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SEBI Research Analyst guides,
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Compliance, registration, the advertisement code, client onboarding and BSE/NSE filings workflow for SEBI-registered Research Analysts in India. 143 guides, updated regularly.

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FEATUREDIndia · SEBI ComplianceJuly 11, 2026 · 6 min read

SEBI RA Client Communication: Scripts That Stay Regulation 25-Safe (2026)

Ad hoc WhatsApp messages are where most SEBI Research Analysts leak Regulation 25 compliance. What the wording needs to include, two example scripts, and a free pack of eight ready-to-send scripts for onboarding, research delivery, and disclosures.

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Browse by topicIndia · SEBI Compliance (44)India · Trader Tax (39)Fundamental Analysis (18)India · Research Analyst (15)India · Research Tools (9)India · Filings (5)India · Markets (5)India · Investment Adviser (4)AI & Technology (2)India · Practice Management (2)

142 articles

India · Trader TaxNew

Switched Brokers Mid-Year? Here Is How to Reconcile Your Tax P&L

A step-by-step worksheet for traders who moved brokers partway through the financial year: what to pull from each br...

July 11, 2026 · 7 min readRead →
India · Trader TaxNew

ITR Filing Checklist Before the July 31, 2026 Deadline

A practical checklist for salaried taxpayers and non-audit traders filing before the July 31, 2026 due date: documen...

July 5, 2026 · 7 min readRead →
India · Investment AdviserNew

Investment Adviser vs Mutual Fund Distributor in India (2026)

RIA or MFD? One charges the client a fee and owes a fiduciary duty; the other earns commission from the AMC and sell...

June 28, 2026 · 7 min readRead →
India · Investment AdviserNew

How to Register as a SEBI Investment Adviser in India (2026)

The step-by-step route to a SEBI Investment Adviser registration in 2026: qualifications, the NISM Level 1 and Level...

June 28, 2026 · 8 min readRead →
India · Trader TaxNew

How to File ITR-3 for F&O Traders: Step-by-Step Guide (AY 2026-27)

The complete filing workflow for F&O traders: what to collect before you start, how to fill Schedule BP and Schedule...

June 28, 2026 · 10 min readRead →
India · Investment AdviserNew

SEBI SETU Explained (2026): The Single-Window Platform for Investment Advisers

SEBI SETU is a single-window platform meant to guide Investment Advisers from registration through ongoing complianc...

June 28, 2026 · 7 min readRead →
India · Trader TaxNew

Commodity Futures Tax in India (2026): MCX Gold, Silver and Crude Oil

Commodity futures on MCX are non-speculative business income, taxed the same way as equity F&O. CTT is deductible, l...

June 28, 2026 · 7 min readRead →
India · Trader TaxNew

Section 44AD Presumptive Taxation: Why F&O Traders Cannot Use It

Section 44AD lets eligible businesses presume 6% profit on turnover and skip detailed books. F&O is explicitly exclu...

June 28, 2026 · 7 min readRead →
India · Trader TaxNew

AIS vs Form 26AS for Traders: What Each Shows and How to Reconcile Them

Form 26AS shows TDS and advance tax credits. AIS shows every securities transaction the exchange reported about you....

June 28, 2026 · 7 min readRead →
India · Trader TaxNew

NRI Tax on F&O Trading in India (2026): TDS, ITR and FEMA Rules

NRIs can trade F&O on Indian exchanges, subject to FEMA restrictions. The income is taxable in India as business inc...

June 28, 2026 · 8 min readRead →
India · Investment AdviserNew

SEBI Investment Adviser Compliance in 2026: The Suitability Gate, Fee Caps, and Records

What separates an IA from an RA under SEBI: per-client suitability that gates every advice, capped fees (2.5% AUA or...

June 28, 2026 · 9 min readRead →
India · Trader TaxNew

Equity Intraday Tax in India (2026): Speculative Business Income and ITR-3

Intraday equity is speculative business income, not capital gains and not the same as F&O. The ITR-3 requirement, th...

June 26, 2026 · 8 min readRead →
India · Trader TaxNew

New Tax Regime vs Old Tax Regime for F&O Traders (2026): Which Saves More?

F&O traders can pick between regimes every year. Trading expenses are deductible under both because they are busines...

June 26, 2026 · 8 min readRead →
India · Trader TaxNew

STCG and LTCG Tax on Stocks in India (2026): Rates After the Budget Changes

The July 2024 budget raised STCG to 20% and LTCG to 12.5% on listed equity, with the exemption limit moving to ₹1.25...

June 26, 2026 · 8 min readRead →
India · Trader TaxNew

GST for F&O Traders in India (2026): When Is Registration Required?

F&O trading is not a supply of services, so your contract turnover does not create a GST liability. But the threshol...

June 26, 2026 · 7 min readRead →
India · Trader TaxNew

Tax-Loss Harvesting for Indian Traders (2026): Realising Losses Before March 31

Deliberately realising a loss before March 31 to offset a gain is a legal, textbook tax move. The set-off rules that...

June 26, 2026 · 7 min readRead →
India · Trader TaxNew

Tax Software Pricing for Indian Traders (2026): What You Pay For at Each Tier

A pricing teardown by trader segment: occasional intraday, regular F&O, multi-broker, audit-eligible, and CA firms....

June 25, 2026 · 8 min readRead →
India · Trader TaxNew

How to Switch Tax Software Mid-Year (Without Losing Your Audit Trail)

Switching tax tools mid-year sounds painful and rarely is. The export-import playbook: which broker files to pull, h...

June 25, 2026 · 7 min readRead →
India · Trader TaxNew

Tax Software for CA Firms (2026): What Multi-Client F&O Filing Actually Needs

Single-trader filing tools and generalist platforms both struggle once a CA runs many trader books. What a firm actu...

June 25, 2026 · 9 min readRead →
India · Trader TaxNew

Belated and Revised Returns for F&O Traders: Deadlines, Costs and Loss Carry-Forward

Missed the July 31 deadline? Filed wrong income? What belated and revised returns mean for F&O traders, the interest...

June 25, 2026 · 7 min readRead →
India · Trader TaxNew

AIS Mismatch Notice for Traders: What It Means and How to Handle It

Your AIS shows transactions your ITR did not declare, or shows wrong values. What an AIS mismatch means for F&O trad...

June 25, 2026 · 7 min readRead →
India · Trader TaxNew

143(1) Intimation for Traders: What It Means and How to Respond

A Section 143(1) intimation is not a notice of tax evasion. It is a computer-processed comparison between your ITR a...

June 25, 2026 · 7 min readRead →
India · Trader TaxNew

Crypto and VDA Tax in India (2026): 30% Flat Tax, 1% TDS and Schedule VDA

How crypto and virtual digital assets are taxed in India: the 30% flat rate, 1% TDS deduction, the no-loss-set-off r...

June 25, 2026 · 8 min readRead →
India · Trader TaxNew

The 44AB(e) Loss-Year Trap: Why a Losing F&O Year Can Still Trigger a Tax Audit

Section 44AB(e) can make a mandatory audit apply even when your F&O turnover is under ₹2 crore and you reported a ne...

June 25, 2026 · 9 min readRead →

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Not financial advice. Aktai is software for SEBI-registered Research Analysts. It is not a financial adviser, broker, Investment Adviser, or Research Analyst, and is not registered with SEBI or any other financial regulator. It surfaces public filings and news and drafts factual notes for the registered analyst to review, edit, and sign. Aktai does not author research, make recommendations, or decide what any security is worth. The view, the recommendation, and the regulatory responsibility stay with the registered analyst who sends the note. Full disclaimer →