Standard Form: Customer Escalation Matrix
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Escalation Process Overview
This process ensures that customer concerns are addressed at each level of the organization in a structured and timely manner, ensuring fair and prompt resolution.
Step 1: Initial Contact
Customers should first reach out to the Customer Care Team. They are trained to handle a wide range of issues and will make every effort to resolve the concern promptly.
Step 2: Escalation to Head of Customer Care
If the issue remains unresolved, it should be escalated to the Head of Customer Care. This role involves a more in-depth review and intervention to resolve the concern.
Step 3: Escalation to Compliance Officer
For concerns that are still not satisfactorily resolved, the next level is the Compliance Officer, who will conduct an independent assessment and determine further actions.
Step 4: Escalation to Principal Officer
If the resolution remains unsatisfactory, customers can escalate the matter to the Principal Officer for further review and resolution.
Step 5: Final Escalation to CEO
As a final measure, unresolved issues can be brought to the attention of the Chief Executive Officer (CEO), who will personally review and address the matter.

Grievance Redressal / Escalation Matrix
Your Concerns Matter. We Are Here to Help You
Details of Designation | Contact Person Name | Address | Contact Number | Working Hours | |
---|---|---|---|---|---|
Customer Care | Pooja Singh Patel | Office No 3 Plot no 34 B Aundh Pune 411007 | 8806339220 | equiwealthresearch@gmail.com | Monday to Friday, 10:00 AM – 5:00 PM |
Head of Customer Care | Pooja Singh Patel | Office No 3 Plot no 34 B Aundh Pune 411007 | 8806339220 | equiwealthresearch@gmail.com | Monday to Friday, 10:00 AM – 5:00 PM |
Compliance Officer | Pooja Singh Patel | Office No 3 Plot no 34 B Aundh Pune 411007 | 8806339220 | equiwealthresearch@gmail.com | Monday to Friday, 10:00 AM – 5:00 PM |
CEO | Pooja Singh Patel | Office No 3 Plot no 34 B Aundh Pune 411007 | 8806339220 | equiwealthresearch@gmail.com | Monday to Friday, 10:00 AM – 5:00 PM |
Principal Officer | Pooja Singh Patel | Office No 3 Plot no 34 B Aundh Pune 411007 | 8806339220 | equiwealthresearch@gmail.com | Monday to Friday, 10:00 AM – 5:00 PM |