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Guides for investors
Guides on the basics of investing: what wealth is, how to plan for it, and the risks and mistakes to know about. Written by the InsightPier Desk.
What is Wealth and Why It Matters
An introduction to what wealth really means, why it matters for financial security, and why growing it wisely benefits your long-term goals.
Importance of Financial Planning
A practical guide to financial planning: setting goals, budgeting, building an emergency fund, and creating a roadmap for long-term financial security.
Equity Investing: Historical Data & Reasons to Invest
Historical data on equity, gold and fixed-income returns from 1980 to 2024, and the reasons long-term investors consider equities for wealth creation.
Navigate the Stock Market: A Beginner's Guide
A beginner's framework for selecting stocks: setting goals, fundamental and technical analysis, diversification, and avoiding emotional investing.
Understanding Risk in Stock Market Investing
An overview of market, business, inflation, interest rate, political and currency risks in stock investing, and practical ways to manage each one.
Protect Your Portfolio: 7 Common Mistakes to Avoid
Seven common investing mistakes retail investors make, from herd mentality to lack of diversification, and how a disciplined system helps avoid them.
Two Investors, Two Outcomes: The Impact of Professional Advice
How two investors who started with the same capital fared differently over five years, based on whether they used professional guidance and a watchlist.
Guides for analysts
Guides on SEBI compliance for research analysts: onboarding, KYC, rule changes and audits. Written by the InsightPier Desk.
Onboarding & KYC Guide for Analysts
A step-by-step KYC and onboarding checklist for SEBI-registered research analysts, from client pre-checks and consent to document verification.
SEBI New Rules: 3 Things Every Research Analyst Must Know
An overview of SEBI's research analyst rules on qualifications, deposit requirements, and fee caps and AI disclosure that every RA should know.
How to Cut Through Circulars and Scattered Research
Practical ways for SEBI analysts to read circulars faster, centralise scattered research sources, and use AI responsibly to save analysis time.
WealthTech: What SEBI Analysts Need to Know
An overview of WealthTech trends for independent SEBI analysts: AI research tools, automated compliance, client engagement, and alternative assets.
How Other Independent RAs Handle Audits Faster
How independent research analysts are moving from manual spreadsheets to structured, technology-supported systems to manage SEBI audits more efficiently.