-
Disclosure of AI Use in SEBI-Registered Investment Advisory: What Clients Need to Know
- August 18, 2026
- Posted by: Ankit Jaiswal
- Category: Market
No Comments
AI in investment advisory services India: how SEBI registered advisers can use AI tools, what disclosure is required, why human oversight remains essential and investor implications.
-
IAASB for Investment Advisers: What the Administration and Supervisory Body Actually Does
- August 18, 2026
- Posted by: Kunal Singla
- Category: advisory
IAASB investment adviser role explained: how this body administers IA registration, supervisory functions and reporting — and how it differs from SEBI’s direct regulatory role.
-
When Does Financial Planning Become Part of Investment Advisory?
- August 18, 2026
- Posted by: Ankit Jaiswal
- Category: Market
Financial planning investment adviser intersection in India: when goal-based financial planning falls within the IA regulatory scope, what it covers and what requires separate registration.
-
Part-Time Investment Adviser in India: Registration Status, Disclosures and Client Communication
- August 18, 2026
- Posted by: Kunal Singla
- Category: advisory
Part-time investment adviser rules in India: what part-time status means, how it must be disclosed in registration and client communications and what investors should know.
-
What Services Can a SEBI Registered Investment Adviser Legally Offer?
- August 18, 2026
- Posted by: Ankit Jaiswal
- Category: Market
SEBI registered investment adviser services: what IAs can and cannot legally offer, the advisory scope, financial planning inclusion and implementation service boundaries under SEBI regulations.
-
Investment Adviser Registration Document Checklist: What Applicants Need to Prepare
- August 18, 2026
- Posted by: Kunal Singla
- Category: advisory
Documents for investment adviser registration in India: identity proofs, qualifications, certifications, net-worth evidence and other IAASB application requirements explained.
-
Investment Adviser Services for FPIs in India: Eligibility and Scope
- August 18, 2026
- Posted by: Ankit Jaiswal
- Category: Market
Investment adviser FPI services: SEBI registered IA eligibility to advise FPIs, the applicable framework, cross-border limitations and what FPIs should verify before engaging an Indian IA.
-
Investment Adviser Business Continuity: What Clients Should Expect if Operations Are Disrupted
- August 18, 2026
- Posted by: Kunal Singla
- Category: advisory
Investment adviser business continuity: service disruption principles, client communication obligations, record preservation during downtime and operational resilience expectations.
-
Investment Advisory for Accredited Investors: What Is Different?
- August 18, 2026
- Posted by: Ankit Jaiswal
- Category: Market
Investment advisory accredited investors in India: SEBI accredited investor framework, what different rules apply to advisory for accredited investors and eligibility criteria.
-
Investment Adviser Due Diligence: What Thorough Analysis Means Before Advice
- August 18, 2026
- Posted by: Kunal Singla
- Category: advisory
Thorough analysis investment adviser: the due diligence standard of skill, care and diligence expected of SEBI-registered advisers before advice is delivered — including alternatives and client context.