VALUEGROW
INVESTMENT ADVISORS
Investor Charter in respect of Investment Adviser (IA)
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About Company
Vision and Mission Statements for investors
Invest with knowledge & safety.
Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
15+
Years In Business
1.5k
Happy Clients
2.5k
Projects Completed
150+
Trained Staff
Why Choose Us
Services Offered
Financial Planning
This service involves identifying investor's risk profile, financial goals & their time lines and suggesting a suitable asset allocation and financial plan to achieve the identified goals
Direct Equity Investment Advisory
This service involves advising on investment in direct equity shares for the long-term. We follow a fundamentals based approach with suggested investment period of 5+ years.
Compliance Status and Complaints Data
Complaints data for the month ending December 31, 2024
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved * | Total Pending # | Pending complaints> 3 months | Average Resolution time^ (in days) |
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | NA |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | NA |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | NA |
| Grand Total | 0 | 0 | 0 | 0 | 0 | NA |
Trend of annual disposal of complaints
| SN | Year | Carried forward from previous year | Received | Resolved* | Pending# |
| 1 | 2021-22 | 0 | 0 | 0 | 0 |
| 2 | 2022-23 | 0 | 0 | 0 | 0 |
| 3 | 2023-24 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.
Grievance Redressal/Escalation Matrix
| Designation | Name | Address | Contact No. | Working Hours | |
| Compliance Officer | Venkata Rekha Ampolu | C 1501, Lansum Etania Apartments, Puppalaguda, Hyderabadd-500089 | 9958446664 | venkata.rekha@valuegrow.in | Monday to Friday (except Holidays), 10 AM to 5 PM |
| Principal Officer | Tirumala Rao Ampolu | C 1501, Lansum Etania Apartments, Puppalaguda, Hyderabadd-500089 | 9871790325 | tirumala.rao@valuegrow.in | Monday to Friday (except Holidays), 10 AM to 5 PM |
Trend of monthly disposal of complaints
Sr. No. | Month | Carried forward from previous month | Received | Resolved* | Pending# |
| 1 | January 2024 | 0 | 0 | 0 | 0 |
| 2 | February 2024 | 0 | 0 | 0 | 0 |
| 3 | March 2024 | 0 | 0 | 0 | 0 |
| 4 | April 2024 | 0 | 0 | 0 | 0 |
| 5 | May 2024 | 0 | 0 | 0 | 0 |
| 6 | June 2024 | 0 | 0 | 0 | 0 |
| 7 | July 2024 | 0 | 0 | 0 | 0 |
| 8 | August 2024 | 0 | 0 | 0 | 0 |
| 9 | September 2024 | 0 | 0 | 0 | 0 |
| 10 | October 2024 | 0 | 0 | 0 | 0 |
| 11 | November 2024 | 0 | 0 | 0 | 0 |
| 12 | December 2024 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
Compliance Status
| Sr. No. | Financial Year | Compliance Audit Status | Remarks, If any |
| 1 | FY 2021-22 | Completed | None |
| 2 | FY 2022-23 | Completed | None |
| 3 | FY 2023-24 | Completed | None |
You may send details of your complaints to the investment adviser at md@valuegrow.in. In case you are not satisfied with our response you can lodge your grievance with SEBI at https://scores.sebi.gov.in. Online dispute redressal mechanism is now available in securities market. You may access the same at https://smartodr.in
We Are Business Who Cares, And it Shows
OVER 540 “5 STARS” REVIEWS AND CLIMBING
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Location & Contact
Regd. Office:
No. 4-60-5/4/1, Lawsons Bay Colony
Visakhapatnam-530017, A.P.
Phone No.: +91 98717 90325;
Email: md@valuegrow.in
Principal Advisor
Tirumala Rao Ampolu
Mobile No. +91 98717 90325
Email: tirumala.rao@valuegrow.in
Address of SEBI local office
2nd Floor, K Towers, D. No. 32-6-14D
T. N. Rao Street, Visalandhra Road
Prajashakti Nagar, Vijayawada-520010
VALUEGROW INVESTMENT ADVISORS PRIVATE LIMITED
CIN: U65999AP2016PTC103519
Registered as an Investment Adviser (Non-Individual) with SEBI;
Regn. No. INA200006910; Valid until cancelled
Statutory Warning: Investment in securities market are subject to market risks. Read all related documents carefully before investing.
Disclaimer: Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.