International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Trade Brains

DECEMBER 6, 2023

Particulars Amount Particulars Amount CMP 549 Market Cap (Cr) Rs.13,562 Net Profit Margin 6.44% Operating Profit Margin 10.89% High Promoter Holding Stocks Under Rs 500 #4 – Nippon Life India Asset Management Mutual Fund Sahi Hai! from Management Fees remaining 2.21% from Portfolio Management Fees as per FY23. cr in FY22.

Food 59

Food Management Assets Advertising 59

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. Financials Of Indian Energy Exchange CMP ₹ 155 Market Cap (Cr.) ₹ 13,821 EPS ₹ 3.23 trillion rupees in assets under management (As Of Mar 31, 2023).

Certification 52

Certification Assets Sales Management 52

Trade Brains

AUGUST 28, 2023

It oversees end-to-end activities of conceptualization to commissioning of hydro projects. Talking about its financials, its net income grew by a staggering 52% year on year (YoY) to Rs 2,698 crore in FY23 from Rs 1,774 crores in FY22. During this period, its asset quality improved significantly with GNPA coming down to 2.6%

Financial Services 111

Financial Services Banking Government Manufacturing 111

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.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

SEPTEMBER 7, 2022

It has a sizable portfolio of thermal power projects and also renewable energy projects (wind and solar power both). The global asset manager purchased the company from Essel Group of Companies in August 2019. It is an electronic system-based power trading exchange regulated by Central Electricity Regulatory Commission.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

DECEMBER 14, 2023

The Bank earns 64% from Interest it charges on advances, 18% from its other investments & 14% from Commission or brokerage. The Fund currently manages assets worth US $470 million. This eventually led to an increase in Net Interest Margins of over 55bps, which increased from 3.47% in FY22 to 4.02% in FY23. 33,132 Cr in FY22 to Rs.

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

SEPTEMBER 21, 2023

Best Blue Chip Stocks under Rs 500 : Investing in the stock market can be risky, and requires a careful selection of stocks to build a diversified and stable portfolio. These are Stocks from established companies, that are financially sound and have stable revenue growth. 9,212 crore and capitalized assets of Rs.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Regular investments include asset classes like stocks, bonds, and cash.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Clever Girl Finance

OCTOBER 17, 2023

These funds aim to mirror the returns of an index like the S&P 500 , Dow Jones Industrial Average , or the Nasdaq Composite by holding a portfolio of securities that resembles the composition of that index. These expense ratios are how much of the fund’s assets are used for operating expenses. What makes an index fund low cost?

Risk Tolerance 52

Risk Tolerance Investing Investments Portfolio 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. There is such a tremendous misappropriation of the word for marketing purposes, and here is the issue is creates. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

SEPTEMBER 27, 2023

Today, it is one of India’s largest retail NBFCs with 1.85LakhCr worth of Assets under Management, with a vast customer base of 73.24 Market Cap (Cr.) As of FY23, the Company reported Net Interest Margins of 8.37% and Return on Assets of 2.89%. Lakh individuals. Particulars Amount Particulars Amount CMP 1890.95 71329 EPS 159.69

Healthcare 59

Healthcare Banking Communication Government 59

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? ” -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.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

JUNE 8, 2023

In recent quarters, the Department of Investment and Public Asset Management (DIPAM), Government of India has been trying to offload the stake in HZL to meet the disinvestment targets. The Government of India has another 29.54% of the company while the balance lies with FIIs, DIIs and the public.

Planning 52

Planning Government Sales Commission 52

Trade Brains

JULY 11, 2023

Besides its crude oil pipeline, Oil India Limited has also diversified into the Renewable & Alternate Energy sector, installing and commissioning RE projects in the Wind and Solar domains with a total installed capacity of 188.10 Return on Equity has increased from 11.45% to 20.38% from FY22 to FY23.

Banking 52

Banking Insurance Media Government 52

Trade Brains

JULY 19, 2023

The company has successfully commissioned the country’s first pilot project of blending green hydrogen with piped natural gas for domestic customers in collaboration with NTPC. GGL also holds the leadership position in the CGD industry in terms of size and scale of operation with around 18.90 Crores in FY19 to Rs 17,306.16 Crore in FY23.

Manufacturing 40

Manufacturing Banking Financial Services Distribution 40

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. Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Market Cap (Cr.)

Financial Services 105

Financial Services Banking Assets Management 105

Trade Brains

FEBRUARY 2, 2024

The FSBF offers secured loans to micro-entrepreneurs and self-employed individuals for business purposes, asset creation (home renovation or improvement), or meeting expenses for significant economic events such as marriage, healthcare, and education. Wealth management is flat year over year, while asset management is up 21.03%.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Trade Brains

DECEMBER 31, 2023

It is a small finance bank whose product portfolio includes small business loans, vehicle finance, microfinance, housing finance, MSE Finance and NBFC financing. The company also offers third-party products from various asset management and insurance companies. The bank has reported an ROE and ROA of 2% and 0.2% respectively.

Banking 64

Banking Distribution License Retail 64

BlueMind

DECEMBER 23, 2022

Initially, Belfort starts off as a stockbroker who after a major market downfall and loss of employment joins a small business selling penny stocks. Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Boiler Room (2000).

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Should the insurance companies themselves and/or others who provide marketing services and who assist advisors in marketing/selling annuities or insurance products also be held to the fiduciary standard? Are commissions bad? Macchia says that agents would be happy to take even a small commission.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Irrelevant Investor

JULY 19, 2016

It's the assets you have to worry about. By definition, everybody can't beat the market. On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. TREASURIES FALL; HUSSEIN CAPTURES BOOSTS ALLURE OF RISKY ASSETS.

Investing 52

Investing Investments Asset Allocation Assets 52

Trade Brains

MAY 7, 2023

NHPC is an end-to-end developer of hydro projects having capabilities to execute all tasks from conceptualization to commissioning of the projects. As of the present date, IDFC First Bank is one of the leading private sector banks in India with a diversified loan portfolio of more than 20 business lines. 42,350 EPS ₹3.75

Banking 52

Banking Manufacturing Government Engineering 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. So, you got your assets whatever they are.

Banking 195

Banking Government Insurance Taxes 195

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. billion.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.” Review of Financial Studies 21, no. Palgrave Macmillan.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.” Review of Financial Studies 21, no. Palgrave Macmillan.

Government 52

Government Commission Economics Distribution 52

Steve Sanduski

NOVEMBER 7, 2022

In a recent post , I said the quiet part out loud: “ The average RIA firm had negative organic revenue growth over the past five years if you exclude market movement using a traditional 60/40 market portfolio as a proxy for RIA investment allocations. ”. My analysis was based on Schwab’s latest benchmarking study.

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97

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. Securities and Exchange Commission. 2022, August 1).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2024

And so he set me off in a direction that was practical and at that point, commission business that he generated was ginormous, I’m sure. It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. He helps portfolio managers make sense of the world.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

FEBRUARY 20, 2024

I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. You know, a lot, lot of things we were focused on at the time was trying to provide support to financial markets. 00:20:24 They have, I don’t know, three, $4 trillion of custody assets from foreign.

Economy 141

Economy Banking Marketing Marketing 141