Investor Disclosures

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Vision & Mission

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Vision

To be the most trusted and innovative research-driven financial education and advisory platform, empowering individuals and institutions to make smarter, ethical, and confident investment decisions worldwide.
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Mission

At City Index Research and Advisory Pvt. Ltd., our mission is to simplify the complexities of financial markets through structured education, NISM certification preparation, and research-backed stock recommendations. We strive to create a knowledge-driven ecosystem that nurtures financial literacy, builds investor confidence, and delivers actionable insights for sustainable wealth creation.
Skilled Team

B) Details of business transacted by the Research Analyst with respect to the investors.

We publish research reports based on robust and ethical research activities carried out by our organization. All reports are prepared with diligence, ensuring accuracy and relevance for investors.

Our research reports and recommendations are independent and free from external influences. We ensure that our views on securities are neutral and unbiased to help investors make informed decisions.

We conduct an annual audit of our research activities, policies, and procedures to ensure compliance with SEBI regulations. The audit findings are documented, and necessary corrective measures are implemented promptly.
We provide clear disclosures of any financial interests or conflicts of interest in the securities that we recommend. These disclosures are prominently included in our reports as per regulatory requirements.
All our research recommendations are based on publicly available information and our own observations. We comply with all regulations concerning the use of non-public or sensitive information.

D) Details of grievance redressal mechanism and how to access it

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Innovative Planning

It is a long-established fact that a reader will be distracted by the readable content of a page site design work.
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Fair Distribution of
Research Reports

SEBI-registered analysts
& expert trainers
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Confidentiality

We maintain strict confidentiality of research reports until they are made available in the public domain, upholding the trust of our clients and compliance standards.

Details of grievance redressal mechanism and how to access it

In case of any grievance / complaint, an investor should approach the concerned research analyst and we shall ensure that the grievance is resolved within 30 days.
If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
With regards to physical complaints, investors may send their complaints to Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan. Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.

Expectations from the investors (Responsibilities of investors)

Do’s

  • Always deal with an SEBI-registered Research Analyst.
  • Check for SEBI registration number.
  • Ensure that the Research Analyst has a valid registration certificate.
  • Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14
Always pay attention towards disclosures made in the research reports before investing. Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments. Before buying securities or applying in public offer, check for the research recommendation provided by your research Analyst. Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation. Inform SEBI about Research Analyst offering assured or guaranteed returns.

Don’ts

  • Do not provide funds for investment to the Research Analyst.
  • Don’t fall prey to luring advertisements or market rumours.
  • Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
  • Do not share login credentials and password of your Trading and Demat Account with the Research Analyst.

Grievance Redressal

Grievance Redressal Methods: Client’s queries/complaints may arise due to lack of understanding or a deficiency of service experienced by clients. Deficiency of service may include lack of explanation, clarifications, understanding which escalates into shortfalls in the expected delivery standards, either due to inadequacy of facilities available or through the attitude of staff towards client.
  1. Clients can seek clarification to their query and are further entitled to make a complaint in writing.
  2. Clients can write to the research analyst at grievancesandqueries@gmail.com. The client can expect a reply within 10 business days of approaching research analyst.
  3. In case you are not satisfied with our response you can lodge your grievance with SEBI at http://scores.gov.in or you may also write to any of the offices of SEBI. SCORES may be accessed through SCORES mobile application as well, same can be downloaded from below link: https://play.google.com/store/apps/details?id=com.ionicframework.sebi236330

Subscribers/Clients can lodge their complaints by

  1. Writing directly to the Compliance officer at OR
  2. To SEBI at https://scores.gov.in/scores