Can a Professor, Lawyer, or Doctor Give Investment Advice? SEBI’s Progressive Plan The recent discourse on professionals stepping into the realm of investment advisory services has garnered substantial attention. Prominent figures like M. Pattabiraman, a physics professor at IIT Madras, and Vijay Malik, a doctor turned equity research analyst, exemplify this trend. Both have transitioned successfully into the financial advisory space, reflecting a growing curiosity among professionals to harness their unique skills in this domain. […]

Transforming the Landscape of Investment Advice: Sebi’s Innovative Plan The finance sector is witnessing a remarkable evolution, where professionals from diverse fields like academia, medicine, and engineering are venturing into investment advising and equity research. At Estabizz Fintech Pvt Ltd, we keenly observe these shifts, especially when regulatory bodies like the Securities and Exchange Board of India (Sebi) introduce progressive frameworks. Sebi’s recent initiative to introduce part-time investment advisors and research analysts is a game-changer, […]

SEBI’s Pivotal Role in Elevating India to a Developed Economy by 2047 Estabizz Fintech Pvt Ltd delves into how SEBI’s regulatory framework and emphasis on comprehensive financial planning are instrumental in transforming India into a developed economy by 2047. Utilizing its profound understanding and expertise, Estabizz emphasizes the necessity of adaptability in financial advisory services to meet the evolving needs of generations X, Y, and Z. Navigating Generational Wealth Dynamics India’s ambitious goal to transition […]

Assessing the Shift: PMS Investors Eyeing Focused Funds Post New Tax Amendments In the wake of recent tax changes pronounced in the Union Budget for 2024-25, investors rooted in Portfolio Management Services (PMS) are standing at a pivotal crossroads. The increased tax on long-term capital gains (LTCG) and short-term capital gains (STCG) heralds a new era of challenges and strategic recalibrations for PMS investors. At Estabizz Fintech Private Limited, we aim to demystify these complexities, […]

Sebi Eases Borrowing Rules for AIFs to Address Drawdown Shortfalls In a significant move to enhance operational flexibility, the Securities and Exchange Board of India (Sebi) has eased borrowing regulations for Category I and II alternative investment funds (AIFs). This adjustment allows these funds to effectively manage drawdown shortfalls, thereby simplifying business processes and maintaining investor relations. Understanding Drawdowns in AIFs Drawdowns reflect the decrease in the value of an investment from its peak to […]