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, “G’ 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