GRIEVANCE REDRESSAL PROCESS

Complaints? We’ve got you covered!

Step Ahead Investment Advisors Private Limited is a private limited company & we take client feedback and grievances very seriously. As a responsible Financial Planning firm, we have put together a formal Grievance Redressal System. We want to make sure that if you have any complaints, you know how to get in touch with us, how to make sure your grievance is taken seriously, and what redressal you can expect.

Get your grievance resolved

If you have a concern with your financial planning, don’t let it simmer – if you’re unhappy with any part of our service, just tell us! We’ll take care of that right away.

Grievance process

The Grievance Redressal Process is a three-stage process that we follow.

The first step is – please reach out to your respective advisor by email or mobile.

The second step is – please reach out to the compliance officer  at grievances.stepaheadia@gmail.com.

The third step is – please reach out to the principal officer of the firm. 

If you are not satisfied with our resolution, then you can lodge your grievances with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. 

For any queries, feedback, or assistance, please contact SEBI at:

The Regional Director,
L&T Chambers, 3rd Floor, 16 Camac Street,
Kolkata – 700017, West Bengal
Tel. Board: +91-33-23023000.
Fax : +91-33-22874307
E-mail: sebiero@sebi.gov.in

As per SEBI Circular SEBI/HO/IMD/DF1/CIR/P/2019/169 “Display of complaints status on website” we display the same on our website home page as well as via a pop-up.

As per SEBI Circular No. SEBI/HO/OIAE_IAD-1/P/CIR/2023/131, dated July 31, 2023, link to Online Dispute Resolution: https://smartodr.in/login