Shrey Wealth is committed to fair, transparent and timely resolution of all investor complaints across Mutual Fund, SIF and PMS distribution. We treat every complaint as an opportunity to improve.
Grievance Redressal Officer
| Detail | Information |
|---|---|
| GRO Name | Hardik Rameshbhai Joshi |
| Designation | Partner & Grievance Redressal Officer |
| hardik@shreywealth.in | |
| Phone | 9825800245 |
| Office | 304, Maruti Sankalp Complex, Opp. A.P.C., Anand Vidya Nagar Road, Anand – 388001 |
| Acknowledgement | Within 3 working days of receipt |
| Resolution | Within 15 working days of receipt |
How to File a Complaint
Email hardik@shreywealth.in with subject "Investor Complaint — [Your Name]"; call 9825800245 (Mon–Sat, 10:00 AM–6:00 PM); visit our office; or send a written complaint by post. Please include your name (per PAN/KYC), PAN, folio & scheme, date of incident, a description, supporting documents, contact details, and the segment (MF/SIF/PMS).
5-Step Resolution Process
- Receive & Log — complaint logged with a unique reference (e.g., SW-CMP-001). Day 0.
- Acknowledge — written acknowledgement within 3 working days, with reference number and handler.
- Investigate — review BSE STAR MF, MINT back-office, and AMC/RTA records; identify root cause. Day 3–10.
- Resolve & Communicate — resolution within 15 working days with findings and corrective action; if AMC action is pending, the investor is updated until closure.
- Close & Record — closed after investor confirmation; records retained for a minimum of 5 years.
4-Level Escalation Matrix
| Level | Escalate To | Contact / Portal | When |
|---|---|---|---|
| Level 1 | GRO — Shrey Wealth | Hardik Joshi · hardik@shreywealth.in · 9825800245 | First point of contact (Ack 3 days / Resolve 15 days) |
| Level 2 | Concerned AMC / RTA | AMC or RTA (CAMS / KFintech) Investor Relations | If unresolved at Level 1 within 15 days |
| Level 3 | SEBI SCORES | https://scores.sebi.gov.in/ · 1800 266 7575 | If unresolved at Level 2 within 30 days |
| Level 4 | SMART ODR | https://smartodr.in/ | If unresolved after SCORES, or for mediation/arbitration |