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PRIVATE Wealth

Bespoke Investment solutions crafted to grow and protect your wealth.

We are driven purely by your needs and preferences, as there is no one size fits all. At upwisery wealth, we put you first. We cater to Single Family offices, Ultra High Net Worth individuals, High Net Worth Individuals and Corporate Treasuries to achieve the financial and strategic goals, be it execution or holistic investment advisory.

UPWISERY
ONE
UPWISERY INVESTMENT ADVISORY
AND FAMILY OFFICES

Investor Charter &
Investor Grievances Disclosure

Investor Charter
Grievances Redressal Process

Disclaimer
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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

Complaint Data

Upwisery Advisors LLP
(SEBI Investment Adviser Registration No.: INA200016564)
as prescribed under SEBI Circular No. SEBI/SRO/OW/2022/4132/1, dated February 1, 2022,
under SEBI (Investment Advisers) Regulations, 2013 as amended till date.

Data for the month ending - SEPTEMBER 2024

Sr.NoReceived fromPending at the end of the last monthReceivedResolved*Total Pending*Pending Complaints >
3 Months		Average Resolution
time^(in days)
1Directly from Investors00000NA
2SEBI (SCORES)00000NA
3Other Source (if any)00000NA
 Grand Total00000 
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints - FY 2024-25

Sr. No.MonthCarried forward from previous MonthReceived Resolved*Pending#
1April0000
2May0000
3June0000
4July0000
5August0000
6September0000

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

Sr.NoYearCarried forward from the previous yearReceived Resolved*Pending#
1FY 2022-230000
2FY 2023-240000
2FY 2024-250000
 Grand Total0000

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

Trend of annual disposal of complaints

Sr.NoYearCarried forward from the previous yearReceived Resolved*Pending#
1FY 2022-230000
2FY 2023-240000
 Grand Total0000

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.

Trend of monthly disposal of complaints - FY 2023-24

Sr. No.MonthCarried forward from previous MonthReceived Resolved*Pending#
1April0000
2May0000
3June0000
4July0000
5August0000

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Complaint Data

Data for the month ending - August 2023
Sr.NoReceived fromPending at the end of the last monthReceivedResolved*Total Pending*Pending Complaints >
3 Months		Average Resolution
time^(in days)
1Directly from Investors00000NA
2SEBI (SCORES)00000NA
3Other Source (if any)00000NA
 Grand Total00000 

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.