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 – April 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 2026-27
| Sr No | Month | Carried Forward from Last Month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | April 2026 | 0 | 0 | 0 | 0 |
| 2 | May 2026 | 0 | 0 | 0 | 0 |
| 3 | June 2026 | 0 | 0 | 0 | 0 |
| 4 | July 2026 | 0 | 0 | 0 | 0 |
| 5 | August 2026 | 0 | 0 | 0 | 0 |
| 6 | September 2026 | 0 | 0 | 0 | 0 |
| 7 | October 2026 | 0 | 0 | 0 | 0 |
| 8 | November 2026 | 0 | 0 | 0 | 0 |
| 9 | December 2026 | 0 | 0 | 0 | 0 |
| 10 | January 2027 | 0 | 0 | 0 | 0 |
| 11 | February 2027 | 0 | 0 | 0 | 0 |
| 12 | March 2027 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 |
3. 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 |
| 2026-27 | 0 | 0 | 0 | 0 |
4. Disclosure wrt 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