UPPSCALLE

UPPSCALLE INVESTMENTS

Your trusted partner for holistic financial growth and wealth management.

Contact Info

[email protected]
+91 9825184365
538, ISKON EMPORIO, NEAR STAR BAZAAR, JODHPUR CROSS ROAD, SATELITE, AHMEDABAD-380015
Login Login
Home Compliance Important Links

Important Links

Important Links

A comprehensive directory of all important regulatory portals, investor tools, and resources for Mutual Fund investors
UPPSCALLE INVESTMENTS PVT LTD | 182598 | www.uppscalle.com | Last Updated: August 2026
This page is a curated directory of all important links that every investor should bookmark. From investor grievance portals to KYC agencies, portfolio tracking tools to regulatory bodies — everything you need is here. All links are regularly verified and updated.

🏢   UPPSCALLE INVESTMENTS PVT LTD — Our Client Portals

Client Portfolio Login
www.uppscalle.com
Login to view your portfolio, transactions, and account statements
Android App — Portfolio Tracker
https://play.google.com/store/apps/details?id=com.uppscalle.app
Download our client portfolio app from Google Play Store
iOS App — Portfolio Tracker
https://apps.apple.com/in/app/uppscalle/id6751181878
Download our client portfolio app from Apple App Store
WhatsApp Us
+91 9825184365
Chat with us on WhatsApp for queries, updates, and support
These are UPPSCALLE INVESTMENTS PVT LTD's own platforms for your convenience. For any issues accessing these portals, contact us at the details mentioned on our Contact Us page.

🚨   Investor Grievance & Complaint Portals

If you have an unresolved complaint, use these portals. Always start with Level 1 (UPPSCALLE INVESTMENTS PVT LTD GRO) before escalating.
PortalOfficial LinkPurpose
SEBI SCORES MANDATORY https://scores.sebi.gov.in Lodge complaints against SEBI-registered entities online. Track complaint status in real time.
SMART ODR MANDATORY https://smartodr.in Online Dispute Resolution — Conciliation and Arbitration for investor disputes with market intermediaries.
AMFI IGRC Helpline MF ONLY [email protected] [email protected] | Toll Free: 1800-270-7000 | AMFI Investor Grievance Redressal Committee
SEBI Investor Helpline https://investor.sebi.gov.in SEBI investor helpline and education portal | Toll Free: 1800-266-7575
NSE IGRCS https://igrcs.nse.com NSE Investor Grievance and Complaint System for exchange-related complaints
BSE Investor Portal https://investorhelpline.bseindia.com BSE investor complaint and helpline portal

🏛️   Regulatory Bodies

RegulatorOfficial LinkRole & Purpose
SEBI https://www.sebi.gov.in Securities and Exchange Board of India — Primary regulator for Mutual Funds and securities markets
AMFI https://www.amfiindia.com Association of Mutual Funds in India — MFD registration, ARN verification, investor education, NAV data
RBI https://www.rbi.org.in Reserve Bank of India — Monetary policy, banking regulations, forex
IRDAI https://www.irdai.gov.in Insurance Regulatory and Development Authority of India — Insurance regulations and grievances
PFRDA https://www.pfrda.org.in Pension Fund Regulatory and Development Authority — NPS and pension regulations
MCA https://www.mca.gov.in Ministry of Corporate Affairs — Company registration, CIN verification, ROC filings
Income Tax India https://www.incometax.gov.in Income Tax portal — ITR filing, tax computation, Form 26AS, AIS
SEBI AIFsebi.gov.inVerify SEBI-registered AIF managers and distributors
AMFI SIFamfiindia.comAMFI — Specialised Investment Fund distributor verification and guidelines
NPS Trustnpstrust.org.inNational Pension System Trust — NPS account, contribution, withdrawal
NSDL CRAcra-nsdl.comNSDL Central Recordkeeping Agency — NPS PRAN account management
CAMS CRAcamsonline.com/npsCAMS NPS services
IRDAI Bima Bharosabimabharosa.irdai.gov.inIRDAI insurance grievance portal — Bima Bharosa
Insurance Ombudsmancioins.co.inCouncil for Insurance Ombudsmen — insurance grievance escalation

📊   Mutual Fund Portals & Transaction Platforms

PortalOfficial LinkPurpose
MF Central https://www.mfcentral.com One-stop portal for all MF folios across all AMCs — CAS, portfolio view, transactions, KYC
CAMS Online https://www.camsonline.com Computer Age Management Services — CAS, NAV, transactions for CAMS-serviced AMCs
KFintech https://mfs.kfintech.com KFintech (formerly Karvy) — CAS, NAV, transactions for KFintech-serviced AMCs
AMFI NAV https://www.amfiindia.com/nav-history-download.html Official NAV (Net Asset Value) of all Mutual Fund schemes — daily updated
Mutual Funds Sahi Hai https://www.mutualfundssahihai.com AMFI investor education portal — MF basics, SIP calculator, scheme comparison
MITRA Portal https://mitra.amfiindia.com Trace inactive, dormant, or unclaimed MF investments — AMFI portal
MF Utility (MFU) https://www.mfuindia.com MF Utilities — common transaction platform for MF investments across AMCs
BSE Star MF https://bsestarmf.in BSE platform for Mutual Fund transactions — popular distributor platform

🪪   KYC Agencies & Identity Verification

AgencyOfficial LinkPurpose
CAMS KRA https://www.camskra.com CAMS KYC Registration Agency — KYC registration, modification, status check
CVL KRA https://www.cvlkra.com CVL KRA (CDSL Ventures) — KYC registration and modification
CKYC India https://www.ckycindia.in Central KYC Registry (CERSAI) — Central government KYC database, CKYC number
NDML KRA https://www.ndml.in NSDL Database Management Limited — KYC Registration Agency
NSDL PAN https://www.onlineservices.nsdl.com/paam/endUserRegisterContact.html NSDL PAN card application, correction, and status check
UTIITSL PAN https://www.utiitsl.com UTI Infrastructure Technology and Services — PAN card services
Aadhaar UIDAI https://uidai.gov.in UIDAI — Aadhaar card download, update, verification, virtual ID generation

📋   Account Statements & Portfolio Tools

PortalOfficial LinkPurpose
MF Central CAS https://www.mfcentral.com Download Consolidated Account Statement (CAS) for all MF folios across all AMCs
CAMS CAS https://www.camsonline.com/Investors/Statements/ConsolidatedAccountStatement CAS download for CAMS-serviced AMC folios
KFintech CAS https://mfs.kfintech.com/investor/General/ConsolidatedAccountStatement CAS download for KFintech-serviced AMC folios
NSDL Form 26AS https://www.tdscpc.gov.in Income tax Form 26AS — TDS details, advance tax, capital gains reporting
AIS / TIS Portal https://www.incometax.gov.in Annual Information Statement — Complete financial summary from Income Tax portal
NSDL Portfolio https://eservices.nsdl.com NSDL demat account services — holdings, transactions, e-DIS
CDSL Easiest https://web.cdslindia.com CDSL demat account services — e-Statement, Easiest platform

✅   Verify Registrations & Check Credentials

Always verify before investing — check if your distributor, adviser, or intermediary is genuinely registered with the regulator.
VerificationOfficial LinkWhat You Can Verify
Verify MFD / ARN https://www.amfiindia.com/find-mf-distributor Verify any MFD ARN registration status and details at AMFI — amfiindia.com/find-mf-distributor
SEBI Registered Entities https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognised=yes Verify SEBI registration of brokers, advisers, portfolio managers, and other intermediaries
IRDAI Agent Verify https://agencyportal.irdai.gov.in Verify IRDAI agent and broker registration — agencyportal.irdai.gov.in
MCA Company Search https://www.mca.gov.in/content/mca/global/en/mca/master-data/MDS.html Verify company CIN, registration details, directors — Ministry of Corporate Affairs
CIBIL Credit Score https://www.cibil.com Check your credit score — CIBIL (TransUnion)
RBI Ombudsman https://cms.rbi.org.in RBI Complaint Management System — banking and NBFC related complaints

📚   Investor Education & Financial Literacy

ResourceOfficial LinkWhat You'll Find
SEBI Investor Education https://investor.sebi.gov.in Free investor education resources from SEBI — articles, videos, quizzes, financial calculators
AMFI — Mutual Funds Sahi Hai https://www.mutualfundssahihai.com AMFI investor education — MF basics, myth busters, SIP benefits
NISM https://www.nism.ac.in National Institute of Securities Markets — NISM certifications, study material, exam registration
NSE India Education https://www.nseindia.com/education NSE investor education — market basics, derivatives, trading concepts
BSE Institute https://www.bsebti.com BSE Training Institute — capital markets education and certification
IEPF https://iepf.gov.in Investor Education and Protection Fund — Unclaimed dividends and shares recovery
Cybercrime Portal https://cybercrime.gov.in Report financial fraud, investment scams, online fraud — Helpline: 1930

📞   Important Helpline Numbers

SEBI Helpline
1800-266-7575
Toll Free | SEBI Investor helpline for market-related complaints
AMFI Helpline
1800-270-7000
Toll Free | AMFI investor helpline for MF-related complaints
Cyber Crime Helpline
1930
National Cyber Crime Helpline — report investment fraud and online financial scams
IRDAI Helpline
155255 / 1800-4254-732
IRDAI Toll Free | Insurance consumer helpline
PFRDA Helpline
1800-110-708
PFRDA Toll Free | NPS and pension-related helpline
RBI Helpline
14440
RBI Helpline | Banking and NBFC related queries and complaints
Disclaimer: All links above are official government and regulatory portals. UPPSCALLE INVESTMENTS PVT LTD is not responsible for the content, accuracy, or availability of third-party websites. Links are verified periodically — if any link is not working, please inform us at www.uppscalle.com. Links are provided for investor convenience only and do not constitute an endorsement of any third-party service.
Last Updated: August 2026 | Verified & maintained by UPPSCALLE INVESTMENTS PVT LTD (182598) | www.uppscalle.com

AMFI Registered Mutual Fund Distributor (ARN: 182598)

Your Trusted Wealth Partner providing holistic, goal-based planning and mutual fund distribution services.

Company

Compliance

Registered Office

AHMEDABAD

538, ISKON EMPORIO, NEAR STAR BAZAAR, JODHPUR CROSS ROAD, SATELITE, AHMEDABAD-380015

UPPSCALLE INVESTMENTS PVT LTD
AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor (182598)
AMFI Registered SIF Distributor (NA)
APMI Registered PMS Distributor (NA)
IRDAI Licensed Insurance Intermediary (NA)

Risk Factors — Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making the investment decision. UPPSCALLE INVESTMENTS PVT LTD deals in Regular Plans only for Mutual Fund Schemes and earns a trailing commission on client investments. Disclosure of commission earnings is made to clients at the time of investments. Option of Direct Plan is available to investors offering lower expense ratio. We are not entitled to earn any commission on Direct Plans.

SIF / AIF Disclaimer — Investments in Specialised Investment Funds (SIF) or Alternative Investment Funds (AIF) are subject to market risks, including the possible loss of the principal amount invested. These funds are generally illiquid, entail higher risks than traditional mutual funds, and are intended for sophisticated investors only. Minimum investment in SIF: Rs. 10 Lakhs. Minimum investment in AIF: Rs. 1 Crore. Investors are strictly advised to read the Scheme Information Document (SID), Private Placement Memorandum (PPM), term sheet, and all associated risk disclosure documents carefully before investing. Past performance is not indicative of future returns.

Insurance Disclaimer — Insurance is the subject matter of solicitation. The information provided on this website is for general informational purposes only and does not constitute insurance advice. Please read the policy terms, conditions, sales brochure, and exclusions carefully before concluding a sale. UPPSCALLE INVESTMENTS PVT LTD acts as a corporate agent / distributor and does not underwrite risk or act as an insurer.

NPS Disclaimer — National Pension System (NPS) investments in equity (E) and corporate bond (C) asset classes are subject to market risks. The value of investments may fluctuate and there is no guarantee of returns. At least 40% of NPS corpus must be used to purchase an annuity at maturity. Tax benefits are subject to changes in applicable tax laws.

UPPSCALLE INVESTMENTS PVT LTD makes no warranties or representations, express or implied, on products offered through the platform of UPPSCALLE INVESTMENTS PVT LTD. We provide incidental distribution services only. For investment advice, please consult a SEBI-registered Investment Adviser. UPPSCALLE INVESTMENTS PVT LTD accepts no liability for any damages or losses, however caused, in connection with the use of, or reliance on, its products or related services. Investments in securities markets are subject to market risks — read all related documents carefully before investing.
UPPSCALLE INVESTMENTS PVT LTD operates in compliance with SEBI, AMFI, APMI, IRDAI regulations. © 2026 UPPSCALLE INVESTMENTS PVT LTD — All Rights Reserved.

© 2026 UPPSCALLE INVESTMENTS PVT LTD. All Rights Reserved.
Disclaimer Privacy Policy Terms & Conditions Fund Selection Rights & Obligations SID/SAI/KIM Empanelments Factsheet Stress Test SEBI SCORES SMART ODR