Disclosure / Regulatory Information

1. Regulatory Status & Registration

CapitalLyft (hereinafter “we”, “us”, “the Research Analyst”) is registered with the Securities and Exchange Board of India (SEBI) as a Research Analyst under the SEBI (Research Analysts) Regulations, 2014.

• SEBI Registration Number: INH000020934
• Registered Office: New Palasia, INDORE, MADHYA PRADESH, 452001
• Date of Registration:

2. Official Website & Contact Details

This is the official website of the Research Analyst registered with SEBI.

Complaints Officer

(We confirm/shall confirm the above website details with the RA Association/SEBI portal as required by SEBI and will keep them current.)

3. Prominent Disclaimers

Research and opinions expressed on this website and in our research reports are those of the Research Analyst and are for information purposes only. They do not constitute an offer, solicitation, recommendation or advice to buy, sell or hold any securities or financial products.

Past performance is not indicative of future results. Investment decisions should be based on an investor’s own objectives, risk profile and financial circumstances.

Certain other services provided by us (if any) may not be regulated by SEBI. Details of any such services and the nature of regulation (or lack thereof) will be disclosed separately.

4. Minimum Mandatory Terms & Conditions (MITC)

In accordance with SEBI requirements, the terms and conditions for availing our research services include (but are not limited to):

• Scope of service, frequency, and form of delivery of research.
• Fees, payment modes and bank account(s) to receive fees. (We will publish the bank account details used to receive client fees on this page.)
• Record retention and data privacy statements.
• Process for complaints, grievance redressal timeline and arbitration (if applicable).

Clients are required to acknowledge and accept these terms before accessing or subscribing to paid research services. (For the complete and binding MITC, refer to the “Terms & Conditions / Client Agreement” document linked here: click here.)

5. Conflicts of Interest & Independence

We maintain policies and procedures to identify and manage conflicts of interest. The following (non-exhaustive) disclosures are made pursuant to SEBI requirements:

• Relationships with listed companies / issuers: None.
• Holdings: Names of directors/partners or employees who hold >X% (or any holdings) in covered issuers will be disclosed as required.
• Remuneration / Payment: Any material compensation received from issuers for research services will be disclosed in the relevant research reports.
• Proprietary trading / investment activities: The Research Analyst's proprietary trading and investment activities are strictly separated from research operations.

6. Research Methodology

Our research reports describe the methodology, assumptions, data sources and models used. Investment horizon and benchmark for each recommendation/type of report will be clearly stated in each report.

7. Risk Warning

Investments in securities are subject to market risks. Investors should read all risk disclosures in each report carefully. If you are in doubt, consult your financial adviser.

8. Fees, Bank Account(s) & Payment

We charge fees for certain research products and services. Details of fee schedules for subscription products and the bank account(s) used to receive client fees are published here:

• Bank Name & Branch: PANJAB NATIONAL BANK JAWAHAR MARG
• Account Name: CAPITALLYFT
• Account No.: 1936002100027322
• IFSC: PUNB019360

(We will update this section if there are any changes to the bank accounts used for receiving fees, in line with SEBI’s periodic reporting requirements.)

9. Complaints and Redressal

We are committed to timely resolution of client complaints.

• 1: How to submit a complaint: Email: info@capitallyft.in or write to the grievance officer at the address above.
• 2: Acknowledgement timeline: Complaints will be acknowledged within 7 working days.
• 3: Resolution timeline: We aim to resolve complaints within 30 days; where not feasible, we will inform the complainant of expected timelines and escalation process.
• 4: Monthly complaints data: In line with SEBI requirements, we will publish periodic complaint statistics and redressal status on our website (see Annexure B / Complaints Dashboard).

If unsatisfied with the resolution, investors may approach SEBI or other statutory grievance mechanisms as applicable.

10. Investor Charter

We publish an Investor Charter describing investor rights, grievance handling, timelines and other investor-facing undertakings. The Investor Charter is accessible here: click here. We will display and update the Investor Charter prominently on this website.

12. Privacy & Data Protection

We collect and retain client data only for legitimate business purposes and as permitted by law. Details on data use, retention and client rights are available in our Privacy Policy: click here.

13. Updates & Version Control

This Disclosure page was last updated on: October 7, 2025. We reserve the right to update this page to reflect regulatory changes, business changes, or SEBI guidance. Significant updates will be highlighted on the home page and via appropriate notifications.

14. Contact for Compliance Queries

Compliance Officer: Mr. Pankaj Pawar
Email: info@capitallyft.in
Phone: +91-89898-59565
Postal Address: New Palasia, INDORE, MADHYA PRADESH, 452001