Regulatory Disclosures & Compliance
Statutory disclosures, registration credentials, investor grievance redressal procedures, and commercial transparency standards for Foliyo AI (Weekend Bytes Tech Private Limited).
Entity & Registration Details
Foliyo AI is a brand of Weekend Bytes Tech Private Limited, an institutional SEBI-Registered Investment Adviser operating under the SEBI (Investment Advisers) Regulations, 2013.
SEBI RIA Credentials
Corporate & Contact Identifiers
U66190KA2026PTC214267
AAECW3510G
BLRW05568D
29AAECW3510G1ZF
SEBI Local Office Address (Jurisdiction)
Securities and Exchange Board of India (SEBI)
Bengaluru Local Office, 2nd Floor, Jeevan Mangal Building, No. 4, Residency Road, Bengaluru, Karnataka - 560025
Investor Grievance Redressal Mechanism
We are committed to prompt, transparent, and fair resolution of investor queries and grievances. If you have any grievance or complaint, please follow our structured resolution hierarchy.
Level 1: Internal Grievance Redressal (Foliyo AI)
Investors may lodge their grievance by writing directly to our support and compliance desk. Please provide your registered phone number, email, and details of the complaint so we can investigate expeditiously.
- Support Email: hello@foliyo.ai
- Escalation to Principal Officer: Mr. Sachin Kumar Kabra (sachin@foliyo.ai)
- Postal Address: Weekend Bytes Tech Private Limited, Innov8 Mantri Commercio, Tower-A, 5th Floor, Bellandur, Bangalore South, Bangalore – 560103, Karnataka
- Target Resolution Time: Within 21 to 30 calendar days from the date of receipt
Level 2: SEBI Complaints Redress System (SCORES Portal)
If the grievance is not redressed within 30 calendar days from the date of lodging with Foliyo AI, or if you are dissatisfied with the resolution provided, you may approach SEBI through the official SCORES portal.
SEBI SCORES facilitates lodging complaints online against regulated intermediaries, tracking status, and receiving formal resolution under SEBI oversight.
You can also download the SEBI SCORES Mobile Application available on Google Play Store and Apple App Store.
Level 3: Online Dispute Resolution (SMART ODR Portal)
If you remain aggrieved after escalating through SCORES or if your complaint cannot be mutually resolved, you may initiate dispute resolution through the SMART ODR (Securities Market Approach for Resolution Through ODR Portal) framework established under SEBI circulars.
SMART ODR provides online conciliation and online arbitration for disputes arising in the Indian securities market.
Fee-Only Advisory & Commercial Disclosures
Foliyo operates on a strict fee-only fiduciary model. We work exclusively for our clients, eliminating the deep conflicts of interest inherent in traditional financial distribution.
Strictly Fee-Only. Zero Product Commissions.
Unlike mutual fund distributors, insurance agents, or relationship managers, Foliyo never sells products or receives kickbacks from manufacturers.
- ✓ Only Fee, No Commissions: We charge only a flat, transparent fee directly to the client. We do not earn any trail commissions, distribution margins, or broker rebates.
- ✓ Direct Mutual Funds Only: All investment recommendations are executed strictly in zero-commission Direct Plans of mutual funds, saving you 0.5%–1.5% in recurring annual TER compared to regular plans.
- ✓ No Referral or Affiliation Kickbacks: We earn zero fees for recommending specific fund houses, custodians, PMS providers, or lenders.
- ✓ No AUM Percentage Skimming: Transparent flat fees ensure that as your wealth compounds, your advisory cost remains equitable and predictable.
Detailed plan tiers and onboarding schedules are available on our pricing page: View Our Transparent Fee Schedule →
View Our Transparent Fee Schedule →Investor Charter for Investment Advisers
As mandated by SEBI, here is what investors can expect when engaging a SEBI-Registered Investment Adviser.
Suitability & Risk Profiling
The adviser must conduct thorough risk profiling and financial assessment before providing any investment advice. Advice must be suitable to your risk appetite, age, cash flows, and life goals.
Written Agreement & Audit Trail
Advisers must enter into a formal, transparent client agreement clearly laying out terms, fee schedules, scope of advisory, and cancellation rights before accepting any advisory fees.
Confidentiality & Conflict Management
Advisers must maintain strict client confidentiality, disclose all potential conflicts of interest upfront, and maintain arms-length separation between advisory and any other activities.