Grievance Redressal Process

At our firm, we understand that exceptional investor service is vital for sustained business growth. We are dedicated to ensuring that our investors receive outstanding support at every touchpoint. Prompt and efficient service is essential for maintaining strong relationships, making investor satisfaction our top priority—especially as we operate under a Direct-to-Investor model.

Investor queries and complaints provide invaluable feedback, and our policy outlines a structured grievance redressal framework. This framework includes a review mechanism to minimize the recurrence of similar issues.

Principles of Grievance Redressal:

• Investors will always be treated fairly.
• Complaints raised by investors will be handled with courtesy and in a timely manner.
• All queries and complaints will be addressed efficiently and fairly.

As the sole investment advisor, I, Girish Ganaraj, am committed to serving the best interests of our investors. I ensure timely communication, foster a service-oriented attitude, and provide alternative solutions to maintain strong relationships with my clients.

For any concerns or assistance, please feel free to reach out to me directly at

Grievance Redressal Mechanism

Client’s queries / complaints may arise due to lack of understanding or a deficiency of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.

1. Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent at ria@finwise.in above mentioned ID. The client can expect a reply within 10 business days of approaching the Investment Advisor.
2. Alternatively, the Investor may call on 9820818007
3. A letter may also be written with their query/complaint and posted at the below mentioned address:

141-A, Centrum Tower, Barkat Ali Road, Wadala East , Mumbai – 400037

4. In case you are not satisfied with our response you can lodge your grievance with SEBI at https://scores.sebi.gov.in/ or you may also write to any of the offices of SEBI.
5. SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link:

https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330

ODR Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link – https://smartodr.in/