AMFI Registered Mutual Fund Distributor
ARN 2233
Registration Date: 17 May 2024
Validity Date: 16 May 2027
Online Transaction Partner
BSE member code: 43968
APMI Registered Pms Distributor
APRN 06617
Registration Date: 22 July 2025
Validity Date: 21 July 2028
Query Escalation Matrix
LEVEL 1
Name Of Person: Ms. Deepti Bagli
Type Of Query: Support Level For Standard Client Post Transaction Queries & Update, Transaction Status Update, Routine Non Financial Transaction
Queries And Update, Initial Post Transaction Client Service Request Support.
Response Time: 3 Days
Mode Of Escalation: 022-45779973 & 022-31051649
LEVEL 2
Name Of Person: Mr. Chandrakant Joshi
Type Of Query: Resolution Of Unsolved Queries From Level 1, Especially Those Involving Transaction Discrepancies & Post Transaction Service Related
Issues & Service Request Support.
Response Time: 2 Days
Mode Of Escalation: 7977226875 / 9082959345
LEVEL 3
Name Of Person: Mr. Vipul Rach
Type Of Query: Resolution Of Unsolved Queries From Level 1 & 2 And Queries Involving Portfolio Suggestions And Revised Update On Customer Suitability Check Form.
Response Time: 1 Day
Mode Of Escalation: 9819799423 / 9324556319