u/Illustrious-Maybe-91

pic - 1

https://preview.redd.it/48k878lskvsh1.png?width=2770&format=png&auto=webp&s=a7ce268fa83c3dc3e3c561559b5700026fad1538

pic 2

I use this code still my chart looks weird

Green #00ff0b

Red #ff0000

want to discuss some points

Hey guys,

My uncle and I have been in the markets for around 10 and 6 years respectively. Over the years, we developed our own stock screener that selects the top 3 stocks based on certain parameters.

We’ve backtested it across bull, bear and sideways markets, with a 6-month holding cycle. For example, stocks bought in January are exited in July, February purchases in August, and so on.

We started with real money this August. Currently, we have 11 clients, mostly close friends and family, investing around ₹1.2 lakh each per month. The first month returned around 8%, but obviously I know one month means nothing and we're planning to track the strategy live for at least 2 years.

Currently, I have NISM Series VIII, and I’m planning to appear for the relevant SEBI Research Analyst certification as well.

We also trade equities, options and commodities ourselves, but haven't used client money for derivatives/commodities.

My main question is: if the live results continue to be good, how should I legally and properly commercialise this?

What should I be careful about right now regarding:

• SEBI registration RA vs RIA vs PMS/AIF etc.
• Handling client money and securities
• Agreements/documentation
• STCG and tax implications
• Marketing or showing historical returns
• Maintaining a proper track record
• What I should NOT be doing before getting the required registrations

I’m not looking for clients here just advice from people who have actually built or worked in a regulated investment business in India. I'm from Mumbai

Would really appreciate any advice, especially from RAs, RIAs, PMS professionals, CAs or lawyers.

Thanks!

Hey guys,

My uncle and I have been in the markets for around 10 and 6 years respectively. Over the years, we developed our own stock screener that selects the top 3 stocks based on certain parameters.

We’ve backtested it across bull, bear and sideways markets, with a 6-month holding cycle. For example, stocks bought in January are exited in July, February purchases in August, and so on.

We started with real money this August. Currently, we have 11 clients, mostly close friends and family, investing around ₹1.2 lakh each per month. The first month returned around 8%, but obviously I know one month means nothing and we're planning to track the strategy live for at least 2 years.

Currently, I have NISM Series VIII, and I’m planning to appear for the relevant SEBI Research Analyst certification as well.

We also trade equities, options and commodities ourselves, but haven't used client money for derivatives/commodities.

My main question is: if the live results continue to be good, how should I legally and properly commercialise this?

What should I be careful about right now regarding:

• SEBI registration RA vs RIA vs PMS/AIF etc.
• Handling client money and securities
• Agreements/documentation
• STCG and tax implications
• Marketing or showing historical returns
• Maintaining a proper track record
• What I should NOT be doing before getting the required registrations

I’m not looking for clients here just advice from people who have actually built or worked in a regulated investment business in India. I'm from Mumbai

Would really appreciate any advice, especially from RAs, RIAs, PMS professionals, CAs or lawyers.

Thanks!

Hey guys,

My uncle and I have been in the markets for around 10 and 6 years respectively. Over the years, we developed our own stock screener that selects the top 3 stocks based on certain parameters.

We’ve backtested it across bull, bear and sideways markets, with a 6-month holding cycle. For example, stocks bought in January are exited in July, February purchases in August, and so on.

We started with real money this August. Currently, we have 11 clients, mostly close friends and family, investing around ₹1.2 lakh each per month. The first month returned around 8%, but obviously I know one month means nothing and we're planning to track the strategy live for at least 2 years.

Currently, I have NISM Series VIII, and I’m planning to appear for the relevant SEBI Research Analyst certification as well.

We also trade equities, options and commodities ourselves, but haven't used client money for derivatives/commodities.

My main question is: if the live results continue to be good, how should I legally and properly commercialise this?

What should I be careful about right now regarding:

• SEBI registration RA vs RIA vs PMS/AIF etc.
• Handling client money and securities
• Agreements/documentation
• STCG and tax implications
• Marketing or showing historical returns
• Maintaining a proper track record
• What I should NOT be doing before getting the required registrations

I’m not looking for clients here just advice from people who have actually built or worked in a regulated investment business in India. I'm from Mumbai

Would really appreciate any advice, especially from RAs, RIAs, PMS professionals, CAs or lawyers.

Thanks!

Hey guys,

My uncle and I have been in the markets for around 10 and 6 years respectively. Over the years, we developed our own stock screener that selects the top 3 stocks based on certain parameters.

We’ve backtested it across bull, bear and sideways markets, with a 6-month holding cycle. For example, stocks bought in January are exited in July, February purchases in August, and so on.

We started with real money this August. Currently, we have 11 clients, mostly close friends and family, investing around ₹1.2 lakh each per month. The first month returned around 8%, but obviously I know one month means nothing and we're planning to track the strategy live for at least 2 years.

Currently, I have NISM Series VIII, and I’m planning to appear for the relevant SEBI Research Analyst certification as well.

We also trade equities, options and commodities ourselves, but haven't used client money for derivatives/commodities.

My main question is: if the live results continue to be good, how should I legally and properly commercialise this?

What should I be careful about right now regarding:

• SEBI registration RA vs RIA vs PMS/AIF etc.
• Handling client money and securities
• Agreements/documentation
• STCG and tax implications
• Marketing or showing historical returns
• Maintaining a proper track record
• What I should NOT be doing before getting the required registrations

I’m not looking for clients here just advice from people who have actually built or worked in a regulated investment business in India. I'm from Mumbai

Would really appreciate any advice, especially from RAs, RIAs, PMS professionals, CAs or lawyers.

Thanks!

Hey guys,

My uncle and I have been in the markets for around 10 and 6 years respectively. Over the years, we developed our own stock screener that selects the top 3 stocks based on certain parameters.

We’ve backtested it across bull, bear and sideways markets, with a 6-month holding cycle. For example, stocks bought in January are exited in July, February purchases in August, and so on.

We started with real money this August. Currently, we have 11 clients, mostly close friends and family, investing around ₹1.2 lakh each per month. The first month returned around 8%, but obviously I know one month means nothing and we're planning to track the strategy live for at least 2 years.

Currently, I have NISM Series VIII, and I’m planning to appear for the relevant SEBI Research Analyst certification as well.

We also trade equities, options and commodities ourselves, but haven't used client money for derivatives/commodities.

My main question is: if the live results continue to be good, how should I legally and properly commercialise this?

What should I be careful about right now regarding:

• SEBI registration RA vs RIA vs PMS/AIF etc.
• Handling client money and securities
• Agreements/documentation
• STCG and tax implications
• Marketing or showing historical returns
• Maintaining a proper track record
• What I should NOT be doing before getting the required registrations

I’m not looking for clients here just advice from people who have actually built or worked in a regulated investment business in India. I'm from Mumbai

Would really appreciate any advice, especially from RAs, RIAs, PMS professionals, CAs or lawyers.

Thanks!

Eco Friendly Ganpati where i can get in vikhroli any contacts ?

Bro I’m 27 M , married marwadi, live around adityaraj 1 kannamwar nagar , new to vikhroli - have business in pharmaceutical. Also do trading stocks

Bro lets catchup at my home ! Koi hai kya…..

Is anyone here running a small hedge fund, portfolio management firm, or investment advisory business, especially in Mumbai?

I have a track record and have been seriously considering starting my own firm where I either manage client capital or provide investment advisory/research services. I'm trying to understand the practical side of things regulations, registrations, client acquisition, compliance, operations, and how to scale the business.

If you've started something similar, I'd love to hear about your experience, challenges, and advice for someone looking to get started.

And if you're based in Mumbai, even better. I'd be happy to visit your office, learn more about the business, and potentially work with or shadow someone in the industry to gain firsthand experience.

Any guidance would be greatly appreciated. Thanks!

Is anyone here running a small hedge fund, portfolio management firm, or investment advisory business, especially in Mumbai?

I have a track record and have been seriously considering starting my own firm where I either manage client capital or provide investment advisory/research services. I'm trying to understand the practical side of things regulations, registrations, client acquisition, compliance, operations, and how to scale the business.

If you've started something similar, I'd love to hear about your experience, challenges, and advice for someone looking to get started.

And if you're based in Mumbai, even better. I'd be happy to visit your office, learn more about the business, and potentially work with or shadow someone in the industry to gain firsthand experience.

Any guidance would be greatly appreciated. Thanks!

Is anyone here running a small hedge fund, portfolio management firm, or investment advisory business, especially in Mumbai?

I have a track record and have been seriously considering starting my own firm where I either manage client capital or provide investment advisory/research services. I'm trying to understand the practical side of things regulations, registrations, client acquisition, compliance, operations, and how to scale the business.

If you've started something similar, I'd love to hear about your experience, challenges, and advice for someone looking to get started.

And if you're based in Mumbai, even better. I'd be happy to visit your office, learn more about the business, and potentially work with or shadow someone in the industry to gain firsthand experience.

Any guidance would be greatly appreciated. Thanks!

Is anyone here running a small hedge fund, portfolio management firm, or investment advisory business, especially in Mumbai?

I have a track record and have been seriously considering starting my own firm where I either manage client capital or provide investment advisory/research services. I'm trying to understand the practical side of things regulations, registrations, client acquisition, compliance, operations, and how to scale the business.

If you've started something similar, I'd love to hear about your experience, challenges, and advice for someone looking to get started.

And if you're based in Mumbai, even better. I'd be happy to visit your office, learn more about the business, and potentially work with or shadow someone in the industry to gain firsthand experience.

Any guidance would be greatly appreciated. Thanks!

Is anyone here running a small hedge fund, portfolio management firm, or investment advisory business, especially in Mumbai?

I have a track record and have been seriously considering starting my own firm where I either manage client capital or provide investment advisory/research services. I'm trying to understand the practical side of things regulations, registrations, client acquisition, compliance, operations, and how to scale the business.

If you've started something similar, I'd love to hear about your experience, challenges, and advice for someone looking to get started.

And if you're based in Mumbai, even better. I'd be happy to visit your office, learn more about the business, and potentially work with or shadow someone in the industry to gain firsthand experience.

Any guidance would be greatly appreciated. Thanks!

SAME AS TITLE , I TRADE EQUITY, SWINGS AND SOMETIMES OPTIONS INDIAN MAREKT

Lost 4 lacs in 4 years

same as title

same as title Episodic Pivots scanner settings for Indian market

Literally lost so much in day trading options, equities
How do i comebaxk !

Same as title, gave 4 years still not able to develop psychology, gambling, overtrading etc ,
lost 4 lacs in span of 4 years .

Im good at equity, stock picking, and intraday stock , swings trading will continue that,