The annual accounts of the capital markets regulator SEBI (Securities and Exchange Board of India) for the past 10 years reveal that the utilisation of the Investor Protection and Education Fund (IPEF) hit a record low of ₹2.8 crore in fiscal 24, reported BusinessLine. Meanwhile, expenses from IPEF stood at ₹11.9 crore in FY23, ₹6.8 … Read more
Here is SP (name withheld on request), who narrates his story offering valuable lessons for anyone considering entering the high-risk world of options trading: Over the past eight to nine years, I lost approximately ₹60 lakh in options trading, a loss so severe that I am now deeply in debt, which is almost that amount. … Read more
M. Pattabiraman, a physics professor at IIT Madras, teaches complex theories to eager students. Beyond the classroom, he’s also a well-known personal finance figure, with nine of his financial calculators featured on the Securities and Exchange Board of India’s (Sebi) investor education site. Also meet Vijay Malik, a doctor who practised for five years but … Read more
Portfolio management services (PMS) are navigating new challenges after the Union Budget for 2024-25 increased tax on long-term capital gains (LTCG) and short-term capital gains (STCG). As stocks are held in the investor’s demat account in PMS, every buy and sell decision of the PMS manager has a tax impact for the investor, unlike a … Read more
The Securities and Exchange Board of India (Sebi) has relaxed rules to allow Category I and II alternative investment funds (AIFs) to borrow funds to cover shortfalls in drawdown amounts, aiming to simplify business operations. In trading, a drawdown represents the decline in the value of an investment or trading account from its peak to … Read more
Propshare, a fractional real estate platform, recently became the first player to secure an SM (small and medium) Reit licence from Sebi. SM Reits are real estate investment trusts with an asset base between ₹50 crore and ₹500 crore. However, Propshare’s existing investors rejected the migration to SM Reit status. High upfront costs, including a … Read more
Known for his aggressive investments directly in stocks and small- and mid-cap mutual funds, Kumar is now seeking a more balanced and goal-oriented portfolio. “During the pandemic, my stock portfolio took a significant hit, and some of the stocks never fully recovered. I don’t want to face such a situation again as I work towards … Read more
Short selling is a trading strategy used as a financial term in the stock markets. In short selling, traders speculate over a stock and expect its price to fall. Short-selling traders are commonly known as short sellers. They place their bets on a company’s stock, which they anticipate will fall in a specific period of … Read more
The capital markets regulator Securities and Exchange Board of India has introduced a young professional (YP) programme in which twenty-somethings will be hired for one to three years to assist the SEBI Board in matters relating to the securities market and information technology. The 50 young professionals will be posted in Mumbai and receive a … Read more
The capital markets regulator’s proposal to increase disclosures to address the regulatory arbitrage for foreign investments in Indian markets has led to mixed reactions. The Securities and Exchange Board of India (Sebi) on Tuesday proposed to harmonize disclosure requirements of Foreign Portfolio Investments (FPIs) by extending the same to subscribers of Offshore Derivative Instruments (ODI) … Read more