Blog
Research, tax, and tools insights for SEBI RIAs and serious Indian investors.
Research6 min read · 2026-07-10
7 mutual fund patterns SEBI RIAs miss — and what AI finds instead
We built a multi-agent research pipeline that analyses any Indian MF scheme in under a minute. Here are 7 patterns it finds that standard scorecards miss — from rolling consistency to SIP timing illusions.
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Tax5 min read · 2026-07-05
How to harvest the ₹1.25L LTCG exemption for every client — every year
The 2024 Budget raised the equity LTCG exemption to ₹1.25L. Most RIAs harvest it for a handful of clients. Here is the systematic way to do it for all of them before 31 March.
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Tools4 min read · 2026-07-01
What SEBI RIAs actually need that ValueResearch Pro doesn't give them
ValueResearch Pro is the default tool for RIAs. It has great historical data and a trusted brand. But in 2026, solo RIAs need client-specific analytics — not just fund ratings.
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