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SEBI Registration Details

Name: HARIHARAN

RIA Registration No.: INA000021915

Registration Type: Individual Investment Adviser

Validity: Feb 23, 2026 - Perpetual

Registered Address: No 5, Sundara Vinayagar St., Mahatma Nagar, Lawspet, Puducherry - 605008

Telephone: +91 80720 75160

Email: hariharancwm@gmail.com

BSE Enlistment No.: 2443

Associated SEBI Regional Office:Southern Regional Office, D'Monte Building, 3rd Floor, 32, D'Monte Colony, TTK Road, Alwarpet, Chennai - 600 018

Registration granted by SEBI, enlistment with IAASB (BSE Limited), and certification from NISM in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors.

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.

Regulatory Complaints Disclosure

SEBI mandates all RIAs to display the status of complaints on their website. In case of grievances, investors can contact the adviser at hariharancwm@gmail.com or call +91 80720 75160. Complaints may also be lodged on SEBI SCORES at scores.sebi.gov.in and Online Dispute Resolution at smartodr.in.

Data as of last month ending: March 31, 2026

S.No.Received FromPending (Prev. Month)ReceivedResolved*Total Pending#Pending >3 MonthsAvg. Resolution Time^
Total000000
1.Directly from Investors000000
2.SEBI - SCORES000000
3.Other Sources000000

Number of complaints received due to impersonation by other entities: 0

Trend of monthly disposal of complaints

S.No.MonthCarried fwd.ReceivedResolved*Pending#
Total0000
1.Apr 20260000
2.May 2026----
3.Jun 2026----
4.Jul 2026----
5.Aug 2026----
6.Sep 2026----
7.Oct 2026----
8.Nov 2026----
9.Dec 2026----
10.Jan 2027----
11.Feb 2027----
12.Mar 2027----

Trend of annual disposal of complaints

S.No.YearCarried fwd.ReceivedResolved*Pending#
Total0000
1.2025-260000
2.2026-27----

*Inclusive of complaints of previous months/years resolved in the current month/year | ^Time in days | #Inclusive of complaints pending as on last day of month/year

Grievance Redressal / Escalation Matrix

DesignationContact PersonAddressContact No.EmailWorking Hours
Customer CareHariharanNo 5, Sundara Vinayagar St., Lawspet, Puducherry - 605008+91 80720 75160hariharancwm@gmail.com9am-6pm, Mon-Fri
Principal OfficerHariharanSame as above+91 80720 75160hariharancwm@gmail.comSame as above
Compliance OfficerHariharanSame as above+91 80720 75160hariharancwm@gmail.comSame as above

Annual Compliance Audit Status

S.No.Financial YearCompliance Audit StatusRemarks
1.FY 2025-26Pending (Due by Sep 30, 2026)Registered Feb 23, 2026. First audit due within 6 months of FY end.

SEBI Investor Charter

As mandated by SEBI, the following Investor Charter applies to all clients of this Investment Adviser. For the complete charter, refer to SEBI's Master Circular for Investment Advisers dated February 06, 2026.

Vision

Invest with knowledge and safety.

Mission

Every investor should be able to invest in the right products based on their needs and enjoy financial wellness.

Right to Privacy

Your financial information is confidential and will never be shared without your consent.

Right to Suitability

All advice will be based on your risk profile and suitability assessment. No generic recommendations.

No Assured Returns

Returns cannot be guaranteed. All investments are subject to market risks.

Right to Exit

You may terminate the advisory relationship at any time per your agreement terms.

Grievance Redressal

Complaints addressed within 21 days. Escalate to SEBI SCORES at scores.sebi.gov.in if unsatisfied.

No Fund Management

The adviser will never hold, manage, or operate your funds or securities.

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