Independent · Beginner-Friendly · Data-Driven

The Rational Investor
Est. 2026

Free Tools

Advance Tax CalculatorBalance SheetGoal PlannerInflation CalculatorP/E CalculatorKakeibo Budget TemplatesAll Tools
India's Diamond Exports Have Halved. Its Jewellery Exports Just Overtook Them.
Investment Education

India's Diamond Exports Have Halved. Its Jewellery Exports Just Overtook Them.

India cuts 9 of every 10 diamonds on earth. A map of every export destination, and the one test that shows who really sets the price.

Ambika Iyer·September 8, 2026·20 min read
Copper and Uranium: The AI Boom's Commodity Trade Explained
Investment Education

Copper and Uranium: The AI Boom's Commodity Trade Explained

August 10, 2026·17 min read
Is Elon Musk's Terafab Real, and Who Else Is Actually Competing With Nvidia?
Investment Education

Is Elon Musk's Terafab Real, and Who Else Is Actually Competing With Nvidia?

August 9, 2026·20 min read
The Real AI Chip Shortage Isn't the GPU. It's What's Stacked on Top of It
Investment Education

The Real AI Chip Shortage Isn't the GPU. It's What's Stacked on Top of It

August 9, 2026·30 min read
AI and Indian IT Services: Threat, Tailwind, or Both?
Investment Education

AI and Indian IT Services: Threat, Tailwind, or Both?

August 9, 2026·25 min read

Latest

1
Investment Education

India's Diamond Exports Have Halved. Its Jewellery Exports Just Overtook Them.

September 8, 2026 · 20 min read

2
Investment Education

Tax Loss Harvesting in India: Why I Sold 597 Shares Instead of 800

August 25, 2026 · 42 min read

3
Investment Education

Who Is Building the Power for AI, and Which of Them Have a Moat?

August 24, 2026 · 33 min read

Find a SEBI-Registered Professional

SEBI Registered Investment Advisers

1,038 SEBI-registered advisers across India. Click a state to explore.

advisers:
0
1–2
2–4
4–19
19–48
48+

Verified advisers

Investcues Capital Investment AdvisorsProfile claimed and verified

INA000020387

Raipur1 year registered
retirement planningportfolio rebalancinggoal based planning

Sakshum Keshore JainProfile claimed and verified

INA000022880

DelhiRegistered this year
retirement planningportfolio rebalancingtax planning

Anand BiswasProfile claimed and verified

INA000022659

PanajiRegistered this year
retirement planningportfolio rebalancinggoal based planning

Harendra P Zatakia Proprietor Wealth Aligned Financial AdvisoryProfile claimed and verified

INA000021988

PuneRegistered this year
retirement planningportfolio rebalancinggoal based planning

Robins JosephProfile claimed and verified

INA100013700

Noida7 years registered
retirement planningportfolio rebalancingtax planning
Are you a SEBI-registered adviser?Claim your profile
Explore the full directory

SEBI Registered Research Analysts

2,134 SEBI-registered analysts across India. Click a state to explore.

analysts:
0
1–2
2–12
12–57
57–131
131+

Verified analysts

Karan VijayvargiyaProfile claimed and verified

INH000025470

IndoreRegistered this year
equity researchsector coveragefundamental analysis

AKHIL KUMAR RAI PROPRIETOR 3i RESEARCHProfile claimed and verified

INH000012689

Jabalpur3 years registered
equity researchtechnical analysisderivatives research

Ankur AgarwalProfile claimed and verified

INH000028741

BareillyRegistered this year
equity researchsector coveragetechnical analysis

Priyanshu Mishra Proprietor of Equity Sphere Research ServicesProfile claimed and verified

INH000025373

PrayagrajRegistered this year
Are you a SEBI-registered analyst?Claim your profile
Explore the full directory
Stock Deep DivesInvestment EducationBusiness StoriesLearn to Invest
Stock Deep DivesView All
ITC Q1 FY27 Results: The FMCG Profit Shift for a Holder Who Isn't Betting on Cigarettes
Stock Deep Dive

ITC Q1 FY27 Results: The FMCG Profit Shift for a Holder Who Isn't Betting on Cigarettes

ITC Q1 FY27 profit fell 16% on a cigarette tax hit, but FMCG-Others grew 21% and its profit share rose to 11%. A 5-year holder's read.

Ambika Iyer
August 2, 2026
10 min read
TCS Q1 FY27 Results: What the AI Numbers Mean for a Long-Term Investor
Stock Deep Dive

TCS Q1 FY27 Results: What the AI Numbers Mean for a Long-Term Investor

TCS Q1 FY27 earnings analysis: the US$2.6 billion AI revenue run-rate, why 13.9% rupee growth is only 3.2% in constant currency, and what to watch in FY27.

Ambika Iyer
July 9, 2026
6 min read
Info Edge's ₹4,900 Cr Startup Portfolio Decoded: AI, Deeptech & Consumer Tech (2026 Letter)
Stock Deep Dive

Info Edge's ₹4,900 Cr Startup Portfolio Decoded: AI, Deeptech & Consumer Tech (2026 Letter)

Inside Info Edge's ₹4,900 Cr startup portfolio: 135 startups, ₹41,300 Cr value, the AI and Deeptech bets, and Bikhchandani's playbook.

Ambika Iyer
July 1, 2026
19 min read
Investment EducationView All
India's Diamond Exports Have Halved. Its Jewellery Exports Just Overtook Them.
Investment Education

India's Diamond Exports Have Halved. Its Jewellery Exports Just Overtook Them.

India cuts 9 of every 10 diamonds on earth. A map of every export destination, and the one test that shows who really sets the price.

Ambika Iyer
September 8, 2026
20 min read
Tax Loss Harvesting in India: Why I Sold 597 Shares Instead of 800
Investment Education

Tax Loss Harvesting in India: Why I Sold 597 Shares Instead of 800

I sold, rebought ten minutes later, and booked nothing. Why a same day rebuy silently fails in India, and the FIFO quantity that decides your loss.

Ambika Iyer
August 25, 2026
42 min read
Who Is Building the Power for AI, and Which of Them Have a Moat?
Investment Education

Who Is Building the Power for AI, and Which of Them Have a Moat?

A layer-by-layer map of the companies supplying the AI power buildout, what their order books really say, and how to tell a franchise from a cycle.

Ambika Iyer
August 24, 2026
33 min read
New to Investing?

Master Fundamental Analysis — Step by Step

Our structured learning path takes you from zero to reading company annual reports confidently. Track your progress and unlock deeper content as you go.

Stage 1

Foundations

Stage 2

Valuation

Stage 3

Company Analysis

More ArticlesView All
The AI Energy Bottleneck: Where the Electricity Actually Runs Out
Investment Education

The AI Energy Bottleneck: Where the Electricity Actually Runs Out

AI data centers are not short of electricity. They are short of turbines, transformers and grid connections. A guide to the real energy bottleneck.

Ambika Iyer
August 22, 2026
30 min read
Advance Tax in India: The Complete Beginner's Guide for FY 2026-27
Investment Education

Advance Tax in India: The Complete Beginner's Guide for FY 2026-27

Advance tax has four deadlines a year and missing one costs 1% a month. A plain guide to the FY 2026-27 rules and how to avoid paying interest.

Ambika Iyer
August 16, 2026
21 min read
Copper and Uranium: The AI Boom's Commodity Trade Explained
Investment Education

Copper and Uranium: The AI Boom's Commodity Trade Explained

AI data centers need vastly more copper wiring and uranium-fueled power than ordinary infrastructure. A guide to the commodity side of the AI trade.

Ambika Iyer
August 10, 2026
17 min read