Legal Identity & Corporate Credentials
Official identification markers registered with the Securities and Exchange Board of India (SEBI).
- Investment Adviser Name: Ankit Agrawal
- SEBI Registration Number: INA000023074
- Registration Type & Validity: Individual (Perpetual Validity)
- BASL Membership ID: BASL
- Registered Office Address: 33 Tirupati Dham, Opposite to Mewara Hospital, Mhow, Indore - 453441
- Principal Officer Contact: ankit@wealthtogether.in | +91 70002 38338
Investor Grievance Tracking Ledger
| Tracking Timeline Matrix | Complaints Pending at Month Start | Complaints Received During Period | Complaints Resolved | Complaints Pending at Month End | Average Resolution Time (Days) |
| Current Month | 0 | 0 | 0 | 0 | 0 |
| Financial Year 2025-26 | 0 | 0 | 0 | 0 | 0 |
| Financial Year 2024-25 | 0 | 0 | 0 | 0 | 0 |
Grievance Redressal / Escalation Matrix
| Designation | Contact Name | Address | Contact | Email Address | Working Hours |
CEO / Principal Officer / Complaince Officer / Customer Care | Ankit Agrawal | 33 Tirupati Dham, Indrapuri Colony, Opposite to Mewara Hospital, Kishanganj, Mhow, M.P (453441) | 7000238338 | ankit@wealthtogether.in | 10 AM to 5 PM (Monday to Friday; except public holidays) |
Investor Charter
Outlining core business guidelines, consumer rights, and operational responsibilities for advisory clients.
OUR VISION
To facilitate structured wealth creation by enabling investors to fully understand market risks and access unbiased, transparent fiduciary guidance in a timely and secure manner.
OUR MISSION
To deliver customized, data-driven strategy blueprints based strictly on unbiased risk profiling, ensuring complete transparency and adherence to fiduciary standards.
RIGHTS OF THE INVESTOR
- Right to receive objective advice based strictly on your verified risk profile.
- Right to transparent flat fee pricing with absolute protection against hidden commissions.
- Right to total privacy, confidentiality, and data isolation regarding your financial footprints.
- Right to receive clear terms and conditions in writing via an executed agreement.
RESPONSIBILITIES & DOS FOR INVESTORS
- Always deal exclusively with valid SEBI-Registered Investment Advisers.
- Insist on a comprehensive risk suitability assessment prior to accepting any strategy shift.
- Pay advisory fees solely through transparent corporate banking channels.
- Never share login credentials or passwords for your active trading or demat accounts.
Review the complete official text, turnaround timelines, and detailed metrics published by the regulator:
Legal Disclaimers & Disclosures
Mandatory regulatory declarations governing advisory performance limitations.
"Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors."
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. WealthTogether® operates under a strict 100% Fee-Only model; we do not receive any trailing commissions, distribution incentives, or referral markups from any mutual fund houses, product manufacturers, or asset managers.
Artificial Intelligence Tools Disclosure: WealthTogether® does not utilize any automated artificial intelligence tools, machine learning algorithms, or robo-advisory generation systems to produce investment advice or client rebalancing strategies. All advisory output is hand-modeled by certified fiduciary professionals.
SEBI SCORES Regulatory Escalation Gateway
If an investor grievance cannot be resolved internally through our grievance matrix layers.
Filing complaints on official regulatory platforms is centralized, fully transparent, and completely digital. In alignment with SEBI investor protection rules, clients can track grievance data or initiate dispute arbitration directly with enforcement officers.
Lodge a formal complaint directly with the regulator tracking matrix if an internal grievance cannot be resolved satisfactorily.
Initiate structured online dispute arbitration metrics to settle market disagreements via digital tribunal boards.