Jitendra PS Solanki Advisory

24/03/2026

SEBI’s 3-tier transmission framework for mutual funds introduces a risk-based approach to transferring units after an investor’s death by categorizing claims based on value:

Tier 1 (up to ₹5 lakh) allows simplified transmission with minimal documentation,

Tier 2 (₹5–₹50 lakh) requires additional safeguards like indemnity and affidavits, and

Tier 3 (above ₹50 lakh) mandates full legal validation through probate or succession certificates.

The objective of SEBI is to balance ease of access for smaller investors with stronger legal protection for larger claims, while reducing unclaimed assets and improving efficiency in settlement; however, for larger portfolios, it highlights the importance of proper nomination, portfolio structuring, and estate planning to avoid delays and legal complexities.



Solanki Jitendra

07/03/2026

Market volatility often creates uncertainty for investors. But it also raises an important question — is it a risk or an opportunity?

In this discussion, we explore:

• Whether market volatility creates new investment opportunities

• SIP vs Lumpsum – which strategy works better in uncertain markets

• How investors should think about long-term wealth creation

• Common mistakes investors make during market corrections

If you are investing in mutual funds or planning to start, this conversation will help you think more clearly about your investment decisions.

🎥 Watch the full discussion at The Bonus here :

https://www.youtube.com/live/LgvKW_xJuo0



DISCLAIMERS!!

1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Do you have a question on MF, Investments, Financial Planning, or Estate Planning?

DM me.

Solanki Jitendra

Mutual Fund Live: Stock Market में भारी उठापटक के बीच नए निवेश का मौका? SIP या Lumpsum- क्या सही? ...

28/02/2026

📢 𝐒𝐄𝐁𝐈 𝐔𝐩𝐝𝐚𝐭𝐞 | 𝐆𝐨𝐥𝐝 & 𝐒𝐢𝐥𝐯𝐞𝐫 𝐄𝐓𝐅 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠

Effective April 1, 2026, SEBI has mandated a key change in how Gold & Silver ETF NAVs are calculated.
🔄 𝐎𝐥𝐝 𝐌𝐞𝐭𝐡𝐨𝐝 → LBMA (London Bullion Market Association) AM fixing prices, adjusted for currency, customs & transportation costs.
✅ 𝐍𝐞𝐰 𝐌𝐞𝐭𝐡𝐨𝐝 → Polled spot prices from recognized Indian stock exchanges used for settlement of physically delivered Gold & Silver derivatives.

𝐖𝐡𝐲 𝐝𝐨𝐞𝐬 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫?

→ More transparent & domestically relevant pricing
→ Uniform valuation across all AMCs
→ NAV will better reflect actual Indian market conditions
→ Reduces dependence on international benchmarks

𝐍𝐨 𝐚𝐜𝐭𝐢𝐨𝐧 𝐧𝐞𝐞𝐝𝐞𝐝 𝐟𝐫𝐨𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 — 𝐛𝐮𝐭 𝐞𝐱𝐩𝐞𝐜𝐭 𝐍𝐀𝐕𝐬 𝐭𝐨 𝐛𝐞 𝐦𝐨𝐫𝐞 𝐜𝐥𝐨𝐬𝐞𝐥𝐲 𝐚𝐥𝐢𝐠𝐧𝐞𝐝 𝐰𝐢𝐭𝐡 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐬𝐩𝐨𝐭 𝐩𝐫𝐢𝐜𝐞𝐬 𝐠𝐨𝐢𝐧𝐠 𝐟𝐨𝐫𝐰𝐚𝐫𝐝.

📄 Circular: HO/(68)2026-IMD-POD-2/1/5780/2026 | February 26, 2026

25/02/2026

📢 Join NISM Investor Education Webinar!

Part 4 of Webinar Series on Future Ready Finances: Investment planning for Indian Investors

📈 Topic: Safeguard & Scale: The Investors' Long-Term Playbook

🗓 Date: 25th February 2026

🕓 Time: 4:00 PM to 5:00 PM

🎙 Speaker: Mr. Jitendra PS Solanki, SEBI Registered Investment Adviser

🎓 Participants will receive a Certificate of Participation.

🗣 Language: English

🔗Register Now: https://zoom.us/webinar/register/WN_edhzpfSZSNGbNLlKRxffTQ

📺 Past Webinars:

https://www.youtube.com/

Solanki Jitendra

24/02/2026

“Why is it important for women today to take charge of financial decisions?”

I recently had the opportunity to speak with Money9 for a special episode under HDFC Mutual Fund’s campaign “Barni Se Azadi”, where we discussed the rapidly changing role of women in financial decision-making.

Across India, the image of women in society is evolving at a remarkable pace. From managing the kitchen to actively participating in the workforce, women are now steadily moving towards financial freedom. Whether in rural or urban India, women are increasingly learning to take financial decisions independently and are emerging as capable financial planners for their families.

In this special episode, Money9 Editor Priyanka Sambhav spoke with me about:

• The growing financial awareness among women

• The shift from a saving mindset to an investing mindset

• The importance of structured financial planning

• How confidence and knowledge are driving financial independence
Why its important for women to take charge of financial decisions

Financial empowerment today is not just a conversation — it is a movement. And it is encouraging to see women across the country stepping forward to take control of their financial futures.

Watch the video of Money9, in association with HDFC Mutual Fund, for this meaningful dialogue.



https://www.youtube.com/watch?v=I-9w5GPR8VY

Disclaimers:

DISCLAIMERS!!

1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.

2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Do you have a question on MF, Investments, Financial Planning, or Estate Planning?

DM me.

Solanki Jitendra PlanSpecialNeeds

समाज में तेजी से बदल रही है महिलाओं की तस्वीर। फाइ...

19/02/2026

NISM: Future Ready Finance Series- Episode 2

🚀 Ready to build long-term wealth the smart way? 💸

Watch how SIPs + smart allocation can transform the way you invest! 📈

In this video, we explore:

✨ What an SIP is and why it’s a disciplined investment tool

✨ How regular investing helps you benefit from rupee cost averaging and compounding

✨ Tips to allocate your money strategically for wealth creation

✨ The blueprint to make your money work smarter over time

Whether you’re just starting out or refining your financial game plan – this is a must-watch for anyone serious about growing wealth wisely! 🔍📊

👉 Watch the video to learn how to invest with confidence and clarity! 💡

https://www.youtube.com/watch?v=J0iaxQu1Vos

18-Feb-26, 4:00PM to 5:00PM.

18/02/2026

Happening today !! Join me at 4.00 p.m. to discuss the benefits of SIP investing and wealth creation.

Solanki Jitendra

📢 Join NISM Investor Education Webinar!

📈 Topic: SIPs & Smart Allocation: Crafting Your Wealth Blueprint

🗓 Date: 18th February 2026

🕓 Time: 4:00 PM to 5:00 PM

🎙 Speaker: Mr. Jitendra PS Solanki, SEBI Registered Investment Adviser

🎓 Participants will receive a Certificate of Participation.

🗣 Language: English

🔗Register Now: https://lnkd.in/gTZXHB8s

📺 Past Webinars:
https://lnkd.in/g7dhrAgU

17/02/2026

📢 Join NISM Investor Education Webinar!

📈 Topic: SIPs & Smart Allocation: Crafting Your Wealth Blueprint

🗓 Date: 18th February 2026

🕓 Time: 4:00 PM to 5:00 PM

🎙 Speaker: Mr. Jitendra PS Solanki, SEBI Registered Investment Adviser

🎓 Participants will receive a Certificate of Participation.

🗣 Language: English

🔗Register Now: https://lnkd.in/gTZXHB8s

📺 Past Webinars:
https://lnkd.in/g7dhrAgU

16/02/2026

📢 Join NISM Investor Education Webinar!

📈 Topic: SIPs & Smart Allocation: Crafting Your Wealth Blueprint

🗓 Date: 18th February 2026

🕓 Time: 4:00 PM to 5:00 PM

🎙 Speaker: Mr. Jitendra PS Solanki, SEBI Registered Investment Adviser

🎓 Participants will receive a Certificate of Participation.

🗣 Language: English

🔗Register Now: https://zoom.us/webinar/register/WN_edhzpfSZSNGbNLlKRxffTQ

📺 Past Webinars:

https://www.youtube.com/

Solanki Jitendra PlanSpecialNeeds

13/02/2026

🎥 From FDs to Freedom: Why Indians Must Invest Smartly 🇮🇳💰

For decades, Fixed Deposits have been the go-to investment option for Indian households. They feel safe, predictable, and simple.

But the real question is — are they enough to create long-term wealth?

In this session, I discuss why investors must move beyond comfort and start investing strategically for true financial freedom.

🔎 Key Takeaways from the Webinar:

✅ Don’t over-rely on Fixed Deposits for long-term wealth creation

✅ Always evaluate post-tax returns and the impact of inflation before choosing FDs

✅ Equities are essential to beat inflation and build real wealth

✅ SIPs help you invest gradually in equities and benefit from the power of compounding

✅ Asset Allocation is the right approach — align investments with your financial goals

Financial freedom is not about avoiding risk.

It’s about understanding risk and managing it wisely.

If you want to move from “safety-first” investing to “growth-oriented” wealth creation, this session is for you.

👉 Watch the full video here:

https://www.youtube.com/live/-5euYcTPLls

Would love to hear your thoughts —

Are you still heavily invested in FDs, or have you started diversifying? 👇



DISCLAIMERS!!
1. All articles, publications, sharing of articles and Videos on this channel are for general Information and educational purposes and not to be taken as Investment Advice. Any Action taken by Readers on their Personal finances after reading the articles, information, or listening to the videos will be purely at his/her own risk, with no responsibility on the Investment Adviser.
2. Registration Granted by SEBI, Enlistment at BSE and Certification from National Institute of Securities Markets (NISM) in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
3. Investments in mutual funds and in the securities market are subject to market risks. Read all the related documents carefully before investing.

Do you have a question on MF, Investments, Financial Planning, or Estate Planning?
DM me.

Solanki Jitendra

03-Feb-26 | 04:00 PM to 05:00 PM

11/02/2026

📢 Join NISM Investor Education Webinar!

Episode 2 of 4

📈 Topic: PPF, NPS & Beyond: Exploring India’s Investment Universe

🗓 Date: 11th February 2026

🕓 Time: 4:00 PM to 5:00 PM

🎙 Speaker: Mr. Jitendra PS Solanki, SEBI Registered Investment Adviser

🎓 Participants will receive a Certificate of Participation.

🗣 Language: English

🔗Register Now: https://lnkd.in/gTZXHB8s

📺 Past Webinars:
https://lnkd.in/g7dhrAgU See less

02/02/2026

💡 Want to make your money future-ready?

Join the Investor Education Webinar Series powered by NISM under SEBI Initiative!

Future Ready Finances: Investment Planning for Indian Investors

📘 Learn about:

✔️ Investing basics

✔️ Investment choices

✔️ Portfolio building

✔️ Wealth protection & growth

Episode 1 of 4

From FDs to Freedom: Why Indians Must Invest Smartly

Many Indian investors rely heavily on Fixed Deposits—but is that enough to achieve long-term financial freedom?

Join this insightful session to understand:

✅ Limitations of traditional saving instruments

✅ Why smart investing matters in today’s economy

✅ How to take the first step beyond FDs

✅ Building a strong foundation for wealth creation

📅 3 February 2026

⏰ 4:00 PM – 5:00 PM

🎙️ Speaker: Jitendra PS Solanki

🎓 Hosted by National Institute of Securities Markets

📌 An Investor Education Initiative of SEBI

👉 Scan the QR code to register