Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio.

Clients 203

Clients Retirement Financial Services Taxes 203

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent.

Marketing 59

Marketing Marketing Numbers Economy 59

Trade Brains

MARCH 27, 2024

Top 10 Domestic Institutional Investors In India Domestic Institutional Investors in India #1: President of India As of December 2023, the President of India owns a stake in 78 companies worth Rs. 40,235 crore, SBI Card and Payment Services worth Rs 46,761 crore, and Infosys worth Rs. 2,06,057 crore, Jio Financial Services worth Rs.

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. million clients.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

MAY 7, 2023

ALSO, READ Top Agriculture Stocks in India to Watch in 2023 – Complete Stock list 5. This way they extend financial services both loans and deposits in their area of operation. Quick Read Top Cement Stocks in India 2023 – Best Cement Stock to Buy! 20,104 AAVAS Financier 1,391.85 6,612 crores last year.

Banking 52

Banking Government Financial Services Assets 52

Trade Brains

JUNE 7, 2023

Profits for 2023 were ₹2,177 crores and FY 22 saw the company earn ₹12,243 crores in net profits. Best Mid Cap Dividend Stocks #3 – Oracle Financial Services Oracle Financial Services is an IT company that provides financial software solutions and outsourcing services to the financial sector.

Financial Services 52

Financial Services Government Sales Investing 52

Harness Wealth

MAY 25, 2023

But understanding the costs associated with these services can be complex. Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, Also Read – Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023 Best Large Cap Stocks Under Rs 1000 #3 – Bharti Airtel Ltd. In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services.

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

Carson Wealth

JANUARY 16, 2024

What a strange year we had in 2023. Carson Investment Research took an unpopular contrarian stance in 2023, calling for the expansion to continue and stocks to post solid gains, based simply on what we were seeing in the data. While 2023 was a strong year, solid performance has not historically been a harbinger of market downside.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? 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. We have seen these factor risks play out many times.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

OCTOBER 12, 2023

The IPO will be open for subscription on 16th October 2023 and closes on 18th October 2023. This article will provide a comprehensive WomenCart IPO Review, including an in-depth analysis of the company’s financials and the strengths and weaknesses of WomenCart. crore in March 2023. crore in 2023.

Manufacturing 104

Manufacturing B2B Retail Sales 104

Harness Wealth

MARCH 17, 2023

An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.

Taxes 59

Taxes Government Assets Accounting 59

Trade Brains

FEBRUARY 26, 2023

Furthermore, it plans to add 65 more gas retailing stations to its portfolio of 135 stations at present. CHFL indirectly provides insurance, lending, risk management, and other financial services through its stakes in: Cholamandalam Investment and Finance Company Ltd. Cholamandalam MS Risk Services Ltd.

Retail 98

Retail Manufacturing Insurance Sales 98

Trade Brains

JULY 3, 2023

In this article on the 5 best copy trading platforms in India 2023, we shall learn about copy trading and the top 5 copy trading platforms available. As we have a fair idea about copy trading, now let’s look into the top 5 copy trading platforms in India 2023. Yes, this article is all about copy trading. To know more, keep reading!

Investing 52

Investing Investments Accounting Marketing 52

Trade Brains

SEPTEMBER 22, 2023

Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Ujjivan SFB provides a range of products and services such as savings accounts, current accounts, fixed deposits, recurring deposits, Vehicle Loans, MSE Loans, Housing Loans, Micro Loans, Home Loans, and Small Business Loans. a year ago.

Banking 126

Banking Assets Accounting License 126

Trade Brains

OCTOBER 31, 2023

The IPO will be open for subscription on 3rd November 2023 and closes on 7th November 2023. In this ESAF Small Finance Bank IPO review, we take a look the the banks operations, industry, financials, strengths, weaknesses, GMP & more. Revenue also saw a substantial increase, rising from ₹1,768 Cr in 2021 to ₹3,141 Cr in 2023.

Banking 59

Banking Retail Financial Services Assets 59

Trade Brains

SEPTEMBER 14, 2023

The IPO will open for subscription on 15th September 2023, and closes on 20th September 2023. The company’s extensive product portfolio includes televisions, mobile phones, smart wearables such as smart watches and neckbands, and mobile accessories. crores in March 2022 to ₹70 crores in March 2023. crores in March 2023.

Electronics 59

Electronics Distribution Manufacturing Financial Services 59

Trade Brains

JANUARY 16, 2023

Amidst these hopes of huge potential gains, let us take a look at the top automobile stocks in India 2023 that investors can add to their watchlists. Top Automobile Stocks in India 2023. Let us now move forward to know the top automobile stocks in India in 2023. List of Top Automobile Stocks in India 2023. CMP ₹8,305.0

Manufacturing 52

Manufacturing Sales Engineering Retail 52

Carson Wealth

MARCH 4, 2024

Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. We found 14 other times stocks were higher in November, December, January, and February and also for the full calendar year (2023 for the current case). We aren’t expecting 20% gains this year, but we wouldn’t complain!

Marketing 90

Marketing Marketing Economy Compliance 90

Trade Brains

AUGUST 3, 2023

Talking about its product portfolio, it includes a diverse range of products including steel slabs, coils, plates, sheets, precision strips, etc. 99% Max Financial Services ₹776.75 71% Medplus Health Services ₹948 40.4% The post High Pledged Stocks in India 2023 – India’s Riskiest Stocks?

Banking 52

Banking Manufacturing Sales Taxes 52

Trade Brains

JULY 19, 2023

Best Nifty Midcap 50 Stocks #1 – Mahindra and Mahindra Financial Services Mahindra and Mahindra Financial Services Limited (MMFSL) is an Indian NBFC that was established in 1991 as Maxi Motors Financial Services Limited in Mumbai, India. Keep reading to know more about the same! ROE (In %) 10.95

Manufacturing 40

Manufacturing Banking Financial Services Distribution 40

Carson Wealth

FEBRUARY 12, 2024

The potential for further productivity gains after a strong 2023 continues to be an important focus for us at Carson. over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. at the end of 2022 to 2.6%

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

DECEMBER 4, 2023

The Door Is Open for Fed Cuts All year we believed the Federal Reserve was unlikely to cut rates in 2023, and we positioned our portfolios accordingly — overweighting cash over longer-term bonds. This was based on our view that there would be no recession in 2023, even as inflation fell and unemployment remained low.

Marketing 96

Marketing Marketing Economy Compliance 96

Zoe Financial

APRIL 4, 2023

A diversified portfolio means investing in a variety of asset classes. Like asset classes, they each serve a purpose, and it is a good idea for your closet, and your portfolio, to have some of each. Each asset class goes up and down, with each serving a purpose within your portfolio. A financial advisor can help.

Assets 52

Assets Portfolio Taxes Financial Services 52

Trade Brains

SEPTEMBER 21, 2023

The IPO will open for subscription 21st September 2023, and closes on 25th September 2023. As of the financial year ending on 31 March 2023, the company had a turnover of INR 3029.225 million and employs over 200 people. In the Union Budget 2023-24, the government allocated Rs. Keep reading for more details!

Manufacturing 59

Manufacturing Transportation Government Portfolio 59

Trade Brains

FEBRUARY 20, 2024

The company had 1.99% of net NPAs as a percentage of net advances as of March 31, 2023. With an increasingly large workforce and a growing middle- and lower-income demographic, the need for financial services is set to rise sharply. Fiscal Year Operating Profit Margin (%) Net Profit Margin (%) 2023 46.7 2020 -385.62 -361.04

Valuation 59

Valuation Banking Investing Investments 59

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. We’ve heard from many investors asking how the S&P 500 could possibly do well in 2024 after gaining more than 20% in 2023. million jobs.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

DECEMBER 17, 2023

The IPO will open for subscription on December 19, 2023 and close on December 21, 2023. In this article, we will look at the Happy Forgings IPO Review and analyse its strengths, weaknesses, financials and GMP. billion respectively in 2023. crores in March 2023. crores in March 2023. Keep reading to find out!

Manufacturing 59

Manufacturing Engineering Portfolio Marketing 59

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings #1 – Computer Age Management Systems (CAMS) CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. The executable order book over the next 12 months stands at a record US$ 869 million as of March 31, 2023.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

SEPTEMBER 14, 2023

Aavas Financiers is a financial services company that provides a variety of loans and advances for home construction, home, small ticket size, MSME business, emergency credit line, loan against property, etc. It provides its services to 9 of the 15 largest Indian mutual fund houses of India. Debt to Equity 3.1

Healthcare 59

Healthcare Financial Services Manufacturing Banking 59

Trade Brains

JUNE 2, 2023

Best Private Bank Stocks in India: As of May 2023, India has a total of 25 listed private banks. The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. The bank provides banking and financial services like retail banking and treasury operations. EPS (₹): 82.38

Banking 52

Banking Financial Services Retail Assets 52

Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% in 2023 and crashed further to 1.5% in 2023, which is faster than China’s growth rate of around 5%, the first time that’s happened in several decades! and 2017-2019 pace of 2.8%. economy grew 5.8%

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Best Mukul Agrawal Portfolio Stocks Now let us take a look at some of the best stocks held by this Ace Investor.

Portfolio Analysis 59

Portfolio Analysis Portfolio Engineering Banking 59

Trade Brains

FEBRUARY 6, 2024

As of September 30, 2023, Jana Small Finance Bank holds the rank of the fourth-largest small finance bank based on assets under management (AUM) and deposit size. million active customers as of September 30, 2023. Jana Small Finance Bank: Financial s Reviewing the financials of Jana SFB Limited reveals notable trends.

Banking 59

Banking Assets Accounting Portfolio 59

Trade Brains

NOVEMBER 15, 2023

The IPO will open for subscription on November 21, 2023, and close on November 23, 2023. In this article, we will look at the IREDA Limited IPO Review 2023 and analyze its strengths and weaknesses. crores in March 2023. IREDA IPO Review: IREDA Limited, a Mini Ratna company, is coming up with its Initial Public Offering.

Government 59

Government Compliance Commission Banking 59

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% In light of softer-than-expected inflation, Fed members made two dovish moves: They removed the extra rate hike for 2023 originally penciled in. 2023 was the year of normalization. 31, 2018, through Dec.

Marketing 96

Marketing Marketing Economy Investing 96