SEBI Registration number : INA200008705

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Grievance Redressal Process

We believe that Investor service is a vital element for sustained business growth, and we want to ensure that our Investors receive exemplary service across different touch points. Prompt and efficient service is essential for retaining existing relationships and therefore Investor satisfaction becomes critical to us, especially since we follow the Direct‐to‐Investor model. Investor queries and complaints constitute an important voice of Investor, and this policy details grievance handling through a structured grievance redressal framework. Grievance redressal is supported by a review mechanism, to minimize the recurrence of similar issues in future.

The Grievance Redressal policy follows the following principles:

  • Investors will be treated fairly at all times
  • Complaints raised by Investors will be dealt with courtesy and in a timely manner
  • Queries and Complaints will be treated efficiently and fairly

The Investment advisor and employees work in good faith and without prejudice, towards the interests of the Investors.

In case of any grievance / complaint against Succinct FinTech Services Private Limited.

Please contact Compliance Officer of Succinct FinTech Services Private Limited, Address of Registered Office :-

Compliance Officer:

Mr. Soubhagya Kumar Patra

Succinct FinTech Services Private Limited

No.4, RCC Chamber, 2nd Floor, 30th Cross, 4th T Block Jayanagar, Bannerghatta Road Extension, Bengaluru, Karnataka, 560041

Contact No: 91 99869 91220, Email: soubhagya.patra@succinctfintech.com

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 to the Client Servicing Team at clientservices@succinctfintech.com. Alternatively, the Investor may call on +91-80-4112 3767.
  2. A letter may also be written with their query/complaint and posted at the below mentioned address:

Mr. Soubhagya Kumar Patra

Succinct FinTech Services Private Limited

No.4, RCC Chamber, 2nd Floor, 30th Cross, 4th T Block Jayanagar, Bannerghatta Road Extension, Bengaluru, Karnataka, 560041

  1. Clients can write to the Investment Advisor at soubhagya.patra@succinctfintech.com 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.
  2. Clients can report their grievances using any of the three methods as briefed above. Any other means or modes used to report the grievances could go unnoticed due to the challenges in keeping track of the same; Investment Adviser doesn’t guarantee/ assure the resolution in case other means or modes are used for grievance reporting.
  3. 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. For any queries, feedback or assistance, please contact SEBI office on toll free Helpline at 1800 22 7575/ 1800 266 7575. SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link: http://scores.gov.in or you may also write to any of the offices of SEBI.
  4. “The Parties hereby agree to undertake online conciliation and/or online arbitration by participating in the ODR Portal (accessible at [https://smartodr.in/login]) and/or undertaking dispute resolution in the manner specified in this Circular No. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131.”

Grievance Redressal / Escalation Matrix

  Details of designation   Contact Person Name   Address where the physical address location   Contact No.   Email-ID   Working hours when complainant can call
Customer Care Sabrisha P No 4, RCC Chamber, 2nd Floor, 30th Cross, 4th T Block Jayanagar, Bannerghatta Road Extension, Bangalore, Karnataka, 560041 +91-80-4112-3767 clientservices@succinctfintech.com 10.00 AM to 6.00 PM (Monday to Friday)
Head of Customer Care Bhuvaneshwer Prasad same as above-mentioned +91-7975401049 bhuvaneshwer.prasad@succinctfintech.com 10.00 AM to 6.00 PM (Monday to Friday)
Compliance Officer Soubhagya Kumar Patra same as above-mentioned +91-80-4112-3767 soubhagya.patra@succinctfintech.com 10.00 AM to 6.00 PM (Monday to Friday)
CEO NA same as above-mentioned NA NA 10.00 AM to 6.00 PM (Monday to Friday)
Principal Officer Soubhagya Kumar Patra same as above-mentioned +91-80-4112-3767 soubhagya.patra@succinctfintech.com 10.00 AM to 6.00 PM (Monday to Friday)

Disclaimers/Standard warnings:

“Investments in securities market are subject to market risks. Read all the related documents carefully before investing.” 

“Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”

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Working Hours

  • 9 AM - 6 PM , Monday - Friday
  • 9 AM - 1 PM , Saturday

Compliance

Name of Investment Adviser as registered with SEBI : SUCCINCT FINTECH SERVICES PRIVATE LIMITED  |  Type of Registration : Non Individual
Registration number : INA200008705  |  Validity of registration : Oct 30, 2017 – Perpetual | CIN : U93000KA2011PTC059619 | BASL Membership ID : 1095
Address : No. 4, RCC Chambers, 2nd Floor, 30th Cross, 4th T Block Jayanagar, Bannerghatta Road Extension, Bengaluru, Karnataka – 560041

Telephone Number : 080- 41123767

Disclaimer: Succinct FinTech Services Private Limited does not sell or distribute any financial products. Succinct FinTech Services Private Limited does not earn any fees or commissions, directly or indirectly, for any financial products that you may buy as per recommendations based on your Financial Plan. Succinct FinTech Services Private Limited only earns a fee directly from customers as an advisory fee.

Corresponding SEBI regional / local office address : – Jeevan Mangal Building, Hayes Rd, off, Residency Rd, Shanthala Nagar, Ashok Nagar, Bengaluru, Karnataka-560025

Details about Complaints – December 2024
At the beginning of the Month Received During the Month Resolved During the Month Pending at the end of the Month Reasons of Pendency
0 0 0 0 NA