Statutory Risk Disclosure
"Investment in securities market are subject to market risks. Read all the related documents carefully before investing."
Investor Charter
Rights of Investors
- • Services based on suitability and risk profiling.
- • Transparency on fee structures and conflicts of interest.
- • Receive a copy of the Investment Advisory Agreement.
- • Access to grievance redressal (SCORES/ODR).
Investor Responsibilities
- • Pay fees strictly through banking channels (No Cash).
- • Provide accurate and full information for profiling.
- • Do not share passwords or sensitive OTPs.
- • Sign documents only after reading terms.
Investor Complaint Status (March 2026)
| Received From | Pending (Start) | Received | Resolved | Pending (End) |
|---|---|---|---|---|
| Monthly (March 2026) | 0 | 0 | 0 | 0 |
| Annual (FY 2025-26) | 0 | 0 | 0 | 0 |
Annual Compliance Audit History
| Financial Year | Audit Status | Auditor Details |
|---|---|---|
| FY 2024-25 | COMPLETED | Abhishek Mishra, Practising Company Secretary |
Legal Disclosures
Privacy Policy
Summer Hill Management LLP processes client data solely for providing investment advice. Data is retained for 5 years. We comply with the DPDP Act 2023. Machine-readable records available on request.
Terms & Conditions
Advice is non-binding. We do not offer execution or receive third-party commissions. Pro-rata fee refunds provided upon termination. Payments via banking channels only.
Advisory Agreement
Standardized agreement for FY 2026. Accessible format with ODR and risk profiling clauses included.