Documents & Disclosures
Investor Complaints Data
Trend of annual disposal of complaints as on 30th September 2026
| Sr. No. | Year | Carried forward from previous year | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | 2025-2026 | 0 | 0 | 0 | 0 |
| 2 | 2024-2025 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.
Data for the month ending – 30th September 2026
| Sr. No. | Received from | Pending at end of last month | Received | Resolved* | Total Pending# | Pending > 3 months | Avg. Resolution time^ (days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
^Average Resolution time is the sum total of time taken to resolve each complaint, in days, in the current month divided by total number of complaints resolved in the current month.
Trend of monthly disposal of complaints
| Sr. No. | Month | Carried forward from previous month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | April, 2025 | NA | NA | NA | NA |
| 2 | May, 2025 | NA | NA | NA | NA |
| 3 | June, 2025 | NA | NA | NA | NA |
| 4 | July, 2025 | NA | NA | NA | NA |
| 5 | August, 2025 | 0 | 0 | 0 | 0 |
| 6 | September, 2025 | 0 | 0 | 0 | 0 |
| 7 | October, 2025 | 0 | 0 | 0 | 0 |
| 8 | November, 2025 | 0 | 0 | 0 | 0 |
| 9 | December, 2025 | 0 | 0 | 0 | 0 |
| 10 | January, 2026 | 0 | 0 | 0 | 0 |
| 11 | February, 2026 | 0 | 0 | 0 | 0 |
| 12 | March, 2026 | 0 | 0 | 0 | 0 |
| 13 | April, 2026 | 0 | 0 | 0 | 0 |
| 14 | May, 2026 | 0 | 0 | 0 | 0 |
| 15 | June, 2026 | 0 | 0 | 0 | 0 |
| 16 | July, 2026 | 0 | 0 | 0 | 0 |
| 17 | August, 2026 | 0 | 0 | 0 | 0 |
| 18 | September, 2026 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
Strategy Reports
Policy & Governance Documents
Distributor Details
In compliance with SEBI requirements, the details of Mutual Fund / PMS distributors empaneled by CREST Capital Management Private Limited are disclosed below.
| Sr. No. | Distributor Name | APRN No. | Address & Contact Details | Date of Empanelment |
|---|---|---|---|---|
| 1 | SN Wealth | APRN02989 | B7, 3rd Floor, Rajnigandha Bldg., LBS Road, Pachpakhadi, Nr. MSRTC Bus Depot, Thane West - 400602 | 15 Apr 2026 |
| 2 | Damani Wealth LLP | APRN00366 | 22nd Floor, Flat No. 2203-04, Anmol Pride CHS Ltd, Off S V Road, Excel Estate Compound, Goregaon | 15 Apr 2026 |
| 3 | Deven Shah (Independent) | APRN00862 | Office at 1101, Rivero, Tower 3, Swastik Regalia CHS, Kavesar Village Road, Waghbil, Off Ghodbunder Road, Thane West - 400615 | 15 Apr 2026 |
| 4 | Proaffluence | APRN00525 | 804, 8th Floor, Cyber One, Greenscape, Sector 30A, Vashi, Navi Mumbai - 400703, Maharashtra | 16 Apr 2026 |
| 5 | Portfellow Services LLP | APRN00829 | 412-B Lodha Supremus, New Cuffe Parade, Mumbai, Maharashtra - 400037 | 18 Apr 2026 |
| 6 | Edubillions Tech Pvt Ltd | APRN07527 | 30 Omkar House, Near Swastik Char Rasta, Navrangpura, Ahmedabad, Gujarat - 380009 | 5 May 2026 |
| 7 | Waymark Enterprises Private Limited | APRN03404 | Office B-105, Yogeshwar Kripa Apt, Opp. Chintamani Hall, Panvel, Maharashtra - 410206 | 7 May 2026 |
| 8 | Blumuslin Services Private Limited | APRN06936 | Office 109-111, Tower B, Pioneer Urban Square, Sector 62, Gurugram, Haryana - 122001 | 18 May 2026 |
Grievance Redressal & Nodal Officer
Nodal Officer — Digital Accessibility Compliance
Mr. Zuhaib Tufail Khan
Compliance Officer & Nodal Officer (Digital Accessibility Compliance)
Appointed by the Board of Directors on 1st January 2026.
Mandate: SEBI Circular dated July 31, 2025 — Digital Accessibility Compliance.
Escalation Matrix
Investors are advised to follow the escalation sequence below in the event a grievance remains unresolved at any given stage.
Level 1
Grievance / Compliance Officer
Mr. Zuhaib Tufail Khan
Raise your grievance directly with the Compliance Officer for prompt resolution.
Level 2
Principal Officer
Mr. Gaurav Arora
If unresolved at Level 1, escalate to the Principal Officer of the firm.
Level 3
SEBI SCORES Portal
Securities and Exchange Board of India
If unresolved at the firm level, lodge a complaint on SEBI's online redressal system.
Level 4
SMART ODR Platform
Online Dispute Resolution
Final recourse via SEBI's online conciliation and arbitration mechanism.
Registered Office
B/601, Lantane Mahindra S, LBS Marg, Bhandup (West), Mumbai, Maharashtra – 400078
Disclaimer
Terms & Conditions with respect to this Presentation:
This document prepared by CREST Capital, is meant for the sole use of the recipient and not for public circulation. This document should not be reported or copied or made available to others, either in part or full. The information contained herein is obtained based on internal data and publicly available information and other sources believed to be reliable. CREST Capital does not claim or warrant the accuracy, correctness or completeness of the data mentioned herein. As such, this document should not be relied upon for any purpose including investment in any security. This document is for personal information and educational purposes only and does not constitute an offer, invitation, or inducement to invest in any security whatsoever. CREST Capital or any of its employees are under no obligation to update the information contained in this document. CREST Capital and its founder(s) and employees, including persons involved in preparation of this document may, from time to time have a long or short position, or buy or sell, any of the securities of any company mentioned herein or otherwise, or (b) be engaged in any other transaction involving such securities. Performance related information provided in this document is not verified by SEBI. Past performance is not a guide for future performance. Investment in equities involves substantial risk including permanent loss of capital (in whole or in part) and hence may not be suitable for all investors. The statements contained herein may include statements of future expectations and other forward looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/ liable for any decision taken based on this presentation. Readers should make their own investigation and take appropriate professional advice. Investment in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the fund will be achieved. Clients under the fund are not being offered any guaranteed/assured returns. The distribution of this document in certain jurisdictions may be restricted by law, and persons in whose possession this document comes, should inform themselves about and observe any such restrictions.
Tax Disclaimer
Investors are strongly urged to consult their tax advisors with specific reference to their own situations.
Important
As with any investment in securities, the value of the portfolio under management may go up or down depending on the various factors and forces affecting the capital market. Investing in equities carry financial risk. Please be cognizant of all financial risks before investing into any fund(s).