Disclosures - Jama Wealth Portfolio Management Services

Redressal of Client Grievances

Investors can seek clarification for their queries and are further entitled to make a complaint in writing, verbally or telephonically. An email may be sent to:

For PMSrelated queries at help@jamawealth.com,

Alternatively, the Investor may call on 78932 43486

A letter may also be written with their query/complaint and posted at the below-mentioned address below:

Jama Wealth Asset Management Private Limited

Plot No 3, 2nd Floor, My Home Vihanga Rd, behind Q City,

Financial District, Hyderabad, Telangana 500032.

If the Investors are unsatisfied or haven’t received a reply within 10 business days of writing the complaint, the investor may contact the Jama Wealth Operations department at operations@jamawealth.com. The Investor can expect a reply within 10 business days of approaching the Jama Wealth Operations department.

Alternatively, the Investor may use SCORES (https://scores.gov.in/scores/Welcome.html) to submit the complaint or grievance directly to Jama Wealth for resolution.

Jama Wealth Asset Management Pvt Ltd shall endeavor to redress the Investor complaint(s) within 30 days without any intervention of SEBI, failing which the complaint shall be registered on SCORES.

It is mandatory for the Investor having a grievance to take up the matter directly with Jama Wealth Asset Management Pvt Ltd.

In case an Investor is still not satisfied with the response, a grievance can be lodged with SEBI at https://scores.gov.in/scores/Welcome.html or one may also write to any of the offices of SEBI or contact SEBI Office on Toll-Free Helpline at 1800 266 7575/ 1800 22 7575.

The complaint shall be lodged on SCORES within one year from the date of cause of action, where, The complaint has approached Jama Wealth Asset Management Pvt Ltd, for redressal of the complaint, and, Jama Wealth Asset Management Pvt Ltd has rejected the complaint, The complaint has not received any communication from Jama Wealth Asset Management Pvt Ltd or, The complaint is not satisfied with the reply received or the redressal action taken by Jama Wealth Asset Management Pvt Ltd.

SCORES may be accessed through the SCORES mobile application as well, the same can be downloaded from the below link: https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330

https://apps.apple.com/in/app/sebiscores/id1493257302

If the investor is not satisfied with the extent of the redressal of the grievance by Jama Wealth, there is a one-time option for ‘review’ of the extent of the redressal, which can be exercised within 15 days from the date of closure of the complaint on SCORES. Thereafter, the complaint shall be escalated to the supervising official of the dealing officer of SEBI.

After exhausting all the aforementioned options for resolution, if the client(s) is still not satisfied, they can initiate dispute resolution through the Online Dispute Resolution Portal (‘ODR Portal’) at https://smartodr.in/login.

Alternatively, the client can directly initiate dispute resolution through the ODR Portal if the grievance lodged with the Portfolio Manager is not satisfactorily resolved or at any stage of the subsequent escalations mentioned above. The dispute resolution through the ODR Portal can be initiated when the complaint/dispute is not under consideration in SCORES guidelines or not pending before any arbitral process, court, tribunal, or consumer forum or is non-arbitrable in terms of Indian law.

Master Circular for Online Dispute Resolution: https://www.sebi.gov.in/legal/master-circulars/aug-2023/online-resolution-of-disputes-in-the-indian-securities-market_75220.html.