1. Mandatory Disclaimer and Standard Warning

We operate under strict regulatory frameworks to ensure your investments are managed with the highest standards of integrity and transparency. As a registered investment adviser, we follow all applicable laws, maintain client-first practices, and provide unbiased advice free from conflict of interest.

2. Regulatory Status

Centricity is an, SEBI-registered investment adviser (RIA).

Under the name	Centricity Advisory Services Private Limited
CIN of the IA	U67190HR2022PTC104568
Registration Number	INA000018559
Validity of Registration	November 13, 2023, to Perpetual
BSE Enlistment No	2094
Registered address	203B, 2nd Floor, Tower-B, Global Business Park, Mehrauli, Gurgaon Road, Gurugram, Haryana-122002, Contact Number: 9619623465
Corporate Office	203B, 2nd Floor, Tower-B, Global Business Park, Mehrauli Gurgaon Road, Gurugram, Haryana-122002, Contact Number: 9619623465
Principal officer	Ms. Arpita Hegde advisory@centricity.co.in +91 9877987730
Compliance Officer	Ms. Ayushi compliance@centricity.co.in +91 8368283594
Grievance Officer	Ms. Ayushi compliance@centricity.co.in +91 8368283594
SEBI office address	The Regional Director, 5th Floor, Bank of Baroda Building, 16, Sansad Marg, New Delhi - 110001, Delhi

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of Securities and Exchange Board of India (Investment Advisers) Regulations, 2013 for last and current financial year as under:

S.No.	Financial Year	Compliance Audit Status	Remarks, if any
1	FY 2022-2023	Registration not obtained	NA
2	FY 2023-2024	Completed	NA
3	FY 2024-2025	Completed	NA

3. Investor Charter

In order to facilitate investor awareness about various activities which an investor deals with while availing the services provided by investment advisers, SEBI has developed an Investor Charter for Investment Advisers. This Charter is a brief document containing details of the service provided to investors, their rights, dos and don'ts, responsibilities, investor grievance handling mechanism and timelines thereof, etc.

Please click here to read the Investor Charter

4. Complaint Data for Investment Advisory Services

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.

4.1 Clients can seek clarification to their query and are further entitled to make a complaint in writing over the e-mail. You can lodge complaints and grievances by writing to this email ID - compliance@centricity.co.in

4.2 Clients can write to the Investment Adviser at advisory@centricity.co.in if the Investor does not receive a response within 10 business days of writing on the above-mentioned e-mail. The client can expect a reply within 10 business days of approaching the Investment Adviser.

4.4 ODR Portal could also be accessed, if unsatisfied with the response. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. ODR Portal can be accessed via the following link.

SEBI ODR

https://smartodr.in/login/

5. Complaint Status

Data for the month ending 30th June 2026

Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending#	Pending complaints > 3months	Average Resolution time^ (in days)
1	Directly from Investors	NA	NIL	NIL	NIL	NIL	NIL
2	SEBI (SCORES)	NA	NIL	NIL	NIL	NIL	NIL
3	Other Sources if	NA	NIL	NIL	NIL	NIL	NIL

Number of complaints received during the month against the IA due to impersonation by some other entity: Note: In case of any complaints received against the IA due to impersonation of the IA by some other entity, the IA may adjust the number of such complaints from the total number of received/resolved complaints while preparing the above table. Further, IA must close such impersonation-related complaints after following the due process as specified by SEBI/ IAASB.

* Inclusive of complaints of previous months resolved in the current month. # Inclusive of complaints pending as on the last day of the month.

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month, divided by the total number of complaints resolved in the current month.

Trend of Years' disposal of complaints

Sr. No.	Years	View Button
1	2025	View
2	2024	View
3	2023	View

Trend of monthly disposal of complaints

Sr. No.	Month	Carried forward from the previous month	Received	Resolved*	Pending#
1	October, 2023	NA	NA	NA	NA
2	November, 2023	NIL	NIL	NIL	NIL
3	December, 2023	NIL	NIL	NIL	NIL
4	January, 2024	NIL	NIL	NIL	NIL
5	February, 2024	NIL	NIL	NIL	NIL
6	March, 2024	NIL	NIL	NIL	NIL
7	April, 2024	NIL	NIL	NIL	NIL
8	May, 2024	NIL	NIL	NIL	NIL
9	June, 2024	NIL	NIL	NIL	NIL
10	July, 2024	NIL	NIL	NIL	NIL
11	August, 2024	NIL	NIL	NIL	NIL
12	Septemeber, 2024	NIL	NIL	NIL	NIL
13	October, 2024	NIL	NIL	NIL	NIL
14	November, 2024	NIL	NIL	NIL	NIL
15	December,2024	NIL	NIL	NIL	NIL
16	January, 2025	NIL	NIL	NIL	NIL
17	February, 2025	NIL	NIL	NIL	NIL
18	March, 2025	NIL	NIL	NIL	NIL
19	April, 2025	NIL	NIL	NIL	NIL
20	May, 2025	NIL	NIL	NIL	NIL
21	June, 2025	NIL	NIL	NIL	NIL
22	July, 2025	NIL	NIL	NIL	NIL
23	August, 2025	NIL	1	NIL	1
24	September, 2025	1	NIL	1	NIL
25	October, 2025	NIL	NIL	NIL	NIL
26	November, 2025	NIL	NIL	NIL	NIL
27	December, 2025	NIL	NIL	NIL	NIL
28	January, 2026	NIL	NIL	NIL	NIL
29	February, 2026	NIL	NIL	NIL	NIL
30	March, 2026	NIL	NIL	NIL	NIL
31	April, 2026	NIL	NIL	NIL	NIL
32	May 2026	NIL	NIL	NIL	NIL
33	June 2026	NIL	NIL	NIL	NIL

* Inclusive of complaints of previous months resolved in the current month.

# Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

Sr. No.	Year	Carried forward from the previous month	Received	Resolved*	Pending#
1	2025-26	NILL	NIL	NIL	NIL
2	2024-25	NA	NIL	NIL	NIL
3	2023-24	NA	NA	NA	NA
4	2022-23	NA	NA	NA	NA

* Inclusive of complaints of previous years resolved in the current year.

# Inclusive of complaints pending as on the last day of the year.

Grievance Redressal/Escalation Matrix

Details of designation	Contact Person Name	Address where the physical address location	Contact No.	Email-Id*	Working hours when the complainant can call#
Customer Care	Puneet Kaur	203-B, Tower-B, Global Business Park, Gurugram, Haryana-122002	7703839287	riaops@centricity.co.in	09:00 AM to 05:00 PM
Head of Customer Care	Priyanka Gambhir	203-B, Tower-B, Global Business Park, Gurugram, Haryana-122002	9540225858	riaops@centricity.co.in	09:00 AM to 05:00 PM
Compliance Officer	Ayushi	203-B, Tower-B, Global Business Park, Gurugram, Haryana-122002	8368283594	Ayushi.m@centricity.co.in	09:00 AM to 05:00 PM
CEO	N/A	NA	NA	NA	NA
Principal Officer	Arpita Hegde	203-B, Tower-B, Global Business Park, Gurugram, Haryana-122002	9619623465	ah@centricity.co.in	09:00 AM to 05:00 PM

Grievance Redressal for Accessibility

Grievance Redressal Mechanism (for Accessibility Issues)

Grievance Redressal Mechanism – Accessibility Compliance (SEBI Circular dated July 31, 2025) In compliance with the SEBI circular, [Entity Name] has established a dedicated grievance redressal mechanism to address accessibility-related complaints from persons with disabilities (PwDs).

1. Dedicated Channels

Email	advisory@centricity.co.in
Helpline	+91 87654445601 (Mon-Fri, 9:30 AM - 6:00 PM)

2. Process

All accessibility-related grievances will be acknowledged within 2 working days. Resolution/response will be provided within 15 working days. Complex issues requiring longer timelines will be communicated clearly to the complainant.

3. Escalation Matrix

Level 1:	Ayushi Mangla
	Ayushi.m@centricity.co.in
	+91 8368283594

Level 2:	Arpita Hegde
	ah@centricity.co.in
	+91 8368283594

Annual Return