Shree Financial Associate

At Shree Financial Associate, we are committed to providing transparent, ethical, and professional financial, insurance, investment, loan, banking, and real estate advisory services. Every customer is entitled to fair treatment and a transparent grievance resolution process.

Customers are required to first exhaust the Internal Grievance Redressal Mechanism before pursuing any external remedy, wherever permitted by applicable law.


Internal Grievance Redressal Mechanism

Stage 1 – Customer Support & Grievance Desk

Customers may submit their grievance through our official Grievance Form along with complete details and supporting documents.

After receiving the complaint, an acknowledgement will be issued and the matter will be reviewed by our Grievance Team.


Stage 2 – Internal Grievance Redressal Committee

If the complainant is dissatisfied with the response at Stage 1, the grievance may be escalated to the Internal Grievance Redressal Committee.

The Committee shall independently review all documents, communications, and evidence before issuing its final internal decision.


Mandatory Internal Resolution

Before initiating any legal proceedings, complaint before any authority, social media campaign, online review campaign, or public allegation regarding the services of Shree Financial Associate, customers are expected to first provide Shree Financial Associate a reasonable opportunity to resolve the grievance through the above Internal Grievance Redressal Mechanism.

Nothing in this policy limits any statutory rights that cannot legally be waived under applicable law.


Customer Declaration

By submitting a grievance, the complainant declares that:

  • The information provided is true and accurate.
  • The complaint is made honestly and in good faith.
  • No false or fabricated evidence has been submitted.
  • The grievance is not intended to harass, threaten, blackmail, defame, or cause unnecessary reputational harm.
  • All supporting documents are genuine and lawfully obtained.

Complaints That May Not Be Entertained

Shree Financial Associate reserves the right to reject or close grievances that are:

  • Anonymous or unverifiable.
  • Incomplete or lacking sufficient information.
  • Duplicate without any new material facts.
  • Frivolous, vexatious, abusive, or intended to harass.
  • Based on forged, altered, fabricated, or misleading documents.
  • Filed solely to pressure, threaten, extort, or damage the reputation or business interests of Shree Financial Associate.

False, Malicious, Fraudulent or Defamatory Complaints

If any complaint is determined, after due review, to have been knowingly false, malicious, fraudulent, fabricated, defamatory, or submitted with dishonest intent, Shree Financial Associate reserves all rights available under applicable law, including the right to:

  • Reject or close the grievance.
  • Preserve all records and evidence.
  • Refuse further communication regarding the complaint where appropriate.
  • Initiate appropriate civil or criminal proceedings, where legally justified.
  • Seek recovery of actual losses, legal costs, reputational damage, and other remedies as may be available under applicable law and awarded by a competent court or authority.

Misuse of Digital Platforms

Customers shall not knowingly publish or circulate false, misleading, defamatory, or unverified statements regarding Shree Financial Associate through social media, websites, messaging platforms, review portals, blogs, emails, or any other public platform with the intention of causing reputational harm.

Shree Financial Associate reserves all legal rights available under applicable law against such conduct.


Recording of Communications

For quality assurance, grievance resolution, legal compliance, and evidentiary purposes, Shree Financial Associate may maintain records of communications, including emails, letters, documents, and telephone conversations, where permitted by law.


Confidentiality

All grievance records shall remain confidential and shall only be disclosed where necessary for grievance resolution, legal proceedings, regulatory compliance, audit requirements, or where disclosure is required by law.


No Admission of Liability

Acceptance or investigation of a grievance does not constitute an admission of fault, negligence, deficiency of service, contractual liability, or legal liability by Shree Financial Associate.


Time Limit for Filing Grievances

Customers are encouraged to submit grievances as soon as reasonably possible after the occurrence of the event giving rise to the complaint. Delayed complaints may affect the availability of records or evidence.


Governing Law and Jurisdiction

This policy shall be governed by the laws of India.

Subject to applicable law, all disputes arising from this policy or the services provided by Shree Financial Associate shall be subject to the jurisdiction of the competent courts at Aurangabad, Maharashtra.


Contact for Grievances

Shree Financial Associate

Email Id: grievance@shreefinancialassociate.com

Aurangabad, Maharashtra, India

Customers may submit their grievances through the Grievance Form available on our website or by contacting our office directly.


Important Notice

This Grievance Policy is intended to encourage the fair, prompt, and amicable resolution of customer concerns while protecting the legitimate rights, reputation, employees, associates, and business interests of Shree Financial Associate. Nothing in this policy limits any statutory rights or obligations under applicable law.

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