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C/12 Dev Vishwa Soc, Near Panjara Pole,
Vataman Road, Dholka, Ahmedabad - 382225
+91 99093 92007
bhavin.patel2021@outlook.com
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Submit Investor Complaint

Official Statutory Investor Grievance Portal.
Dedicated desk for prompt, transparent resolution per SEBI & AMFI norms.

1
Fill Details
2
Get Ref No.
3
GRO Review
4
Resolution
Before you submit: Feel free to call us directly at +91 99093 92007 or email bhavin.patel2021@outlook.com — many minor queries or statement requests can be resolved instantly. If unresolved, this form initiates an official, statutory grievance ticket.

Grievance Registered Successfully!

Your complaint has been officially logged in our compliance register. Your ticket reference number is:

WLI-CMP-20261001-0000

An acknowledgement email with full particulars has been dispatched to your email address.

Our Grievance Redressal Officer (GRO) will review your complaint and initiate action within 15 working days.
If unresolved within 30 days, you may escalate to AMFI Helpline (1800-270-7000), SEBI SCORES, or SMART ODR.

Section A — Investor Details

Personal and account identification for complaint tracking

Personal Information
Please enter your full name (minimum 2 characters).
Please enter a valid 10-character alphanumeric PAN (e.g. ABCDE1234F).
Please enter a valid email address for complaint updates.
Please enter a valid 10-digit mobile number.
Investment / Product Particulars
Please select the relevant financial product or service.

Section B — Complaint Particulars

Nature of grievance, chronological facts, and relief sought

Please select the nature of your complaint.
Please select a severity classification.
Minimum 30 characters. Provide exact transaction dates and amounts for quicker resolution.
Please provide a descriptive explanation of your issue (minimum 30 characters).
Fill only if this is a follow-up on an earlier unresolved complaint.

Section C — Supporting Documents (Optional)

Upload transaction receipts, account statements, or correspondence

Click or drag & drop files to attach
Accepted: PDF, JPG, PNG (Max: 5 MB each, up to 3 files)

Section D — Declaration & Consent

Statutory confirmation per SEBI grievance guidelines

Declaration & Undertaking:
  • I declare that the information submitted above is true, accurate, and correct to the best of my knowledge.
  • I am the account holder / registered investor or legally authorized representative.
  • I understand that my personal data will be utilized solely for grievance redressal and regulatory compliance.
  • I consent to sharing relevant transaction details with the concerned Asset Management Company (AMC), Registrar & Transfer Agent (RTA – CAMS / KFintech), or SEBI / AMFI for investigation and resolution.
An email acknowledgement containing your Complaint Reference Number will be sent to your email immediately.
Our Grievance Redressal Officer will respond within 15 working days.

5-Level Grievance Escalation Matrix

If your grievance is not resolved satisfactorily, follow these statutory escalation tiers

1

Level 1 — Grievance Redressal Officer (Wealthline Investments)

Bhavin Gunvantray Patel (Grievance Redressal Officer / Founder)
Email: bhavin.patel2021@outlook.com • Phone: +91 99093 92007

15 working days
2

Level 2 — Asset Management Company (AMC) / RTA Investor Relations

Contact the respective mutual fund house investor relations or RTA (CAMS / KFintech) for direct transaction and unit allocation reconciliation.

15 working days
3

Level 3 — AMFI Investor Grievance Redressal Cell

Association of Mutual Funds in India (AMFI) Toll-Free Helpline: 1800-270-7000 • Email: igrc@amfiindia.com

30 days
4

Level 4 — SEBI SCORES (Securities and Exchange Board of India)

Centralized grievance portal: scores.sebi.gov.in • SEBI Toll Free: 1800-266-7575

Per SEBI norms
5

Level 5 — SMART ODR (Online Dispute Resolution Portal)

Independent online conciliation and arbitration: smartodr.in (SEBI Circular on Online Dispute Resolution).

Per ODR process