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We, at Circle Wealth Advisors Private Limited, are dedicated towards the prosperity of our clients by following our aim of adding meaning to finances and adding time to your life. In the event of a complaint regarding our services we would be more than happy in addressing and solving it in the most proficient manner.
In case of any grievance / complaint against Circle Wealth Advisors Private Limited.
Please contact Compliance Office of Circle Wealth Advisors Private Limited / address of Registered Office :-
Compliance Officer Details:
Name: Ms. Roopali Khadke,
Contact No: +91 99751 00826
Email Id: compliance@cwa.co.in
Address of Registered Office:-
701/702, Madhava Building, E Block, Bandra Kurla Complex, Near Family Court Bandra East, Mumbai 400051.
You may also approach Saurabh Subhash Mittal, Principle Officer of Circle Wealth Advisors Private Limited on below contact details.
Contact No: 99670 67652
Email Id: saurabh@cwa.co.in
If not satisfied with the response of the intermediary, you can lodge your grievances with SEBI at SCORES portal http://scores.gov.in OR http://scores.sebi.gov.in or SCORES may be accessed thorough SCORES mobile application as well, same can be downloaded from below link:
you may also write to any of the offices of SEBI.
You can also lodge complaint through ODR portal.
“The Parties hereby agree to undertake online conciliation and/or online arbitration by participating in the ODR Portal (accessible at [https://smartodr.in/login]) and/or undertaking dispute resolution in the manner specified in this Circular No. SEBI/HO/OIAE_IAD-1/P/CIR/2023/131.”
For any queries, feedback or assistance, please contact SEBI Office on Top Free Healpline at 1800 22 7575 / 1800 266 7575.
| Grievance Redressal / Escalation Matrix | |||||
| Details of designation | Contact person name | Address where the physical address location | Contact no | Email-id | Working hours when complainant can call |
| Customer Care | Sakshi Shah | 701/702, Madhava Building, E Block, Bandra Kurla Complex, BKC, Bandra East, Mumbai-400051 | 8879493071 | sakshi@cwa.co.in | 10.00 AM to 6.00 PM |
| Head of Customer Care | Sakshi Shah | same as above-mentioned | 8879493071 | sakshi@cwa.co.in | 10.00 AM to 6.00 PM |
| Compliance Officer | Roopali Khadke | same as above-mentioned | 9975100826 | compliance@cwa.co.in | 10.00 AM to 6.00 PM |
| CEO | Mukul H Agarwal | same as above-mentioned | 9833893303 | mukul@cwa.co.in | 10.00 AM to 6.00 PM |
| Principal Officer | Saurabh Mittal | same as above-mentioned | 9967067652 | saurabh@cwa.co.in | 10.00 AM to 6.00 PM |
