Trade Brains

AUGUST 24, 2024

BSE’s extensive listing provides investors with diverse options across multiple sectors, allowing for portfolio diversification. The SENSEX, launched in 1986, became India’s first equity index and remains a key indicator of the Indian stock market’s health. In 2017, BSE became the first listed stock exchange in India.

Electronics 52

Electronics Economics Numbers Risk Management 52

Trade Brains

SEPTEMBER 22, 2023

It commenced operations on 1 February 2017. Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Then we will look at the return generated by the Bank towards its shareholders, before finally reaching a conclusion. Company Overview Ujjivan is a small finance bank based in Bangalore.

Banking 126

Banking Assets Accounting License 126

Trade Brains

SEPTEMBER 7, 2022

GMDC has no debt and was ranked 132nd on India’s Fortune 500 Companies list in 2017. It is amongst the top five Indian entities by market capitalization in the mining sector. It has a sizable portfolio of thermal power projects and also renewable energy projects (wind and solar power both).

Financial Services 98

Financial Services Manufacturing Distribution Pharmaceutical 98

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India : Non-Banking Financial Institutions or NBFCs for short are Companies that almost function like a bank. They are free to lend to the public as well as borrow from the financial markets. Initially, it was owned by the State Bank of India and GE Capital (Financial Services arm of General Electric).

Financial Services 105

Financial Services Banking Assets Management 105

Trade Brains

MARCH 3, 2024

Key Metrics Particulars Amount Particulars Amount CMP 1097 Market Cap(Cr) 2017 EPS 11.1 The table below shows the D/E and interest coverage ratio of Shakti Pumps for the last 5 years: Fiscal Year Debt / Equity (Times) Interest Coverage Ratio (Times) 2023 0.18 2020 0.73 -0.04 5-year average 0.42

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

OCTOBER 13, 2023

Market Cap (Cr.) The Bank received its RBI License in 2016 & received its scheduled bank status in February 2017. Market Cap (Cr.) The merger was a win-win for both parties as IDFC Bank was then looking to reduce exposure to its wholesale portfolio. Particulars Amount Particulars Amount CMP 61.6 35346 EPS -0.3

Banking 105

Banking License Financial Services Retail 105

Trade Brains

OCTOBER 2, 2023

Ujjivan Small Finance Bank was established as a non-banking financial corporation (NBFC) in 2005. The Reserve Bank of India (RBI) granted the bank a banking license in 2015, and it began operations in February 2017. It is based in Bengaluru and has a Pan-India presence, with over 59.7

Banking 105

Banking Engineering Distribution Food 105

Trade Brains

NOVEMBER 12, 2023

Foreign portfolio investors held 49.96% of the FII Holdings, which included the Government Pension Fund Global (1.91%), the Dodge and Cox International Stock Fund (3.28%), the Vanguard Emerging Markets Index Fund (1.05%), and the Government of Singapore (2.18%). In FY23, the company earned Rs. crore in revenue, up from Rs.

Banking 59

Banking Retail Accounting Government 59

Trade Brains

MAY 26, 2024

Pricol Ltd got listed in Indian stock exchanges on 10th of February 2017 at 96.09 Their major customers from different verticals include Bajaj, BMW, Ducati, Mahindra, Maruti Suzuki, Ashok Leyland, TATA and Swaraj. During FY 23 – 24 the company consumed 71% of its required energy from renewable sources.

Engineering 64

Engineering Manufacturing Sales Valuation 64

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investments 52

Investments Investing Portfolio Accounting 52

Trade Brains

APRIL 25, 2023

The exchange has been operational since June 2008 and listed on both NSE and BSE, as of October 2017. Fundamentals Of IEX: CMP ₹ 154 Market Cap (Cr.) ₹ 13,170 EPS ₹ 3.23 Every investment portfolio should contain a balance of different securities in different sectors, to mitigate the risk associated with investing. Stock P/E 47.2

Pharmaceutical 97

Pharmaceutical Engineering Sales Food 97

Trade Brains

FEBRUARY 14, 2023

Puneet Pal is a B.com (H) and MBA from SIBM Pune and has over 21 years of experience in the debt market. Mr. Vivek Sharma is a PGDM Finance graduate and has over 16 years of experience in Indian financial markets, primarily in equity research. Expense ratio 0.40% Inception Date October 23, 2017 Exit Load 0.00% No.

Healthcare 59

Healthcare Retirement Banking Investments 59

Trade Brains

JULY 5, 2024

This expansion is important as India’s digital economy is expected to surge from US $ 200 billion in 2017-18 to an estimated US $ 1 trillion by 2025. By the end of 2025, India is expected to have 45 new data centers adding 13 million sq feet of space and 1,015 MW of capacity. What do you think about the future of the data center segment?

Engineering 64

Engineering Manufacturing Transportation Healthcare 64

Trade Brains

SEPTEMBER 18, 2024

Promoters Holding 61.30% FII Holding (%) 2.98% OPM (%) 30.99% NPM (%) 22.25% DroneAcharya Aerial Innovations DroneAcharya Aerial Innovations was established on March 10, 2017, and founded by Prateek Srivastava. Investors looking to capitalize on India’s technological advancements should consider adding drone stocks to their portfolios.

Government 52

Government Sales Planning Marketing 52

Brown Advisory

JUNE 26, 2020

fixed income markets as of the end of 2019, according to the Securities Industry and Financial Markets Association. We believe strong ESG and sustainability diligence should be a driving force behind the divergent performance we expect to see across the varied landscape of the CMBS market. households.

Medical 52

Medical Food Medicine Assets 52

International College of Financial Planning

APRIL 16, 2021

According to the All India Survey on Higher Education (AISHE) 2017-18, management courses both in graduate level as well as post-graduate level attract a large percentage of students every year. Portfolio Management. Understanding international financial market and macroeconomics. Small business and corporate finance.

Management 52

Management Valuation Certification Financial Market 52

Trade Brains

NOVEMBER 5, 2023

rebranded as TGV SRAAC Limited in October 2017. Incorporated in 1981 and headquartered in Kurnool, India, TGV SRAAC Limited, previously known as Sree Rayalaseema Alkalies and Allied Chemicals Ltd., Instead, it’s important to evaluate a stock based on multiple criteria that are independent of the promoter’s shareholding.

Manufacturing 59

Manufacturing Engineering Marketing Marketing 59

Brown Advisory

MARCH 24, 2021

But their tune could change if financial markets begin to shudder or the economic recovery falls short. What we seek to achieve are portfolios positioned to perform reasonably well in either scenario, a proverbial mid-channel passage that helps protect us from the dangers on either side. 4 Visa , data as of August 2017.

Assets 52

Assets Economics Investments Clients 52

Brown Advisory

MARCH 24, 2021

But their tune could change if financial markets begin to shudder or the economic recovery falls short. What we seek to achieve are portfolios positioned to perform reasonably well in either scenario, a proverbial mid-channel passage that helps protect us from the dangers on either side. 4 Visa , data as of August 2017.

Assets 52

Assets Economics Investments Clients 52

Trade Brains

JULY 5, 2024

This expansion is important as India’s digital economy is expected to surge from US $ 200 billion in 2017-18 to an estimated US $ 1 trillion by 2025. By the end of 2025, India is expected to have 45 new data centers adding 13 million sq feet of space and 1,015 MW of capacity. What do you think about the future of the data center segment?

Engineering 52

Engineering Manufacturing Transportation Healthcare 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. stock market. That is a huge loss on a bond portfolio. Thanks for joining me.

Marketing 52

Marketing Marketing Investments Investing 52

Brown Advisory

SEPTEMBER 6, 2022

We wrote about our moats framework extensively in our August 2020 letter FOJI (Fear of Joining In) and in 2Q 2017’s Caped Crusade. The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. Near-term cutbacks risk innovation and long-term growth.

Investments 52

Investments Investing Insurance Ethics 52

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. 2017, January 18 th ). Financial Advisor or Investment Salesperson?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

Assets 173

Assets Management Portfolio Taxes 173

Trade Brains

JUNE 14, 2024

In 2017 RBI also found that Yes bank’s NPA were closer to rupees 8,000 crores but the bank declared it had only NPA’s worth rupees 2000 crores. Yes bank’s share price started falling eventually by 57% from its all time high of 404 from August, 2018 in the next four months.

Banking 105

Banking Retail Accounting Assets 105

Sara Grillo

AUGUST 26, 2024

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

License 52

License Certified Financial Planner Financial Advisor CFP 52

The Big Picture

AUGUST 8, 2022

ADMATI: Portfolio insurance and all these application strategies and all this stuff. ADMATI: But then I worked on trading mechanisms and information getting to prices and informed and uninformed trading and markets for information and newsletters and managed money portfolio theory. ADMATI: Yes. RITHOLTZ: Yes.

Banking 204

Banking Government Insurance Taxes 204

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

Investments 52

Investments Investing CFP License 52

The Big Picture

JUNE 13, 2023

Is it just the size of the US market? But I would add, we had just gone public at the time, 2017. So that was in 2017, we went public on Euronext Paris. Today they can effectively allocate capital into strategies which will create a compounding effect to their portfolio. What was the attraction here?

Banking 147

Banking Assets Investments Investing 147

The Better Letter

JANUARY 12, 2023

The rate increases, he forecast, would come in increments so small that financial markets would barely feel them. And, over its full life, Jim Cramer’s Action Alerts Plus portfolio badly underperformed the market. Accordingly, he predicted a broad rally, expecting the S&P 500 to reach 5,050 by the end of 2022.

Economy 118

Economy Economics CFP Management 118

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio.

Numbers 147

Numbers Banking Management Marketing 147

Sara Grillo

SEPTEMBER 12, 2022

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time. 2017, July 11).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MARCH 26, 2024

And it’s funny ’cause that was a pandemic purchase, a very inexpensive 2017 Panama four s, which everybody walked away. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He says even God would get fired as a portfolio manager. So literally I made a left, right into them.

Marketing 147

Marketing Marketing Investments Investing 147

The Big Picture

MAY 23, 2025

MarioVittone ) Portfolio Pollution : Thebottom line is that companies that pollute the environment and investors portfolios with little or no ramifications are free riders at their worst.( economy and stock market down for very long. billion in 2017). But time after time, youre reminded that you cant keep the U.S.

Portfolio 130

Portfolio Economy Accounting Banking 130

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics 52

Economics Portfolio Taxes Numbers 52

The Big Picture

JUNE 13, 2025

and Morgan Stanley are among firms scaling up a strategy known as tax-loss harvesting, typically offered through customized portfolios called separately managed accounts. In one of the world’s tightest labor markets, recruiters are cornering applicants in rooms for hours and wooing them with parties. Goldman Sachs Group Inc.

Recruitment 173

Recruitment Taxes Wealth Management Banking 173