Investor Charter

Regulatory Compliances

Grievance Redressal - Annexure D

Nodal Officer for any greivances or complains under Rights of Persons with Disabilities is Mr. Vipul P Shah
Email id: vipul.shah@inpactwealth.com

We believe that Investor service is a vital element for sustained business growth, and we want to ensure that our Investors receive exemplary service across different touch points. Prompt and efficient service is essential for retaining existing relationships and therefore Investor satisfaction becomes critical to us, especially since we follow the Direct‐to‐Investor model. Investor queries and complaints constitute an important voice of Investor, and this policy details grievance handling through a structured grievance redressal framework. Grievance redressal is supported by a review mechanism, to minimize the recurrence of similar issues in future.

Grievance Redressal Policy

Principles
  • Investors will always be treated fairly
  • Complaints raised by Investors will be dealt with courtesy and in a timely manner
  • Queries and Complaints will be treated efficiently and fairly
  • The Investment Advisor and employees work in good faith and without prejudice, towards the interests of the Investors
Modes of Communication

Our clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically using the following options:

  • Email: INFO@INPACTWEALTH.COM
  • Phone: +91 9820355254
  • Postal Address:
    INPACT WEALTH ADVISORS (PROPRIETOR – VIPUL P SHAH)
    B-1102, Tridev Apartment, Bhakti Marg, Mulund West,
    Mumbai, Maharashtra, India - 400080
Escalation Process
  • If no response is received within 10 business days from the Client Servicing Team, clients can write to the Investment Adviser at VIPUL.SHAH@INPACTWEALTH.COM.
  • The client can expect a reply within 10 business days of approaching the Investment Advisor.
SEBI Grievance Redressal

In case you are not satisfied with our response, you may lodge your grievance with SEBI: