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Head Office :-
"CAPITOL HOUSE",10, PARAS-II,NR. PRAHLADNAGAR GARDEN,
OFF S.G. HIGH WAY,AHMEDABAD-380015
PHONE:
+91-79-4024 0000

whatsapp

Pune Branch :-
6, Solitaire Business Hub, Opp Ambience executive hotel, Wakad, Pune - 411057
M-9979854955
M-8238258906

whatsapp

Escalation Matrix:

SR
NO.
DETAILS CONTACT
PERSON
ADDRESS CONTACT
NUMBER
EMAIL ID WORKING
HOURS
1 CUSTOMER
CARE
HELI
SONI
"CAPITOL HOUSE",
10, PARAS ll,NR PRAHLAD NAGAR GARDEN
OFF SG HIGHWAY, AHMEDABAD- 380015
079-40240000 heli@wealthfirst.biz MONDAY-FRIDAY
9.00AM-6.00PM
SATURDAY
10.00AM-4.00PM
2 HEAD OF
CUSTOMER
CARE
ROSHAN
SHAH
079-40240036 roshan@wealthfirst.biz
3 COMPLIANCE
OFFICER
NIKHIL
JAIN
079-40240016 nikhil@wealthfirst.biz
4 CEO ASHISH
SHAH
079-40240003 ashish@wealthfirst.biz

KMP Details :-
NAME AND CONTACT DETAILS OF KEY MANAGERIAL PERSONNEL INCLUDING COMPLIANCE OFFICER
SR.NO NAME OF INDIVIDUAL DESIGNATION CONTACT NOS. EMAIL ID
1 ASHISH SHAH MANAGING DIRECTOR/CEO 9825006961 ashish@wealthfirst.biz
2 HENA SHAH WHOLE TIME DIRECTOR 9825317182 hena@wealthfirst.biz
3 MANISH KANSARA CHIEF FINANCIAL OFFICER 9979854059 manish@wealthfirst.biz
4 AAYUSH SHAH COMPANY SECRETARY 9979854031 aayush@wealthfirst.biz
5 NIKHIL JAIN COMPLIANCE OFFICER 9979854314 nikhil@wealthfirst.biz

Step by step procedures for opening an account, filing a complaint on designated Email ID, and finding out the status of the complaint etc.
a. Account Opening Steps
b. Procedure for filing a complaint
c. Complaint filling steps


LIST OF AUTHORISED PERSONS(AP)
SR.NO AUTHORISED PERSON'S
NAME
AUTHORISED PERSON'S CODE
(EXCHANGE WISE)
CONSTITUTION STATUS REGISTERED ADDRESS TERMINAL DETAILS
(EXCHANGE WISE)
APPROVED/CANCELLED ADD CITY STATE PIN
CODE
TERMINAL
ALLOTED
(Y/N)
NO OF
TERMINALS
1 NA NA NA NA NA NA NA NA NA NA


LIST OF AUTHORISED PERSONS(AP) CANCELLED BY MEMBERS ON ACCOUNT OF DISCIPILINARY REASONS
SR.
NO
STATUS AUTHORISED PERSON CANCELLATION DETAILS
DATE REASON
1 NA NA NA



IN ABSENCE OF RESPONSE/COMPLAINT NOT ADDRESSED TO YOUR SATISFACTION, YOU MAY LODGE A COMPLAINT WITH
BSE BSE CSR eCOMPLAINT
NSE NSE NICE PLUS
CDSL CDSL Grievances
SEBI SEBI SCORES


Please Quote your Service Ticket/Complaint Ref No. while raising your complaint at SEBI SCORES/Exchange Portal.

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INVESTOR COMPLIANT: grievance@wealthfirst.biz
                                 NSE MEMBERSHIP NO. 13463 (SEBI REG NO. INZ000018333) | BSE MEMBERSHIP NO. 6253 (SEBI REG NO. INZ000018333)
                                 CDSL DP ID : 12072300 (SEBI REG NO. IN-DP-258-2016) CIN NO: L67120GJ2002PLC040636 
                                 FOR INVESTORS COMPLAINT : complain1@wealthfirst.biz
                                COMPLIANCE OFFICER : NIKHIL JAIN MOB. +919979854314
Complaints
                                 EMAIL- compliance@wealthfirst.biz / nikhil@wealthfirst.biz
                                 CUSTOMER CARE NO. 079-40240000
                                 TIMINGS 9 AM -7 PM (ON MONDAY - FRIDAY EXCEPT HOLIDAYS)
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