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PMS Disclosures & Grievance Redressal

Disclosure of Investors complaints

Data for the month ending March 31, 2026

Sr No. Recieved from Pending at the end of last month Recieved Resolved Total Pending Pending complaints >3 months Avg. resolution time (in days)
1. Directly from investors Nil Nil Nil Nil Nil Nil
2. SEBI (Scores) Nil Nil Nil Nil Nil Nil
3. Other Sources Nil Nil Nil Nil Nil Nil
Grand Total Nil Nil Nil Nil Nil Nil
Sr No. Month Carried forward from previous month Recieved Resolved Total Pending
1. January 2026 Nil Nil Nil Nil
2. February 2026 Nil Nil Nil Nil
3. March 2026 Nil Nil Nil Nil
Grand Total Nil Nil Nil Nil
Sr No. Year Carried forward from previous year Recieved Resolved Total Pending
1. 2024 - 2025 Nil Nil Nil Nil
2. 2025 - 2026 Nil Nil Nil Nil
Grand Total Nil Nil Nil Nil

Website Disclosures

UPI & QR code for PMS: Click here

To see our investor grievance policy: Click here

For any grievance or dispute, please reach out to the Grievance Officer Mr. Surendra Shetty at grievance@ionic.in or call at 022-68897508

In case of escalation, please reach out to the Compliance Officer Mr. Nipun Doshi at: compliance.assets@ionic.in or call at +919594067939

SEBI Master Circular for online Resolution of Disputes : Click here

Login to Smart ODR Portal: Click here

Direct Onboarding

Investors can avail the portfolio management services directly from Angel One Investment Managers & Advisors Private Limited. For more details about the Portfolio Manager and direct onboarding option you may refer to the Disclosure Document available on the website or contact us through our investor desk email ID – client.support@ionic.in.