Trade Brains

JUNE 11, 2025

HDB Financial Services Limited The company plans a ₹12,500 crore IPO, including a ₹2,500 crore fresh issue and a ₹10,000 crore offer for sale by parent HDFC Bank, which currently owns 94.3% Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.

Electronics 85

Electronics Engineering Financial Services Sales 85

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

NAIFA Advisor Today

APRIL 8, 2024

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. It was established in 1982 by the leadership of the Society of Financial Service Professionals (FSP).

Financial Services 64

Financial Services Ethics CFP Education 64

Trade Brains

NOVEMBER 3, 2024

Mahindra & Mahindra Financial Services M&M Financial Services demonstrates consistent performance through steady net interest income growth. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Financial Services 59

Financial Services Risk Management Portfolio Distribution 59

Trade Brains

JUNE 18, 2025

Mahindra & Mahindra Financial Services Ltd Mahindra & Mahindra Financial Services Limited is a non-banking financial company (NBFC). Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Additionally, 15.44

Pharmaceutical 59

Pharmaceutical Financial Services Manufacturing Government 59

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses.

Financial Services 59

Financial Services Banking Retail Management 59

Trade Brains

JUNE 17, 2025

A leading player in the life insurance sector, this financial services stock is backed by one of India’s prominent business conglomerates. With market capitalization of Rs 54,647 Crores, the shares of Max Financial Services Limite d were down by 0.5 Citi Research initiated coverage on Max Financial Services Ltd.

Financial Services 59

Financial Services Insurance Distribution Banking 59

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Advisor Perspectives

JANUARY 16, 2024

This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.

Financial Services 119

Financial Services 119

Trade Brains

JUNE 6, 2025

It provides flexible office spaces, co-working areas, and interior fit-out services for commercial properties, catering to startups and enterprises nationwide. Geojit Financial Services Limited With a market capitalization of Rs. crore, the shares of Geojit Financial Services Limited were currently trading at Rs.

Financial Services 52

Financial Services Manufacturing Startup Portfolio Management 52

Trade Brains

JUNE 9, 2025

Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions. The company is focused on providing accessible financial solutions to a wide range of customers.

Financial Services 59

Financial Services Manufacturing Wealth Management Portfolio Management 59

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Midstream Marketing

DECEMBER 26, 2024

Forefield Advisor Marketing is a powerful suite of tools for financial professionals, aimed at enhancing client engagement and driving business growth. This blog post will explore the importance of advisor marketing in todays evolving financial services industry, focusing on strategies for success.

Marketing 52

Marketing Marketing Communication Advertising 52

Trade Brains

JUNE 11, 2025

The shares of the Midcap company, specializing in providing digital payment and financial services, commerce, and cloud services to consumers and merchants in India, declined upto 10 percent after the Finance Ministry denied plans to reintroduce the Merchant Discount Rate (MDR) on UPI transactions. 960.20 per share. 545 Crores.

Communication 52

Communication Financial Services Banking Investment Advisor 52

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. This article looks at tested methods to engage with RIAs. This article looks at tested methods to engage with RIAs. Good marketing is important for growth.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Trade Brains

JUNE 20, 2025

A prominent financial services stock came under pressure on June 20, slipping nearly 9% amid heightened activity in the block deal window, triggering investor concerns over a potential large-scale stake offloading. compared to the previous close of Rs 214.50, amid heavy selling pressure in the block deal window.

Financial Services 52

Financial Services Retail Risk Management Investment Advisor 52

Trade Brains

JUNE 13, 2025

Société Générale is one of Europe’s leading financial services groups, offering a wide range of banking, investment, and financial solutions. Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services.

Engineering 59

Engineering Banking Risk Management Financial Services 59

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Trade Brains

JUNE 15, 2025

Bajaj Finance Limited, headquartered in Pune, is one of India’s leading non-banking financial companies (NBFCs) and a key subsidiary of Bajaj Finserv. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. The company reported a 23.65

Numbers 59

Numbers Wealth Management Financial Services Investment Advisor 59

Trade Brains

JUNE 11, 2025

AU Small Finance Bank Limited is engaged in providing a range of banking and financial services, including retail banking, wholesale banking and treasury operations and other services. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.

Engineering 59

Engineering Banking Financial Services Pharmaceutical 59

Trade Brains

JUNE 9, 2025

Bajaj Finserv Limited was established in April 2007 and is a leading Indian non-banking financial services company headquartered in Pune. It provides lending, insurance, asset, and wealth management solutions, serving over 100 million customers through its diversified financial product portfolio. lakh shares), Goldman Sachs (4.46

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

Trade Brains

JUNE 18, 2025

India’s financial services sector, comprising banking, NBFCs, insurance, and fintech, is rapidly expanding, with market capitalization surging to Rs 91 trillion in 2025 from Rs 1.8 Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.

Banking 59

Banking Financial Services Valuation Investment Advisor 59

Trade Brains

JUNE 6, 2025

NBFC Stocks in this sector that stand to benefit from the rate cuts include Bajaj Finance, Jio Financial Services, PFC, REC, and IREDA. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

Banking 52

Banking Financial Services Economics Investing 52

Trade Brains

JUNE 13, 2025

Bajaj Finance Limited, headquartered in Pune, is one of India’s leading non-banking financial companies (NBFCs) and a key subsidiary of Bajaj Finserv. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. The company reported a 23.65

Wealth Management 59

Wealth Management Numbers Financial Services Investing 59

Trade Brains

JUNE 10, 2025

In this article, we look at two stocks, both from the Financial Services and Metals & Mining sector, recommended by the Trade Brains Portal to buy for an upside potential of more than 25%. IT stocks, including Oracle Financial Services Software Ltd., points, or 1.67%. points, or 1.09%, closing at 1,731.65.

Financial Services 72

Financial Services Investing Investments Certification 72

Aleph

SEPTEMBER 9, 2024

I wrote an article about this back in 2014, Ranking P&C Reserving Conservatism. Never published a second article on this, though. From the first article: “In 1991, the Insurance Department again tried to put the company into rehabilitation, prompting ATIC to seek an injunction to halt the proceeding.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Trade Brains

OCTOBER 27, 2024

Karnataka Bank Limited Karnataka Bank provides comprehensive financial services through its four key segments: treasury, corporate, retail, and other banking operations. The bank delivers diverse solutions including personal loans, business financing, agricultural credit, and digital banking services. percent from Rs.

Banking 98

Banking Retail Government Investing 98

Midstream Marketing

OCTOBER 29, 2024

Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. You can build strong relationships with new clients in the financial services field. A good advertising plan does more than just sell your services.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

DECEMBER 16, 2024

Introduction In today’s tough financial services market, having a strong marketing strategy is essential for financial advisers in the financial sector. This article talks about successful tactics used by top financial adviser marketing agencies. It is not just a nice extra.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Trade Brains

AUGUST 28, 2023

In this article, we’ll study some of the top high promoter holding stocks under Rs 50. High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. EPS (TTM) ₹6.3 Stock P/E (TTM) ₹7.9

Banking 111

Banking Financial Services Government Manufacturing 111

Trade Brains

OCTOBER 27, 2024

The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

Financial Services 64

Financial Services Planning Investment Advisor Manufacturing 64

Midstream Marketing

DECEMBER 7, 2024

Conclusion The merge of AdvisorStream and Broadridge is a great chance for better digital marketing automation in financial services. It helps financial advisors connect with clients more effectively while staying compliant with rules. You can choose from articles, videos, infographics, and weekly newsletters.

Compliance 52

Compliance Financial Advisor Clients Communication 52

Trade Brains

AUGUST 11, 2023

In this article, we will look at some best penny stocks with high net profit margins which you can add to your watchlist. In the process, we’ll also learn about key points regarding their businesses and financials. A list at the end of this article compiles more such stocks. Price to Book Value 6.00 Net Profit Margin 78.6%

Pharmaceutical 98

Pharmaceutical Financial Services Sales Manufacturing 98

Trade Brains

JUNE 12, 2025

It operates in three complementary business areas, all of which incorporate ESG-focused offerings: French Retail Banking, Private Banking & Insurance; Global Banking and Investor Solutions; and Mobility, International Retail Banking & Financial Services. crores: ICICI Bank Limited With a market cap of Rs. on Thursday.

Banking 52

Banking Numbers Retail Investing 52

Midstream Marketing

DECEMBER 6, 2024

Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. It is crucial to follow SEC rules because the laws for advertising in financial services are strict. Financial products can be complex as well.

Marketing 52

Marketing Marketing Media Engineering 52

Trade Brains

JUNE 9, 2025

L&T also provides IT and technology services, financial services, and infrastructure development, along with manufacturing industrial equipment. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing 59

Manufacturing Engineering Financial Services Investment Advisor 59