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Regulatory Information

 

 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

Sr. No.  Name of the Individual  Designation  Mobile Number  Email Id 
1. Subramanya Venkata Sumukh Whole Time Director & CEO 7400167405 ceo.broking@fisdom.com
2. Anand Dalmia Whole Time Director 9886083327 ask@fisdom.com
3 Krishna Jakkula Compliance Officer 8951949507 broking.compliance@fisdom.com

Onboarding Steps & Flow

  1. Confirm your PAN Number and select your resident status.
  2. Verify email and mobile via OTP.
  3. Connect to Digilocker to provide documents PAN and Aadhaar. If you are unable to connect you can manually provide address proof and PAN documents.
  4. Provide personal details like Fathers Name, Mothers Name, Gender, Marital Status, Occupation and other necessary personal details.
  5. Provide bank details which will be verified using penny verification.
  6. Provide signature.
  7. Allow location access for confirming location inside India. Capture a selfie.
  8. Confirm the Declarations and Segments including trading experience.
  9. Confirm all your details and proceed for eSign on the application form for opening of demat and trading account.

Complaint filing flow

  1. Kindly use ticket number in all your correspondence
  2. To Track the complaint or to know the status of the complaint please write on grievances@fisdom.com with your Ticket Number.
  3. 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