About Me
Mahesh B P, CFA is a SEBI Registered Investment Adviser. He registered as an Investment Adviser under the "Individual " category with SEBI in 2014 and renewed the license in 2019.
Mahesh holds a degree of engineering (Civil) from R.V.C.E, Bengaluru and a Chartered Financial Analyst(CFA) from CFA Institute(USA).
Services Offered
The Investment Adviser does provide the following services:
- Advise on Indian Securities
- Mutual Funds
- Financial Planning
NOTE: Investment in securities market are subject to market risks. Read all the related documents carefully before investing
Complaint Data for the month ending September 2025
| Sr No | Received from | Pending at the end of last month | Received | Resolved * | Total Pending # | Pending complaints >3months | Average Resolution time ^ (in days) |
| 1 | Directly from Investors | 0 | 0 | -N/A- | 0 | 0 | -N/A- |
| 2 | SEBI (SCORES) | 0 | 0 | -N/A- | 0 | 0 | -N/A- |
| 3 | Other Sources(if any) | 0 | 0 | -N/A- | 0 | 0 | -N/A- |
| Grand Total | 0 | 0 | -N/A- | 0 | 0 | -N/A- |
* 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.
'Grievance Redressal / Escalation M
| Details of Designation | Contact Person Name | Address where the physical address location | Contact No | Email id | Working hours when complainant can call |
|
Customer Care |
Mahesh B Puttamadappa | #37(Suryalaya),5th Floor, Shankar Mutt Road, Shankarpuram, Bengaluru-560004 | +91 9880366277 | 1000-1800 | |
| Head of Customer Care | Mahesh B Puttamadappa | #37(Suryalaya),5th Floor, Shankar Mutt Road, Shankarpuram, Bengaluru-560004 | +91 9880366277 | 1000-1800 | |
| Compliance Officer | Mahesh B Puttamadappa |
#37(Suryalaya),5th Floor, Shankar Mutt Road, Shankarpuram, Bengaluru-560004 |
+91 9880366277 |
|
1000-1800 |
| CEO | Mahesh B Puttamadappa | #37(Suryalaya),5th Floor, Shankar Mutt Road, Shankarpuram, Bengaluru-560004 | +91 9880366277 | 1000-1800 | |
| Principal Officer | Mahesh B Puttamadappa | #37(Suryalaya),5th Floor, Shankar Mutt Road, Shankarpuram, Bengaluru-560004 | +91 9880366277 | 1000-1800 |