How fast we
moved from:
๐ ๐
"Risk hai toh ishq
hai"
To
Tum kya leke
aye the Tum kya
leke jaoge๐ ๐ ๐
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Sunday, 25 October 2026
Thursday, 15 October 2026
๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
SEBI panel backs 30-minute VWAP for expiry settlement, puts CAS-linked formula on hold - https://www.moneycontrol.com/news/business/markets/sebi-panel-backs-30-minute-vwap-for-expiry-settlement-puts-cas-linked-formula-on-hold-14052866.html
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Monday, 28 September 2026
๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Audit date extended to 21st october 2026 and
Partners income tax return extended to 21st November 2026
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Partners income tax return extended to 21st November 2026
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Thursday, 24 September 2026
๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
Trigger: IRDAI’s draft insurance distribution reforms — proposed commission/expense changes could pressure Policybazaar’s take-rates and near-term economics. ⚠️
๐๐ผ๐ผ๐ธ ๐ฎ๐ ๐๐ต๐ฒ ๐๐ฐ๐ฟ๐ฒ๐ฒ๐ป:
- Policybazaar: -23%
- Max Financial: -11%
- L&T Finance: -7%
- HDFC Life: -6%
- ICICI Pru Life: -5%
๐ช๐ต๐ ๐ถ๐ ๐๐ต๐ฒ ๐ฟ๐ฒ๐ฎ๐ฐ๐๐ถ๐ผ๐ป ๐๐ผ ๐๐ถ๐ผ๐น๐ฒ๐ป๐?
Because IRDAI isn't changing just one commission.
๐๐ ๐ถ๐ ๐๐ฎ๐ฟ๐ด๐ฒ๐๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ฒ๐ป๐๐ถ๐ฟ๐ฒ ๐ฑ๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ถ๐ผ๐ป ๐บ๐ฎ๐ฐ๐ต๐ถ๐ป๐ฒ:
* Commission caps
* Expenses of Management
* Bancassurance
* Loan-linked insurance
* Digital lead generation
* Mis-selling incentives
* Disclosure
* Distributor structure
That touches a huge part of India's financial ecosystem.
๐ง๐ต๐ฒ๐ป ๐ฐ๐ผ๐บ๐ฒ๐ ๐๐๐ก๐๐ฆ + ๐ก๐๐๐๐.
IRDAI proposes prohibiting compulsory insurance bundling with loans.
๐๐ญ๐๐ข๐ฅ๐ก๐:
Home loan
+
Credit-life insurance
Car loan
+
Insurance
Personal loan
+
Insurance
could no longer simply be pushed as one compulsory package.
Customers would get more freedom to choose.
๐๐๐ฟ๐ผ๐ ๐๐ก๐จ๐ค ๐ฅ๐ง๐ค๐ฅ๐ค๐จ๐๐จ ๐จ๐ฉ๐ค๐ฅ๐ฅ๐๐ฃ๐ ๐ซ๐ค๐ก๐ช๐ข๐/๐ง๐๐ฌ๐๐ง๐-๐ก๐๐ฃ๐ ๐๐ ๐๐ฃ๐๐๐ฃ๐ฉ๐๐ซ๐๐จ ๐๐ค๐ง ๐๐๐ฃ๐ ๐๐ฃ๐ ๐๐ฝ๐๐พ ๐๐ข๐ฅ๐ก๐ค๐ฎ๐๐๐จ ๐จ๐๐ก๐ก๐๐ฃ๐ ๐๐ฃ๐จ๐ช๐ง๐๐ฃ๐๐.
This helps explain why the shock is spreading beyond pure insurers.
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
๐๐ผ๐ผ๐ธ ๐ฎ๐ ๐๐ต๐ฒ ๐๐ฐ๐ฟ๐ฒ๐ฒ๐ป:
- Policybazaar: -23%
- Max Financial: -11%
- L&T Finance: -7%
- HDFC Life: -6%
- ICICI Pru Life: -5%
๐ช๐ต๐ ๐ถ๐ ๐๐ต๐ฒ ๐ฟ๐ฒ๐ฎ๐ฐ๐๐ถ๐ผ๐ป ๐๐ผ ๐๐ถ๐ผ๐น๐ฒ๐ป๐?
Because IRDAI isn't changing just one commission.
๐๐ ๐ถ๐ ๐๐ฎ๐ฟ๐ด๐ฒ๐๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ฒ๐ป๐๐ถ๐ฟ๐ฒ ๐ฑ๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ถ๐ผ๐ป ๐บ๐ฎ๐ฐ๐ต๐ถ๐ป๐ฒ:
* Commission caps
* Expenses of Management
* Bancassurance
* Loan-linked insurance
* Digital lead generation
* Mis-selling incentives
* Disclosure
* Distributor structure
That touches a huge part of India's financial ecosystem.
๐ง๐ต๐ฒ๐ป ๐ฐ๐ผ๐บ๐ฒ๐ ๐๐๐ก๐๐ฆ + ๐ก๐๐๐๐.
IRDAI proposes prohibiting compulsory insurance bundling with loans.
๐๐ญ๐๐ข๐ฅ๐ก๐:
Home loan
+
Credit-life insurance
Car loan
+
Insurance
Personal loan
+
Insurance
could no longer simply be pushed as one compulsory package.
Customers would get more freedom to choose.
๐๐๐ฟ๐ผ๐ ๐๐ก๐จ๐ค ๐ฅ๐ง๐ค๐ฅ๐ค๐จ๐๐จ ๐จ๐ฉ๐ค๐ฅ๐ฅ๐๐ฃ๐ ๐ซ๐ค๐ก๐ช๐ข๐/๐ง๐๐ฌ๐๐ง๐-๐ก๐๐ฃ๐ ๐๐ ๐๐ฃ๐๐๐ฃ๐ฉ๐๐ซ๐๐จ ๐๐ค๐ง ๐๐๐ฃ๐ ๐๐ฃ๐ ๐๐ฝ๐๐พ ๐๐ข๐ฅ๐ก๐ค๐ฎ๐๐๐จ ๐จ๐๐ก๐ก๐๐ฃ๐ ๐๐ฃ๐จ๐ช๐ง๐๐ฃ๐๐.
This helps explain why the shock is spreading beyond pure insurers.
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Sunday, 13 September 2026
๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
ONLY 11 NIFTY 50 COMPANIES SURVIVED FROM 1996 TO 2026!๐
NIFTY 50 was launched in April 1996.
Out of the original 50 companies, only these 11 are still part of the index:
Reliance Industries
HDFC Bank
ICICI Bank
State Bank of India
Larsen & Toubro
ITC
Hindustan Unilever
Tata Steel
Hindalco Industries
Bajaj Auto
Tata Motors Passenger Vehicles
30 Years. Multiple Bull & Bear Markets. Same 11 Names.
Bookmark It ๐
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
NIFTY 50 was launched in April 1996.
Out of the original 50 companies, only these 11 are still part of the index:
Reliance Industries
HDFC Bank
ICICI Bank
State Bank of India
Larsen & Toubro
ITC
Hindustan Unilever
Tata Steel
Hindalco Industries
Bajaj Auto
Tata Motors Passenger Vehicles
30 Years. Multiple Bull & Bear Markets. Same 11 Names.
Bookmark It ๐
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
Friday, 11 September 2026
Thursday, 10 September 2026
๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post
๐ฎ๐ณIndia Daybook Stocks in News
*Enviro Infra:* Company’s arm gets ₹224.19 cr LoI from Tata Power Renewable Energy for wind EPC project. (Positive)
*Dilip Buildcon:* Company has received LoI for Paradip–Raipur LPG pipeline authorization. (Positive)
*Adani Ports:* Company received a Letter of Award (LoA) for development and operation of two dry bulk berths at Paradip Port, Odisha, adding 18 MMT capacity under a 30-year Build-Operate-Transfer (BOT) concession. (Positive)
*GPT Infraprojects:* Company’s wholly owned subsidiary Alcon Builders & Engineers secured a Rs. 114.82 crore contract from Northeast Frontier Railway for signalling works, including Electronic Interlocking at 10 railway stations, with an execution period of 730 days. (Positive)
*Innovision:* Company secured two Letters of Award (LoAs) from NHAI to operate three toll plazas in Madhya Pradesh, with total commercial consideration of Rs. 243.60 crore and a tenure of one year; scope includes user fee collection and maintenance of adjacent toilet blocks. (Positive)
*Focus Lighting:* Company received a Rs. 10–17 crore order from Larsen & Toubro’s Construction Division for manufacturing and supplying street lighting poles and related works across Northern India. (Positive)
*Seamec:* Vessel Samudra Sevak arrived in Mumbai after emergency dry docking and will return to operations after completing regulatory compliances. (Positive)
*Ganesh Consumer Products:* Company’s Board approved land purchase in Assam for business expansion. (Positive)
*Coal India:* Subsidiary NCL saw production rise 67% and supplies increase 75% as the monsoon receded; FY27 production stood at 51.43 MT and supplies at 55 MT as of September 8. (Positive)
*Keystone Realtors:* Company jointly incorporated LLP One Landmark House LLP with a 50% profit-sharing ratio for real estate business. (Positive)
*IRB Infrastructure Developers:* Group toll revenue increased 25% YoY to Rs. 807.4 crore in August 2026 vs Rs. 646.2 crore. (Positive)
*Shakti Pumps:* Company received a Rs. 235.92 crore order from MSEDCL for the supply of 10,000 solar pumps in Maharashtra. (Positive)
*Jindal Stainless:* JSL Overseas Holding bought 6,41,817 shares. (Positive)
*Graphite India:* HRTI bought 1.80 lakh shares at Rs 843.06 per share. (Positive)
*Cupid:* Aditya Kumar Halwasiya acquires 15 lakh equity shares through open market transaction. (Positive)
*LTM:* Company collaborates with IBM and Red Hat on Lightwell. (Positive)
*Parag Milk:* Company has launched Avvatar Popped Protein Chips (Positive)
*Banking Stocks:* Moody's: See India banks' LCR to rise above 130% in the near term (FCNR Impact) (Positive)
*NATCO Pharma:* Company proposed a rights issue and filed the Draft Letter of Offer with the stock exchanges. (Neutral)
*Neueon Corporation:* Company’s Board withdrew the Rs. 150.79 crore rights issue proposal due to a change in the funding timeline. (Neutral)
*Central Bank of India:* Bank unions announced strikes on September 11 and September 28–30, followed by an indefinite strike from October 26. (Neutral)
*AU Small Finance Bank:* RBI approved ICICI Prudential AMC to acquire up to 9.95% stake in the Bank. (Neutral)
*Wipro:* Company launched a CISO Command Center in collaboration with CrowdStrike for AI-native cybersecurity operations. (Neutral)
*Union Bank of India:* Bank’s operations may be impacted by union strikes on September 11, September 28–30 and an indefinite strike from October 26. (Neutral)
*Gujarat Ambuja Exports:* Company plans to invest Rs. 333 crore to set up an 850 TPD greenfield corn wet milling plant at Hubli, Karnataka, and targets overall corn wet milling capacity of 9,000 TPD by 2030. (Neutral)
*Maithan Alloys:* Company acquired a 0.33% stake comprising 3,82,200 shares in ESDS Software Solution for Rs. 45.52 crore on September 8, 2026. (Neutral)
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
*Enviro Infra:* Company’s arm gets ₹224.19 cr LoI from Tata Power Renewable Energy for wind EPC project. (Positive)
*Dilip Buildcon:* Company has received LoI for Paradip–Raipur LPG pipeline authorization. (Positive)
*Adani Ports:* Company received a Letter of Award (LoA) for development and operation of two dry bulk berths at Paradip Port, Odisha, adding 18 MMT capacity under a 30-year Build-Operate-Transfer (BOT) concession. (Positive)
*GPT Infraprojects:* Company’s wholly owned subsidiary Alcon Builders & Engineers secured a Rs. 114.82 crore contract from Northeast Frontier Railway for signalling works, including Electronic Interlocking at 10 railway stations, with an execution period of 730 days. (Positive)
*Innovision:* Company secured two Letters of Award (LoAs) from NHAI to operate three toll plazas in Madhya Pradesh, with total commercial consideration of Rs. 243.60 crore and a tenure of one year; scope includes user fee collection and maintenance of adjacent toilet blocks. (Positive)
*Focus Lighting:* Company received a Rs. 10–17 crore order from Larsen & Toubro’s Construction Division for manufacturing and supplying street lighting poles and related works across Northern India. (Positive)
*Seamec:* Vessel Samudra Sevak arrived in Mumbai after emergency dry docking and will return to operations after completing regulatory compliances. (Positive)
*Ganesh Consumer Products:* Company’s Board approved land purchase in Assam for business expansion. (Positive)
*Coal India:* Subsidiary NCL saw production rise 67% and supplies increase 75% as the monsoon receded; FY27 production stood at 51.43 MT and supplies at 55 MT as of September 8. (Positive)
*Keystone Realtors:* Company jointly incorporated LLP One Landmark House LLP with a 50% profit-sharing ratio for real estate business. (Positive)
*IRB Infrastructure Developers:* Group toll revenue increased 25% YoY to Rs. 807.4 crore in August 2026 vs Rs. 646.2 crore. (Positive)
*Shakti Pumps:* Company received a Rs. 235.92 crore order from MSEDCL for the supply of 10,000 solar pumps in Maharashtra. (Positive)
*Jindal Stainless:* JSL Overseas Holding bought 6,41,817 shares. (Positive)
*Graphite India:* HRTI bought 1.80 lakh shares at Rs 843.06 per share. (Positive)
*Cupid:* Aditya Kumar Halwasiya acquires 15 lakh equity shares through open market transaction. (Positive)
*LTM:* Company collaborates with IBM and Red Hat on Lightwell. (Positive)
*Parag Milk:* Company has launched Avvatar Popped Protein Chips (Positive)
*Banking Stocks:* Moody's: See India banks' LCR to rise above 130% in the near term (FCNR Impact) (Positive)
*NATCO Pharma:* Company proposed a rights issue and filed the Draft Letter of Offer with the stock exchanges. (Neutral)
*Neueon Corporation:* Company’s Board withdrew the Rs. 150.79 crore rights issue proposal due to a change in the funding timeline. (Neutral)
*Central Bank of India:* Bank unions announced strikes on September 11 and September 28–30, followed by an indefinite strike from October 26. (Neutral)
*AU Small Finance Bank:* RBI approved ICICI Prudential AMC to acquire up to 9.95% stake in the Bank. (Neutral)
*Wipro:* Company launched a CISO Command Center in collaboration with CrowdStrike for AI-native cybersecurity operations. (Neutral)
*Union Bank of India:* Bank’s operations may be impacted by union strikes on September 11, September 28–30 and an indefinite strike from October 26. (Neutral)
*Gujarat Ambuja Exports:* Company plans to invest Rs. 333 crore to set up an 850 TPD greenfield corn wet milling plant at Hubli, Karnataka, and targets overall corn wet milling capacity of 9,000 TPD by 2030. (Neutral)
*Maithan Alloys:* Company acquired a 0.33% stake comprising 3,82,200 shares in ESDS Software Solution for Rs. 45.52 crore on September 8, 2026. (Neutral)
By: via ๐ฎ๐ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin
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