Investor Charter and Complaint Table
A) Vision and Mission Statements for Investors
Vision
Invest with knowledge & safety.
Mission
Every investor should be able to invest in the right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
B) Details of Business Transacted by the Research Analyst
- To publish research reports based on the research activities of the RA.
- To provide an independent unbiased view on securities.
- To offer unbiased recommendations, disclosing the financial interests in recommended securities.
- To provide research recommendations based on analysis of publicly available information and known observations.
- To conduct audits annually.
C) Details of Services Provided to Investors
(No Indicative Timelines)
- Disclosure to Clients.
- To distribute research reports and recommendations to clients without discrimination.
- To maintain confidentiality regarding the publication of the research report until made available in the public domain.
D) Details of Grievance Redressal Mechanism
In case of any grievance/complaint, an investor should approach the concerned research analyst and shall ensure that the grievance is resolved within 30 days.
If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal, which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
For physical complaints, investors may send their complaints to:
Office of Investor Assistance and Education,
Securities and Exchange Board of India,
SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.
E) Expectations from the Investors
Do’s
- Always deal with SEBI registered Research Analyst.
- Check for SEBI registration number.
- Ensure that the Research Analyst has a valid registration certificate.
- Please refer to the list of all SEBI registered Research Analysts available on the SEBI website.
- Always pay attention to disclosures made in the research reports before investing.
- Pay your Research Analyst through banking channels only and maintain duly signed receipts.
- Before buying securities or applying in public offers, check for the research recommendation provided by your Research Analyst.
- Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
- Inform SEBI about Research Analysts offering assured or guaranteed returns.
Don’ts
- Do not provide funds for investment to the Research Analyst.
- Don’t fall prey to luring advertisements or market rumours.
- Do not get attracted to limited period discounts or other incentives, gifts, etc., offered by Research Analysts.
- Do not share login credentials and passwords of your trading and demat accounts with the Research Analyst.
Details of Complaints
Data for the month ending - July 2025
| Sr. No. | Received From | Pending at the End of Last Month | Received | Resolved* | Total Pending# | Pending Complaints Greater than 3 Months | Average Resolution Time (in Days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
Trend of Monthly Disposal of Complaints
| Sr. No. | Month | Carried Forward from Previous Month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | August 2025 | 0 | 0 | 0 | 0 |
| 2 | July 2025 | 0 | 0 | 0 | 0 |
| 3 | June 2025 | 0 | 0 | 0 | 0 |
| 4 | May 2025 | 0 | 0 | 0 | 0 |
| 5 | April 2025 | 0 | 0 | 0 | 0 |
| 6 | March 2025 | 0 | 0 | 0 | 0 |
| 7 | February 2025 | 0 | 0 | 0 | 0 |
| 8 | January 2025 | 0 | 0 | 0 | 0 |
| 9 | December 2024 | 0 | 0 | 0 | 0 |
| 10 | November 2024 | 0 | 0 | 0 | 0 |
| 11 | October 2024 | 0 | 0 | 0 | 0 |
| 12 | September 2024 | 0 | 0 | 0 | 0 |
Trend of Annual Disposal of Complaints
| Sr. No. | Year | Carried forward from previous years | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | 2022-2023 | 0 | 0 | 0 | 0 |
| 2 | 2021-2022 | 0 | 0 | 0 | 0 |
Complaint Redressal and SCORES Process
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 clients.
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 to the Client Servicing Team at hello@investt.in. Alternatively, the investor may call on 8297282834.
A letter may also be written with their query/complaint and posted to:
Gopi krishna,
Rupa residency, flat 202, yendada rushikonda road,
visakhapatnam, 530045
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. SCORES may be accessed through the SCORES mobile application as well, which can be downloaded from here.
Escalation Matrix
| Details of designation | Contact Person Name | Address where the physical address location | Contact No. | Email-ID | Working hours when complainant can call |
|---|---|---|---|---|---|
| CEO | Gopi Krishna Matcha | Rupa Residency, Flat 202, Yendada Rushikonda Road, Visakhapatnam - 530045 | 8297282834 | hello@investt.in | 11AM - 5PM |
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.