Adding stock picks, fund advice, a paid channel, AI consulting or CSR assessment? See in one minute whether ICAI allows it, whether SEBI needs you registered

Adding stock picks, fund advice, a paid channel, AI consulting or CSR assessment? See in one minute whether ICAI allows it, whether SEBI needs you registered first

v1.1 — first publication 2026-11-04.

AI tools for chartered accountants

AI tools for chartered accountants

Can I Offer This?

by CA Karan Gupta

Adding stock picks, fund advice, a paid channel, AI consulting or CSR assessment? See in one minute whether ICAI allows it, whether SEBI needs you registered first

Last statutory update: 4 Nov 2026 — v1.1 — first publication 2026-11-04.

Statutory context

Chartered Accountants Act 1949 s.2(2)(iv) and ICAI Code of Ethics 2026 Vol. I para 2.2.3 — MCS items (xx), (xxx), (xxxi), (xxxii); ICAI ESB clarification on SEBI IA registration (Oct 2024); SEBI (Investment Advisers) Regulations 2013 Reg 4(f) and FAQ 15; IA (Second Amendment) and RA (Third Amendment) Regulations 2024 (16 Dec 2024); SEBI IA and RA guideline circulars of 8 Jan 2025; Companies Act 2013 s.144.

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The workspace opens on tools.cakarangupta.com so site login and browser storage stay isolated. Print and local downloads work in the tool itself.

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