137/1, Ferns Meadows, Bileshivale, Bengaluru 560077

Complaints Disclosure

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How to Raise a Concern or File a Complaint

SEBI mandates all Registered Investment Advisers (RIAs) to display the status of investor complaints on their website. Investors may first contact the Investment Adviser directly for any complaint or grievance.

Complaints may be sent to: info@investantra.com


1. Data for the Month Ending – February 2026

Complaint status for the month ending February 2026
Sr No Received From Pending as of Last Month Received Resolved* Total Pending# Pending Complaints > 3 months Average resolution time (days)
1 Directly From Investors 0 0 0 0 0 0
2 SEBI (SCORES) 0 0 0 0 0 0
3 Other Sources 0 0 0 0 0 0
Total 0 0 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.
^ Average Resolution time is the sum total of time taken to resolve each complaint in days in the current month divided by the total number of complaints resolved in the current month.


2. Trend of Monthly Disposals of Complaints for FY 2025-26

Trend of monthly disposals of complaints for financial year 2025-26
Sr No Month Carried Forward from Last Month Received Resolved* Pending#
1 April 2025 0 0 0 0
2 May 2025 0 0 0 0
3 June 2025 0 0 0 0
4 July 2025 0 0 0 0
5 August 2025 0 0 0 0
6 September 2025 0 0 0 0
7 October 2025 0 0 0 0
8 November 2025 0 0 0 0
9 December 2025 0 0 0 0
10 January 2026 0 0 0 0
11 February 2026 0 0 0 0
12 March 2026 0 0 0 0
Total 0 0 0 0

3. Trend of Yearly Disposals of Complaints

Trend of yearly disposals of complaints
Year Carried Forward Received Resolved* Pending#
2022-23 0 0 0 0
2023-24 0 0 0 0
2024-25 0 0 0 0
2025-26 0 0 0 0

4. Disclosure wrt compliance with Annual Compliance Audit

Disclosure with respect to compliance with annual compliance audit
Sr No Year Compliance Audit Link to Audit Report Remarks
1 2024-25 Not Applicable - Registration obtained on Oct 08, 2025.
2 2025-26 Pending / To be updated after completion - None

5. SEBI Registration Details

Trade Name: Investantra
Name of Investment Adviser: S Roshan Valiathan
SEBI Registration Number: INA000021128
BSE Enlistment Number: 2352
Type of Registration: Individual
Validity of Registration: Perpetual

Address:

137/1, Ferns Meadows,
Bileshivale, Bengaluru - 560077,
Karnataka

Contact Number: +91 87470 02000
Email: info@investantra.com

Principal Officer: S Roshan Valiathan
Compliance Officer: S Roshan Valiathan