Investor Complaints: Investment Advisory
Data for the month ending January 31st, 2025
Sr No. Received from Pending at the end of last month Received Resolved* Total Pending# Pending complaints > 3months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0 NA
2 SEBI (SCORES) 0 0 0 0 0 NA
3 Other Sources (if any) 0 0 0 0 0 NA
Grand Total 0 0 0 0 0 NA

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints
Sr No. Month Carried forward from previous month Received Resolved* Pending#
1 Feb 2024 1 1 2 0
2 March 2024 0 1 1 0
3 April 2024 0 0 0 0
4 May 2024 0 1 0 1
5 June 2024 1 3 2 2
6 July 2024 2 2 4 0
7 August, 2024 0 0 0 0
8 September, 2024 0 3 0 3
9 October, 2024 3 1 3 1
10 November, 2024 1 0 1 0
11 December, 2024 0 0 0 0
12 January, 2025 0 0 0 0

Inclusive of complaints of previous months resolved in the current month.

#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints
Sr No. Year Carried forward from previous year Received Resolved** Pending##
1 2019-20 1 15 16 0
2 2020-21 0 30 30 0
3 2021-22 0 55 51 4
4 2022-23 4 52 56 0
5 2023-24 0 17 17 0
6 2024-25 0 10 10 0
7

Inclusive of complaints of previous years resolved in the current year.

## Inclusive of complaints pending as on the last day of the year.

Investor Complaints: Portfolio Management Services
Data for the month ending January 31st, 2025
Sr No. Received from Pending at the end of last month Received Resolved* Total Pending# Pending complaints > 3 months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0 NA
2 SEBI (SCORES) 0 0 0 0 0 NA
3 Other Sources (If any) 0 0 0 0 0 NA
Grand Total 0 0 0 0 0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of monthly disposal of complaints
Sr No. Month Carried forward from previous month Received Resolved* Pending#
1 Feb 2024 0 0 0 0
2 March 2024 0 0 0 0
3 April 2024 0 1 1 0
4 May 2024 0 0 0 0
5 June 2024 0 0 0 0
6 July 2024 0 0 0 0
7 August 2024 0 0 0 0
8 September, 2024 0 0 0 0
9 October, 2024 0 1 0 1
10 November, 2024 1 1 2 0
11 December, 2024 0 0 0 0
12 January, 2025 0 0 0 0

Inclusive of complaints of previous months resolved in the current month.

#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints
Sr No. Year Carried forward from previous year Received Resolved** Pending##
1 2019-20 0 0 0 0
2 2020-21 0 0 0 0
3 2021-22 0 1 1 0
4 2022-23 0 7 7 0
5 2023-24 0 9 9 0
6 2024-25 0 3 3 0
7

Inclusive of complaints of previous years resolved in the current year.

## Inclusive of complaints pending as on the last day of the year.

Details of designation Contact Person Name Address where the physical address location Contact No. Email-ID Working hours when complainant can call
Customer Care Anand Bhalgat 33, Rachna, Dr. Ketkar Road, Bharati Niwas Society, Off Karve Road, Erandwane, Pune - 411 004 9011055553 servicedesk@purnartha.com Monday to Friday:
09:30 to 18:00
Head of Customer Care Shailendra Gupta 9011055553 sgupta@purnartha.com
Compliance Officer Chandani Saruparia 9011055553 compliance@purnartha.com
CEO NA 9011055553 NA
Principal Officer Devendra Phadke 9011055553 principalofficer-IA@purnartha.com

Registered Office Address: Purnartha Investment Advisers Pvt. Ltd., 32/33 Rachna Bungalow, Dr. Ketkar Road, Off Karve Road, Erandwane, Pune - 411 004. Registered Name: Purnartha Investment Advisers Private Limited. CIN: U72200PN2011PTC138994. Type of registration: Non-Individual Investment Advisor. Registration No: INA000000672. Validity: Dec 26, 2013- Perpetual. Principal Officer: Devendra Phadke. BSE Enlistment No. 1682. Telephone (Principal Officer): 020 6901 7100. Type of registration: Portfolio Manager. Registration No: INP000007021. Validity: Jul 23, 2020- Perpetual. Principal Officer: Rahul Rathi. Registered Name: Purnartha Trust, name of the Fund- Purnartha AIF Series I. Type of registration: Category III AIF. Registration No: IN/AIF3/21-22/0893. Validity: NA. Fund Manager: Rahul Rathi. Purnartha Trust Office No 001/002, Palms Square Building, 2nd Floor, Brigade Road, Opposite Brigade Tower, Bengaluru 560025. Contact us: servicedesk@purnartha.com. Compliance Officer: Ms. Chandani Saruparia. Compliance Contact: compliance@purnartha.com / +91 20 6901 7100.


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