Registrations and disclosures
Details of every capacity in which KLM Wealth Pvt Ltd deals with investors, as required for regulated entities and their agents.
Registrations
| Capacity | Principal entity | Our registration |
|---|---|---|
| Mutual fund distribution | Mutual funds whose schemes we distribute (each AMC is registered with SEBI) | AMFI Registered Mutual Fund Distributor, ARN-185535 · Valid 30 Aug 2024 to 30 Aug 2027 · The EUIN of the employee dealing with you is quoted on every transaction |
| Stock broking and demat (NSE, BSE) | Globe Capital Market Ltd · SEBI Stock Broker Reg. No. INZ000177137 (NSE TM 06637, BSE 3179) · SEBI DP Reg. No. IN-DP-614-2021 (NSDL DP ID IN300966, CDSL DP ID 12020600) | Authorised Person · NSE AP0091090743 (CM, F&O, CD) · BSE AP01317901125101 |
Company: KLM Wealth Pvt Ltd, CIN U74999TG2020PTC144378. Registered office: H.No 1-33/3/8, 1st Floor, #5, Kailash Nagar, Chandanagar, Hyderabad – 500050.
Official social media and contact channels
- YouTube: @klmwealth
- Facebook: KLM Wealth
- X: @KlmWealth
- WhatsApp: +91 77801 32563
- Email: klmwealth2010@gmail.com
Any other account using our name is not ours. We never ask for your password, OTP or PIN.
Mutual fund distribution
- We are a mutual fund distributor, not an investment adviser. We do not charge you advisory fees.
- We receive commission from asset management companies on investments made in regular plans through us. Commission rates vary by scheme and fund house; details are available on request.
- You may invest directly in direct plans of any scheme, which have a lower expense ratio and carry no distributor commission.
- Mutual fund investments are subject to market risks, read all scheme related documents carefully.
- Read our Investor Charter for mutual fund investors.
Stock broking and demat (as Authorised Person)
- Trades are executed and accounts are held with Globe Capital Market Ltd. Contract notes, statements and funds settlement come from Globe Capital, not from KLM Wealth.
- We do not give stock tips, buy or sell recommendations, or trading advice, and we do not guarantee returns.
- Prevent unauthorised transactions in your account: update your mobile number and email ID with your stock broker and receive transaction information directly from the exchange on your mobile or email at the end of the day.
- KYC is a one-time exercise while dealing in securities markets. Once KYC is done through a SEBI-registered intermediary, you need not repeat it with another intermediary.
- No need to issue cheques while subscribing to an IPO. Write your bank account number and sign the application form to authorise your bank to make payment in case of allotment, or apply through UPI.
- Investments in securities market are subject to market risks; read all the related documents carefully before investing.
Grievance redressal
- Contact KLM Wealth: klmwealth2010@gmail.com or +91 77801 32563. We aim to respond within 7 working days.
- Mutual funds: the fund house or its registrar (CAMS or KFintech). Broking: Globe Capital Market Ltd at investor_trading@globecapital.com or igr@globecapital.com; demat: globedp@globecapital.com. Globe Capital's Investor Charter sets out your rights and service timelines.
- If unresolved: SEBI SCORES at scores.sebi.gov.in, then online dispute resolution through smartodr.in.