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. | — | 9513135357 | broking.compliance@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 | 9513870003 | ceo.broking@fisdom.com |
| 2. | Anand Dalmia | Whole Time Director | 9886083327 | ask@fisdom.com |
| 3 | Krishna Jakkula | Compliance Officer | 9513135357 | 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/
