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Regulatory Registration Details
DRCHOKSEY FINSERV PRIVATE LIMITED | CIN U67100MH2020PTC352816
| Segment | SEBI Registration Details | Other Registration Details | ||||
|---|---|---|---|---|---|---|
| Portfolio Management | Research | Research Analyst Administration and Supervisory Body (RAASB) | Investment Advisory | Investment Adviser Administration and Supervisory Body (IAASB) | ||
| Type of Registration | Non-individual | AMFI | ||||
| Registration No. | INP000007906 | INH000011246 | 5714 | INA000017903 | 1982 | ARN- 256167 |
| Validity of Registration | Mar 13, 2023 - Perpetual | Jan 16, 2023 - Perpetual | Jan 16, 2023 - Perpetual | Apr 24, 2023 - Perpetual | Apr 26, 2023 - Perpetual | Nov 03, 2022 - |
DRCHOKSEY SECURITIES PRIVATE LIMITED | U66190MH2024PTC429347
KRC Insurance Advisors Limited | CIN: U65910MH1988PLC047966
IRDA Registration | CA-0278
Registered & Corporate Address | 5th Floor, Abhishek Building, Behind Monginis Cake Factory, Off New Link Road, Andheri (West), Mumbai – 400058
Centralised Helpdesk | +91-22-66965513 | +91-22-66965524 | service@devenchoksey.com
Investor Grievances Email Id | grievance@devenchoksey.com
Principal Officer in Investment Advisory | vishal.shinde@devenchoksey.com
Disclosure Document Investment Advisory Services - Click here
Info about KYC Procedure
KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Portfolio Management Services, Investment Advisor, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.
Important Links
SEBI Online Complaint
Investor may submit their online complaint on the official SEBI Score website i.e Click Here
SEBI Physical Complaint
Office of Investor Assistance & Education , Securities & Exchange Board of India Plot No. C 4-A, G Block, Near Bank of India, Bandra Kurla Complex, Bandra (East), Mumbai, Maharashtra 400051
Online Dispute Resolution Portal can be accessed via following link:- Click Here
Master Circular for Online Resolution of Disputes - Click here
Code of Conduct for Mutual Fund Distributors - Click here
SEBI’s Mobile App on Personal Finance for investors
Disclosure Document Portfolio Management Services - Click here
PMS Fee Illustration - Click here
KYC Form & Agreement of Investment Advisor
- Investment Advisory Account Opening Form For Individual
- Investment Advisory Account Opening Form_Non Individual
- Investment Advisory Agreement
Investor Charter
| SEBI Investor Charter A | SEBI Investor Charter B |
|---|---|
| Portfolio Management Services | Portfolio Management Services |
| Investment Adviser | Investment Adviser |
| Research Analyst | Research Analyst |