Posts


 

NSE circular suspending referral programmes

NSE published a circular on August 14 that says: With a view to safeguard the interest of investors, it is hereby clarified that any person referring a client to the Trading Member (broker) shall be appointed as an Authorised Person (AP) of the Trading Member after obtaining specific prior approval from the stock exchange for […]

Founder & CEO @ Zerodha
138
20 Aug 2024
 

Avoid surprises: why disclosures are important in a health insurance policy

When it comes to health insurance plans, every policyholder has one essential requirement—transparency from the insurer.  Everyone seeks a health insurance provider who will be upfront about a policy’s drawbacks, exclusions, and probable suitability. Let’s be honest about it, health insurance policy documents are a maze—a deadly combination of legalities, medical terminologies, and financial jargon.  […]

Co-Founder at Ditto Insurance, Finshots
1
20 Dec 2024
 

Introducing Margin Trading Facility (MTF) on Kite

We are happy to finally announce the launch of MTF (Margin Trading Facility) at Zerodha. This one has been a long time coming and is probably the most frequent feature request we’ve received over the years. We were caught up in two minds about whether to offer MTF or not. But eventually, given the pace […]

Simple and secure, no nonsense investing and trading.
216
19 Dec 2024
 

Qualified for an opinion or qualified opinion?

In one of the classes on financial reporting and analysis, my professor once asked us, “In a company’s annual report, what is the difference between an unqualified Opinion and a Qualified Opinion?” Our first reaction was that unqualified sounds like an unverified or unreliable opinion, and qualified sounds like a certified or verified opinion. Our […]

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
0
18 Dec 2024
 

Could Trend-Following Be A Successful Trading Strategy? (Part V)

So far in this series, we’ve only explored the long-only aspect of trend following. However, since we are using derivatives anyway, there is nothing stopping us from going short as well. But should you? The US-centric discussion around trend-following typically assumes that you go both long and short. The kicker for Indian domiciled traders is […]

Founder, StockViz
0
12 Dec 2024
 

AssetPlus: Save and invest better

Indian mutual fund industry has grown in terms of AUM to 65lk cr from 25lk cr in 2019. We have just over 5.5 crore unique mutual fund investors, which was 2 crore in 2019. If the investor base has to grow, along with educational efforts, we also need mutual fund distributors. But today, distributors need […]

Patient capital for Indian fintech, health, and climate startups.
1
11 Dec 2024
 

Akshayakalpa: Infinite possibilities from dairy farming

While we celebrate Mahatma Gandhi this year, let’s see how his philosophy has inspired a venture that allows us to practice Gandhian philosophy in the modern world. Watch our episode on Akshayakalpa here. Food is one of the three basic human needs along with air and water. Less than a hundred years ago, we didn’t […]

Consulting Producer, Zerodha
0
06 Dec 2024
 

Introducing Ossus

Since last year, for every investment we have made, we put up a note explaining why we invested, and what the startup does. We have often added context to the investment we made since we feel it is important not only to be investors but also to understand the larger picture of what the startup […]

Patient capital for Indian fintech, health, and climate startups.
5
05 Dec 2024
 

Could Trend-Following Be A Successful Trading Strategy? (Part IV)

Our previous post on trend-following used cross-correlations to pick a diverse set of assets and then split the time series to arrive at asset-specific lookback periods to power a binary on/off signal. There are a few drawbacks to this approach: Indian rules and regulations allow a very narrow set of assets to be traded. Being […]

Founder, StockViz
0
04 Dec 2024
 

Introducing Ladies Who Lead (LWL)

In all of our discussions about professional upskilling the one thing that stood out was the importance of peer support and a sense of community. These two simple things go a long way in ensuring a group of people help each other succeed professionally. But in India, the availability of relevant networking opportunities, access to […]

Patient capital for Indian fintech, health, and climate startups.
6
02 Dec 2024
 

Can Indians Trade in the US F&O?

With global markets more accessible than ever, many Indian residents are curious about investing in US equities or trading in futures and options (F&O). However, these transactions are governed by FEMA regulations and fall under the Liberalised Remittance Scheme (LRS). In this blog, we address some frequently asked questions about how Indian residents can participate […]

Senior Manager, Advisory and Research, Taxmann
0
02 Dec 2024
 

Raheja Solar: Transforming food waste into farmer entrepreneurship

Food waste is a huge problem. The methane released from rotting food is one of the major contributors to the carbon footprint of agriculture. Then there is the carbon footprint from the resources used to grow the food. If you think this is a developed market problem, it’s not – India also loses one-third of […]

Patient capital for Indian fintech, health, and climate startups.
1
28 Nov 2024
 

The Evolution of KYC in Stock Broking: A Historical Perspective

If you’re an investor or have ever engaged in financial transactions, you’ve likely encountered the term Know Your Customer (KYC) and might have found the process to be tedious. However, there’s more to it than meets the eye. This post delves into the history of KYC in India, tracing its evolution and how it has […]

AVP-Business Analysis at Zerodha
0
26 Nov 2024
 

Could Trend-Following Be A Successful Trading Strategy? (Part III)

Part I and Part II of our trend-following series illustrated the value of diversification and how it can be used to reduce portfolio drawdowns. The challenge is finding uncorrelated instruments as an Indian-domiciled trader. Irrespective of how you slice it, Indian equity indices are correlated to each other, we only have a handful of commodity […]

Founder, StockViz
1
21 Nov 2024
 

Beware of investment scams in the name of Zerodha

The number of people falling for fake website and app scams is increasing day by day. Not a day goes by where someone doesn’t tell us they’ve lost money to these scams. The scale at which these scams operate is scary. These scams take advantage of the familiarity that you have with major brands, celebrities, and companies like ours.

Simple and secure, no nonsense investing and trading.
3
21 Nov 2024
 

NRIs: Does having a savings account in GIFT City help?

The GIFT City has been a hot topic in India’s finance scene for nearly a decade. Short for Gujarat International Finance Tec-City, GIFT City is India’s first smart city and International Financial Services Centre (IFSC), located between Ahmedabad and Gandhinagar in Gujarat. It was set up in 2015 with big ambitions: to become a global […]

Co-founder & CEO, Belong - NRI Savings & Investments
0
19 Nov 2024
 

NRE or NRO? PIS or non-PIS? – Understanding NRI accounts

If you’re an NRI, managing finances in India can be tricky, especially with the various account types and investment options to consider. In this post, we’ll break down everything you need to know about NRE, NRO, PIS, and Non-PIS accounts and also discuss why NRIs from the U.S. and Canada face restrictions on investing in […]

Business Analyst, Zerodha
6
12 Nov 2024