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Mandatory Information
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Step-by-step procedures for account opening

Step-by-step procedures for filing a complaint

Names and contact details of all Key Managerial Personnel

Sr. No. Name of the Individual Designation Contact Number Email Id
1 AJAY RADHESHYAM SARAOGI Director 079-66775511 ajay.saraogi@wealthstreet.in
2 RAKESH BALURAM LAHOTI Director 079-66775522 rakesh.lahoti@wealthstreet.in
3 KUNAL BIPINCHANDRA MEHTA Director 079-66775555 kunal.mehta@wealthstreet.in
4 KAMLESH RAJENDRAPRASAD TRIPATHI Director 079-66775533 kamlesh.tripathi@wealthstreet.in
5 ABHIK JOLIT SHAH Director 079-66775544 abhik.shah@wealthstreet.in
6 SUREN MADHUKAR PANDYA Compliance Officer 079-66775571 suren.pandya@wealthstreet.in

Escalation Matrix

Escalations Details of Contact Person Contact No. Email Id
1st Escalation Customer care Ms. Srusti Jani 079-66775577 helpdesk@wealthstreet.in
2nd Escalation Head of Customer care Ms. Nidhi Nayak 079-66775567 grievance@wealthstreet.in
Compliance Officer Mr. Suren Pandya 079-66775571 compliance@wealthstreet.in
3rd Escalation CEO Mr. Ajay Saraogi 079-66775500 headcxo@wealthstreet.in
Working hours for all escalation level: Mon-Fri; 9:00 am to 06:00 pm
Address:- A-1101, Mondeal Heights, S.G. Highway, Ahmedabad - 380015
In absence of response/complaint not addressed to your satisfaction, you may lodge a complaint with or respective Exchanges at

Please quote Service Request ID while raising your complaint at SEBI SCORES/Exchange portal.

Authorised Persons Registration/cancellation

List of Authorised Persons (AP) Cancelled on Account of Disciplinary Reasons
Sr. No. Authorised Person's Name Status Authorised Person Cancellation Details
Date Reason
1 N.A N.A N.A N.A
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Wealthstreet refers to Wealthstreet Financial Services Private Limited. Wealthstreet Financial Services Private Limited: INZ000157331 (Member of NSE(90118), BSE(6668) and MCX(55870)). Wealthstreet Financial Services Private Limited acts in the capacity of a distributor for Mutual Funds having AMFI Registration Number – 118251.

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Broking and DP services offered by Wealthstreet Financial Services Private Limited under SEBI Registration No.: INZ000157331 (Member of NSE(90118), BSE(6668) and MCX(55870)) and IN-DP-CDSL-361-2018 (DP with CDSL). Investor grievance resolution team, Tel: 079-66775500, Email ID: grievance@wealthstreet.in. Name of the Compliance Officer for Trading & DP – Mr. Suren Pandya, Email ID: compliance@wealthstreet.in. Corporate Office: A – 1101, Mondeal Heights, S.G.Highway, Ahmedabad – 380015.; Tel. 079-66775500.

Useful Links :
Prevent unauthorized transaction in your account: Update E-mail ID / Mobile number with your stockbroker. Receive alerts on your registered mobile number or email at the end of the day directly from exchange. Link PAN with Aadhaar : As per SEBI directive, link your PAN with Aadhaar before September 30, 2021 to keep using your trading account… – Issued in the Interest of Investors