Grievance Redressal
How to raise a complaint with us, our response timelines and escalation options.
We aim to resolve every concern quickly and fairly. If you are not satisfied with any service provided by Patni Investmart, please follow the escalation steps below.
Grievance contact
Phone: +91 93992 33248
Email: patniadvisors@gmail.com
Address: S-250, BDA Complex, 7 No. Stop, Shivaji Nagar, Bhopal, Madhya Pradesh 462016
Hours: Monday to Saturday, 9:00 AM to 6:00 PM
Escalation matrix
| Level | Contact | Details | Timeline |
|---|---|---|---|
| Level 1 | Customer Service / Grievance Officer Veerendra Kumar A D | +91 93992 33248 patniadvisors@gmail.com | Acknowledgement within 2 working days; resolution within 7 working days |
| Level 2 | Principal Officer Yogesh Jain (ARN holder) | patniadvisors@gmail.com Subject: "Escalation - Level 2" | Resolution within 15 working days |
| Level 3 | AMC / Registrar / Insurer | Grievance cell of the respective AMC, RTA (CAMS, KFintech) or insurer | As per their charter |
| Level 4 | SEBI SCORES | scores.sebi.gov.in | 21 calendar days as per SEBI |
| Level 5 | SMART ODR | smartodr.in for online conciliation and arbitration | As per SEBI ODR circular |
How to write to us
- Your full name, PAN (last 4 digits only), registered mobile and email.
- Folio, policy or application number, if any.
- A clear description of the issue with dates and supporting documents.
Insurance complaints
For insurance-related complaints that remain unresolved by the insurer, you may approach IRDAI through Bima Bharosa or the Insurance Ombudsman.
SEBI SCORES
SCORES is SEBI's online complaint redress system. You can lodge a complaint at scores.sebi.gov.in or through the SEBI SCORES mobile app. Please approach us first; SCORES generally requires that the complaint has been taken up with the entity concerned.