There are various sources of information available for Indian retail investors for researching stocks, mutual funds and other investments.
Personally, I have used the services of the following websites and weblinks--but not all of them. Some I find particularly useful for retail Indian investors are: Valueresearch Online, Morningstar India, Screener.in and Trendlyne.
One of the tricks in personal finance is that it would be better for us to investigate the primary sources of information rather than blindly depending on information services provided by various firms and / or websites.
For example, I depend regularly on filings provided by listed companies to stock exchanges (BSE is more user friendly than NSE website). Moreover, important data relating to shareholder information, market capitalisation, promoter stock pledge, corporate actions (like, dividend, bonus, etc.) are available on these exchanges.
In case of mutual funds, it’s better to read the actual material -- like, scheme information documents (SID), key information memorandum (KIM), monthly fact sheets and statements of additional information (SAI) -- provided by the mutual funds / asset management companies (AMCs) themselves.
Moreover, we should regularly read the monthly portfolios of mutual fund schemes provided by the respective AMCs.
The following are the weblinks pertaining to information related to financial markets -- stocks, bonds, commodities, hedge funds, crypto assets, etc -- in India, the US and the rest of the world (will be updating this blog whenever I find new sources):
The details are divided into the following sections:
Daily weblinks (mostly India-related)
Daily weblinks (global markets)
Monthly weblinks (mostly India-related)
Monthly weblinks (global markets)
Occasional weblinks (India and global markets)
New-age FinTech apps India-based
FinTech apps US-based
Daily weblinks (mostly India-related):
Googel Finance - compare stocks / indices with other stocks / indidces - both global as well as Indian
Data for India - population, health, economy / GDP, Living Conditions and many more - Rukmini S
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Read more:
Real Sensex is just 6,600; not 60,000!
BSE Broad and Sectoral Indices Returns
Fed Tapering is Postponed
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Finology DCF calculator - discounted cash flow
Indian ADRs overnight
Screener.in screen - screen for stocks 'percentage down from 52 week highs' (login required) - top losers
CCIL India - G-Sec yields for 10-year and other tenors / maturities, call money & exchange rates
India 10-year G-Sec bond yield - TE
yield spread - India 10 year yield vs US 10 year yield - India 10 year G-Sec yield vs US 10 year Treasury yield - yield spread chart -
Fred data (as of 12Apr2022, chart updated till Jan2022 only)- India 10-year G-Sec yield
India 10-year G-Sec bond yield
India 10-year G-Sec bond yield - Investing.com
CCIL India - historical G-Sec yield - archive Rakshitra monthly publication - for example, Jan2012 PDF
Trendlyne Top gainers of the quarter BSE AllCap
Trendlyne Top losers of the quarter BSE AllCap
Nifty Indices - Nifty index movers - index contribution / change in points (drop down menu for Nifty 50, Nifty Next 50, etc.)
NSDL FPI monitor - inflows & outflows of FPIs in India
FPI / DII activity - daily data from NSE
StockEdge FPI / DII activity - separate info for primary and secondary markets
FPI / FII / DII activity - daily data Moneycontrol
FPI / FII inflows - India portfolio investment inflows, equities - country-wise data - GlobaleEonomy.com - data from 1975 to 2020 - other data, like, current account balance, trade balance, reserves, etc., too area available
Nifty 50 index long term chart (since 1991) - Trading View
Nifty 50 comparison / compare with other indices, like, Nasdap, Nifty IT, Nifty Pharma and Nifty Auto - Google Finance
Securities and Exchange Board of India
ICICI Direct - research reports
India news Trading Economics TE
Livemint Mark to Market
Livemint Company Results
Livemint Mutual Funds - Mint 50 top funds
PIB Press Releases
MarginValue - stock valuation / reverse DCF / historical PE, PB, PS, etc.
Ticker by Finology - Indian stocks research / peer comparison
Ticker by Finology - all 14 companies of RPG Enterprises Group (find them below 'peer comparison') - other Group of Companies can also be seen
Ticker by Finology - list of sector - list of all sectors - useful for Peer comparison and profit pool -
Ticker by Finology - Peer comparison of all 'consumer food' companies (total 96) - sector-wise and industry-wise
Buyback offers and weblinks - vrk100 blog 15May2023
KFinTech buyback allotment and entitlement ratio status - also Letter of Offer (LOF), tender form, etc. - buyback status
LinkInTime buyback allotment and entitlement ratio status - also Letter of Offer (LOF), tender form, etc. - buyback status
Bigshare Services buyback allotment and entitlment ratio status - also Letter of Offer (LOF), tender form, etc. - buyback status
SEBI buyback issues - drop down menu - tender offers & open market purchase via stock exchanges
BSE Live public issues (forthcoming issues also) - drop down menu - buyback, rights issue, IPO, fixed price, book building, InvITs, REITs, offer for sale or OFS (secondary issue), rights, takeover, delisting, etc.
Some X / Twitter handles for exclusive IPO information - one, two, three, four, five, and six
IPO Central - upcoming buybacks (both tender offer and open market route) - buyback
IPO and More - Info on IPOs, Buybacks, special situations, corporate actions, etc.
KFinTech buyback offers details - tender form download, Letter of Offer, share transfer deed and other details (dropdown menu)
IPO and More - list of buybacks
Screener.in - (after login) search results for 'buyback,' or 'consider buyback' in the search bar of Screener (top right corner) -- other search words are: rights issue / scheme of arrangement / spin off / amalgamation / bonus issue / share split / stock split / voluntary delisting -- one can also use 'fund raising' phrase to know about fund raising via QIPs and rights issue
BSE corporate announcements - corporate action like buyback / buy back, bonus shares, rights issues, amalgamation, merger, demerger, stock split, spin off, etc. ; financial results, quarterly results, shareholding pattern or SHP updates, SAST, insider trading, etc.
BSE results calendar - forthcoming quarter results (dates announced, but results are forthcoming)
BSE Security-wise corporate actions (dropdown menu) - stock wise corporate actions, like, amalgamation, buybacks (only 'tender offer' route), dividend, rights issue, scheme of arrangement, share split, bonus, etc. -
BSE Security-wise corporate actions (dropdown menu) - stock wise corporate actions, like, buybacks (only 'tender offer' route), dividend, share split, bonus, etc. -
Bonus Issue History (search for stock > click corporate actions > bonus issue) - Capital Market - historical data of bonus issues (Screener.in website does not give full information about bonus shares -- it misses some old data before 2006 or 2007 -- but, Capital Market gives old data of 1990s also) - bonus history -
Bonus Issue History (search for stock > click corporate actions > bonus issue) - Capital Market - historical data of bonus issues (Screener.in website does not give full information about bonus shares -- it misses some old data before 2006 or 2007 -- but, Stock Price Archive gives old data of 1990s also) - bonus history -
SEBI takeovers - takeover - take over - take overs - corporate actions -
BSE IPO performance tracker (drop down menu for year-wise data) - historical data since 2017
BSE IPO - (scroll down) IPOs / Live pubic issues / forthcoming issues, listing statistics
NSE IPO (old website) - past IPO issues (drop down menu)
NSE IPO (new website) - past IPO issues
Special Situations - demergers, spin offs, corporate actions, etc.
BSE QIP issues 1 - qualified institutional placement (placement documents, details of investors / allottees, shareholding, etc.)
BSE QIP issues 2 (with different details from above)
NSE QIP issues - qualified institutional placement
KFINTECH Rights issues - latest rights issues - for example, FAQs on a company's rights issue (Jan2023) about rights entitlements (REs) - Tweet 10May2020 on SEBI's new rules on rights issues
BSE draft letter of offers (DLOF) for public comments - Rights issues
SEBI draft letter of offers (DLOF) - Rights Issues
SEBI Final letter of offers (LOF) - Rights Issues
SEBI corporate filings - like, shareholding pattern, financial results, voting results, related party transactions (RPT), unit holding pattern (for INVITs, REITs, etc.), insider trading and others
BSE shareholding pattern - latest changes
Regulation30 - BSE Screener - daily BSE announcements
Fixed deposit maturity calculator / compound interest calculator (this matches with those given by State Bank of India)
SEBI calculators - interest rate, mutual fund, time value of money, retirement, goal planning, SIP calculator, net worth, cost of delay, present value, annuity, etc.
SEBI power of compounding calculator
Daily weblinks (Global markets):
RealVision Finance - videos on markets
Yahoo Finance (From 26Aug2021, Yahoo stopped publishing news items in India as Indian government changed FDI regulations
US 10-year/2-year yield spread - Fred graph
US bond yields - US gov't bond yields - US Treasury yields - yield spread - yield curve analysis - inverted yield curve - yield spreads for different times -
CoinMarketCap - all crytptocurrencies - crypto assets - Bitcoin - Ethereum - market cap of all -
Baltic Dry Index or BDI - TE
Frieghtos Baltic Index (FBX) - global container freight index
Monthly weblinks (mostly India-related):
All RBI press releases for penalties on banks and cooperative banks (from 2001 to till now, that is, Nov2023) - RBI website for 'common person'
Tax saving alternatives (Section 80C deductions) Value Research - NPS, PPF, NSC, SCSS, post office deposits, small savings schemes, Sukanya Samriddhi Account or SSY, POTD, ELSS, etc. -- Government Gazette
04Feb2023 New tax regimes vs old tax regime - Value Research - salary tax calculator - income tax calculation for resident Indian individuals -
NIPFP opinion columns - by Ajay Shah, Vijay Kelkar, Rathin Roy, Ila Patnaik, Radhika Pandey, Renuka Sane and others
RBI database - data on Indian economy & financial markets
Insurance and Bankruptcy Board of India
AMFI India - mutual fund industry in India
WhiteOak Capital MF - downloads > Product documents > Presentation -- 31Jul2023 PDF for Large cap scheme
AdvisorKhoj - historical NAV of Indian mutual funds - both direct and regular plans
PrimeInvestor - compare expense ratios of direct and regular plans side by side
TheFundoo - compare mutual funds - mutual fund overlap - common stocks in two mutual funds
AMFI India - Scheme-wise Annual Reports of AMCs / Mutual Funds
Advisorkhoj - monthly factsheets of all mutual funds in India (59 AMCs as of Jan2022)
SEBI SAI - statement of additional information of mutual funds
AMFI SAI - statement of additional information of mutual funds
AMFI SID - scheme information documents of mutual funds
AMFI other data - like, benchmark indices, tracking error, industry data, scheme details, etc.
AMFI other data - AMC-wise tracking error data as on a particular date
SEBI filings - Draft prospectuses filed by mutual funds for new fund offers (NFOs)
DSP Mutual Fund (DSP Investment Managers) - latest literature - trends on macro, investments, economy, etc.
Financial Benchmarks India Pvt Ltd - FBIL - money market rates
NSE NCFM - model test for NCFM modules
NSE ISMR - (choose ISMR on the weblink) Indian Securities Market Review monthly - available from 1999 to 2019
FIMMDA - money market and derivatives
FEDAI - foreign exchange dealers
AUM NPS Trust - assets under management and subscribers of National Pension System
CRAs for NPS - Central Record keeping Agencies for National Pension System (NPS) authorised by PFRDA are: CAMS, KFin Technologies and Protean eGov Technologies (formerly, NSDL eGovernance Infrastructure) - NPS - CRA -
MoneyWorks4Me - Stock screener based on index-wise, like BSE 500 or Nifty 50
ICICI Direct - Covid Recovery Pulse (this is one of several topics)
ICICI Direct - monthly corporate actions (one of several topics), like, average dividend payout ratio of CNX 500 index, stock splits, bonus, preferential allotment, etc.
BSE equity market capitalisation - historical data also - group-wise market cap
BSE equity market capitalisation - date-wise market cap
Trendlyne New 52 week high - BSE AllCap index (drop down menu - change the index and periodicity)
Trendlyne New 52 week low - BSE AllCap index (drop down menu - change the index and periodicity)
ratestar - super investor holdings
Ticker by Finology - super investors
Trendlyne - super investors / superstars (all individual)
Trendlyne - super investors / superstars (all institutional)
Trendlyne - super investors
Investing Blogs in India - shout-out by Nooresh Merani
SEBI half-yearly categorization data - large-, mid- & small-cap stocks cut-off - AMFI India
ValuePickr - chat, gossip and info
KFin Technologies - to check IPO allotment status
Link Intime India - one more weblink - to check IPO allotment status
Prime database - IPOs, FPOs and others
CHITTORGARH - year-wise IPO information
CCI press release - Competition Commission of India
CCI antitrust orders - Competition Commission of India
Multipie Social - FY 2020-21 annual reports - Google Sheets weblink (others include industry-wise ARs, top gainers, consistent growth 10 years & stocks near ATH)
old annual reports - BSE annual reports of 1990s are also available here
ICICI Direct - all-time high stock prices
Value Research Mutual Fund category Trailing / Annual returns
Value Research Stocks Trailing / Annual returns
Finshots - short news items
Finception - stock investing
Solidarity Investment Managers - quarterly newsletters on investing
India ETFs - index funds and ETFs
India ETFs - total return index of NSE indices
NSE ETF market watch - BSE ETF market watch
NSE Dashboard monthly - PDF for Jan2022
India ETFs - Nifty 50 historical total returns (month-wise from 2000 till 2021)
MF Central - all mutual funds at one place - SEBI initiative - MF transactions
Protean eGov Technologies Ltd - formerly NSDL e-Gov - Twitter handle
IEPF Authority - this works under MCA, Govt of India and administers IEPF (Investor Education and Protection Fund) making refunds of shares, unclaimed dividends, matured deposits / debentures, etc., to investors - Twitter handle
Sensex rolling returns for one-year till 20-year (1980 to Mar2021)- India ETFs
Sensex historical returns - from 1990 to 2024
Finsight Beta - real time filing alerts, document search, news feed, media articles and others
Top Stock Research - Beta, standard deviation and mean price of companies for several time periods (select 'volatility' on the horizontal bar of the web page)
Entrackr Unicorns - Fintrackr - India's 100 Unicorns - article 10May2022
Tijori Finance - India macro indicators
India per capita GNI (current US dollars) World Bank - in graph
India per capita GNI World Bank - data download
India per capita GNI Macrotrends - graph
Nifty PE Analytics - Nifty 50 historical PE ratio
Nifty 50 PE ratio chart - PMS AIF World
Nifty 50 PE ratio chart (includes graph for PE ratio and Nifty 50 index level) / Nifty 50 PB ratio / Nifty 50 dividend yield
Nifty 50 PE ratio (includes graph for PE ratio and Nifty 50 index level) - Nifty 50 price to earnings ratio (trailing)
Trendlyne Nifty 500 index - high dividend yield stocks -- data for 1 year, 3 year and 5 years is available -- data whether it's special dividend is also available
NSE Total Returns Index Values - historical data - (drop down menu for Nifty 50, Nifty Next 50, etc.) -- this weblink is not working as of 10May2023
NSE historical data (drop down menu - at three places) - Nifty Indices historical data reports - Nifty 50 historical data (drop down menu for all NSE indices, like, Nifty Next 50, Nifty Bank, Nifty IT, etc.)
NSE historical reports - Nifty 50 and Bank Nifty - P/E, P/B, dividend yield (drop down menu) - Total Return Index values (drop down menu) - NSE historical data of bulk deals, block deals, advances declines, ETF data of price and volume, India VIX, etc
Nifty 50 monthly returns (Jan1994 to Dec2022) - Capital Mind - old tweet - latest tweet 31Jan2023
Nifty Indices (drop down menu for different types of indices) - NSE broad based indices / monthly factsheets / NSE Indexogram
Nifty Indices - return profile of broad, sectoral and thematic indices (1-month to 10-year total and price returns) -- one could select a particular date and know the historical returns also, by changing the date field
NSE Market Pulse - monthly reports - Oct2021 PDF - archives (drop down menu) are also available
NSE Indices - methodology document (162 page-PDF) for Nifty equity indices as on Dec2021
NSE Indices - Nifty Indices - all research papers
Bank holidays - Good Returns - Telangana and other states - 2021 and 2022
BSE Index Dashboard - monthly returns reports (including old reports)
ASIA Index Pvt Ltd - all BSE Indices - for fact sheets, total returns, top stocks, sectors and other data
S&P Dow Jones Indices - all BSE Indices - for fact sheets, total returns, top stocks, sectors and other data
BSE Allcap sector wise market cap (daily update)
BSE Sensex sector wise market cap (daily update)
NSE Sovereign Gold Bond prices - SGBs - SGB
Sovereign Gold Bonds (SGBs) - All RBI's notifications, press releases & FAQs - Tweet 24Apr2020
IBJA gold, silver rates - Indian Bullion and Jewellers Association
IBJA Daily Market Update in PDF form
IBJA Rates PDF Opening & Closing Rates for Gold and Silver (last three months data)
GoldPrice - historical rupee gold prices
bankbazaar historical rupee gold prices - latest rates
RBI DBIE - HBIE Table 39 - gold and silver rates - yearly average in USD (London & New York) and INR (Mumbai) and spreads
RBI DBIE - HBIE Table 162 - gold and silver rates - monthly average
CDSL Annual Report 2020-21 - CDSL call transcript 14Feb2022 - for market info, like, number of demat accounts, etc.
CDSL newsletter / CDSL infoline - monthly - for market info - demat accounts, DPs, etc. - May2022 newsletter -
NSDL updates - for market info, like, number of demat accounts, AUC, custody value, etc.
NSDL ISIN search (equities, etc.)
CDSL ISIN search (corporate bonds)
ISIN mutual fund search NSDL (html -- list of MFs -- but some are missing from the list)
ISIN mutual fund search (Google and NSDL - excel file)
ISIN mutual fund search (NSE website - below 'Trade Information')
ISIN mutual fund search (BSE website -- beside the name header)
RBI Notes from HBIE (pages 401 to 404) - HBIE explanatory notes on tables - mutual fund name changes - MF mergers and takeovers (details of various fund house changes given here)
VR mutual fund AMCs and size of AUM - size of assets - fund size - fund asset size - 43 AMCs as of 07Feb2024
Axis Direct - AUM movement for past five years - historical AUM - historical assets - asset size
Morningstar India - AUM movement for the past quarter - average AUM - all AMCs in single page - asset size growth - historical also (drop down menu)
Morningstar India - AUM movement for the past quarter - average AUM - AMC wise - historical also (dropdown menu) - scheme wise growth dataNFRA auditors - National Financial Reporting Authority (NFRA) press release PDF dt 18Feb2022 on list of companies and their auditors as on 31Mar2021 -- this list of MS Excel file can be downloaded from NFRA domain -
Moneycontrol Name change of companies - old name - new name
CDSL Name change of companies - (scroll down page, with search function) old company name and new company name - changes in names of companies - old name and new name -
IiAS in News - Institutional Investor Advisory Services - Anil Singhvi - Amit Tandon - news items on corporate governance, Indian companies, etc.
IiAS - Governance and ESG news
RBI Monetary Policy page - monetary policy statements, monetary policy committee or MPC, MPC statements, annual policy, MPC minutes, MPC meeting schedules, monetary policy report and others
RBI Fintech page - Fintech definition - "FinTech is broadly used to describe emerging technological innovations in the financial services sector, with ever increasing reliance on information technology. The Financial Stability Board (FSB) defines FinTech as 'technology-enabled innovation in financial services that could result in new business models, applications, processes or products with an associated material effect on the provision of financial services'."
Independent directors' databank - databank login - database for independent directors maintained by Indian Institute of Corporate Affairs (IICA), a body under the aegis of Ministry of Corporate Affairs, Govt of India
-- all new independent directors are to be registered with IICA databank for independent directors before they officially become directors of companies in India -- once their DIN (director identification number) is activated and registered in IICA databank, independent directors will take charge
Monthly weblinks (Global markets):
Global indicators landing page - Trading Economics
S&P Dow Jones Indices - S&P Global - BSE Indices - all BSE indices (click on India on the landing page) - for fact sheets, total returns, index-linked products and methodology details - for example, Sensex, BSE 500, BSE AllCap
S&P Dow Jones Indices - S&P Global - for fact sheets, total returns, linked products and methodologies
Global equity screener - TIKR Terminal
Tradingview stock screener - Top US firms by market cap
Companies Market Cap - Top US firms by market cap; also top global firms by market cap; top firms as per sectors / industries (very comprehensive website)
Companies Market Cap - you can also companies by revenue, net profit, employees, P/E ratio, dividend and various other categories (even by countries and stock indices)
Companies Market Cap - Top assets by market cap (such as, gold, Bitcoin, silver, etc.)
Companies Market Cap - largest Indian firms by market cap
ETF Screener - global database - SPDR, Vanguard, iShares, etc.
GoldPrice.Org - gold-silver ratio
CoinMarketCap - all crytptocurrencies - crypto assets - Bitcoin - Ethereum - market cap of all -
RWM WisdomTree Crypto Index - Index page - Ritholtz Wealth Management - fact sheet 03Apr2023 - crypto assets - crypto currencies - Bitcoin - DeFi - Metaverse - smart contract platform - NFT - Polygon - Ether -
MSCI Emerging Markets Index - monthly update PDF
iShares MSCI Emerging Markets ETF (EEM) - monthly factsheet
JP Morgan Guide to the Markets - monthly factsheet
ICE USDX Futures - US dollar index - weights: Eur 57.6%, JPY 13.6%, GBP 11.9%, CAD 9.1%, SEK 4.2% & CHF 3.6%
MarketWatch DXY - US dollar index
StLouis Fed - trade-weighted US dollar index
Cboe VIX - Cboe volatility index (daily data available)
US Treasury Yield data - drop down menu for Treasury bill rates, long-term bond yields, real yields, etc.
Fred data - US unemployment rate
Fred data - US unemployment level
Fred data - US labor force participation rate
Fred data - US monthly data - population, labor force, etc.
Fred data - US personal saving rate
Fred data - US 10-year treasury yield
Fred data - US 30-year treasury yield
Fred data - US CPI inflation rate (edit it with option 'percent change from year ago')
Fred data - US CPI and Core CPI inflation rates (edit it with option 'percent change from year ago')
US CPI inflation rate historical 1914 till now
Fred data - US PCE inflation rate and Core PCE inflation (cross check with BEA data below)
BEA data - US PCE inflation rate (cross check with Fred data above)
Fred data - US 30- and 15-year fixed mortgage rate
Fred data - WTI / Nymex and Brent crude oil prices
Fred data - US Federal debt as a %age of GDP
Fred data - US Total Assets - Fed balance sheet size
Fred data - high yield spread (the key indicator to understand US economy--the higher the spread, the greater the borrowing costs for US businesses and households) - ICE BofA US High Yield Index Option-Adjusted Spread -
NY Fed data - US economy in a snapshot - PDF for Apr2022
Fred data - US real GDP (in dollars) - quarterly data - US GDP -
Fred data - US real GDP growth y-o-y (year on year) - US GDP -
Occasional weblinks (India and Global markets):
RBI weekly statistical supplement (WSS) extract - weekly PDF and excel files available from 1998 till 2022 on a single page for 'Rates and Ratios; - for example for week ended 17Jun2022 - here, CRR, SLR, repo rate, CD ratio, base rate, MCLR, call money rate, treasury bill rates, SB interest rate, USD - INR rate, forward rates, etc., are available
RBI NSDP - National Summary Data Page - comprehensive data of various fields
RBI List of Authorised Entities - Payment System Operators, like, Financial market infrastructure (CCIL), retail payments organisation (NPCI), cards payment networks (Visa, Amex, Diners Club, etc.), cross border money transfer (Western Union, etc.), ATM Networks (BANCS, NFS, etc.), PPIs or prepaid payment instruments (Amazon Pay, Mobikwik, etc.), white lable ATMs, TReDS, BBPS, and cancelled authorisations -- payment and settlement systems
Moody's Analytics - India economic indicators
NSE Limited - list of companies delisted
NSE Limited - list of companies proposed to be delisted
BSE Limited - list of companies delisted
Small Savings interest rates and other notifications - DEA, Budget Division, Ministry of Finance, Govt of India - Post Office schemes - PPF, NSC, SCSS, KVP, etc.
CDSL India - investor charter - depository services, demat, remat, CAS, grievance redressal, etc.
CDSL Ventures Ltd - CVL - CVLKRA (KRA or KYC registration agency) - SEBI SCORES (grievance redressal), insurance repository, commodities repository, academic repository, E-KYC, etc.
Value Research - BSE 500 index market cap
Nifty Passive insights - quarterly report on index funds and ETFs - Sep2023 PDF - Jun2023 PDF - for archives, check drop down menu here for Passive insights and other reports -
NSE website dedicated to passive funds (launched on 30Jul2024)
NSE India Ownership Tracker - PDF for Sep2024 (Jul-Sep2024 quarter) - Who Owns India Inc - ownership pattern - shareholding pattern of NSE listed companies - NSE market reports - market insights - macro reports - factbook - ISMR -
SPIVA Library (S&P Global) - region-wise (India included) / mutual fund underperformance - SPIVA reports
India SPIVA report - as on 30Jun2022 PDF (released on 12Oct2022) -- India SPIVA as on 31Dec2021 PDF (released on 13Apr2022) -- mutual fund underperformance
SPIVA report BSE (available only till mid-year 2021) - year-end 2021 PDF report
SPIVA report US (S&P 500) - S&P Global Indices - mid-year 2021 PDF -- mutual fund underperformance
G20 per capita GDP - TE
G20 per capita GDP PPP - TE
G20 Inflation rate - TE
G20 GDP growth rate - TE
G20 interest rate - TE
G20 forex reserves - TE
G20 gold reserves - TE
G20 Current a/c to GDP ratio - TE
All country - credit rating - TE
G20 capital flows - TE
G20 FDI - TE
GDP per capita - World Bank data - per capita income (other data country-wise too are available)
GDP country-wise - World Bank data
SEBI registered intermediaries - like, credit rating agencies, AIFs, brokers, DRs, FPIs, investment advisers, MFs, REITs, etc. - market infrastructure institutions -
SEBI registered intermediaries - by typing the SEBI Registration Number or actual name of a particular intermediary (like, a broker or investment adviser) in the column, you can check whether it's actually registered with SEBI
SEBI registered research analysts
SEBI registered portfolio managers
Novel Investor - Annual asset class returns (return matrix)
Novel Investor - historical returns on stocks, bonds & currencies
Slickcharts S&P 500 market cap
Slickcharts S&P 500 Top 10 my market cap - all components also
Slickcharts S&P 500 YTD returns of stocks
Slickcharts S&P 500 total returns
Novel Investor - S&P 500 index sector performance
Factset S&P 500 index forward P/E ratio - forward PE ratio
BSE Bhavcopy 31Jan2018 - useful for calculation of LTCG on shares (with grandfathering for stocks / equity mutual funds bought before 01Feb2018)
GICS classification - The Global Industry Standard Classification - industries and sectors - GICS is developed by MSCI Inc and S&P Dow Jones Indices
- Tweet 31Aug2018 on GICS
- GICS consists of 11 sectors, 24 industry groups, 69 industries and 158 sub-industries (as of 30Nov2022)
- GICS will be revised effective 17Mar2023
APMI - Association of Portfolio Managers in India - APMI is a SEBI-registered trade body for portfolio managers - PMS schemes
SEBI portfolio manager monthly report - details of PMS are available here
SIPC list of brokers or dealers - SIPC is a non-profit corporation (in the US) that protects customers if their brokerage fails - protection provided up to USD 500,000
New-age FinTech apps India-based:
Zerodha - discount brokerage
Coin by Zerodha - direct mutual funds platform - Direct MF plans
Groww (Nextbillion Technology Pvt Ltd) - mutual funds - direct MF plans
Kuvera (AREVUK Advisory Services Pvt Ltd)- mutual funds - direct MF plans
BSE StAR MF - direct MF plans
ORO Wealth - direct MF plans
MF Utilities - mutual funds - direct MF plans
Upstox - discount brokerage
5paisa - stock trading
smallcase Technologies - smallcases
WazirX - Bitcoin / buy or sell forex
INDmoneyApp - money app
Angel One - stock brokerage
GooglePay - UPI app
Paytm - finance / payment app
Paytm Money - investment platform
PhonePe - finance, UPI, payments and others
CRED - members-only credit card
BeSensibull - options trading
Streak - stock trading
03Nov2021 Nithin Kamath's Investing Apps -- Kite, Pulse, smallcase, Sensibull, Streak, Varsity, Trading Q&A, Coin and Finshots
06May2022 - Ankur Warikoo investing apps - Zerodha for Indian Stocks, @smallcaseHQ for buying portfolio of stocks, @INDmoneyApp for buying US stocks, @CoinByZerodha for buying mutual funds, @WintWealth for corporate bonds, @WazirXIndia for crypto -
26Jul2023 ET - Wint Wealth @WintWealth bags online bond platform provider (OBPP) license from SEBI - Fourdegreewater Capital Pvt Ltd - Anshul Gupta
BondsIndia is a SEBI registered OBPP (Launchpad Fintech Pvt Ltd)
IndiaBonds is a SEBI registered OBPP (India Bond Pvt Ltd)
Grip Broking Pvt Ltd is a SEBI registered OBPP
GoldenPi Securities Pvt Ltd is a SEBI registered OBPP (GoldenPi Technologies Pvt Ltd is the holding company of GoldenPi Securities Pvt Ltd)
Other OBPP platforms, as per this article, are: InCred Money, BondsKart, The Fixed Income (The LendingKart), Aspero and AltiFi (not sure whether these are SEBI registered intermediaries)
13Dec2022 WealthDesk - WealthBaskets - wealth baskets - (Saurabh Mukherjea's Marcellus Investment Managers offers MeritorQ product, with Rs 10 lakh minimum investment, via WealthDesk platform)
ChangeJar Technologies Pvt Ltd - digital gold - mobile app - founders Nischay Babu AG and Misbah Ashraf
Spare8 app - micro investment app - digital savings - digital investments - digital gold - buy gold in small increments
FinTech apps US-based:
This turns to be an exhaustive list, but I will be adding more websites / web links to this list whenever I find new sources of information.
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Disclosure: I've vested interested in Indian stocks and other investments. It's safe to assume I've interest in the financial products discussed, if any.Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets.
CFA Charter credentials - CFA Member Profile
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He blogs at:
https://ramakrishnavadlamudi.blogspot.com/
Twitter @vrk100
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