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
- Confirm your PAN Number and select your resident status.
- Verify email and mobile via OTP.
- Connect to Digilocker to provide documents PAN and Aadhaar. If you are unable to connect you can manually provide address proof and PAN documents.
- Provide personal details like Fathers Name, Mothers Name, Gender, Marital Status, Occupation and other necessary personal details.
- Provide bank details which will be verified using penny verification.
- Provide signature.
- Allow location access for confirming location inside India. Capture a selfie.
- Confirm the Declarations and Segments including trading experience.
- 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
- Kindly use ticket number in all your correspondence
- To Track the complaint or to know the status of the complaint please write on grievances@fisdom.com with your Ticket Number.
- For escalation of complaint click at https://www.fisdom.com/customer-service/
Details of Authorised Person
| Sr. No. | Authorised Person’s Name | Authorised Person Code (Exchange wise) |
Constitution | PAN | Status | |
| BSE | NSE | (Approved /Cancelled) | ||||
| 1 | SIKHA DAS | AP01669601141617 Dtd. 22/03/2022 | AP3105000011 (CM, FO, CD) Dtd. 23/03/2022 |
Individual | CAYPD2905F | Approved |
| 2 | MEGHAL RAMESH POTDAR | AP01669601143662 Dtd. 27/05/20222 | Cancelled | Individual | AHUPP3216E | Approved |
| 3 | KAVITA SUNIL BHOSALE (RP CONSULTANCY) |
AP20221109134395 Dtd. 10/11/2022 |
AP3105000061 (CM, FO, CD) Dtd. 07/11/2022 |
Individual | AITPB6766D | Approved |
| 4 | PHOENIX FINANCIAL SERVICES | AP01669601150288 Dtd. 23/02/2023 | AP3105000102 (CM, FO, CD) Dtd. 22/02/2023 |
Partnership | ABCFP7952M | Approved |
| 5 | YASH SUBHASH SHINDE | Cancelled | AP3105000151 (CM, FO, CD) Dtd. 06/06/2023 |
Individual | NNFPS1448H | Approved |
| 6 | LATHA SUBAKUMAR (SUBA FINWIN) |
AP01669601152921 Dtd. 23/06/2023 | AP3105000181 (CM, FO, CD) Dtd. 28/06/2023 |
Individual | ACTPL9870A | Approved |
| 7 | ANITA SUNIL PARAKH | AP01669601152914 Dtd. 23/06/2023 | AP3105000201 (CM, FO, CD) Dtd. 13/07/2023 |
Individual | AFIPP6077K | Approved |
| 8 | GOPALAKRISHNA H S | AP01669601153025 Dtd. 28/06/2023 | AP3105000211 (CM, FO, CD) Dtd. 02/07/2023 |
Individual | AIIPG9215D | Approved |
| 9 | Jothi Daga | Not Registered | AP3105000231 (CM, FO) Dtd. 06/03/2024 |
Individual | AEKPB3214M | Approved |
| 10 | MOHD FAREED KHAN | AP20241105154011Date : 13/11/2024 | AP3105000251 (CM, FO) Dtd :06-NOV-24 |
Individual | DZBPK0162C | Approved |
| 11 | MUNWAR JAY PRAFUL | Not Registered | AP3105000261 (CM) Dtd :13-NOV-24 |
Individual | DJWPM3924H | Approved |
| 12 | PRATIKSHA PRAMOD DUBEY | Not Registered | AP3105000271 (CM) Dtd : 02-DEC-24 |
Individual | BCGPD0308F | Approved |
| 13 | DHARMESHBHAI PATEL | Not Registered | AP3105000301 (CM) Dtd :24-DEC-24 |
Individual | AJSPP6321N | Approved |
| 14 | POOJA RAHUL GUPTA | Not Registered | AP3105000281 (CM) Dtd :17-DEC-24 |
Individual | BXGPG9929N | Approved |
| 15 | JAY RAKESH SHAH | Not Registered | AP3105000311 (CM) Dtd : 01-JAN-25 |
Individual | GAJPS5250P | Approved |
| 16 | SAROJ CHANDRAKANT PAKDANE | Not Registered | AP3105000291 (CM) Date :23-DEC-24 |
Individual | CHRPP8930L | Approved |
| 17 | RAHUL SHARMA | Not Registered | AP3105000321 (CM) Dtd : 29-JAN-25 |
Individual | BDQPS1928H | Approved |
| 18 | RABITA KUMARI | Not Registered | AP3105000331 (CM) Dtd : 29-JAN-25 |
Individual | DUWPK6369B | Approved |
| 19 | VAHIDA TABASSUM MUSTQIN KHAN | Not Registered | AP3105000341 (CM) Dtd : 04-FEB-25 |
Individual | ERNPK9867H | Approved |
| 20 | POOJA RAHUL GUPTA | Not Registered | AP3105000281 Reg. Date :17-DEC-24 | Individual | BXGPG9929N | Approved |
| 21 | RAM MOHAN CHOUDHARY | Not Registered | AP3105000351 (CM) Dtd :13-FEB-25 |
Individual | AWYPC5062E | Approved |
| List of Authorised Persons (AP) Cancelled by Members on Account of Disciplinary Reasons | ||||
| Sr. No. | Authorised Person’s Name | Status | Authorised Person | |
| Date | Reason | |||
| NIL | ||||
