Quick Summary
Affinity Wealth Management’s official SEBI complaint disclosure shows zero complaints across the years on record, a genuinely clean formal disclosure. The firm holds a 4.4 rating across 40 Google reviews, though one reviewer, Raju Jelly, describes a “trial call” on Nifty that cost him Rs. 10,000 and calls the experience “fake promises.” If your own experience with Affinity Wealth Management didn’t match what was promised, a formal complaint path exists through the firm directly, then SEBI SCORES, then SMART ODR, and finally arbitration if needed.
Affinity Wealth Management holds a 4.4-star rating on Google, which looks reassuring until you scroll down far enough to find the one review that doesn’t fit the pattern.
That’s usually how these things go with any advisory firm. The headline number tells you what most people experienced. One specific account tells you what can happen when it doesn’t.
Before you decide how much weight to put on either, it’s worth reading both properly, starting with what the reviews actually say.
Affinity Wealth Management Reviews India
Star ratings are useful, but they flatten dozens of different experiences into a single number. A 4.4 out of 5 across 40 reviews sounds solid on its own, until you look at what’s actually driving the outliers.
That’s exactly what happened here. Sort those same 40 reviews by lowest rating first, and one account stands apart from the rest.
A user named Raju Jelly left a 1-star review describing a “trial call” on Nifty that cost him ₹10,000, calling the experience “fake promises.”
One person, one review, not a regulatory finding, so treat it as exactly that: a claim worth knowing, not proof of a pattern. But it’s the kind of detail that’s easy to miss if you only glance at the star rating on your way past.
Affinity Wealth Management Complaints
A star rating on Google is one thing.
A firm’s official SEBI complaint disclosure is a different, more formal record, and it’s worth checking both before forming an opinion.
| Year | Carried Forward | Received | Resolved | Pending |
|---|---|---|---|---|
| 2022-23 | NA | NA | NA | NA |
| 2023-24 | NA | NA | NA | NA |
| 2024-25 | 0 | 0 | 0 | 0 |
| 2025-26 | 0 | 0 | 0 | 0 |
This table is genuinely clean, zero complaints across every year currently on record, and that’s not something every RA can say.
But a zero-complaint record doesn’t automatically mean flawless service. It can just as easily reflect a short operating history and limited visibility.
The table alone can’t tell you which explanation applies here, which is exactly why the Google review above matters as a second data point, not a contradiction.
Also Read: Yadnya Academy Private Limited reviews, how a real license and real complaints can genuinely coexist.
How to Complaint Against Affinity Wealth Management?
If your own experience with Affinity Wealth Management doesn’t match what got advertised, whether that’s a call that went nowhere near what was promised or a claim that simply doesn’t add up, you’re not stuck just venting in a review section.
There’s an actual formal path here, and it moves through four distinct stages.
1. Raise It With the Firm First
Email the compliance officer or grievance officer directly and lay out exactly what happened. Attach supporting evidence such as payment receipts, emails, WhatsApp chats, screenshots, or call recordings if available.
Keep copies of every communication, since they may be useful if you need to escalate the matter later.
2. File Through SEBI SCORES
If the response isn’t satisfactory, the next step is the SEBI SCORES complaint portal, SEBI’s official complaint tracking system for regulated intermediaries.
You’ll get a tracking number and a documented timeline once the complaint is filed, which keeps the process visible rather than left to a phone call nobody can verify later.
3. Try Conciliation Through SMART ODR
If SCORES doesn’t resolve the issue, the SMART ODR portal brings in a neutral third party to help both sides settle before the matter moves to arbitration.
It’s designed to be quicker and less formal than the stages that follow, and many disputes end here.
4. File for Arbitration if Needed
Arbitration is the final formal step. Through the stock market arbitration process, an independent arbitrator reviews the case and issues a decision.
That decision carries real legal weight once it concludes, and it’s binding on both sides.
Not sure whether your Affinity Wealth Management complaint even qualifies for formal action?
We help you draft a strong complaint, choose the right grievance category, and file it through the correct portal.
Conclusion
Affinity Wealth Management’s official complaint record is genuinely clean, and that puts it ahead of several other RAs reviewed on this site.
But a clean disclosure and a 4.4-star rating only reflect the majority experience.
The Raju Jelly review, describing a ₹10,000 loss on a trial call, is a separate data point worth knowing alongside it, not a contradiction of it.
If your own experience looks anything like that account, the complaint process above is free to use at every stage.
Report. Recover. Stay Fraud Free.
The firm's mandatory SEBI disclosure shows zero complaints received across the years currently on record. This is a genuinely clean formal disclosure, though it should be read alongside independent reviews rather than in isolation. No. It is one Google review describing a specific personal experience, not a regulatory finding or an official complaint on record. Treat it as a claim worth knowing, not proof of a broader pattern. Save payment receipts, emails, WhatsApp chats, screenshots of any promises made, and call recordings if available. Keep everything in chronological order, since a clear timeline strengthens your complaint at every stage. Give the firm a reasonable window, typically 15 to 30 days, to respond to your direct complaint before escalating. If the response is unsatisfactory or there's no response at all, move to SEBI SCORES. No. Filing through SEBI SCORES and SMART ODR is free for investors. Arbitration may involve fees depending on the claim value and exchange rules, though this is the final step only if earlier stages don't resolve the matter.Frequently Asked Questions
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