Statutory Disclosure · SEBI (Investment Advisers) Regulations, 2013

Compliance Audit

Disclosure with respect to compliance with the annual compliance audit requirement under Regulation 19(3) of the SEBI (Investment Advisers) Regulations, 2013 for the last and current financial years.

Stackfin Technology Private Limited (Brand: Stack Wealth) SEBI Registered Investment Adviser · Reg. No. INA000021313 BASL Membership ID: 2391
Sr. No. Financial Year Compliance Audit Status Remarks / Adverse observations (if any)
1 FY 2024–25 Not Applicable No clients were onboarded during the financial year.
2 FY 2025–26 Audit due — to be completed by September 30, 2026 Status will be updated on this page upon completion of the audit.

Note: Registration as Investment Adviser was granted on June 27, 2024; disclosure therefore begins from FY 2024–25.

As per the Master Circular for Investment Advisers, the annual compliance audit is to be completed within six months from the end of the financial year, and adverse findings, if any, along with the action taken thereon, are reportable to SEBI/BASL within one month of the date of the audit report but not later than October 31.