0
17 August, 2022 0
 0
 0
 0
18 September, 2022 0
 0
 0
 0
19 October, 2022 0
 0
 0
 0
20 November, 2022 0
 0
 0
 0
21 December, 2022 0
 0
 0
 0
22 January, 2023 0
 0
 0
 0
23 February, 2023 0
 0
 0
 0
24 March, 2023 0
 0
 0
 0
25 April, 2023 0
 0
 0
 0
26 May, 2023 0
 0
 0
 0
27 June, 2023 0
 0
 0
 0
28 July, 2023 0
 0
 0
 0
29 August, 2023 0
 0
 0
 0
30 September, 2023 0
 0
 0
 0
31 october, 2023 0
 0
 0
 0
32 November, 2023 0
 0
 0
 0
33 December, 2023 0
 0
 0
 0
34 January, 2024 0
 0
 0
 0
35 February, 2024 0
 0
 0
 0
36 March, 2024 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of monthly disposal of complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2018-19 0
 0
 0
 0
2 2019-20 0
 0
 0
 0
3 2020-21 0
 0
 0
 0
4 2021-22 0
 0
 0
 0
5 2022-23 0
 0
 0
 0
6 2023-24 0
 0
 0
 0
Grand Total 0
 0
 0
 0

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

I have a number of filters that things have to get through before I think about them. I can really say no in 10 seconds or so to 90%+ of all the things that come along simply because I have these filters.

- Warren Buffet