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AMFI Registered Mutual Fund DistributorARN-126150

Fortunate Investments
Investor Protection

Grievance Redressal

We take client complaints seriously. Here is how you can raise one, and what to do if it isn't resolved to your satisfaction.

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Redressal Process.

A clear, step-by-step framework to ensure your grievances are heard, acknowledged, and resolved promptly.

Lodge a Complaint Online

Last Updated:

See also the full Investor Charter for your rights.

Level 1 - Contact us directly

Write to our Grievance Redressal Officer with your complaint details, folio/transaction reference (if any), and contact information. We acknowledge every complaint within 3 working days and resolve it within 15 working days.

Level 2 - The concerned AMC

If unresolved, contact the Investor Relations / Customer Care team of the AMC whose scheme the complaint relates to, or its registrar (CAMS / KFintech).

Level 3 - AMFI Helpline (IGRC)

Escalate to AMFI's Investor Grievance Redressal Cell - email igrc@amfiindia.com or call 1800-270-7000 - quoting our ARN.

Level 4 - SEBI SCORES

Lodge your complaint with SEBI through the SCORES (SEBI Complaints Redress System) platform at scores.sebi.gov.in, or call 1800-266-7575.

Level 5 - SMART ODR

If you remain dissatisfied, initiate online conciliation / arbitration through the SMART ODR (Online Dispute Resolution) portal at smartodr.in.

Grievance Officer / Contact

Name
Mehul Balubhai Patel
Designation
Proprietor & Grievance Redressal Officer
ARN
126150
Phone
+91 9712935455
Email
contact@fortunateinvestments.co.in
Address
E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat - 395007, Gujarat, India
Working hours
Monday to Saturday, 10:00 AM - 6:00 PM
Acknowledgement
Within 3 working days
Resolution
Within 15 working days at Level 1
Escalation

5-level escalation matrix

LevelEscalate ToContact DetailsTimeline
Level 1Mehul Balubhai Patel (Grievance Redressal Officer)See contact details on the Grievance Redressal page15 working days
Level 2Concerned AMCAMC Investor Relations / Customer Care15 working days
Level 3AMFI Helpline (IGRC)igrc@amfiindia.com · 1800-270-7000 (Toll Free)30 days
Level 4SEBI SCORESscores.sebi.gov.in · 1800-266-7575As per SEBI
Level 5SMART ODRsmartodr.in - online conciliation and arbitrationAs per ODR
Service standards

Turnaround times

Service / ActivityTypical Turnaround
Complaint acknowledgement3 working days
Complaint resolution15 working days
Consolidated Account Statement (CAS) on request5 working days
Redemption proceeds credited to your bank accountT+3 working days (AMC-dependent)
KYC modification (address, bank, nominee)Processed by the KRA, typically within 30 days
SIP registration / cancellationEffective from the next SIP cycle after notice