Goal Based Investment Planning

Your Goals can be anything like your child’s education and marriage, buying a home or a foreign vacation, with proper Goals identified, quantified, and a plan to achieve them, you can have better clarity and peace of mind that you are on track to achieve your life goals and that risks are taken care of. You will know exactly what you need to do at present to achieve the goals in future.

Cost Implication Rs. 3,000 per Goal

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Client’s queries / complaints may arise due to lack of understanding or a deficiency of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.

  1. Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent to the Client Servicing Team on cspadiyar@gmail.com. Alternatively, the Investor may call on 7385612442.
  1. A letter may also be written with their query/complaint and posted at the below mentioned address:

Chandan Singh Padiyar,  D-7/1, Nirmal Township, Kale Padal Road, Sasane Nagar, Hadapsar, Pune                411028.

  1. Clients can write to the Investment Adviser at cspfs@live.com if the Investor does not receive a response within 10 business days of writing to the Client Servicing Team. The client can expect a reply within 10 business days of approaching the Investment Advisor.
  1. In case you are not satisfied with our response you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link:

https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330

Complaints Data and Investment Charter