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.

Valuegrow Investment Advisors is founded by Mr. Tirumala Rao Ampolu, an NITW and IIM Calcutta alumni with over 20 years experience in private equity investment advisory and personal finance investment advisory service. We offer independent advise un-influenced by product commissions. Investor’s interest is always our priority and all advise is driven by investor’s interest.

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 October 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

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

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.

Trend of monthly disposal of complaints

Sr. No.	Month	Carried forward from previous month	Received	Resolved*	Pending#
1	November 2023	0	0	0	0
2	December 2023	0	0	0	0
3	January 2024	0	0	0	0
4	February 2024	0	0	0	0
5	March 2024	0	0	0	0
6	April 2024	0	0	0	0
7	May 2024	0	0	0	0
8	June 2024	0	0	0	0
9	July 2024	0	0	0	0
10	August 2024	0	0	0	0
11	September 2024	0	0	0	0
12	October 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

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under :

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

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