Investor Charter Annexure B

Complaint Data to be displayed by IAs

Formats for investors’ complaints data to be disclosed monthly by IAs on their website/mobile application:

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.

Trend of monthly disposal of complaints:

*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:

Grand Total: 0

*Inclusive of complaints of previous years resolved in the current year.

#Inclusive of complaints pending as on the last day of the year.

SEBI Registered Investment Adviser (RIA)

NERDYBIRD WEALTH ADVISORY LLP | Non-Individual | SEBI Registration Number INA000020925 BSE Enlistment Number 2314 | Complete Address: NerdyBird Wealth Advisory LLP, Paragraph Coworking Space, Tower A, 801, 8th Floor, Westgate Business Bay, Above Croma, Opp. Andaaz Party Plot, Makarba, SG Highway, Ahmedabad – 380051 | Phone Number: +91 9586855398 | Principal Officer: Shilpa Gole, shilpa@nerdybird.in, 9586855398.

AMFI Registered Mutual Fund Distributor

NERDYBIRD WEALTH ADVISORY LLP | Non-Individual | AMFI Registration Number ARN-338072 | Address: NerdyBird Wealth Advisory LLP, Paragraph Coworking Space, Block A, 801, 8th Floor, Westgate Business Bay, Above Croma, Opp. Andaaz Party Plot, Makarba, SG Highway, Ahmedabad – 380051 | Phone Number: +91 9586855398