About Me: I am a SEBI Registered Investment Advisor . My SEBI registration No is : INA000018151. I am also NISM Certified in Investment Advising.


Investor Complaint Data :

Data for the month ending - March 2024

S.N. Received From Pending at the end of last month Received Resolved Total Pending Pending Complaints > 3 Months Average Resolution time in days
1 Directly from Investors 0 0 0 0 -
2 SEBI (SCORES) 0 0 0 0 -
3 Other Sources 0 0 0 0 -
0 Grand Total 0 0 0 0 -

Trend of monthly disposal of complaints

S.N. Month Carried forward from previous month Received Resolved Pending
1 January 2024 0 0 - 0
2 Feb 2024 0 0 - 0
3 March 2024 0 0 - 0
Grand Total 0 0 - 0

Trend of annual disposal of complaints

S.N. Year Carried forward from previous month Received Resolved Pending
1 2023-2024 0 0 - 0
2 2024-2025 0 0 - 0

Investment Advising Service:
1. Short Term/Long Term Investment Advise in Equity/Mutual Funds
2. Intraday Trading Advise in Equity(Stock Market/Share market)
3. Nifty Future and Nifty Option Trading Advise
4. Bank Nifty Future and BankNifty Option Trading Advise
5. Commodity Future and Commodity Option Trading advise
6. Equity/Stock Option Trading Advise

Investment Advising Services Fee: I have below fee modes:


Fixed Fee Plan : The maximum fees that may be charged under this mode shall not exceed
INR 1,25,000 per annum per client across all services offered.

Assets under Advice (AUA) mode: In this mode Maximum fee is 2.5 percent of AUA per annum
per client across all services offered.

Please call me at below Contact No so that I can explain you about my Investment Advising Services and Fee in detail.

Note:
1. I cant provide you any Free Trial because it is not allowed as per SEBI guidelines.
2. I cant promise you any assurance return or minimum return or guarantee return or percentage
accuracy or Targeted return because it is not allowed as per SEBI guidelines.
3. I will provide you Investment Advise on the basis of my knowledge & experience.
4. I can give you investment Advise after complete your risk profile and Investment Advisory-Client
Agreement.


Registration & Contact Details:
• Contact Person name: Sarvesh Kumar,
• Type of Registration: Individual
• Registration number: INA000018151, validity of registration: Jul 03, 2023 - Perpetual
• Complete address with telephone numbers : C/o Instaoffice, Sy No. 55, Plot No. 108,NYN Arcade,
Lumbini Enclave, Gachibowli, HYDERABAD, TELANGANA, 500032 , Mobile No: +91-7349118590
• Contact details of the Principal Officer –contact no : +91-7349118590 ,
email id : sarvesh.wealth@gmail.com
• SEBI Head Office Address: SEBI Bhavan BKC , Plot No: C4-A , ‘G’ Block ,
Bandra-Kurla Complex ,Bandra(East),Mumbai-400051, Maharashtra

Disclaimer : Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Investor Complaints: If Investor/Trader has any complain then He/She can send me directly at my email id: sarvesh.wealth@gmail.com . If Investor/Trader is not satisfied with the resolution provided by me or his/her Complain does not resolve within 30 days then He/She can lodge Complain at SEBI Scores Portal or at Smart ODR Portal.

SEBI Website || SEBI Scores Portal || Smart ODR Portal || Investor Charter

For Investment Advising Services Call me or WhatsApp me at +91-7349118590


Privay Policy start from here:

Privacy Policy This Privacy Policy governs the manner in which Sarveshkumar.com collects, uses, maintains and discloses information collected from users (each, a "User") . This privacy policy applies to the Site and all products and services offered by Sarveshkumar.com.

Personal identification information

We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, fill out a form, and in connection with other activities, services, features or resources we make available on our Site. Users may be asked for, as appropriate, name, phone number. Users may, however, visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information, except that it may prevent them from engaging in certain Site related activities.

Non-personal identification information

We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our Site, such as the operating system and the Internet service providers utilized and other similar information. Web browser cookies

Our Site may use "cookies" to enhance User experience. User's web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. User may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly. How we use collected information

Sarveshkumar.com collects and uses Users personal information for the following purposes:

- To personalize user experience

We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our Site.

- To improve customer service Your information helps us to more effectively respond to your customer service requests and support needs.

- To process transactions We may use the information Users provide about themselves when placing an order only to provide service to that order. We do not share this information with outside parties except to the extent necessary to provide the service.

- To send periodic emails The email address Users provide for order processing, will only be used to send them information and updates pertaining to their order. It may also be used to respond to their inquiries, and/or other requests or questions. If User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc.

How we protect your information We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site.

Sensitive and private data exchange between the Site and its Users happens over a SSL secured communication channel and is encrypted and protected with digital signatures.

Sharing your personal information We do not sell, trade, or rent Users personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above.

Changes to this privacy policy Sarveshkumar.com has the discretion to update this privacy policy at any time. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Your acceptance of these terms By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

Contacting us

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at media@sarveshkumar.com

Privay Policy ends here:

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