Investor Charter

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

  • To publish a research report based on the research activities of the RA.
  • To provide an independent, unbiased view on securities.
  • To offer unbiased recommendations, disclosing the financial interests in recommended securities.
  • To provide research recommendations based on analysis of publicly available information and known observations.
  • To conduct an audit annually.
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Details of services provided to investors (No Indicative Timelines)

Onboarding of Clients.

Disclosure to Clients

To distribute research reports and recommendations to the clients without discrimination. To maintain confidentiality w.r.t the publication of the research report until made available in the public domain.
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Details of the grievance redressal mechanism and how to access it

In case of any grievance/complaint, an investor should approach the concerned research analyst and 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 regard 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.
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Expectations from the investors (Responsibilities of investors)

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Do’s

  • Always deal with an SEBI-registered Research Analyst
  • Ensure that the Research Analyst has a valid registration certificate.
  • Check for the SEBI registration number of the Research Analyst.
  • Please refer to the list of all SEBI-registered Research Analysts, available on the SEBI website: SEBI Registered Research Analysts.
  • Always pay attention to 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 a 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 Analysts offering assured or guaranteed returns.
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Don’ts

  • Do not provide funds for investment to the Research Analyst.
  • Don’t fall prey to luring advertisements or market rumors.
  • Do not get attracted to limited-period discounts or other incentives, gifts, etc., offered by the Research Analyst.
  • Do not share login credentials and password of your trading and demat accounts with the Research Analyst.