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SCORES dashboard snapshot (as on 28 Jul 2026, 7:09 PM): 7 received · 1 disposed · 6 pending → 2 auto-assigned to entity · 1 at Designated Body (first-level review) · 3 escalated to SEBI (second-level review). Allocate these across the month-wise and year-wise tables below.

Statutory Disclosure · SEBI (Investment Advisers) Regulations, 2013

Investor Charter – Annexure B

Complaint data to be displayed by Investment Advisers: format for investor complaints data disclosed monthly by IAs on their website / mobile application.

Stackfin Technology Private Limited (Brand: Stack Wealth) SEBI Registered Investment Adviser · Reg. No. INA000021313 BASL Membership ID: 2391 CIN: U72900KA2021PTC148977

Data for the month ending July 31, 2026

Sr. No. Received from Pending at the end of last month Received Resolved* Total Pending# Pending complaints > 3 months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0
2 SEBI (SCORES) 6
3 Other Sources (if any) 0 0 0 0 0
Grand Total 6
Amber cells: confirm from SCORES → Reports (month-wise), then remove highlight.

^ 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.

* 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 monthly disposal of complaints

Financial Year 2026–27 (April 2026 onwards)

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1April 2026
2May 2026
3June 2026
4July 20266

* 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 Received Resolved* Pending#
1FY 2024–25
2FY 2025–26
3FY 2026–27 (till date)

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

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