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Investor Awareness Month initiative by SEBI
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Contact & investor grievance
A contact page is not a form and a phone number. It is the record of who is answerable for what, how long each answer should take, and which regulator to go to when the answer does not come. All of that is on this page, in the order you would need it.
We will never ask you for your password, your OTP or your PIN. No employee of ours has any reason to ask for them, by phone, by e-mail, by message or in person, and nobody from here will ever ask you to install a screen-sharing or remote-access application. We do not offer any assured or guaranteed return, we do not accept money into any account other than the designated client bank accounts published on this site, and we do not operate any trading or tips group on messaging platforms. If anyone contacts you claiming otherwise in our name, treat it as fraudulent, do not act on it, and report it to us at grievance@yuktibroking.com and to the exchange.
Most delays happen because a message reaches the wrong desk and has to be forwarded. Answer these and you will get the right address, the right number and an honest expectation of how long it should take.
This routes you to a desk. It does not take a view on your query, and choosing the complaint route does not mean we agree that something went wrong: it means the complaint is logged, tracked and reported, which is what the process requires.
An application stuck part way through, or a modification that has not gone through, is quickest to settle on the line. Call 022-352207658 with your application or client code and the registered mobile number to hand. If the matter is a change of registered mobile number or e-mail, expect verification that cannot be shortened, because that change is what every alert and every one-time password depends on.
This routes you to a desk and takes no view on your query. If you want the matter entered in the grievance register, choose the last option above or write to grievance@yuktibroking.com directly. Contact details shown are to be confirmed against the published versions.
Knowing which desk owns a question saves a day. Each tab says what the desk can settle on its own, what it has to send elsewhere, what to have in front of you before you call, and how long a reply should take.
The general service desk. It can answer most questions outright and knows which desk owns the rest, so starting here is rarely wasted even when the matter belongs elsewhere.
It cannot register a formal complaint on your behalf in the way the grievance address does, and it cannot discuss an account with anybody other than the holder or a person the holder has authorised in writing.
Telephone numbers, e-mail addresses, office hours and the reply times shown are our own service standards and are to be confirmed against the published versions. They are not a substitute for the timelines prescribed by the regulator and the exchanges for specific activities, which are set out in the investor charter further down this page and in the circulars in force at the relevant time.
The registered office is the address on record with the Registrar of Companies and is the one to use for any formal or legal notice. The administrative office is where day to day post should go. They are not the same address, and sending a legal notice to the wrong one causes real delay.
Use this address for: legal notices, statutory correspondence and anything addressed to the company rather than to a department.
Use this address for: physical documents, cheques, signed forms and anything the servicing team has asked you to post.
A full list of branches and of the authorised persons registered with the exchanges in our name, with the address and the registration number of each, is published and kept current. Anybody acting for us must appear on that list. If somebody does not, they are not ours, and we would like to know.
Always verify: an authorised person's registration number against the exchange's own database before handing over money or documents.
Telephone and chat run on exchange trading days from 9:15 am to 4:00 pm. The dealing desk takes live orders from 9:15 am to 3:30 pm. E-mail desks run Monday to Friday, 9:30 am to 6:00 pm. We are closed on exchange trading holidays, and the list of those is published by the exchanges each year.
Out of hours: write rather than call. An e-mail timestamped out of hours is still logged at the time you sent it.
For documents and servicing, visit the administrative office in Ahmedabad. For a legal notice, use the registered office in Mumbai. Call +91 77409 44944 first so that whoever can answer your question is there. Bring photo identity and, if the matter concerns your account, something showing your client code. We cannot discuss an account with anybody other than the holder, or a person the holder has authorised in writing.
Accessibility: if you need assistance to visit, tell us when you call and we will arrange it.
If reaching us through the ordinary channels is difficult, say so in your first message and the matter is handled directly rather than through the queue. Call Ms. Akansha More on 022-352207658 or write to bo@investeria.in. There is no form to fill in and no eligibility to prove.
Also available: statements and notices in a larger print format, on request.
If a level does not answer you within the time shown, you are entitled to go to the next one without asking anybody's permission, and you do not need to have exhausted a level to be polite about it. Levels four and five are outside our building.
| Level | Who | Contact | Reply within |
|---|---|---|---|
| Level 1 Client servicing | Ms. Akansha More Client Servicing | bo@investeria.in 022-352207658 | T+1 working day |
| Level 2 Head of client servicing | Mr. Jitendra Dasvani Head of Client Servicing | dp@investeria.in +91 77409 44944 | T+3 working days |
| Level 3 Compliance Officer | Mr. Pradip Dutt Compliance Officer, as designated under the regulations | compliance@yuktibroking.com +91 77409 44944 | T+7 working days |
| Level 4 Chief Executive Officer | Mr. Sanjay Kotak Chief Executive Officer | sanjay.kotak@investeria.in 079-49199817 | T+10 working days |
| Level 5 Outside us | The exchange, SEBI SCORES, or the SMART ODR portal Independent of us entirely | See the section below | Per the regulator's own timeline |
The names, telephone numbers and e-mail addresses in this matrix are the ones that govern, and are kept current. The reply times at levels one to four are our own service standards. The overall period within which a complaint must be resolved, and the point at which it may be taken to the regulator or to arbitration, are prescribed by SEBI and the exchanges and are set out in the circulars in force at the relevant time rather than quoted here.
Nothing here requires a lawyer, a format or a fee. What it does require is that the complaint identifies you, says what happened and when, and says what you want done about it.
Send it to grievance@yuktibroking.com, or post it to the administrative office marked for the attention of the Compliance Officer. Either route enters the same register. A telephone call does not, so follow a call with something in writing.
Your name, client code, registered mobile and e-mail, the date and time of what happened, the security and order or trade number if there is one, and what you are asking for. Attach the contract note or the statement rather than describing it.
An acknowledgement carrying a unique complaint reference number comes back to your registered e-mail. Keep it: every later message about the matter should quote it, and it is what the exchange or SEBI will ask you for.
We look at the order and trade logs, the recorded line if there was a call, and the audit trail, and reply in writing with what we found. If we were wrong, the reply says so and says what we are doing. If we were not, it says why, with the evidence.
Go up the matrix. You do not need our agreement to escalate, and escalating does not close or prejudice anything already open. Quote the reference number so the next level starts from the file rather than from the beginning.
The exchange, SEBI through SCORES, and the SMART ODR portal are all open to you, and none of them require our permission or our cooperation to use. The routes are set out immediately below, with what each one is for.
Each exchange runs its own investor grievance mechanism for complaints against its members, with an investor service centre and a published procedure. A complaint filed there is taken up with us by the exchange directly, and it can proceed to arbitration under the exchange's rules if it is not resolved.
Where: NSE, BSE, MCX or CDSL, for the exchange or depository the matter is with.
SCORES is the regulator's own complaints system. You register, lodge the complaint against the entity, and track it through to disposal, with SEBI taking it up with us and with the exchange. It is free, it is online, and your complaint and our reply are both on the record.
Where: scores.sebi.gov.in, and the SEBI toll-free helpline numbers published on sebi.gov.in.
The online dispute resolution portal takes a dispute that the ordinary complaint process has not settled into conciliation and, failing that, into arbitration, conducted online by independent institutions. It is the route for a matter that is genuinely disputed rather than simply unanswered.
Where: smartodr.in. Use it after the complaint has been raised with us, as the framework requires.
The sequence in which these may be used, the periods within which a complaint must first be raised with us, and the circumstances in which a matter may be referred to conciliation or arbitration are governed by the SEBI and exchange circulars in force at the relevant time. The links above are to the official sites, where the current procedure is published. Nothing on this page limits any right you have.
The charter is prescribed by the regulator and sets out what a stock broker must provide, within what period, and what an investor may expect and is expected to do. This is a summary of it in plain words; the full text as prescribed is linked in the documents section.
A copy of everything you signed, the rights and obligations document, the risk disclosure document and our policies and procedures, at the time of account opening and again whenever you ask. A contract note for every trading day on which you dealt, and statements of your account and of your holdings.
If any of it has not reached you: ask. There is no charge for a copy of your own records.
Brokerage and every statutory levy itemised on the contract note rather than rolled into one figure, the tariff disclosed before you are charged under it, and notice of any change. Nothing may be levied that has not been disclosed to you.
Check: the charges on a contract note against the tariff. A difference is worth raising the same week.
Client funds are kept in designated client bank accounts and are not to be used for any purpose other than yours. Your securities are held in your own demat account. Settlement of funds and securities is to be made to you within the periods prescribed, and you may ask for your balance at any time.
Never: transfer money to any account other than the designated client bank accounts published by us.
The exchange sends you details of your trades and the depository sends you a statement of your holdings, both directly, without us in between. Keep your mobile number and e-mail current with us so those reach you, because they are how you would find out if something were wrong.
Act on it: if an exchange message describes a trade you did not place, raise it that day.
A grievance redressal mechanism with a dedicated address, an acknowledgement with a reference number, an answer within the prescribed period, and a route to the exchange and to SEBI that does not depend on us. All of that is set out above and none of it is discretionary.
And: access to arbitration and to online dispute resolution where a matter remains disputed.
Deal only through a registered intermediary, read what you sign, keep your contact details current, never share your password or OTP with anybody including us, check your contract notes and statements, and do not act on an assured return offered by anybody, because nobody in this market can give you one.
The one that matters most: never share an OTP. Nearly every unauthorised transaction starts there.
| Activity | What you should receive | Within | Where the period is prescribed |
|---|---|---|---|
| Account opening | Client code, a copy of all executed documents and the welcome kit | As prescribed | SEBI and exchange circulars |
| Contract note | A note for every day on which you traded, itemising charges | As prescribed | SEBI and exchange circulars |
| Statement of accounts | Funds and securities, at the prescribed frequency | As prescribed | SEBI and exchange circulars |
| Settlement of running account | Transfer of the credit balance to your bank account | As prescribed | SEBI and exchange circulars |
| Change of registered details | Confirmation of the change to the old and the new contact | 2 working days | Our own service standard |
| Closure of account | Closure, with funds and securities settled | 7 working days | Our own service standard |
| Acknowledgement of a complaint | A reference number at your registered e-mail | T+1 working day | Our own service standard |
| Resolution of a complaint | A written answer with the findings | As prescribed | SEBI and exchange circulars |
Where this table says "as prescribed", the period is the one laid down by SEBI or by the exchange and amended by circular from time to time. It is deliberately not quoted here, because a figure printed on a web page goes out of date and a reader who relies on it is worse off than one who checks. The current periods are in the investor charter as prescribed, linked in the documents section below.
Every registered broker must publish how many complaints it received, how many it resolved and how long it took, month by month. It is the one number on a broker's website that is genuinely comparable between firms, and it is worth reading before you open an account anywhere.
| Received from | Pending at the start | Received | Resolved | Pending at the end | Pending over three months | Average resolution time, days |
|---|---|---|---|---|---|---|
| Directly from investors | 0 | 0 | 0 | 0 | 0 | 0 |
| SEBI, through SCORES | 0 | 0 | 0 | 0 | 0 | 0 |
| Stock exchanges | 0 | 0 | 0 | 0 | 0 | 0 |
| Depository | 0 | 0 | 0 | 0 | 0 | 0 |
| Other sources, including courts | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 | 0 | 0 |
For the month of November 2026.
The format of this table, the sources to be shown, the frequency of the update and the place on the site where it must appear are prescribed by SEBI and the exchanges. The figures are to be filled in from the complaints register each period and must agree with what is reported to the exchange. A table showing zeroes where the register shows complaints is itself a reportable failure.
Every number below can be checked against the register of the body that issued it, and we would rather you did. A broker's registration number is meant to be verified, not admired, and the SEBI and exchange databases are public and free.
| Name of the bank account | Bank name | A/C no. | IFSC code |
|---|---|---|---|
| Investeria Financial Services Pvt Ltd – UCNBA (Upstream) | HDFC Bank Ltd | 57500001483261 | HDFC0000060 |
| Investeria Financial Services Pvt Ltd – DSCNBA (Downstream) | HDFC Bank Ltd | 57500001483274 | HDFC0000060 |
Client payments
Scan the code to pay Investeria Financial Services. The UPI ID is investeria.brk@validhdfc. Send money only to this ID.
These are the ones that govern the relationship. Several are the documents you accepted at account opening and may not have read since, which is normal, and all of them are worth ten minutes when something is in dispute.
Each tile opens the page where that document is published. Where a document is prescribed in a particular format by SEBI, the exchanges or the depository, the prescribed format governs and the description here is only a plain-language summary of it.
These are the standing advisories the exchanges and the depositories require to be displayed. They are short, they are not boilerplate, and every one of them exists because somebody lost money for want of knowing it.
These advisories are summaries in plain language of the messages prescribed by SEBI, the exchanges and the depositories, which are amended from time to time. The prescribed wording, where there is one, governs, and the current text is published on the sites of SEBI, the exchanges and the depository.
Use this for anything that is not urgent. If something is blocking you right now, telephone instead. If you want a complaint recorded in the register, choose that topic below, or write directly to the grievance address.
A message to grievance@yuktibroking.com is logged against a reference number, counted in the data published above, and visible to the Compliance Officer from the moment it lands. That record is worth having, and it costs you nothing to create it.
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Support is the ordinary service desk and handles questions. Grievance is a dedicated address, required of every registered broker, through which a complaint is entered in a register, given a unique reference number, counted in the data we must publish, and brought to the Compliance Officer's attention. The same words sent to the two addresses can produce the same answer, but only one of them creates a record that the exchange and SEBI can see. If you want the matter on the record, use grievance@yuktibroking.com.
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No. The matrix is the order in which a matter would ordinarily travel, not a queue you must stand in. If a level has not answered within the time shown, or has answered in a way you do not accept, you may go to the next one, and you may write to the Compliance Officer directly at any point. You also do not need our agreement, or our silence, before going to the exchange or to SEBI. Quoting the reference number simply means the next person starts from the file rather than from scratch.
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The acknowledgement should reach you the next working day. The period within which the complaint itself must be resolved is prescribed by SEBI and the exchanges and is deliberately not quoted on this page, because a figure printed here would be wrong the first time it changed. It is published in the investor charter and in the circulars in force, both of which are linked above. If the period has passed and nothing has come, that is itself the reason to escalate.
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Hang up and telephone the number published on this page rather than any number the caller gives you. We will never ask for your password, your one-time password or your PIN, we will never ask you to install a screen-sharing or remote-access application, and we will never ask you to move money to an account other than the designated client bank accounts published here. Any person acting for us must appear in the branch and authorised person list, with a registration number you can check against the exchange's own database. If a caller fails any of those tests, treat it as fraudulent, and please tell us at grievance@yuktibroking.com so we can report it.
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Yes, and it goes through exactly the same channel. An authorised person registered in our name acts for us, and a complaint about one is a complaint about us. Use the grievance address, name the person and the location, and give the registration number if you have it. You may equally take it to the exchange that the authorised person is registered with, which maintains the register and has its own mechanism.
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SCORES is the complaints system that SEBI itself runs. You register, lodge the complaint against the entity, and track it to disposal, with SEBI taking it up with us and with the exchange. It is free and it is online. The framework expects you to have raised the matter with us first, which is reasonable, since a complaint we have never seen cannot have been mishandled by us. Beyond that, it is yours to use whenever you judge the internal process has run its course.
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SCORES is for a complaint that has not been answered or has been answered badly. SMART ODR is for a dispute, where the facts or the amount are genuinely contested and somebody has to decide between two accounts of events. It takes the matter into online conciliation and, if that does not settle it, into online arbitration conducted by independent institutions. Use it where there is money in dispute rather than an answer missing.
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Because we have no way of knowing who you are otherwise, and the alternative is a firm that discusses accounts with whoever telephones and sounds confident. We will discuss an account only with its holder, or with somebody the holder has authorised in writing. It is the same reason we cannot act on an instruction from an e-mail address that is not the registered one, however plainly it is you writing.
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Through the modification process, which requires verification, because the registered contact details are what every alert, every one-time password and every independent statement from the exchange and the depository is sent to. Changing them is therefore the single most sensitive change on an account, and it is deliberately not a two-click operation. Confirmation of the change is sent to both the old and the new contact, so that an unauthorised change is visible to you immediately.
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The tariff sheet is published and linked in the documents section, and every charge is itemised on the contract note rather than rolled into a single figure. If a charge on a contract note does not match the tariff, raise it in the same week, quoting the contract note number and the specific line. A difference is nearly always an explicable one, and the ones that are not are exactly what the grievance register exists to catch.