Guides
A growing collection of how-to guides and reference notes.
- Principal Financial Group
Stub article on Principal Financial Group, the US-headquartered diversified financial services group. A full encyclopedic entry is pending.
- Prashant Jain
Prashant Jain is Chief Investment Officer of 3P Investment Managers (founded after his long tenure at HDFC AMC) and a widely respected value investor in Indian equities. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Pramerica Mutual Fund (historical)
Pramerica Mutual Fund was the Indian asset management arm of Prudential Financial Inc. (US), operating in India until the global Prudential group's strategic rebranding to PGIM (Prudential Global Investment Management) in 2018-2019. Pramerica Mutual Fund became PGIM India Mutual Fund. Covers the AMC's history, scheme portfolio, and the PGIM rebrand.
- Pledge of mutual fund units
Pledging mutual fund units allows investors to use them as collateral for loans without redeeming the units. Covers the operational framework, the demat requirement, the LTV ratios offered by lenders, and the practical implications for liquidity management.
- Pivot points discrepancy on Kite
Reference explanation of why pivot points on Zerodha Kite may not match third-party calculations. Covers different OHLC sources, daily / weekly / monthly definitions, and the pre-open data inclusion.
- PIO/OCI rules for mutual fund investing
Persons of Indian Origin (PIOs) and Overseas Citizens of India (OCIs) are recognised investor categories for Indian mutual fund participation. Covers the definitions of PIO and OCI, their KYC and investment requirements, the equivalence with NRI status for taxation and repatriation, and the application of FEMA and Income Tax frameworks.
- Pension vs MF overlap
Indian retirement-savings vehicles (NPS, EPF, PPF) and mutual funds overlap in their long-term wealth-creation role but operate under different regulatory and tax frameworks. Covers the comparison, the EPFO equity ETF channel, and the practical decision framework for Indian investors.
- Passive investing wave in India
The passive investing wave in India has seen passive funds (index funds, ETFs) grow from negligible AUM in 2015 to over 15% of industry AUM by 2025. Covers the growth drivers, leading passive schemes, the cost advantage, and the implications for active-fund management.
- Partnership / LLP mutual fund investor
Partnership firms and Limited Liability Partnerships (LLPs) are eligible to invest in Indian mutual funds as non-individual investors. Covers the legal entity structure, KYC requirements, signing authority, tax treatment at the entity level versus pass-through, and the operational considerations for partnership/LLP investing.
- Order executed though price not on chart (Kite)
Step-by-step explanation and resolution path when an order on Zerodha Kite executes at a price that doesn't appear visible on the chart. Covers chart aggregation, tick price, and the trade-tape reconciliation.
- Open architecture distribution in mutual funds
Open architecture distribution refers to the model where mutual fund distributors (banks, IFAs, online platforms) offer schemes from all AMCs rather than exclusively their own house brand. Covers the framework, the SEBI mandate, the comparison with closed-architecture models, and the implications for investor choice.
- OHLC not matching NSE/BSE (Kite)
Reference explanation of why OHLC values on Zerodha Kite may not exactly match the values published by NSE / BSE. Covers data-feed timing, intra-bar aggregation, and the corporate-action adjustment.
- OHLC differs on intraday charts (Kite)
Reference explanation of why OHLC values differ across intraday timeframes (1-min, 5-min, 15-min, hourly) on Zerodha Kite. Covers candle aggregation across timeframes.
- OHLC differs daily vs hourly (Kite)
Reference explanation of why OHLC values on Zerodha Kite can differ between daily and hourly (or other) timeframes. Covers session boundary, candle aggregation, and the timeframe-specific computation.
- NRI NRO route for mutual fund investing
The NRO (Non-Resident Ordinary) route is one of two paths for NRI mutual fund investing in India. The NRO route uses Indian-sourced income (rental, dividend, pension) routed through an NRO bank account. Covers the eligibility, the FEMA framework, the tax treatment with higher TDS, the repatriation limits, and the comparison with the NRE route.
- NRI NRE route for mutual fund investing
The NRE (Non-Resident External) route is one of two paths for NRI mutual fund investing in India. The NRE route uses foreign-sourced income routed through an NRE bank account, and proceeds are freely repatriable. Covers the eligibility, FEMA framework, tax treatment, repatriation freedom, and comparison with the NRO route.
- NISM Series V: Mutual Fund certification framework
NISM Series V is the family of National Institute of Securities Markets (NISM) certifications covering mutual fund distribution, foundation knowledge, and advisory services. Series V-A is the qualifying examination for ARN-holders; V-B is the foundation course; V-C is the advanced adviser-level certification. Covers the framework, eligibility, syllabus structure, and certification cycle.
- NISM Series V-C: Mutual Fund Distributors (Level 2)
NISM Series V-C: Mutual Fund Distributors (Level 2) is the advanced-level certification for senior mutual fund distributors and aspirational adviser-track practitioners. Covers the syllabus extending beyond V-A into portfolio construction, behavioural finance, and risk frameworks; the higher pass threshold; and the career applications for HNI/family-office distributors.
- NISM Series V-B: Mutual Fund Foundation
NISM Series V-B: Mutual Fund Foundation is the foundation-level certification offered by NISM for entry-level professionals in the mutual fund industry. Covers the syllabus emphasis on operational knowledge, the format, the distinction from V-A (distribution-focused) and V-C (advanced), and the typical career application.
- NISM Series V-A: Mutual Fund Distributors
NISM Series V-A: Mutual Fund Distributors is the SEBI-recognised qualifying examination for individuals seeking the ARN to distribute mutual fund schemes in India. Covers the syllabus, the format, the pass criteria, the registration process, and the role in the broader AMFI certification ecosystem.
- NISM passing criteria for Series V certifications
NISM passing criteria define the marks and conditions for clearing the National Institute of Securities Markets Series V examinations. Covers the pass marks for V-A (50%), V-B (50%), V-C (60%), negative marking rules, retake policies, validity periods, and the strict examination conduct framework.
- NISM MF portal
Stub article on the NISM Mutual Fund certification portal. A full encyclopedic entry is pending.
- Nippon Life acquisition of Reliance Mutual Fund (2019)
In October 2019, Nippon Life Insurance Company of Japan completed the acquisition of Reliance Nippon Life Asset Management's mutual fund business from Reliance Capital, formally renaming the AMC to Nippon Life India Asset Management. Covers the transaction context, the deal structure, the operational continuity, and the role in the broader consolidation of the Indian mutual fund industry.
- Nippon India US Equity Fund
Stub article on the Nippon India fund offering US equity exposure for Indian investors. A full encyclopedic entry is pending.
- Nippon India MF direct portal
The Nippon India MF direct portal is the investor-facing online platform of Nippon Life India Asset Management, offering direct-plan subscription, redemption, SIP management, and folio operations across Nippon India Mutual Fund schemes. Covers the portal capabilities and the direct-plan economic benefit.
- Nimesh Shah
Nimesh Shah is Managing Director and CEO of ICICI Prudential Asset Management Company. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Nilesh Shah
Nilesh Shah is Managing Director of Kotak Mahindra Asset Management Company and a prominent industry figure in Indian asset management. Covers career, fund management approach, and industry contribution within the Indian mutual fund landscape.
- Nikkei 225
Stub article on the Nikkei 225 index, Japan's principal large-cap equity benchmark, and its role in Indian Japan-focused mutual fund benchmarking. A full encyclopedic entry is pending.
- Nifty BeES (2001): India's first ETF
Nifty Benchmark Exchange Traded Scheme (Nifty BeES), launched by Benchmark Asset Management in December 2001, was India's first exchange-traded fund (ETF). The scheme tracked the NIFTY 50 index and laid the foundation for the Indian ETF segment, which has since grown to over Rs 5 lakh crore. Covers the launch context, the scheme structure, and the legacy in Indian ETF industry.
- Nifty 500 index fund
A Nifty 500 index fund covers about 92 per cent of NSE free-float market cap in one holding. Per-fund TER and AUM table, methodology, tax and how to choose.