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Complaint / Grievances Redressal Procedure

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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 these 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 support@affluenzwealth.com

Alternatively, the Investor may call on +91 9495218492. A letter may also be written with their query/complaint and posted at the below mentioned address:

Affluenz Weath Advisors
MIG 386,
Panampilly Nagar,
Kochi,
Ernakulam – 682036

Clients can write to the Investment Adviser at maxiejose@affluenzwealth.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. In case you are not satisfied with our response, you may lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI.

Grievance Redressal/Escalation Matrix is displayed below :
Details of Designation Contact Person Name Address Contact No. Email ID Working Hours
Customer Care Ms. V A Aathira Affluenz Wealth Advisors, MIG 386, Panampilly Nagar, Kochi - 682 036 +91 9995037735 support@affluenzwealth.com 9am - 5pm
Head of Customer Care Ms. V A Aathira Affluenz Wealth Advisors, MIG 386, Panampilly Nagar, Kochi - 682 036 +91 9995037735 support@affluenzwealth.com 9am - 5pm
Compliance Officer Mr. Maxie Jose Affluenz Wealth Advisors, MIG 386, Panampilly Nagar, Kochi - 682 036 +91 9495218492 maxiejose@affuenzwealth.com 9am - 5pm
CEO/ Sole Proprietor Mr. Maxie Jose Affluenz Wealth Advisors, MIG 386, Panampilly Nagar, Kochi - 682 036 +91 9495218492 maxiejose@affuenzwealth.com 9am - 5pm
Principal Officer Mr. Maxie Jose Affluenz Wealth Advisors, MIG 386, Panampilly Nagar, Kochi - 682 036 +91 9495218492 maxiejose@affuenzwealth.com 9am - 5pm

    Complaints & Grievances Procedure

  • Step 1: The client should first contact the Investment Advisor using the details on its website or via email id: maxiejose@affluenzwealth.com with copy to support@affluenzwealth.com
  • Step 2: If the resolution provided by Investment Advisor is unsatisfactory, the client can lodge grievances through SEBI’s SCORES platform at www.scores.sebi.gov.in
  • Step 3: If the client remains dissatisfied with the outcome of the SCORES complaint, the client may consider the Online Dispute Resolution (ODR) through the Smart ODR portal at https://smartodr.in

SEBI Local Office

6th Floor, Finance Tower, Kaloor, Kochi - 682017, Kerala Tel. Board:+91-0484-2404100/ 2404200 Fax: +91-0484-2404100 E-mail: cochin-lo@sebi.gov.in