Disclosures

As per SEBI Master Circular dated June 07, 2024, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services. For investing directly with us, contact us on investorrelations@fident.in. You may also refer to the disclosure document available on our website for further details.

Investor
charter

Disclosure
document

Fee Calculation
Tool

Common SOP for reporting the demise of an investor

FAQs on validated
UPI IDs

Complaint Resolution – PMS

Complaint disposal data/trend

The data pertaining to all complaints including SCORES complaints received as per the format mentioned in regulatory communication is as below:

Complaint Redressal Mechanism

For any queries or assistance kindly write to us on investorrelations@fident.in

For escalations, write to support@fident.in or call at (022) 31214137.

To register a formal complaint with us, write to compliance@fident.in with your name, client code, registered mobile number, PAN details, and nature of the complaint.

If none of the steps above are able to resolve your issue/concern/complaint, then:

SEBI has a web based centralized grievance redress system called SEBI Complaint Redress System (SCORES) where investors can lodge their complaints against PMS.

SEBI SCORES website and App links

Website : https://scores.sebi.gov.in/

GooglePlay: https://play.google.com/store/search?q=sebi%20scores&c=apps&hl=en (Or) Search for “SEBI SCORES” in Google Play Link to SEBI Scores App

Apple Store: https://apps.apple.com/in/app/sebiscores/id6478849917 (Or) Search for “SEBI SCORES” in Apple App Store

ODR Portal

ODR Portal could be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. https://fident.in/wp-content/uploads/2025/02/Online-Resolution-of-Disputes-in-the-Indian-Securities-Market.pdf dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. To Access to SMART ODR Portal ( Securities Market Approach for Resolution through ODR Portal) click on SMART ODR Portal