Ortium Financial Services Private Limited is committed to maintaining high standards of transparency, fairness and integrity in its dealings with investors. We endeavour to address investor queries and grievances arising from our marketing, sale, distribution and servicing activities in a fair, transparent and timely manner.
How to Register a Grievance
Investors may raise their grievance or complaint with us through email: support@ortiumfin.com or contact our operations team on telephone – Mr Ajinkya Gaikwad (Tel. 91 8454927076)
To enable us to investigate and address the matter efficiently, investors are requested to provide relevant details, including:
Name and contact details of the investor
Folio number and/or transaction details, wherever applicable
Details of the grievance or complaint
Relevant supporting documents or correspondence
Details of any previous communication relating to the matter
All grievances received by us will be appropriately recorded and reviewed. We will endeavour to resolve grievances arising from our marketing, sale and distribution activities and, where required, coordinate with the concerned Mutual Fund / Asset Management Company (AMC), Registrar & Transfer Agent (RTA) or other relevant entity to facilitate resolution.
Complaints Relating to Mutual Fund Schemes
Certain matters relating to the administration, operation, processing or performance of a Mutual Fund scheme may fall within the responsibility of the concerned Mutual Fund / AMC.
In such cases, we will provide appropriate assistance to the investor and coordinate with the concerned AMC/RTA, wherever required, to facilitate resolution.
Investors may also approach the concerned Mutual Fund / Investor Service Centre directly. The concerned Mutual Fund’s Investor Relations Officer / grievance contact details are generally available on the AMC’s website and in the Scheme Information Document (SID).
Our Commitment
At Ortium Financial Services Private Limited, we believe that effective grievance redressal is an important part of responsible distribution.
We will:
Treat investor grievances fairly and objectively.
Endeavour to acknowledge and address grievances promptly.
Maintain appropriate records of complaints received and their resolution status.
Investigate grievances arising from our marketing, sale and distribution activities.
Coordinate with the concerned AMC/RTA or other relevant entity, where necessary.
Take appropriate corrective action where a deficiency in our process or service is identified.
Regulatory Details
Legal Entity: Ortium Financial Services Private Limited
AMFI Registration Number (ARN): 150941
Nature of Registration: AMFI Registered Mutual Fund & SIF Distributor
This grievance redressal mechanism is subject to the applicable provisions of SEBI regulations, circulars and guidelines, the AMFI Code of Conduct for Mutual Fund Distributors and other applicable regulatory requirements.
