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What Should Be Included in a Stock Advisory Service Beyond Stock Picks?
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
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Stock advisory service scope beyond stock picks: research reports, monitoring, alerts, support, disclosures and portfolio context — the checklist every investor should apply before subscribing.
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Joint Demat Account in India: Rules, Rights, Nomination and What Happens When One Holder Dies
- August 17, 2026
- Posted by: Lakshit Sharma
- Category: Market
A joint demat account allows up to three individuals to co-own securities. Operation mode determines who can transact. When one holder dies, the surviving holder takes over via demat account transmission. Nomination applies after the last joint holder dies.
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Demat Account Nomination Rules 2026: Up to 3 Nominees, Opt-Out and How to Update
- August 17, 2026
- Posted by: Kunal Singla
- Category: Market
Under the demat account nomination rules 2026, investors can add up to three nominees with percentage allocation. Those who choose not to nominate must submit a mandatory opt-out declaration. Online nomination is available through DP portals under the updated demat account nomination rules 2026.
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Stock Advisory Subscription vs Ongoing Investment Advisory: What Is the Difference?
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
Stock advisory subscription vs investment advisory: how SEBI distinguishes Research Analyst subscriptions from Investment Adviser relationships, what each provides and which regulatory protections apply.
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How Dividends, Bonus Shares and Rights Issues Are Credited to a Demat Account
- August 17, 2026
- Posted by: Lakshit Sharma
- Category: Market
Corporate actions demat account credits include bonus shares credited automatically, dividends paid to the linked bank, and rights issues requiring investor action before the closing date. Monitor your demat account statement after every record date to verify all corporate actions demat account credits.
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Why Recommendation Accuracy Alone Is Not Enough to Evaluate Advisory Quality
- August 17, 2026
- Posted by: Kunal Singla
- Category: advisory
Advisory recommendation accuracy beyond win rate: why sample size, average outcome, drawdown, risk-reward and methodology disclosure together provide a more reliable quality assessment.
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What Disclosures Should Investors Expect From an Investment Advisory Service?
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
Investment advisory disclosures checklist: SEBI registration details, fee structure, conflict of interest, disciplinary history and investor charter — what every adviser must provide.
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Multi-Asset Funds Gain 1.72 Lakh New Folios in July 2026 as Investor Interest in Hybrid Schemes Grows and AUM Rises 3.6 Percent to Rs 2.03 Lakh Crore
- August 17, 2026
- Posted by: Neeraj Pandey
- Category: Market
Multi-asset funds gained 1.72 lakh new folios in July 2026, with folios up 3.02% and AUM rising 3.6% to Rs 2.03 lakh crore from Rs 1.96 lakh crore. Hybrid scheme investor interest growing steadily.
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Investment Advisory vs Distribution: Why the Difference Matters to Investors
- August 17, 2026
- Posted by: Kunal Singla
- Category: advisory
Investment advisory vs distribution in India: fee source, incentive structure and SEBI’s conflict-of-interest rules — why the distinction shapes the advice investors receive.
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Can an Investment Adviser Help With Investment Implementation?
- August 17, 2026
- Posted by: Ankit Jaiswal
- Category: advisory
Investment advisory implementation services in India: what SEBI allows, how execution assistance works, the direct-plan requirement and why clients are not obligated to use the adviser’s implementation services.