Complaint Dashboard
COMPLAINT DASHBOARD - PORTFOLIO MANAGEMENT SERVICES (PMS)
Data for the month end - September, 2026
| RECEIVED FROM | PENDING AT MONTH END | RECEIVED | RESOLVED* | TOTAL PENDING# | PENDING > 3 MONTHS | AVG. RESOLUTION ^ (IN DAYS) |
|---|---|---|---|---|---|---|
| Directly from Investors | Nil | Nil | NA | NA | NA | NA |
| SEBI (SCORES) | Nil | Nil | NA | NA | NA | NA |
| Other Source (if any) | Nil | Nil | NA | NA | NA | NA |
| Grand Total | Nil | Nil | NA | NA | NA | NA |
"^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by the total number of complaints resolved in the curent month"
Trend of monthly disposal of complaints
| MONTH | CARRIED FORWARD FROM PREVIOUS MONTH | RECEIVED | RESOLVED* | PENDING# |
|---|---|---|---|---|
| Sep-26 | Nil | Nil | NA | NA |
| Aug-26 | Nil | Nil | NA | NA |
| Jul-26 | Nil | Nil | NA | NA |
| Jun-26 | Nil | Nil | NA | NA |
| May-26 | Nil | Nil | NA | NA |
| Apr-26 | Nil | Nil | NA | NA |
| Mar-26 | Nil | Nil | NA | NA |
| Feb-26 | Nil | Nil | NA | NA |
| Jan-26 | Nil | Nil | NA | NA |
| Dec-25 | Nil | Nil | NA | NA |
| Nov-25 | Nil | Nil | NA | NA |
| Oct-25 | Nil | Nil | NA | NA |
Inclusive of complaints of previous months resolved in the current month.
Inclusive of complaints pending as on the last day of the month.
Trend of Annual Disposal of Complaints
| YEAR | CARRIED FORWARD FROM PREVIOUS YEAR | RECEIVED | RESOLVED* | PENDING# |
|---|---|---|---|---|
| 2025-26 | Nil | Nil | NA | NA |
| 2024-25 | Nil | Nil | NA | NA |
| Grand Total | Nil | Nil | NA | NA |
Inclusive of complaints of previous months resolved in the current month.
Inclusive of complaints pending as on the last day of the month.
Grievance Redressal / Escalation Matrix – PMS
| Details of Designation | Contact Person Name | Physical Address | Contact No. | Email ID | Working Hours |
|---|---|---|---|---|---|
| Head of Customer Care | Ms. Krupali Kanchanwala | 901–903, International Wealth Center, VIP Road, Near C.B. Patel Club House, Vesu, Surat – 395007 | 0261-6946661 | grievances@ckredencewealth.com | 10:00 am to 7:00 pm |
| Compliance Officer | Mr. Prakash Mavani | 0261-6946651 | prakash.mavani@ckredencewealth.com | ||
| CEO | Mr. Chirag Shah | 0261-6946600 | chirag.shah@ckredencewealth.com |