This page contains all the regulatory disclosures required to be displayed on the website. To learn more about this, you can view the SEBI Circular here

_SEBI Registration Details_

Firm Name: INSIGHTFUL | RIA No: INA200015732 | Reg. Type: Non-Individual | Validity: Perpetual | Reg. address: 29A, North End Rd, Krishnaswamy Nagar, Coimbatore 641045 | Phone: 9655566165

Associated SEBI regional office: Southern Regional Office, 7th Floor, 756-L, Anna Salai, Chennai - 600002

BASL Membership No: 1138

Registration granted by SEBI, membership of BASL, and certification from NISM does in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

_Regulatory Complaints Disclosure_

SEBI mandates all RIAs to display the status of complaints on the website as shown below. In case of grievances, investors can first contact the intermediary in case of complaints, in our case through the email info@insightful.in. The SEBI ‘SCORES’ website which facilitates investors in logging any complaints against listed companies or intermediaries can be accessed here, and the common Online Dispute Resolution Portal, which facilitates online arbitration for resolution of disputes arising in the Indian Securities Market can be accessed here.

Data as of last month ending : March 31, 2024

S.No. Received from Pending as of last month Received Resolved* Total pending# Pending >3 months Avg. resolution time^
Total 0 0 0 0 0 0
1. Directly from investors 0 0 0 0 0 0
2. SEBI - SCORES 0 0 0 0 0 0
3. Other sources 0 0 0 0 0 0

Trend of monthly disposal of complaints

S.No. Month Carried fwd. from prev. month Received Resolved* Pending#
Total 0 0 0 0
1.Apr 20230000
2.May 20230000
3.Jun 20230000
4.Jul 20230000
5.Aug 20230000
6.Sep 20230000
7.Oct 20230000
8.Nov 20230000
9.Dec 20230000
10.Jan 20240000
11.Feb 20240000
12.Mar 20240000

Trend of annual disposal of complaints

S.No. Year Carried fwd. from prev. year Received Resolved* Pending#
Total 0 0 0 0
1. 2018-19 0 0 0 0
2. 2019-20 0 0 0 0
3. 2020-21 0 0 0 0
4. 2021-22 0 0 0 0
5. 2022-23 0 0 0 0
6. 2023-24 0 0 0 0
*Inclusive of complaints of previous months/years resolved in the current month/year | ^Time in days | # Inclusive of complaints pending as on the last day of the month/year

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SEBI (Investment Advisers) Regulations, 2013 for the previous and current financial year are as under:

S.No. Financial year Compliance Audit Status Remarks, if any
1. FY 2020-21 Conducted n/a
2. FY 2021-22 Conducted n/a
3. FY 2022-23 Conducted n/a
4. FY 2023-24 Pending n/a

_SEBI Investor Charter_

To facilitate investor awareness, SEBI has created an ‘Investor Charter’ pertaining to Investment Advisers, displayed below for your reference.

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