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Wealth Infoline Financial Services Private Limited

AMFI-registered Mutual Fund Distributor

ARN 303154

Baner, Pune 411045

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Mutual fund investments are subject to market risk; read all scheme-related documents carefully.

Wealth Infoline Financial Services Private Limited

AMFI registered Mutual Fund Distributor

Registered & Corporate Office:

Office No.302, Tower 2, Montreal Business Center, Pallod Farms, Baner, Pune 411045.

SEBI | RBI | BSE | NSE | CDSL | NSDL | AMFI | ICEX | SEBI Investor Awareness | PFRDA | Filing complaints on SCORES – Easy & quick | Cast E-Vote | Wealth Infoline Social Media Handles

AMFI No: ARN 303154 (Date of initial registration: 30th July 2024 Current Validity: up to 30th July 2027)

E-Mail:

For any grievances related to Trading and Demat Account, mail us at dpservices@wealthinfoline.com

For NPS grievances, mail us at npsgrievance@wealthinfoline.com

For Research Analyst grievances, mail us at ragrievance@wealthinfoline.com

Help-desk: 9309838286

For reporting of any cyber-attacks w.r.t Trading/Demat Account, mail us at cyberincident@wealthinfoline.com or contact us at +919309838286

To lodge a complaint on Smart ODR Portal, visit https://smartodr.in/login

To lodge complaints w.r.t. market manipulation/fraudulent activities in the market or against Depository Participants, mail at mktmanipulation@nsdl.com

Attention Investors:

“Prevent Unauthorized transactions in your Trading/Demat Account. Update your mobile numbers/email IDs with your Stockbrokers/Depository Participant. Receive alerts/information of your transaction/all debit and other important transactions in your Trading/Demat Account directly from Exchange/NSDL/CDSL at the end of the day. Issued in the interest of investors.”

“KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.”

“No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.”

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. Update your mobile number & email Id with your stockbroker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. Pay 20% upfront margin of the transaction value to trade in cash market segment. Investors may please refer to the Exchange’s Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.

Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

wealth Infoline distributes Loan facility offered by group company, Wealth Infoline Capital Private Limited and also distributes National Pension Scheme (NPS) product, which are not exchange traded products and all disputes in relation to this, would not have access to Exchange investor redressal forum or Arbitration mechanism.

Mutual Fund investments are subject to market risk, read all scheme-related documents carefully.

In case of any grievances against any listed company, member of stock exchanges, and Depository Participant, please lodge the same through online mechanisms more specifically through SEBI SCORES portal and SEBI SCORES mobile application for effective redressal of grievances. Furthermore, you can also lodge online complaints / grievances directly with NSDL/CDSL/depository participants through the link / option available on their website.

As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.
https://www.bseipf.com/investors_education.html

NEITHER wealth Infoline, its Authorized Persons, Sub-Distributors, employees, representatives or any other associated persons offer any assured/guaranteed/fixed returns schemes NOR any other schemes of similar nature as it is prohibited by Regulators. DO NOT involve in any financial or non-financial transactions with any person claiming to be associated with our company on social media platforms like Facebook, Instagram, Twitter, etc.

DO NOT allow anyone (including your own Stockbroker/Depository Participant, Sub-Distributor, Authorized Person, their representatives, and employees) to carry out any kind of financial and important activities in your trading and demat account. As per the regulatory guidelines, Kindly DO NOT share your login credentials and OTP with anyone.

DO NOT transfer the funds or securities in relation to the trading and demat account to the account of any person including our employees, authorized persons, sub-distributors, and their representatives.

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