Articles tagged “Investment Adviser”
4 articles.
- SEBI RA vs IA distinction
Research Analyst (RA) and Investment Adviser (IA) are SEBI-registered professional categories with different regulatory scope. Explains the distinction, what …
- How to become a SEBI Registered Investment Adviser (RIA) for MF
Step-by-step procedure for becoming a SEBI Registered Investment Adviser (RIA) for mutual fund advisory. Covers NISM certification, net worth requirements, SEBI …
- Smallcase mutual fund baskets
Encyclopedic reference on Smallcase mutual fund baskets, the curated-combination direct-plan-mutual-fund investment product offered by Smallcase Technologies. …
- Smallcase (thematic portfolio basket platform)
Smallcase is a thematic investment platform allowing investors to buy and rebalance curated baskets of stocks or ETFs aligned to investment themes,.