Investment Advisor News
Confused investors are a sign of a developing economy
Indians will be able to accumulate and distribute their wealth effectively only if they get comprehensive financial planning advice from regulated advisors, and loopholes that other market participants use to dole out advice are removed.
2 min read21 Aug 2024Could Sebi’s new curbs for investment advisers choke financial planning in India?
Investment advisers oppose Sebi’s plan to limit their scope, arguing it would hinder comprehensive financial planning and mean the end of their profession.They suggest disclosures for unregulated services instead, insisting they be allowed to advise on financial products such as wills and loans.
4 min read20 Aug 2024Revisiting IA regulations: Why part-time advisors may not be the answer
Can someone who is already doing other activities or pursuing other professions or employment have the bandwidth to professionally provide investment advice?
4 min read12 Aug 2024’Biggest challenge’: Zerodha’s Nithin Kamath says Indian equity markets lack advisory ecosystem
Zerodha’s Nithin Kamath said that the Indian equity market faces one of its biggest challenges: the country’s lack of an advisory ecosystem. He said that as the market grows, the number of advisors has to grow exponentially to help new investors.
1 min read7 Aug 2024Becoming an investment advisor is about to get a lot easier
Sebi has proposed to lower eligibility criteria, scrap networth requirements and ease fee regulation in a move aimed to attract more professionals to turn registered investment analysts (RIAs) and research analysts (RAs)
4 min read6 Aug 2024Looking for an investment advisor? Beware of fake testimonials, reviews
Securities Exchange Board of India recently cracked down on an investment advisor and imposed penalty amounting to ₹25 lakh for a series of offences including the sharing of fake testimonials and reviews on website to woo prospective clients.
3 min read17 Jul 2024Why Sharan Hegde’s financial advisory business is a test for Sebi’s rules regulating ads by advisers and finfluencers
While Sebi has clearly directed financial advisory firms and finfluencers to operate separately, well-known finfluencer Sharan Hegde’s advisory business is walking a thin line around rules regulating ads by financial advisors.
7 min read10 Jul 2024Had a bitter stock market experience? Here’s why you should consider having an investment advisor
A financial professional can help you reach your investment goals faster and more efficiently, whether you choose to invest passively or are focused on building a more active portfolio.
2 min read20 Jan 2023How to zero in on a good investment advisor?
A good investment advisor doesn’t usually try to push a financial product. They try to understand your financial needs instead
3 min read22 Apr 2022Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared