Bharosa Investment Advisory Services
Bharosa Investment Advisory Services is undergoing changes to keep up with the latest regulatory and technology developments. Currently, we are testing our new processes with a few clients to ensure undivided attention and diligence in regulatory compliance. We will soon open up slots for onboarding new customers.
SEBI's mandatory disclosure requirement on all ‘Investment Adviser’ websites
This page contains all the regulatory disclosures required to be displayed on the website. To learn more about this, you can view the SEBI Circular here.
SEBI Registration Details
Firm Name: Bharosa Technoserve Private Ltd | RIA No: INA100004657| Reg. Type: Non-Individual | Validity: Perpetual | Reg. address: 401 Aradhana Apartments, RK Puram Sector 13, New Delhi 110066 | Phone: 98991 13595
Associated SEBI regional office: NBCC Complex, Office Tower-1, 8th Floor, Plate-B, East Kidwai Nagar, New Delhi-110 023
BASL Membership No: 1391
Registration granted by SEBI, membership of BASL, and certification from NISM does in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Regulatory Complaints Disclosures
SEBI mandates all RIAs to display the complaints status on the website as shown below. Investors can first contact the intermediary in case of complaints, in our case through the email [email protected]. For grievances, here are links to the SEBI portal and SmartODR.
In case of any grievance / complaint against Bharosa Technoserve Private Ltd (“Bharosa Investment Advisory Services”) please contact:
| Details of designation | Contact Person Name | Address where the physical address location | Contact No. | Email-ID | Working hours when complainant can call |
|---|---|---|---|---|---|
| Customer Care | Anita Bhargava | Mumbai Office | +919899113595 | [email protected] | Monday-Friday, 9am to 5pm |
| Head of Customer Care | Anita Bhargava | Mumbai Office | +919899113595 | [email protected] | Monday-Friday, 9am to 5pm |
| Compliance Officer | Abhishek Raju | Mumbai Office | +917892255688 | [email protected] | Monday-Friday, 9am to 5pm |
| CEO | Ujjwal Thaakar | Mumbai Office | +918826778098 | [email protected] | Monday-Friday, 9am to 5pm |
| Principal Officer | Sahil Bhargava | Mumbai Office | +919819042637 | [email protected] | Monday-Friday, 9am to 5pm |
Company Name: Bharosa Technoserve Private Ltd
CIN Number: U74140DL2015PTC280668
Grievances: [email protected]
Principal officer: Sahil Bhargava
Principal officer contacts: +919819042637; [email protected]
Data as of last month ending: June 30th, 2025
| S.No. | Received from | Pending as of last month | Received | Resolved* | Total pending# | Pending >3 months | Avg. resolution time^ |
|---|---|---|---|---|---|---|---|
| 1. | Directly from investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2. | SEBI - SCORES | 0 | 0 | 0 | 0 | 0 | 0 |
| 3. | Other sources | 0 | 0 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 | 0 | 0 |
Trend of monthly disposal of complaints
| S.No. | Month | Carried fwd. from prev. month | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1. | Apr 2025 | 0 | 0 | 0 | 0 |
| 2. | May 2025 | 0 | 0 | 0 | 0 |
| 3. | Jun 2025 | 0 | 0 | 0 | 0 |
| 4. | Jul 2025 | – | – | – | – |
| Total | 0 | 0 | 0 | 0 |
Trend of annual disposal of complaints
| S.No. | Year | Carried fwd. from prev. year | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1. | 2022-23 | 0 | 0 | 0 | 0 |
| 2. | 2023-24 | 0 | 0 | 0 | 0 |
| 3. | 2024-25 | 0 | 0 | 0 | 0 |
| Total | 0 | 0 | 0 | 0 |
*Inclusive of complaints of previous months/years resolved in the current month/year | ^Time in days | # Inclusive of complaints pending as on the last day of the month/year
Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SEBI (Investment Advisers) Regulations, 2013 for the previous and current financial year are as under:
| S.No. | Financial year | Compliance Audit Status | Remarks, if any |
|---|---|---|---|
| 1. | FY 2023-24 | Completed | n/a |
| 2. | FY 2024-25 | Completed | n/a |
SEBI Investor Charter
To facilitate investor awareness, SEBI has created an ‘Investor Charter’ pertaining to Investment Advisers.