Yadnya’s Personal Financial Planning: Best Financial Planning In India

Compliant redressal and scores to be mentioned on website

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.

• 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 on [email protected]. Alternatively, the Investor may call on +919730601468.
• A letter may also be written with their query/complaint and posted at the below mentioned address:A-2, Purva Apartments, Off, ITI Rd,
  Pushpak Park, Aundh,
  Pune- 411007
• Clients can write to the Investment Adviser at [email protected] if the Investor does not receive a response within 10 business days of writing to the Client Servicing Team. The client can expect a reply within 10 business days of approaching the Investment Advisor.
• In case you are not satisfied with our response you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. 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

• We are a SEBI Registered Investment Adviser having registration number - INA000017897.
• We are not affiliated with any other intermediaries, nor do receive any brokerage or commission from any third party.
• No penalties/directions have been issued by the SEBI under the SEBI Act or any other regulatory body.
• We do not recommend any stock broker or other intermediary to a client. Nor do we receive any consideration by way of remuneration or compensation or in any other form whatsoever from stock broker or other intermediary.
• If client wants opinion in the specific positions made by him only, we will be able to suggest appropriate view on the securities. Such suggestion/view under any circumstances shall be considered as an opinion (not advice) from our side and we advise client to consider our opinion and not consultancy to make his/her final decision. We are not liable for any losses whatsoever client may incur in accepting this opinion.
• We do not have any short term positions in the financial products or securities which are the subject matter of advice.
• We do not have any association in any manner with any issuer of products/ securities, this ensures that there are no actual or potential conflicts of interest. This also ensures that objectivity or independence in the carrying on of investment advisory services is not compromised.
• Investment in market is subject to market risk, though best attempts are made for predicting markets, but no surety of return or accuracy of any kind is guaranteed.
• Client is always advised to read, understand, and agree of terms & conditions.
• We do not guarantee any profit/return.
• We do not provide any profit /loss sharing services, guaranteed profit services, Demat services.