Basic details
| Stock Broker Name/DP Name |
Registration Number |
Registered Address |
Branch Address(if any) |
Contact Number |
Email id |
| Finwizard Technology Private Limited |
INZ000209036
IN-DP-572-2021 |
Registered Address – IndiQube Sapphire, 2nd Floor, No, 73/1, St Mark’s Road, Bangalore, Karnataka- 560001. |
— |
8951949332 |
finance@fisdom.com |
| Correspondence Address : 17th Floor, VIOS Tower, Off Eastern Express Highway, Near Anik Nagar Bus Depot, Sewri-Chembur Road, Mumbai – 400 037. |
— |
8951949507 |
broking.compliance@fisdom.com |
| — |
Aawfis, 50, Chowringhee Road, Phase 2, 6th floor, Kolkata -700071. |
9820352369 |
sunit.roy@fisdom.com |
Key Managerial Personnel Details
Onboarding Steps & Flow
- Confirm your PAN Number and select your resident status.
- Verify email and mobile via OTP.
- Connect to Digilocker to provide documents PAN and Aadhaar. If you are unable to connect you can manually provide address proof and PAN documents.
- Provide personal details like Fathers Name, Mothers Name, Gender, Marital Status, Occupation and other necessary personal details.
- Provide bank details which will be verified using penny verification.
- Provide signature.
- Allow location access for confirming location inside India. Capture a selfie.
- Confirm the Declarations and Segments including trading experience.
- Confirm all your details and proceed for eSign on the application form for opening of demat and trading account.
Offline Account Opening Process
- Connect to ask@fisdom.com
- Customer care to pass lead to Relationship Manager
- Fisdom RM to reach out prospect and explain product offerings
- Prospect to fill up form provided by Fisdom RM and provide required documents as required by regulator
- Upon account opening, welcome kit is sent to customer
Complaint filing flow
- Kindly use ticket number in all your correspondence
- To Track the complaint or to know the status of the complaint please write on grievances@fisdom.com with your Ticket Number.
- For escalation of complaint click at https://www.fisdom.com/customer-service/
Details of Authorised Person
| Sr. No. |
Authorised Person’s Name |
Authorised Person Code
(Exchange wise) |
Constitution |
PAN |
Status |
| |
|
BSE |
NSE |
|
|
(Approved /Cancelled) |
| 1 |
SIKHA DAS |
AP01669601141617 Dtd. 22/03/2022 |
AP3105000011 Dtd. 23/03/2022 |
Individual |
CAYPD2905F |
Approved |
| 2 |
MEGHAL RAMESH POTDAR |
AP01669601143662 Dtd. 27/05/20222 |
Cancelled |
|
|
|
| 3 |
Kavita Sunil Bhosale (RP Consultancy) |
AP01669601147757 Dtd. 10/11/2022 |
AP3105000061 Dtd. 07/11/2022 |
Individual |
AITPB6766D |
Approved |
| 4 |
PHOENIX FINANCIAL SERVICES |
AP01669601150288 Dtd. 23/02/2023 |
AP3105000102 Dtd. 22/02/2023 |
Partnership |
ABCFP7952M |
Approved |
| 5 |
AMIT J. PATADIA |
AP01669601150029 Dtd. 09/02/2023 |
AP3105000091 Dtd. 08/02/2023 |
Individual |
AOQPP4539M |
Approved |
| 6 |
KUSUM KEDIA |
AP01669601150862 Dtd. 21/03/2023 |
AP3105000121 Dtd. 21/03/2023 |
Individual |
ACXPA6355K |
Approved |
| 7 |
JITENDRA BHURARAM CHOUDHARY |
AP01669601151357 Dtd. 18/04/2023 |
AP3105000131 Dtd. 18/04/2023 |
Individual |
AVRPC1498A |
Approved |
| 8 |
YASH SUBHASH SHINDE |
AP01669601152445 Dtd. 07/06/2023 |
AP3105000151 Dtd. 06/06/2023 |
Individual |
NNFPS1448H |
Approved |
| 9 |
LATHA SUBAKUMAR (SUBA FINWIN) |
AP01669601152921 Dtd. 23/06/2023 |
AP3105000181 Dtd. 28/06/2023 |
Individual |
ACTPL9870A |
Approved |
| 10 |
MOKKSHI VIRAL DALAL |
AP01669601152662 Dtd. 15/06/2023 |
AP3105000161 Dtd. 15/06/2023 |
Individual |
COWPD0263A |
Approved |
| 11 |
ANITA SUNIL PARAKH |
AP01669601152914 Dtd. 23/06/2023 |
AP3105000201 Dtd. 13/07/2023 |
Individual |
AFIPP6077K |
Approved |
| 12 |
GOPALAKRISHNA H S |
AP01669601153025 Dtd. 28/06/2023 |
AP3105000211 Dtd. 02/07/2023 |
Individual |
AIIPG9215D |
Approved |
| 13 |
VED SWAMI |
Not Registered |
AP3105000221 Dtd. 21/09/2023 |
Individual |
AOQPS5331G |
Approved |
| 14 |
Jothi Daga |
Not Registered |
AP3105000231 Dtd. 06/03/2024 |
Individual |
AEKPB3214M |
Approved |
| 15 |
ASSETIAN FINCON PRIVATE LIMITED |
AP01669601164097 Date 14/10/2024 |
AP3105000243 21-Oct-2024 |
Corporate |
ABACA6510H |
Approved |
| 16 |
MOHD FAREED KHAN |
AP01669601165492 Date : 13/11/2024 |
AP3105000251 Reg. Date :06-NOV-24 |
Individual |
DZBPK0162C |
Approved |
| 17 |
MUNWAR JAY PRAFUL |
Not Registered |
AP3105000261 Reg. Date :13-NOV-24 |
Individual |
DJWPM3924H |
Approved |
| 18 |
PRATIKSHA PRAMOD DUBEY |
Not Registered |
AP3105000271 Reg. Date :02-DEC-24 |
Individual |
BCGPD0308F |
Approved |
| 19 |
DHARMESHBHAI PATEL |
Not Registered |
AP3105000301 Reg. Date :24-DEC-24 |
Individual |
AJSPP6321N |
Approved |
| 20 |
POOJA RAHUL GUPTA |
Not Registered |
AP3105000281 Reg. Date :17-DEC-24 |
Individual |
BXGPG9929N |
Approved |
| 21 |
JAY RAKESH SHAH |
Not Registered |
AP3105000311 Reg. Date :01-JAN-25 |
Individual |
GAJPS5250P |
Approved |
| 22 |
SAROJ CHANDRAKANT PAKDANE |
Not Registered |
AP3105000291 Reg. Date :23-DEC-25 |
Individual |
CHRPP8930L |
Approved |
| 23 |
RAHUL SHARMA |
Not Registered |
AP3105000321 Reg. Date :29-JAN-25 |
Individual |
BDQPS1928H |
Approved |
| 24 |
RABITA KUMARI |
Not Registered |
AP3105000331 Reg. Date :29-JAN-25 |
Individual |
DUWPK6369B |
Approved |
| 25 |
VAHIDA TABASSUM MUSTQIN KHAN |
Not Registered |
AP3105000341 Reg. Date :04-FEB-25 |
Individual |
ERNPK9867K |
Approved |
| List of Authorised Persons (AP) Cancelled by Members on Account of Disciplinary Reasons |
| Sr. No. |
Authorised Person’s Name |
Status |
Authorised Person |
| |
|
|
Date |
Reason |
| |
NIL |
