The Big Picture

MAY 6, 2025

And a deal code is just a numerical moniker that we put on each trading idea within the book. You’ve been managing outside capital across a variety of asset classes and strategies. It gives us a much better understanding of the asset that we’re looking at. This blows up to a $13 trillion asset class.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? newsletter.abnormalreturns.com) Mixed media The best books of the year so far including "The Hunter" by Tana French. wsj.com) Chuck Royce, founder of Royce Funds, is retiring. sherwood.news)

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

MARCH 31, 2024

radreads.co) When an asset has no intrinsic value, i.e. gold, you have more decisions to make. politico.com) Book banning attempts are on the rise. smithsonianmag.com) Policy research Do we really want people to lose their licenses, and jobs, because they have unpaid debts?

License 279

License Financial Advising Economics Media 279

The Big Picture

MAY 3, 2023

NPR ) • Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators : Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure ( Chief Investment Officer ) see also The Building Boom Is Prolonging Market Pain : Construction employment is higher than ever—undermining bets the Fed will soon pivot.

License 274

License Planning Accounting Economics 274

Nerd's Eye View

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. My guest on today's podcast is Cean Kenefick-Rogers.

License 130

License Financial Advisor Consulting Insurance 130

Random Roger's Retirement Planning

NOVEMBER 9, 2022

Not my job, not my financial planning outcome, not my eventual Social Security payout, not whether people book our Airbnb, nothing. People have leveraged assets, careers and reputations to Bitcoin and other cryptos.

License 74

License Portfolio Financial Planning Marketing 74

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. It is licensed under the Banking Regulation Act, to carry out small finance bank business. The Bank was able to generate ~4% returns on its average assets.

Banking 126

Banking Assets Accounting License 126

Trade Brains

NOVEMBER 11, 2023

trillion in global assets under management. Price to Book Value (Rs) 0.55 Price to Book Value (Rs) 0.55 Debt to Equity (%) 0 Price to Book Value (Rs) 2.33 Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. ROCE (%) 5.68

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

OCTOBER 13, 2023

Price to Book Value 0.48 The Company has also set up an Alternative Asset Management via a 100% owned subsidiary and wealth management firm named Nuvama Wealth Management. The Company also is into Asset reconstruction with an AUM of Rs. A major reason for the spike in revenue was the Net Gain on the revaluation of its assets.

Banking 105

Banking License Financial Services Retail 105

Trade Brains

OCTOBER 2, 2023

Price to Book Value 2.83 Currently, the company has a price-to-book value of 2.83 The Reserve Bank of India (RBI) granted the bank a banking license in 2015, and it began operations in February 2017. Promoter Holding 74% Price to Book Value 2.51 Particulars Figures Particulars Figures CMP ₹ 81.4 EPS 4 Stock P/E 20.36

Banking 105

Banking Engineering Distribution Food 105

Trade Brains

JUNE 11, 2023

Book Value 35.2 Price to Book Value 1.2 Book Value 31.3 Price to Book Value 1 Dividend Yield 4.34 Book Value 37.61 Price to Book Value 1.13 Book Value 32.12 Price to Book Value 1.41 Book Value 32.12 Price to Book Value 1.41 CMP (in Rs.) Market Cap (Cr) Rs 13,887.9 EPS (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

JANUARY 20, 2023

By then almost a decade of manipulation of the financial statements had led to the hugely overstated assets and underreported liabilities. Nearly $1.04billion in bank loans and cash that the books showed was nonexistent. PwC was found guilty and its license was temporarily revoked for 2 years. How were Satyam books cooked?

Banking 131

Banking Accounting Ethics Sales 131

Trade Brains

SEPTEMBER 29, 2023

RoE 7.58% RoCE 10.96% Promoter Holding 45.99% Book Value 133.73 Price to Book Value 2 Net Profit Margin 5.46% Operating Profit Margin 10.57% Fundamental Analysis of Exide Industries – Future Plans Exide, through its subsidiary company Exide Energy Private Limited, is actively expanding its presence in the lithium-ion technology space.

Planning 119

Planning Manufacturing Sales License 119

Sara Grillo

MAY 10, 2024

My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. ” appeared first on Sara Grillo.

Clients 52

Clients License Retirement Planning Commission 52

Validea

APRIL 15, 2024

His findings form the basis of the Validea Book/Market Investor model. Piotroski’s Research: Finding Bargain Stocks Ready to Rebound Piotroski’s key insight was that by focusing on stocks with high book-to-market ratios (i.e. When he applied this technique to historical market data, the results were remarkable.

Investing 52

Investing Investments Assets License 52

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform.

Compliance 90

Compliance Banking Management Risk Management 90

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Sell An E-book 11. License Your Music 13. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Now let’s get started. Buy a Blog 7.

Accounting 105

Accounting Investing Investments Media 105

Trade Brains

DECEMBER 31, 2023

The company also offers third-party products from various asset management and insurance companies. For FY23, the company reported an NNPA of 1.14%, which indicates a small fraction of the bank’s loans or assets are non-performing. Price to Book Value 4.08 Price to Book Value 1.53 respectively. Stock P/E 16.7

Banking 64

Banking License Distribution Retail 64

Good Financial Cents

JULY 11, 2022

Click below and book it now. Another way to make your earned income work for you is to invest it in assets that will generate passive income. 4) Royalties – Royalties from books, inventions, etc. Or, if you write a book, you can sell the copyright to a publisher and receive royalties every time the book is sold.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Trade Brains

JULY 21, 2023

Yatharth Hospital IPO Review – Financial Highlights If we look at the financials of Yatharth Hospital Ltd we find out that their assets have grown from ₹308.77 2) The business may get affected if it is unable to secure or renew the approvals, licenses, registrations, and permits we need to run promptly, or even at all.

Healthcare 98

Healthcare Medical Pharmaceutical License 98

Trade Brains

FEBRUARY 5, 2024

Many microfinance institutions received licenses due to their experience serving low-income groups. Players like AU SFB and Capital SFB are the only two that are not NBFC-MFIs to receive an SFB license. Gross Non-Performing Assets hit an all-time high of 3.8% in FY20, fuelled by pandemic-induced Loan defaulting. Investment Rs.

Banking 59

Banking License Portfolio Retail 59

Trade Brains

SEPTEMBER 20, 2023

Organic Recycling Systems IPO Review – Financials If we look at the financials of Organic Recycling Systems Limited we find out that their assets have increased from ₹102.72 The amount of plastic waste generated each day is approximately 0.26 lakh tons, while the amount that is treated each day is approximately 0.15 crores in March 2023.

Engineering 105

Engineering Management Government License 105

Trade Brains

JUNE 9, 2023

IEX is licensed by the Central Electricity Regulatory Commission (CERC) for the trading of electricity, renewal energy certificates, and energy-saving certificates. Book Value ₹ 8.37 Promoter Holding 0 Price to Book Value 18.5 Book Value ₹ 8.37 Promoter Holding 0 Price to Book Value 18.5 Stock P/E 47.6 D/E Ratio 0.02

Certification 52

Certification Assets Sales Management 52

Clever Girl Finance

OCTOBER 8, 2024

My investing success story investing As someone who believes in long-term investing when it comes to building my assets, I can definitely say that sticking to a regular investment routine pays off. Some months, you might buy at a loss, while in others, you might purchase more shares when prices are low.

Investing 98

Investing Investments Risk Tolerance Portfolio 98

Clever Girl Finance

AUGUST 2, 2023

But the second way, using the best passive income ideas, is a lot more fun because it means you get to earn money while you’re sleeping, reading a book, in the middle of a lake on your kayak, or anywhere. Publish eBooks Self-publishing books on Kindle is one popular way to monetize fiction or nonfiction writing.

Accounting 91

Accounting Advertising License Taxes 91

International College of Financial Planning

APRIL 20, 2022

The next step is to analyze your current financial situation is looking at your income, expenses, assets, and liabilities. You’ll need to complete the necessary education and certifications, and you may need to obtain a license. You may also need to obtain certifications and a license.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business. Whether you can expect to make a future profit from the appreciation of the assets used in the activity. Did you know there are some tax considerations when starting a new hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

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. Notably, AU SFB and Capital SFB are the only non-NBFC-MFIs to receive an SFB license. Gross non-performing assets (NPAs) peaked at 3.8% 914 crore in FY21 to Rs.

Banking 59

Banking Assets Accounting Portfolio 59

Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 OFSS makes 52% of its revenues from consulting fees, 33% from maintenance fees, and 15% from licensing fees. Price to Book Value 6.78 Price to Book Value 1.81 Kotak offers banking products and financial services in consumer Banking, Commercial Banking, and Asset Reconstruction. 3,62,813.00

Banking 59

Banking Financial Services Retail Sales 59

The Irrelevant Investor

MARCH 17, 2021

I also knew that I couldn’t build a book from scratch the old school way. I also made sure that I completed all of the necessary licensing courses before I got into the industry so that if a job opportunity arose I’d be ready to start work right away. In addition, many of them don’t have a successor to their book of business.

Wealth Management 52

Wealth Management Clients Financial Planning Financial Advisor 52

The Big Picture

JANUARY 30, 2024

The pivot into digital asset management and Betterment was a little bit of a surprise, but a lot of the skills are very transferrable and she’s really done a, a, a substantial job at Betterment. So my father was a book publisher and my mother was an antiques dealer. They’re now over $40 billion.

Media 147

Media Wealth Management Investing Investments 147

Sara Grillo

MARCH 13, 2023

Alternative asset classes, physical gold, different realms of fixed income, ETFs that use options strategies for downside protection, and other innovative ETFs may become more popular. The way an ETF trades, there is a value based intrinsically on the underlying assets. People say that ETFs are the Silicon Valley of asset management.

Financial Advisor 59

Financial Advisor Assets License Management 59

Trade Brains

JANUARY 24, 2024

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. RoE 38.48% RoCE 43.22% Promoter Holding (%) 0% FII Holding (%) 47.69% Debt to Equity 0 Price to Book Value 17.06 Price to Book Value 4.66 Price to Book Value 9.15

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

MAY 7, 2023

Promoter Holding 68% Book Value 30.6 Price to Book Value 2.25 and a price-to-book value ratio of 2.25. Promoter Holding 71% Book Value ₹37 Debt to Equity 0.70 Price to Book Value 1.18 Stock P/E 17 RoA 1.13% RoE 10.95% Promoter Holding 40% Book Value ₹34 Credit Cost 1.16% Price to Book Value 1.88

Banking 52

Banking Government Manufacturing Engineering 52

Trade Brains

APRIL 18, 2023

Mankind Pharma IPO Review 2023 – Financial Highlights If we look at the financials of Mankind Pharma Limited we find out that their assets have grown from Rs.5,073.29 In order to operate its business, the company must obtain and maintain its statutory and regulatory approvals, licenses, and registrations. crores in March 2020 to Rs.

Pharmaceutical 59

Pharmaceutical Sales Manufacturing Distribution 59

Clever Girl Finance

AUGUST 2, 2023

Different business credit also allows a clear separation of assets between the business owner’s personal assets and the assets that are tied to the business itself. Also, check out the CGF book by Bola Sokunbi, The Side Hustle Guide! 12 Of The Best Side Hustle Books To Check Out! Plus, you can make a lot of money!

Business Planning 111

Business Planning Planning Food Budgeting 111