Grievance Redressal System

We, at Circle Wealth Advisors Pvt Ltd, are dedicated towards protecting and growing our client’s wealth. We focus on the valuable, competent and independent personal financial advice to clients.

In the event of a complaint regarding our services we would be more than happy in addressing and solving it in the most proficient manner.

In case of any grievance / complaint against Circle Wealth Advisors P. Ltd., please contact Compliance Officer on below registered address:

701/702, Madhava Building, Adjacent to Family Court,
Bandra Kurla Complex, Bandra (E), Mumbai 400051.
Phone No. +91-22-28383000
Email ID- compliance@cwa.co.in

You may also approach principal officer, Mrs. Richa Mittal on richa@cwa.co.in and Phone No. +91-7738168169

We will try to resolve your complaint within 15 to 30 working days. The first step is for us to be clear about the nature of your complaint, and to identify what we can do to resolve the issue. When we have finished our investigations into your complaint, we will be in touch to provide you with a full response to your complaint.

If your complaint is not resolved within a period of one month, you may refer your complaint to the regulator – The Securities and Exchange Board of India (SEBI).

SEBI office Address:
G Block, Near Bank of India, Plot No. C 4-A, G Block Rd,
Bandra Kurla Complex, Bandra East,
Mumbai, Maharashtra 400051

OR

Investors can also register their grievance by registering themselves on www.scores.gov.in SCORES is a portal developed by SEBI for grievance redress mechanism

SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from the below link:

https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330

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.

For any queries, feedback or assistance, please contact SEBI Office on Toll Free Helpline at 1800 22 7575 / 1800 266 7575.