PMS Disclosures

Name of the Portfolio Manager: GreenEdge Wealth Services LLP

SEBI Registration Number: INP000010043

LLPIN: AAM-1420

Correspondence Address: 1123, Omkar The Summit Business Bay, Nr. Western Express Highway Metro Station, Andheri (E), Mumbai 400093

Name of the Principal Officer: Mr. Digant Haria

Email ID of the Principal Officer: compliance@greenedgewealth.com

Name of the Compliance Officer: Mr. Jindal Haria

Email ID of the Compliance Officer: compliance@greenedgewealth.com

Important Disclosure Links

• 1. Disclosure Document
• 2. Investor Charter
• 3. Grivance Redressal Policy
• 4. Investor Complaints
• 5. Internal Control Policies
• 6. No Refund Policy
• 7. Disclaimer

Grievance Redressal Mechanism Accessibility Compliance (SEBI Circular dated July 31, 2025)

In compliance with the SEBI circular, GreenEdge Wealth Services LLP has established a dedicated grievance redressal mechanism to address accessibility-related complaints from persons with disabilities (PwDs).

1. Dedicated Channels

Email: compliance@greenedgewealth.com

Helpline: +91-7400241555 (operational Mon-Fri, 10:00 AM - 6:00 PM)

2. Process

All accessibility-related grievances will be acknowledged within 2 working days.

Resolution/response will be provided within 21 calendar days.

Complex issues requiring longer timelines will be communicated clearly to the complainant.

3. Escalation Matrix

Level 1: Compliance Officer (Mr. Jindal Haria, Email: compliance@greenedgewealth.com, Contact: +91-7400241555)

Level 2: Partner (Mrs. Resha Mehta, Email: compliance@greenedgewealth.com, Contact: +91-7400241555)

PMS Direct Client on-boarding: For direct on-boarding as PMS investor with us please connect with us at pms@greenedgewealth.com & +91-7400241555