Regulatory

Welcome to our Regulatory Page, where transparency and compliance are paramount. Here, you’ll find comprehensive information on our adherence to regulatory guidelines, ensuring trust and integrity in all our operations.

Compliance Documents / Disclosure

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Investor Grievance Report
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Investor Charter
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Disclosure Document
Enter Correct Password to Download
*The Disclosure Document is password protected. To access the same, kindly send an email to compliance@insightfulinv.com

COMPLAINTS

If you have any concerns or wish to register a complaint, request you to follow the below process:

Step 1 – Name, address and telephone number of the investor relation officer who shall attend to the investor complaints are as follows:

Name: Mr. Nilesh Kagale.
Designation: Head of Compliance and Operations
Address:  B-808, Kohinoor Square, Plot no. 46, N.C. Kelkar Road, Dadar (W), Mumbai- 400028
Phone: +91 22 6952 3006
Email: compliance@insightfulinv.com

Step 2 – If the investor is not satisfied with the response received by following the Step (1) above then he/she may escalate the concern with all relevant details by marking a mail to ops@avestha.com

Step 3 – If the resolution provided at Step (1) and then Step (2) does not meet your expectation, you may approach:

  1. SEBI’s grievance system – SCORES i.e. SEBI Complaints Redressal System and lodge your grievances at https://scores.gov.in/scores/Welcome.html or you may download the SEBI SCORES app on mobile from Apple Store and Play Store. For any queries/feedback or assistance, you may also contact their toll-free helpline service number (1800 266 7575 or 1800 22 7575) which is available all days from 9:00 a.m. to 6:00 p.m. (excluding declared holidays).
    OR
  2. You may initiate the dispute resolution through SMARTODR (https://smartodr.in/login). Please also note that dispute resolution through ODR Portal can be initiated at any stage of the escalations mentioned herein above.

PMS Fee Calculation

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PMS Fee Calculation Tool