TRADE FIRM RESEARCH NOTES

Start with the question, then follow the evidence.

Read dated guides on Indian market sessions, derivatives, equity and IPO research, broker-account checks, Forex and MT5 verification, and the mathematics behind position risk.

SEARCHABLE RESEARCH LIBRARY

69 focused guides

Indian markets • Dhan • Forex • MT5 • Derivatives • Risk

10 TOPIC PATHS

Choose the decision or product you are trying to understand.

Each topic collects the relevant guides, service pages and calculators so the reader can move from a broad question to a specific check.

DHAN KYC GUIDE02

Dhan Account Documents & KYC Checklist

Understand the identity, address, bank, signature and segment-related documents that may be requested during Dhan Demat account onboarding.

8 min read
DHAN PRICING GUIDE03

Dhan Brokerage, AMC & Account Charges

A decision-focused explanation of Dhan's published account-opening, AMC, brokerage and transaction-cost categories, with a checklist for checking current charges.

10 min read
DHAN REFERRAL GUIDE04

How the Dhan Referral Link Works

Learn when a Dhan referral link is captured, what a new applicant should verify and why referral benefits must be separated from account security and trading decisions.

8 min read
MT5 ACCOUNT GUIDE05

Open an MT5 Forex Account in India

A structured MT5 account-opening guide for Indian residents covering platform identity, broker verification, KYC, account credentials, instrument checks and risk.

11 min read
FOREX BROKER GUIDE06

Forex Broker India Verification Checklist

Use this India-focused checklist to evaluate authorisation, account entity, products, MT5 specifications, funding, withdrawals, costs and risk before choosing a forex route.

12 min read
FOREX FUNDING GUIDE07

Forex UPI & Bank Transfer Safety Guide

Understand what Indian residents should verify when a forex account displays UPI, bank transfer or crypto deposit and withdrawal options.

10 min read
MT5 MARKET GUIDE08

MT5 Gold & XAUUSD Risk Guide India

Learn how MT5 presents forex and XAUUSD, what contract specifications control risk and why session, spread, margin and RBI checks matter before execution.

12 min read
MARKET CLOSE NOTE09

Indian Index Market Close: NIFTY and BANK NIFTY Research Note — 14 August 2026

A dated close-to-close snapshot of six Indian indices, the relative-performance message and a defined-risk checklist for the next session.

5 min read
ADVISORY GUIDE10

How to Choose a Stock Market Advisory Firm in India

A practical due-diligence guide to evaluating research quality, service scope, risk communication, transparency and support before subscribing.

9 min read
ADVISORY BASICS11

Research Analyst vs Investment Adviser in India: Understand the Service Scope

Understand the practical difference between general market research and client-specific advisory before choosing a financial-market service.

8 min read
OPTIONS ADVISORY12

What an Options Trading Advisory Process Should Explain

A practical checklist connecting the underlying trend with strike, expiry, volatility, liquidity, quantity and the planned loss boundary.

9 min read
INDEX ADVISORY13

NIFTY and BANK NIFTY Advisory: Building a Daily Market Plan

See how a research desk can organise pre-market context, opening structure, actionable levels, confirmation and review for India's key indices.

8 min read
BANK NIFTY14

BANK NIFTY Options Advisory: Risk Controls for Fast Markets

A practical risk framework for BANK NIFTY options covering volatility, premium behaviour, quantity, slippage and invalidation.

8 min read
INTRADAY ADVISORY15

Intraday Stock Market Advisory: A Decision Checklist for the Session

Use this India-focused intraday advisory checklist to evaluate session context, actionable levels, NSE and BSE liquidity, position size and exit conditions.

8 min read
F&O ADVISORY16

Futures and Options Advisory: What to Check Before Taking Leverage

Understand how contract exposure, leverage, volatility, expiry and position sizing fit into a responsible F&O advisory process.

8 min read
EQUITY RESEARCH17

How Equity Research Supports Stock Market Advisory Decisions

A balanced equity-research process combining business quality, financials, valuation, sector context, price structure and material risks.

9 min read
INVESTMENT ADVISORY18

Why Risk Profiling Matters Before Investment Advisory

Learn how objectives, time horizon, financial capacity, experience and loss tolerance influence the suitability of an advisory service.

7 min read
PRICE ACTION19

Read Market Structure Before Planning a Trade

A practical framework for identifying trend, important zones, confirmation and invalidation before execution.

6 min read
RISK MANAGEMENT20

Position Sizing: Turn Planned Risk into Quantity

Understand how capital, risk percentage and stop distance work together to determine a position size that stays inside your limit.

5 min read
OPTIONS21

Options Premium Needs More Than a Directional View

Why direction, volatility, time decay, liquidity and strike selection must be considered together in options research.

7 min read
FUTURES22

A Risk Checklist for Index and Stock Futures

A concise pre-trade checklist covering contract exposure, volatility, liquidity, stop distance and event risk.

5 min read
IPO RESEARCH23

What to Review Before Evaluating an IPO

A research checklist covering business quality, financials, valuation, use of proceeds, risks and peer comparison.

6 min read
TRADING PROCESS24

Intraday and Swing Research Need Different Clocks

Compare how intraday and swing research use different market context, levels, holding risk, monitoring routines and review timelines.

5 min read
RESEARCH PROCESS25

How a Stock Market Research Firm in India Builds a View

Follow the evidence-to-risk process an Indian stock market research firm can use to frame scenarios, invalidation and decision risk.

7 min read
INDEX OPTIONS26

NIFTY vs BANK NIFTY Options: Why the Risk Can Feel Different

Compare constituent influence, volatility, premium behaviour and execution considerations across two major index-option markets.

6 min read
EXPIRY RISK27

Expiry-Day Options Need a Different Risk Clock

Understand how time decay, option sensitivity, liquidity and position sizing can change as an Indian options contract approaches expiry.

6 min read
OPTIONS RESEARCH28

How to Read an Option Chain Without Treating It as a Signal

Learn how to read open interest, volume, price and implied volatility as option-chain context without treating any one metric as a trading signal.

7 min read
VOLATILITY29

India VIX and Implied Volatility: What Options Traders Should Separate

Separate India VIX from a contract’s implied volatility and understand how each measure informs options context, pricing and risk.

6 min read
RISK MANAGEMENT30

Stop-Loss Price vs Thesis Invalidation: Know the Difference

Understand the difference between thesis invalidation and a stop-loss order, then connect both to quantity and maximum rupee risk.

5 min read
POSITION SIZING31

Position Sizing for Options: Start With Rupee Risk

Turn capital, permitted loss, premium-to-stop distance and lot quantity into a practical pre-trade position-sizing check for options.

6 min read
SWING RESEARCH32

A Practical Swing-Trading Research Process for Indian Equities

Connect market regime, sector strength, stock structure, events and overnight risk across a multi-session horizon.

7 min read
EQUITY RESEARCH33

Fundamental vs Technical Research: Different Questions, One Decision

See how fundamental evidence and technical market structure answer different parts of an equity research and timing decision.

6 min read
IPO VALUATION34

IPO Valuation and Peer Comparison: A Better Research Checklist

Compare business quality, financial metrics, issue structure and valuation without relying on one headline multiple.

7 min read
INVESTOR CHECKLIST35

How to Verify a Market Adviser or Research Provider in India

A practical identity, registration, payment, communication and complaint-route checklist for market participants.

7 min read
ADVISORY GUIDE36

Online Stock Market Advisory in India: What Good Delivery Looks Like

Evaluate onboarding, communication, market context, risk language, updates and support in an online advisory service.

7 min read
ADVISORY GUIDE37

Stock Market Advisory Fees: A Value and Scope Checklist

Compare an advisory fee with service scope, research depth, delivery frequency, support, risk communication and total terms—not with return promises.

3 min read
ADVISORY CHECKLIST38

15 Questions to Ask Before Joining a Stock Market Advisory Service

Use these questions to understand identity, scope, research method, risk, communication, fees, support and official channels before subscribing.

3 min read
DUE DILIGENCE39

How to Evaluate an Advisory Track Record Without Being Misled

Look beyond winning screenshots by checking completeness, timestamps, losses, risk, sample size, consistency and the rules behind any reported record.

3 min read
INVESTOR SAFETY40

Telegram Stock Market Advisory: An Official-Channel Safety Guide

Verify channel identity, links, payment details, message history and support routes before relying on any Telegram market channel.

3 min read
PRICE ACTION41

Support, Resistance, Demand and Supply Zones Explained

Understand what price zones represent, how repeated tests change context and why confirmation and invalidation matter more than a perfect line.

3 min read
OPENING RANGE42

Opening-Range Breakout and Failure: A Research Framework

Use gap context, range width, participation, acceptance and failure to evaluate an opening-range move without chasing the first breakout.

3 min read
MARKET STRUCTURE43

Multi-Timeframe Market Structure Without Analysis Paralysis

Give each timeframe one job—regime, setup and activation—to prevent conflicting charts from delaying every decision.

3 min read
PRICE & VOLUME44

How Volume Can Confirm—or Contradict—Price Action

Read volume relative to time, liquidity, location and price response instead of treating one high-volume bar as a universal signal.

3 min read
NIFTY RESEARCH45

NIFTY Pre-Market Analysis: A Repeatable Checklist

Prepare previous-session levels, gap scenarios, events, breadth references and no-trade conditions before the NIFTY opening.

3 min read
BANK NIFTY46

BANK NIFTY Constituent Analysis for Better Index Context

Use heavyweight bank behaviour, sector breadth, relative strength and event exposure to understand what is driving BANK NIFTY.

3 min read
INDEX RESEARCH47

Gap-Up and Gap-Down Sessions: An Index Research Plan

Classify the gap, map nearby references and wait for acceptance or rejection before deciding whether continuation, reversal or balance is active.

3 min read
MARKET BREADTH48

Index Breadth and Market Leadership: What the Headline Index Can Hide

Compare advancing stocks, sectors and heavyweight contributions to decide whether an index move is broad, narrow or internally mixed.

3 min read
OPTIONS EDUCATION49

Option Greeks: A Practical Risk Guide for Market Decisions

Use delta, gamma, theta and vega to describe option sensitivity without treating model estimates as fixed promises.

3 min read
OPTIONS RISK50

Theta Decay and the Options Holding Period

Understand why time decay is not linear and how expiry, moneyness, volatility and market movement affect an option-holding decision.

3 min read
VOLATILITY51

Implied Volatility Crush: Why Event Options Can Lose After the News

Learn how uncertainty can be priced before an event and why premium may contract after information becomes known—even when price moves.

3 min read
OPTIONS EXECUTION52

Options Liquidity and Bid-Ask Spread: The Hidden Trading Cost

Evaluate volume, open interest, market depth, spread and order size before assuming the displayed option premium is executable.

3 min read
OPTIONS EXPIRY53

Weekly vs Monthly Options: Match Expiry to the Research Horizon

Compare time remaining, liquidity, event exposure, sensitivity and thesis duration before selecting an options expiry.

3 min read
FUTURES RISK54

Futures Margin and Leverage: Measure the Exposure Behind the Deposit

Understand why broker margin is not maximum loss and how contract value, stop distance, gaps and changing requirements affect futures risk.

3 min read
FUTURES RESEARCH55

Futures Rollover and Open Interest: Context, Not a Standalone Signal

Use price, open interest, basis, expiry liquidity and rollover spread together without assigning a certain motive to every futures position.

3 min read
PORTFOLIO RISK56

Hedging a Cash Portfolio With Index Futures: Key Research Questions

Consider portfolio beta, hedge ratio, basis, expiry, mismatch and rebalancing before treating an index future as a precise portfolio hedge.

3 min read
DERIVATIVES BASICS57

Futures Basis and Cost of Carry in Plain Language

Understand the spot-futures difference, why it changes and why premium or discount alone does not predict the next market direction.

3 min read
EQUITY RESEARCH58

Stock Screening: Balance Quality, Growth, Valuation and Liquidity

Build a research shortlist with transparent filters while avoiding the false certainty of one ratio or a mechanically optimised screen.

3 min read
RESULTS RESEARCH59

Quarterly Earnings Results: An Equity Research Checklist

Review revenue, margins, cash flow, working capital, guidance, segment performance and market expectations instead of reacting to headline profit.

3 min read
SECTOR RESEARCH60

Sector Relative Strength for Indian Stock Selection

Compare sector and stock performance with the right benchmark, time horizon, breadth and liquidity before selecting a trade candidate.

3 min read
SWING RISK61

Swing Trading Gap Risk: Position Sizing Beyond the Stop

Account for earnings, overnight news, liquidity and exits beyond the planned stop when sizing a multi-session equity position.

3 min read
IPO RESEARCH62

How to Read a Red Herring Prospectus for IPO Research

Navigate the offer document through business, risks, financials, issue structure, litigation, use of proceeds and peer valuation.

3 min read
IPO BASICS63

Fresh Issue vs Offer for Sale in an IPO

Understand where IPO proceeds go, how dilution works and what the issue mix can reveal about company funding and shareholder exits.

3 min read
IPO FINANCIALS64

IPO Cash Flow and Working Capital: What Profit Can Miss

Compare reported earnings with operating cash, receivables, inventory, supplier credit and funding needs before evaluating an IPO.

3 min read
IPO DECISIONS65

IPO Listing Gains vs Long-Term Investing: Two Different Decisions

Separate short-term demand and listing liquidity from business quality, valuation and long-term execution before defining an IPO strategy.

3 min read
RISK MANAGEMENT66

Trading Drawdown Recovery: The Mathematics Every Plan Should Respect

See why a percentage loss needs a larger percentage gain to recover and how smaller risk preserves capital and decision capacity.

3 min read
RISK & REWARD67

Risk-Reward Ratio and Required Win Rate: Use Both Together

Connect average gain, average loss, win rate, costs and execution instead of judging a strategy from one planned target ratio.

3 min read
DECISION REVIEW68

A Trading Journal That Reviews Process, Not Just Profit

Record thesis, context, risk, execution, emotions and rule adherence so review can separate market uncertainty from preventable errors.

3 min read
PORTFOLIO RISK69

Correlation Risk: When Multiple Positions Become One Large Trade

Identify shared index, sector, factor and event exposure before adding individual position risks as though they were independent.

3 min read
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