Regulatory Information

 Basic details

Stock Broker Name/DP Name	Registration Number	Registered Address	Branch Address(if any)	Contact Number	Email id
Finwizard Technology Private Limited	INZ000209036 IN-DP-572-2021	Registered Address – IndiQube Sapphire, 2nd Floor, No, 73/1, St Mark’s Road, Bangalore, Karnataka- 560001.	—	8951949332	finance@fisdom.com
		Correspondence Address : 17th Floor, VIOS Tower, Off Eastern Express Highway, Near Anik Nagar Bus Depot, Sewri-Chembur Road, Mumbai – 400 037.	—	8951949507	broking.compliance@fisdom.com
		—	Aawfis, 50, Chowringhee Road, Phase 2, 6th floor, Kolkata -700071.	9820352369	sunit.roy@fisdom.com

Key Managerial Personnel Details

Sr. No.	Name of the Individual	Designation	Mobile Number	Email Id
1.	Subramanya Venkata Sumukh	Whole Time Director & CEO	7400167405	ceo.broking@fisdom.com
2.	Anand Dalmia	Whole Time Director	9886083327	ask@fisdom.com
3	Krishna Jakkula	Compliance Officer	8951949507	broking.compliance@fisdom.com

Onboarding Steps & Flow

1. Confirm your PAN Number and select your resident status.
2. Verify email and mobile via OTP.
3. Connect to Digilocker to provide documents PAN and Aadhaar. If you are unable to connect you can manually provide address proof and PAN documents.
4. Provide personal details like Fathers Name, Mothers Name, Gender, Marital Status, Occupation and other necessary personal details.
5. Provide bank details which will be verified using penny verification.
6. Provide signature.
7. Allow location access for confirming location inside India. Capture a selfie.
8. Confirm the Declarations and Segments including trading experience.
9. Confirm all your details and proceed for eSign on the application form for opening of demat and trading account.

Offline Account Opening Process

• Connect to ask@fisdom.com
• Customer care to pass lead to Relationship Manager
• Fisdom RM to reach out prospect and explain product offerings
• Prospect to fill up form provided by Fisdom RM and provide required documents as required by regulator
• Upon account opening, welcome kit is sent to customer

Complaint filing flow

1. Kindly use ticket number in all your correspondence
2. To Track the complaint or to know the status of the complaint please write on grievances@fisdom.com with your Ticket Number.
3. For escalation of complaint click at https://www.fisdom.com/customer-service/

Details of Authorised Person