Grievance Redressal/ Escalation Matrix

SEBI Registration Details

Registered Name: “ANCY JACOB” Trade Name or Website: Portfoliozz Official Website Type of Registration: Research Analyst SEBI RA Registration Number: INH000020235 BSE RA Enlistment Number: SEBI RA List: SEBI Registered Research Analyst List BSE Enlisted RA: BSE Enlisted Research Analysts Validity: Apr 09, 2025 – Perpetual

Registered/Correspondence Office Address

Muttathu House, Kurisummood PO Changanacherry, Kottayam KERALA, 686104

Details of CEO/Head Customer Support

Name: ANCY JACOB Phone: +91 8714821606 Email: ancy.p.jacob@gmail.com

Important Notice

If you are dissatisfied with our services, kindly raise your initial complaint to ancy.p.jacob@gmail.com or contact +91 8714821606 If the issue remains unresolved after 7 days or if you are still not satisfied with our response, you have the option to escalate your concern to SEBI through the following channels:

SEBI Investor website and Saarthi App offer free tools and resources for Investor Awareness and Education

Visit the SEBI investor website at: SEBI Investor Website Download SEBI SaarThi App in Android: Download SEBI SaarThi Android App Download SEBI SaarThi App on iOS: Download SEBI SaarThi iOS App

To protect investors from unauthorized schemes and frauds due to impersonation

  1. Ensure that the Research Analyst (RA) service fees are paid exclusively to the bank account registered under the name of the Research Analyst (RA) and only through the verified RA website. Any payments made outside of these channels will be considered as payments for unregistered advisory services, and the RA will not entertain any obligations or complaints in such cases.
  2. Always request email communications related to payment invoices only from the RA’s registered email ID listed on the SEBI website under Research Analysts.
  3. Be sure to inform Research Analysts about any suspicious accounts.
  4. You can find the list of Research Analysts in India registered with SEBI and BSE here:  SEBI Registered Research Analyst List BSE Registered Research Analyst List
  5. As part of investor awareness and cautioning the public at large, the Exchange is publishing and updating all issued press releases on its website under the “Media Coverage and Press Releases issued to caution investors” heading.
  6. The links to view or refer to issued press releases on the Exchange website are given below:  BSE Media Releases BSE Investor Attention Notices
Visit the Investor Charter and Complaint Table at: Portfoliozz Investor Charter and Complaint Table