Compliance

Regulatory Disclosures

Accredited Investor Framework

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Disclosure Document

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Investor Charter

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Investor Complaints

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Fee Calculation Tool

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Redressal of client grievances

Client's queries / complaints may arise due to lack of understanding or a deficiency of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.

Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically.
An email may be sent to the Client Servicing Team on: contact@clearviewcapital.in.
Alternatively, the Investor may call on +91 74397 25132.

A letter may also be written with their query/complaint and posted at the below mentioned address:

Clearview Capital Advisors Private Limited
Unit 703, 7th Floor, 90 Degree Magnus,
Block EP, Sector V, Salt Lake City,
Bidhan Nagar, Kolkata - 700091

Clients can write to the Compliance Officer at compliance@clearviewcapital.in if the Investor does not receive a response within 10 business days of writing to the Client Servicing Team. The client can expect a reply within 10 business days of approaching the Compliance Officer.

In case you are not satisfied with our response you can lodge your grievance with SEBI at https://scores.sebi.gov.in/ or you may also write to any of the offices of SEBI. SCORES may be accessed thorough SCORES mobile application as well. The same can be downloaded from the below link:

https://play.google.com/store/apps/details?id=com.sebi

ODR Portal could also be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link - https://smartodr.in/

Direct Client On-boarding - Portfolio Management Services

As per SEBI Circular dated February 13, 2020 on Guidelines for Portfolio Managers, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services

For direct on-boarding as PMS Investor please connect with us at
Email: contact@clearviewcapital.in.
Contact Number: +91 74397 25132.

Address

Clearview Capital Advisors Private Limited
Unit 703, 7th Floor, 90 Degree Magnus,
Block EP, Sector V, Salt Lake City, Bidhan Nagar,
Kolkata - 700091

SEBI PMS Regn No: INP000009029

Call Us

+91 74397 25132

Mail Us

contact@clearviewcapital.in