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 – Queens Paradise, No. 16/1, 1^st Floor, Curve Road, Shivaji Nagar, Bengaluru, Karnataka – 560051, India.	—	7506066873 / 9886083327	rajesh@fisdom.com / zaiba.begum@fisdom.com
		Correspondence Address : Kanakia Wall Street, Office Unit No. 1002, A Wing, 10th Floor, Andheri Kurla Road, Chakala, Andheri (East), Mumbai – 400 093.	—	8951949507	broking.compliance@fisdom.com
		—	1^st Floor, Wellesley House, Red Cross Place, Kolkata – 700 001.	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.

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

Registered Address

Terminal Details (Exchange Wise)

BSE

NSE

(Approved/ Cancelled)

Add

City

State

Pin code

Terminal Allotted (Y/N)

No. of Terminals

Sikha Das

AP01669601141617 Dtd. 22/03/2022

AP3105000011 Dtd. 23/03/2022

Individual

CAYPD2905F

Approved

Basirhat ITNDA Road,Near Jatadhari Petrol Pump Bowbazar Basirhat (M) Nother 24 Parganas

24 Parganas

Kolkata

743411

—

Meghal Ramesh Potdar

AP01669601143662 Dtd. 27/05/20222

AP3105000041 Dtd. 30/05/2022

Individual

AHUPP3216E

Approved

Narhari Nagar, Near Tapar Hostel Raja Peth Amravati Tapar Hostel Raja Peth, Amaravati

Mumbai

Maharashtra

400042

—

Kavita Sunil Bhosale (RP Consultancy)

Not Registered

AP3105000061 Dtd. 07/11/2022

Individual

AITPB6766D

Approved

3/24LAXMI CHAWLKRANTI NAGAR, 90 FEET ROAD,NEAR MSEB OFFICEBHANDUP EAST

Amaravati

Maharashtra

400042

Yes

—

Phoenix Financial Services

AP01669601150288 Dtd. 23/02/2023

AP3105000102 Dtd. 22/02/2023

Partnership

ABCFP7952M

Approved

FB/44 1st Floor, High Street, Kapurbawadi, Thane West, Mumbai

Mumbai

Maharashtra

400607

—

Amit J. Patadia

AP01669601150029 Dtd. 09/02/2023

AP3105000091 Dtd. 08/02/2023

Individual

AOQPP4539M

Approved

D-211 Sakshat Apartment Bakeri City, Shreenand Nagar, Vejalpur,

Ahmedabad

Gujarat

380051

—

Kusum Kedia

AP01669601150862 Dtd. 21/03/2023

AP3105000121 Dtd. 21/03/2023

Individual

ACXPA6355K

Approved

4B-1605 Dream Complex, L.B.S. Marg, Bhandup West, Bhandup

Mumbai

Maharashtra

400078

—

Jitendra Bhuraram Choudhary

AP01669601151357 Dtd. 18/04/2023

AP3105000131 Dtd. 18/04/2023

Individual

AVRPC1498A

Approved

Room No 101, House No 553 Sector – 1, Near Ganesh Mandir Nerul Rode, Nerul

Navi Mumbai

Maharashtra

400706

—

Yash Subhash Shinde

AP01669601152445 Dtd. 07/06/2023

AP3105000151 Dtd. 06/06/2023

Individual

NNFPS1448H

Approved

25/190 MHB Colony, Sarvoday Nagar, Jogeshwari East Mumbai

Mumbai

Maharashtra

400060

—

Latha Subakumar (SUBA FINWIN)

AP01669601152921 Dtd. 23/06/2023

AP3105000181 Dtd. 28/06/2023

Individual

NNFPS1448H

Approved

25/190 MHB Colony, Sarvoday Nagar, Jogeshwari East Mumbai

Mumbai

Maharashtra

400060

—

Mokkshi Viral Dalal

AP01669601152662 Dtd. 15/06/2023

AP3105000161 Dtd. 15/06/2023

Individual

COWPD0263A

Approved

103 Shyam Nirmal Heights Narsingh Lane, Opp. N. L. College, Malad West Mumbai

Mumbai

Maharashtra

400064

Yes

Anita Sunil Parakh

AP01669601152914 Dtd. 23/06/2023

AP3105000201

AFIPP6077K

Individual

Approved

GARAGE NO. 006VEET RAG 1 APARTMENTGROUND FLOOR,JAIN MANDIR ROAD,60 FEET ROAD,BHAYANDAR WEST

Thane

Maharashtra

401101

—

Gopalakrishna H S

AP01669601153025 Dtd. 28/06/2023

AP3105000211 Dtd. 02/07/2023

Individual

AIIPG9215D

Approved

HOUSE NO. 10, Shriharinear Ramamandir Hosahalli Shimoga SHIMOGA DIST

Shimoga

Karnataka

577202

—

Ved Swami

Not Registered

AP3105000221 Dtd. 21/09/2023

Individual

AOQPS5331G

Approved

B-203AVSHKAR GARDEN, POONAM VIHAR,mira-bhayander, mira road,near ayyappa mandir

Thane

Maharashtra

401107

Yes

—

Jothi Daga

Not Registered

AP3105000231 Dtd. 06/03/2024

Individual

AEKPB3214M

Approved

A-102 Anand Bhawan, V. P. Road, Sikka Nagar, Girgaon Ganesh Mandir, Girgaon, Mumbai-400 004.

Mumbai

Maharashtra

400004

—

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