SHUKUL WEALTH ADVISORY CLAIM FORM DETAILS

You have to claim as per SEBI order 13/08/2021 and you will get your amount within 6 months.
You have to submit the claim form to SEBI.

1. Submit your personal details for claim on email.

 Name of the client: Rajata Patel

 Bank Account Number of Client: 0012354687900
 Bank Name: ICICI Bank
 Account Holder Name: Rajata Patel
 IFSC Code: ICIC0000123
 Pan Number:ABCDF1234D
 Aadhar Number:123456789874
 Phone Number:1231231231
 Email ID:Rajatapatel@gmail.com
 Made payment to which bank account of Shukul Wealth Advisory: 239905500453

2. Here are the Claim Format in which you have to mention your payment details.

User ID Transaction Unit Amount Date No.of 1% Total Claim Total Rcved
Month (till interes amt (from
31st t(as company)
oct,2021) SEBI
rule)
Rajat05 Rajat05_TR 1 10000 1/10/202 12 12% 11200 2500
A_1 0
Rajat05 Rajat05_TR 2 20000 2/11/202 11 11% 22200
A_2 0
Rajat05 Rajat05_TR 1 10000 1/12/202 10 10% 11000
A_3 0

TOTAL 44400 2500

TOTAL CLAIM AMOUNT 44400
RECEIVED AMOUNT 2500
NET CLAIM AMOUNT 41900
Note: Above mentioned data are just for an example, all are dummy data shown here

3. Documents needed to be attached on email

 Pan card
 Aadhar Card
 Bank Passbook/Cancelled Cheque
 Investment Proof (Company Receipts From ID wallet)

Reference Email ID is given below to send the above format and required documents.

 TO : sebiwro@sebi.gov.in
CC : info@shukuladvisory.com

If you want to claim in SEBI physically, so you can send claim form copy at the address given
below.

The Regional Director,

SEBI Western Regional Office,
Panchvati, 1st Lane,
GulbaiTekra Road,
Ahmedabad - 380006, Gujarat

SOME NOTE REGARDING DAILYGET CLAIM FORM

1. HOW TO FILL CLAIM TABLE?

 1st column add your userid of dailyget

 2nd column add your transaction details (XYZ_TRA_1 / XYZ_TRA_2 etc.)
 3rd column add your units as per transaction
 4th column add unit amount (can’t add entry charge) ex. 1 unit = 10000 only
 5th column add activation date of transaction
 6th column add no of month from next month of activation date to 31st oct,2021
example.
your transaction is xyz_tra_1 and activation date is 22/10/2020 , you can count month
from 1st Nov 2020 to 31st oct 2021, that is 12 month.
  7th column add interest as per your month of investment
ex.
Your no of month is 12 as per point 6th, your interest is 12% (1% per month).
 8th column add total claim (total investment + claim amount)
Ex,
Unit = 1
amount = 10000
no of month = 12
interest =12% ( 1% per month)
Interest amount = 10000 *12% = 1200
Total claim amount = 10000(Capital) + 1200 (interest) = 11200 (eleven thousand two
hundred only)

so, your total claim amount is 11200/-

 9th column add total received amount from company (investment payout only), from
activation month to till date which is paid by company in your bank account
EX. You get 2500 amount from company

 Now for, net claim amount

TOTAL CLAIM AMOUNT = 11000

RECEIVED AMOUNT FROM COMPANY = 2500
NET CLAIM AMOUNT = 11200 – 2500 = 8700/-

2. WHICH DOCUMENTS NEED TO ATTACHE IN EMAIL?

 PANCARD
 ADHARCARD (FRONT /BACK)
 BANK PROOF (BANK PASSBOOK /CANCEL CHEQUE)
 INVESTMENT PROOF (COMPANY RECEIPTS FROM ID WALLET)

3. WHERE WE FIND COMPANY INVESTMENT RECEIPT?

Each customer gets company receipt on your registered email id, from
info@shukuladvisory.com Or also get on dailyget dashboard

 Click on this website : https://user.dailygetplan.com/login

 Add your user id and password
 Click on “wallet “tab
 Click on “history button” which is shown at corner
 Click on “Capital Entry”
 Click on arrow, you can get receipt here

If you have any query regarding claim form, please contact to our customer care department.