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 Grievance Officer at mukta.vaze@moneyworks4me.com. Alternatively, the Investor may call on +91 98609 19463.
• The Grievance Officer shall acknowledge the receipt of the email within 2 working days. Furthermore, the Grievance Officer, within a period of 21 (Twenty-one) calendar days from the date of receipt of the complaint, respond to the Client in the form of an Action Taken Report (ATR) stating the action taken, and where the grievance is of a repetitive nature, the steps taken to prevent its recurrence.
• If the Client is not satisfied with the ATR of the concern, then the client shall write to the Compliance Officer – shrikant.jagtap@moneyworks4me.com contact: +91 97638 00745
• Clients can write to the Principal Officer at atharva.bhide@moneyworks4me.com or contact: +91 91758 99463 if the Investor does not receive a satisfactory response either from the grievance officer or the compliance officer.
• In case you are not satisfied with our response you can lodge your grievance with SEBI at Scores website: https://scores.sebi.gov.in/ or Scores App 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.
• After exhausting all aforementioned options for resolution, if the Client is still not satisfied, they may initiate dispute resolution through the Online Dispute Resolution Portal (ODR) at https://smartodr.in/login.
• 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/

Alternatively, the Client can directly initiate dispute resolution through the ODR Portal if the grievance lodged with the Investment Advisor is not satisfactorily resolved or at any stage of the subsequent escalations mentioned above. The dispute resolution through the ODR Portal can be initiated when the complaint/dispute is not under consideration in SCORES guidelines or is not.