Investment Advisory
At Wealthcret Investment Advisory, we believe that informed investment decisions begin
with transparency and responsible financial guidance.
Investor Complaint Status
The following information provides the status of complaints received and resolved during the reporting period.
| Sr. No. | Source | Pending from Previous Month |
Received During the Month |
Resolved | Total Pending | Pending Over 3 Months |
Average Resolution Time |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors |
0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources, if any |
0 | 0 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 | 0 | 0 |
Insert the applicable SEBI prescribed explanatory notes below this table.
| Month | Brought Forward | Complaints Received | Complaints Resolved | Complaints Pending |
|---|---|---|---|---|
| Aug, 2025 | 0 | 0 | 0 | 0 |
| Sept, 2025 | 0 | 0 | 0 | 0 |
| Oct, 2025 | 0 | 0 | 0 | 0 |
| Nov, 2025 | 0 | 0 | 0 | 0 |
| Dec, 2025 | 0 | 0 | 0 | 0 |
| Jan, 2026 | 0 | 0 | 0 | 0 |
| Feb, 2026 | 0 | 0 | 0 | 0 |
| Mar, 2026 | 0 | 0 | 0 | 0 |
| Apr, 2026 | 0 | 0 | 0 | 0 |
| May, 2026 | 0 | 0 | 0 | 0 |
| Jun, 2026 | 0 | 0 | 0 | 0 |
| Jul, 2026 | 0 | 0 | 0 | 0 |
| Financial Year | Brought Forward | Complaints Received | Complaints Resolved | Complaints Pending |
|---|---|---|---|---|
| 2022 – 2023 | 0 | 0 | 0 | 0 |
| 2023 – 2024 | 0 | 0 | 0 | 0 |
Investor & Regulatory Documents
Important Documents
Important policies, disclosures, investor protection documents, and regulatory information governing our Investment Advisory services are available for investor reference.
The information is intended to provide clarity on investor rights, our responsibilities, and the processes followed by Wealthcret Investment Advisory.
Compliance & Audit Reports
Our Commitment to Regulatory Compliance
Wealthcret Investment Advisory follows applicable regulatory requirements and internal compliance procedures designed to maintain transparency, accountability and responsible investment advisory practices
Where applicable, periodic compliance and audit reports may be made available in this section.
Investor Grievance Redressal
Need Help or Want to Raise a Concern?
We encourage investors to contact us directly if they have a
query, complaint or concern regarding our Investment Advisory services.
Our grievance redressal mechanism is designed to ensure that investor
concerns are appropriately recorded, reviewed and addressed.
Investment Adviser/
Customer Support
- Contact Person: [Name]
- Designation: [Designation]
- Email: [Email Address]
- Phone: [Contact Number]
week
Investment Adviser/
Customer Support
- Contact Person: [Name]
- Designation: [Designation]
- Email: [Email Address]
- Phone: [Contact Number]
week
Investment Adviser/
Customer Support
- Contact Person: [Name]
- Designation: [Designation]
- Email: [Email Address]
- Phone: [Contact Number]
week
Important Disclaimer
The information provided on this page is intended for regulatory disclosure and general investor awareness purposes.
Investment recommendations, where provided under Investment Advisory services, are subject to applicable regulations, client risk profiling, suitability assessment and the terms of the advisory engagement.
Investments in securities markets are subject to market risks. Please read all related documents carefully before investing.