Complaint Data to be displayed by Portfolio Managers
Format for investor complaints data to be disclosed by Portfolio Managers on their website on monthly basis:
Data for the month ending – November 2024
| 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 | 0 |
| 2 | SEBI Scores | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 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 | At the beginning of the month | Received during the month | Resolved during the month | Pending at the end of the month | Reasons for pendency |
|---|---|---|---|---|---|---|
| 1 | November 2024 | 0 | 0 | 0 | 0 | 0 |
| 2 | October 2024 | 0 | 0 | 0 | 0 | 0 |
| 3 | September 2024 | 0 | 0 | 0 | 0 | 0 |
| 4 | August 2024 | 0 | 0 | 0 | 0 | 0 |
| 5 | July 2024 | 0 | 0 | 0 | 0 | 0 |
| 6 | June 2024 | 0 | 0 | 0 | 0 | 0 |
| 7 | May 2024 | 0 | 0 | 0 | 0 | 0 |
| 8 | April 2024 | 0 | 0 | 0 | 0 | 0 |
| 9 | March 2024 | 0 | 0 | 0 | 0 | 0 |
| 10 | February 2024 | 0 | 0 | 0 | 0 | 0 |
| 11 | January 2024 | 0 | 0 | 0 | 0 | 0 |
| 12 | December 2023 | 0 | 0 | 0 | 0 | 0 |
| 13 | November 2023 | 0 | 0 | 0 | 0 | 0 |
| 14 | October 2023 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous months resolved in the current month. # Inclusive of complaints ending 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 | FY22-23* | 0 | 0 | 0 | 0 |
| 2 | FY23-24 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous years resolved in the current year.
## Inclusive of complaints pending as on the last day of the year.
*Please note: SEBI Registration Number valid only from 22nd September 2023 for Courser Park Advisors LLP.
Disclaimer: Courser Park Advisors LLP is registered with SEBI as a Portfolio Manager (SEBI Registration number: INP000008303, valid from 22nd September 2023) and is governed by its rules & regulations. Corporate Identification number: ACA-0170. Registered office address: 23, Shaktikunj, 31st Main, J P Nagar 6th Phase, Bengaluru 560078, Karnataka. Place of business: “Jai Ganesh”, No 633, IVth Cross, 100’ Road, III Block, Koramangala, Bangalore, Karnataka – 560034. We operate from Bangalore and do not have any other branches in India / abroad.
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