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How Earnings Results Can Trigger an Advisory Review
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
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Earnings advisory review: how quarterly results affect an investment thesis, what to check in the results report before reviewing a recommendation and how advisers re-test the original investment case.
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When Should a Stock Advisory Recommendation Be Reviewed or Closed?
- August 17, 2026
- Posted by: Kunal Singla
- Category: advisory
Stock advisory recommendation review: five triggers for reviewing or closing an open call — target hit, stop-loss, thesis change, time expiry and corporate events — and how to manage exits.
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Global Markets Today on 17 August 2026 See Australia Shares Fall as NAB Results Offset Miner Gains While Middle East Tensions Drag on Broader Risk Appetite
- August 17, 2026
- Posted by: Neeraj Pandey
- Category: Market
Global markets today 17 August 2026: Australia shares fall after NAB results offset miners, Middle East tensions drag. Oil at $89.20 Brent. Asian markets mixed. S&P 500 slipped from Thursday’s record on Friday. India markets reopen post-holiday.
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How Sector Exposure Should Be Reviewed in a Portfolio Advisory Service
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
Sector exposure advisory: how advisers assess sector concentration, cyclical vs defensive balance and how sector risk changes with market and regulatory shifts in the investor portfolio.
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Rolex Rings Share Price in Focus as Mirae Asset Mutual Fund Acquires 9.3 Lakh Shares at Rs 178.59 Per Share for Rs 16.61 Crore on 17 August 2026
- August 17, 2026
- Posted by: Neeraj Pandey
- Category: Market
Rolex Rings share price in focus as Mirae Asset Mutual Fund acquires 9.3 lakh shares at Rs 178.59 per share for Rs 16.61 crore on 17 August 2026.
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What KYC Requirements Apply When Using an Investment Advisory Service?
- August 17, 2026
- Posted by: Kunal Singla
- Category: advisory
KYC for investment advisory in India: what identity verification is required, how it differs from risk profiling and why keeping client details current matters for advisory compliance.
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FCNR Deposits Window Closes by August 31 as RBI Cites Strong Response: Higher Costs and Rupee Pressure Behind Premature Closure of FCNR-B Swap Facility
- August 17, 2026
- Posted by: Neeraj Pandey
- Category: Market
FCNR deposits swap facility closes August 31, 2026 — one month earlier than September 30 deadline. RBI cites strong response. Experts say higher swap costs and rupee pressure forced early closure of FCNR-B window.
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What Should a Stock Advisory Agreement Include?
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
A stock advisory agreement review framework: service scope, fees, risk disclosures, obligations, termination and complaint pathways — what every investor should check before signing.
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What Reports Should Investors Receive From an Advisory Service?
- August 17, 2026
- Posted by: Kunal Singla
- Category: advisory
Investment advisory reports: what SEBI requires, what a practical advisory report should contain and how to distinguish a research note, recommendation alert and personalised portfolio report.
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Why a Stock Recommendation Should Be Viewed in Portfolio Context
- August 17, 2026
- Posted by: Kunal Singla
- Category: Market
Stock advisory portfolio context: how an investor’s existing holdings affect whether a new recommendation is suitable, why concentration matters and when the same call is right for one investor and not another.