Welcome to BM Fiscal
Grow your wealth with us!
BM Fiscal Pvt Ltd is recognized in the highest category of awards for excellence in Financial Services by many Asset Management Companies in India. Group company Fiscal Point Consultants Pvt. Ltd was the runner up for UTI CNBC TV 18 Financial Advisor Awards for two consecutive years 2012-13 and 2013-14 in NRI category . Group company BM Financial Advisors has been awarded by JM Financial Services Ltd. as the Best Financial Advisor Award in 2009-10. Wealth Forum has also awarded BM Financial Advisors for registering highest growth in Equity Assets under Management for the year
2011-12.
Registration Details:
CIN No : U65923PN2013PTC148748
PAN No : AAFCB6711M
GST No : 27AAFCB6711M1ZH
ARN No : 94637
At BM Fiscal Pvt Ltd , we provide you with the most innovative and customized investment solutions. We have over 50 man years of experience in handling corporate, HNI, NRI's wealth diversified over various asset classes such as Indian equities, International equities, debt products, mutual funds (unit trusts), real estate, alternative investment funds etc.
BM Fiscal Pvt Ltd is a AMFI Registered Mutual Fund Distributor. BM Fiscal is a joint venture between BM Financial Advisors and Fiscal Point Consultants Pvt Ltd. since 2013. Our comprehensive and research backed range of products and services embrace all assets classes. Our key attribute and differentiator has been our proactive, client centric approach. At BM Fiscal we provide you with the best technology backed platforms ensuring clients’ experience hassle free and paperless transactions.
Our clients are spread across various geographical locations such as India, Singapore, Gulf, Hongkong, Australia, UK , Europe, USA and Canada.
About BM Fiscal
OUR SERVICES
WHAT MAKES US DIFFERENT
100 Percent Compliance
We go the extra mile to put ethical procedures that are over and above the necessary legal and regulatory compliance
Financial
Independence
We help you become financially independent & maintain a long- lasting rewarding relationship.
Transparency and Efficiency
We have adopted a 100% transparent fee based model for our services, instead of a commission & brokerage based system.
" Time in the Market beats Timing in the Market."
Ken Fisher
Fisher Investments
Recieved
Resolved
Total Pending #
Pending Complaints > months
Average Resolution Time (in days)
Annexure B
Complaint Data:
Data for the month ending -
Pending at the end of the month
Recieved
Resolved
Sr. No.
Received
from
Total Pending #
Pending Complaints > Months
Average Resolution Time
(In days)
Directlv from investors
0
0
0
0
1
0
2
SEBI
(Scores)
3
Other sources
(If any)
0
0
0
0
0
Annexure B
Complaint Data:
Data for the month ending - March 2024
Sr. No.
Received
from
Pending at the end of the month
Received
Resolved
Total Pending #
Pending Complaints > months
Average Resolution Time (in days)
1
Directly from investors
0
0
0
0
2
SEBI
(Scores)
3
Other sources
(If any)
0
0
0
0
Investment Advisory - Number of Complaints - March 2024
Sr. No.
Month
Carried forward from
previous month
Recieved
Resolved
Pending
1.
April 2024
0
0
0
0
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.
Trend of Annual Disposal of complaints
Sr. No.
Year
Carried forward from
previous year
Recieved
Resolved
Pending
1.
2018-2019
0
0
0
0
2.
2019-2020
0
0
0
0
3.
2020-2021
0
0
0
0
4.
2021-2022
0
0
0
0
5.
2022-2023
0
0
0
0
6.
2023-2024
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.
