Disclaimer - Investment Advisor

Disclosure
With respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under
Sr. No. Financial Year Compliance Audit Status Remarks, If any
1 2020-2021 Completed Report submitted to SEBI on 27th Jan 22
2 2021-2022 Completed Report submitted to SEBI on 29th Sept 22
Contact us
Advisory solutions are designed after working with you to identify your unique situation, define your investment objectives and develop a strategy to achieve these. Your investment advisor works with you to monitor your portfolio on an ongoing basis and align your investments towards your goals. Reach out for more details on privatewealth@motilaloswal.com.
Name of Investment Adviser Motilal Oswal Wealth Limited
Type of Registration Non-Individual
Registration number INP000004409
Validity of Registration Perpetual
Address of Investment Adviser Motilal Oswal Towers, Juction of Gokhale & Sayani Road, Prabhadevi, Mumbai 400025
Contact Person & Contact Details of Investment Adviser Shailesh Gavande
022-71908036
Contact Person & Contact Details of Investment Adviser Shailesh Gavande
022-71985549
Contact Person & Contact Details of Principal Officer Ashish Shanker
Email ID of Principal Officer Ashish.Shanker@motilaloswal.com
SEBI Regional Office/ Local Office Address Securities and Exchange Board of India (SEBI) SEBI Bhavan, Plot No. C4-A, ā€œG’ Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051
To read the Investor Charter, please click here. For any grievance/complaint, please write to us at privatewealth@motilaloswal.com. For details of the complaint status, please click here. For escalation of complaints to SEBI, you may access SEBI SCORES platform here.
Click here to download Accredited Investor Framework under SEBI (Alternative Investment Funds) Regulations, 2012, SEBI (Investment Advisors) Regulations, 2013 and SEBI (Portfolio Managers) Regulations, 2020

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