Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Nimish Maheshwari, an independent analyst and co-founder of Beat The Street, is an investing platform garnering more than 1,00,000+ followers across social media. 
His deep insights and forensic analysis have been featured in some of India's most prominent publications, including the Economic Times, The Morning Context, The Ken,  Dalal Street Investment Journal, Moneylife by Sucheta Dalal, and TheCore.in.
He has a keen eye for identifying red flags in Indian listed companies and has identified exclusive red flags earlier in Adani, Vedanta, Nykaa, Gland Pharma, Brightcom Group etc.

Market & Forensics Analyst

Why Indian Private Sector Large Cap Banks Are Not Performing?

UltraTech’s Ultravolt Entry: A Margin Threat in Entire Wire & Cable Industry

Karamtara Engineering IPO: India's Largest Solar Structures Maker

BSE Derivative Volumes Hit by Jane Street Ban, Volatility Slump: EPS Cuts & Near-Term Downgrade

Riding the Derivatives Wave: Can BSE Seize the Opportunity Presented by SEBI's Circular?

How SEBI's Expiry Date Proposal Could Halt BSE’s Market Share Erosion?

Thematic Report : FY25 Earnings Report: Sector Leaders and What’s Shaping FY26

Thematic Report on the Coffee Price Rollercoaster: Implications for India’s FMCG & Processing Sector

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Event-Driven

<ul>
<li>The RBI's revised Commercial Banks Credit Facilities Amendment Directions, 2026, now take effect on 1 July 2026, introducing 100% collateral mandates for bank guarantees, a ban on intraday margin funding.</li>
<li>Proprietary desks, accounting for roughly 40% of F&amp;O turnover, face materially higher capital intensity. Combined with STT changes and end of weekly expiry cycles, this could reduce derivative-volumes by 15–20%.</li>
<li>The shift rewards well-capitalized, self-clearing brokers while punishing balance-sheet-light participants. The open question is whether MTF collateral ambiguity gets clarified before implementation, which could define the magnitude of the shock.</li>
</ul>


The RBI's revised Commercial Banks Credit Facilities Amendment Directions, 2026, now take effect on 1 July 2026, introducing 100% collateral mandates for bank guarantees, a ban on intraday margin funding.
Proprietary desks, accounting for roughly 40% of F&amp;O turnover, face materially higher capital intensity. Combined with STT changes and end of weekly expiry cycles, this could reduce derivative-volumes by 15–20%.
The shift rewards well-capitalized, self-clearing brokers while punishing balance-sheet-light participants. The open question is whether MTF collateral ambiguity gets clarified before implementation, which could define the magnitude of the shock.


National Stock Exchange of India (NSE IN)

Central Depository Services (India) (CDSL IN)

RBI's New Bank Funding Rules: The Slow Squeeze on India's Derivatives Ecosystem