Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk. Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income.

Management 77

Management Taxes Estate Planning Asset Allocation 77

Random Roger's Retirement Planning

MAY 4, 2025

I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event. Maybe you trim a little for risk management but that is different than getting out completely. That can serve as a great stabilizer in a portfolio.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Trade Brains

JUNE 27, 2025

From today (27th June 2025), four new stocks are available for trading in the futures and options (F&O) segment on Indian exchanges. The company has a diversified product portfolio, including room air conditioners, heat exchangers, motors, and printed circuit board assemblies.

Electronics 52

Electronics Manufacturing Portfolio Management Compliance 52

Trade Brains

JULY 2, 2025

12 Also read: Top Performing Gilt Funds in 2025: Do You Have Them in Your Portfolio? from Apr 1, 2025. ICICI: Equity for individuals; debt extended to businesses & entities Risk Management Margin maintenance: If NAV falls and LTV exceeds the threshold, the borrower must top up collateral or repay part of the loan.

Banking 59

Banking Portfolio Risk Management Investing 59

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

Management 130

Management Assets Portfolio Insurance 130

Trade Brains

JUNE 16, 2025

According to the United States Department of Agriculture (USDA), India’s sugar production is projected to reach 35 million metric tons raw value (MMT-RV) for the 2025-26 marketing year, representing a 26% increase over the revised estimate of 28 million tons for the current year. lakh borrowers and an AUM of Rs 25,948 crore.

Retail 59

Retail Sales Portfolio Certification 59

Validea

JUNE 3, 2025

Over time, dividend growers can become the stalwarts of a portfolio, quietly compounding returns and contributing meaningfully to long-term wealth creation.

Risk Management 52

Risk Management Portfolio Investing Investments 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Risk Management : Protecting assets from unforeseen events. What Do Financial Advisors Do?

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Risk Management : Protecting assets from unforeseen events. What Do Financial Advisors Do?

Financial Advisor 45

Financial Advisor Estate Planning Strategic Planning Retirement 45

Trade Brains

SEPTEMBER 14, 2024

Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. lakh crore in funding between Fiscal 2025 and 2027. Conclusion Northern Arc Capital Limited has a diversified business and portfolio.

Retail 52

Retail Assets Risk Management Management 52

Trade Brains

SEPTEMBER 5, 2024

The company primarily focuses on individual retail housing loans, with a significant portion of its portfolio consisting of low-risk salaried customers. CRISIL MI&A projects this ratio to reach 14-15% by Fiscal 2025, driven by rising incomes, urbanization, and government measures. in 2009 to 12.3% crores in FY24, and Rs.

Retail 52

Retail Assets Portfolio Management 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. Loan Diversification: Manba’s loan portfolio lacks diversity.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

NOVEMBER 16, 2023

The projection for NBFC credit growth between Fiscal 2023 and Fiscal 2025 is 12%-14%. This allows them to have strong underwriting and risk management capabilities. The company’s diversified portfolio has been the main driver of its growth. Crores in FY21 to Rs.9,069.60 Crores in FY23. Are you applying for the IPO?

Financial Services 59

Financial Services Banking Retail Management 59

Brown Advisory

NOVEMBER 5, 2021

For many investors with growth-oriented portfolios the result has been larger portfolios running ahead of plan – suggesting a reexamination of topics involving financial security, philanthropic goals and wealth transfer planning. How will the relationship among the younger generations with respect to the home be managed?

Planning 52

Planning Tax Planning Taxes Clients 52

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Assets 52

Trade Brains

OCTOBER 18, 2022

The Company has 38 individual and 13 group products in its portfolio, and 7 optional rider benefits, as of September 2021. HDFC Life has a robust risk management framework in order to hedge interest rate and renewal premium reinvestment risk. It is a joint venture between HDFC Ltd., SBI Life Insurance Company Ltd.

Insurance 52

Insurance Commission Distribution Numbers 52

The Big Picture

MAY 6, 2025

Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. In other words, people had these models that would give you one volatility exposure across the entire portfolio. And risk is not about not losing money.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

Brown Advisory

NOVEMBER 19, 2020

Start by positioning portfolios to address risk. Reviewing, and revising as necessary, the relative sizing of these three buckets can provide confidence that a client’s portfolio can ride through market volatility. A full year-end planning conversation would not be complete without a review of risk management plans.

Planning 52

Planning Clients Taxes Assets 52

Carson Wealth

DECEMBER 30, 2024

Our 2025 Outlook is coming out in just a couple of weeks!) So as we close out 2024 and launch into the new year, hear are seven things all investors should keep in mind in 2025. Go Into the New Year Expecting a Double-Digit Decline in 2025 Remember August 2024? Employee compensation rose 5.8%

Marketing 64

Marketing Marketing Valuation Economy 64