Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Trade Brains

DECEMBER 24, 2023

The Company earns 11.66% of its revenue from the sale of products while the remaining 88.34% is from the sale of services. The Company deals with Equity, Derivatives, Commodity and provides depository services. Interest Income and Sale of Shares constitute 29.2% Its FY23 revenue was Rs. 10 Cr in FY22. Cr in FY23.

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

Trade Brains

SEPTEMBER 7, 2022

The global asset manager purchased the company from Essel Group of Companies in August 2019. Barring 2021, its net profit and sales have consistently increased over the last 6 years. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

APRIL 23, 2023

TCPL reported a net profit of Rs 1,015 crore on sales of Rs 12,425 crore in FY22. In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. Lately, it has also forayed into financial services setting up Airtel Payments Bank and offering credit cards. 620,000 EPS ₹45.80

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

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? Wright argues that we could diminish any asset that way, even stock certificates. It is what one person determines with another person engaging in a market.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

SEPTEMBER 21, 2023

LIC is a key player in the Indian equities market due to its enormous financial assets and long-standing position in the country’s financial system. Market participants, analysts, and investors keep a careful eye on the company’s stock holdings. Market Cap (Cr) 14,969 EPS (Rs) 3.06 lakh crore.

Insurance 59

Insurance Manufacturing Banking Government 59

Trade Brains

FEBRUARY 20, 2024

Its reach spans 14 states and over 150 cities, serving as a key financier in the EV sector. With over 24,191 borrowers and more than 350 crore worth of financed EV vehicles, the company has deployed assets worth 49 crore on lease, significantly contributing to carbon emission reduction, totaling 173,788 tons.

Valuation 59

Valuation Banking Investing Investments 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 Company grew its Net Sales by 7%, from Rs. 927 Cr in FY22 to Rs. 999 Cr in FY23. 285 Cr in FY23.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

AUGUST 3, 2023

It reported strong asset quality with GNPA at 1.98% and NNPA at 0.59%. High Pledged Stocks in India #2 – Ambuja Cements Particulars Amount Particulars Amount CMP ₹458 Market Cap (Cr.) It recorded a profit after tax (PAT) of Rs 3,024 crore in FY23 on sales of Rs 38,937 crore. Pledged % 100.0% Debt to Equity 0.0

Banking 52

Banking Manufacturing Sales Taxes 52

Sara Grillo

OCTOBER 31, 2022

Look at this right away because you need to know how the advisor charges as this has a huge impact on the service you receive. 3 Form ADV Part 2, Section 4, Item E, Client Assets under Management. A lot of advisors hold assets at the typical custodians such as Fidelity, Charles Schwab, etc.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Brown Advisory

SEPTEMBER 19, 2023

Selling past the sale: cash flows from equipment servicing contracts Original equipment revenues vs aftermarket revenues Source: Company reports. We believe that these businesses represent good long-term sustainable investments, but the current market environment of global uncertainty offers an attractive entry point.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

Selling past the sale: cash flows from equipment servicing contracts Original equipment revenues vs aftermarket revenues Source: Company reports. We believe that these businesses represent good long-term sustainable investments, but the current market environment of global uncertainty offers an attractive entry point.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” The word “fiduciary” is not a marketing term, not just something you throw out there to virtue signal.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

SEPTEMBER 21, 2022

Selling past the sale: cash flows from equipment servicing contracts. As such, we believe these businesses not only represent good long-term sustainable investments, but also attractive opportunities in the current market environment of global uncertainty. three-year sales growth and a 3.9%

Portfolio 86

Portfolio Manufacturing Financial Services Investing 86

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

JULY 8, 2023

The plant is envisaged to provide 440 MTPD steam to the complex to reduce the load on NG-fired boilers, Install 400 MTPD Ammonium Sulphate plant at Vadodara to capture the rapidly expanding market, and many more. Market Cap (in Rs Crs) 6,381 Stock P/E 5.1 Even though the sales have declined from Rs 952 Crs to Rs 790 Crs.

Manufacturing 52

Manufacturing Government Engineering Financial Services 52

Sara Grillo

DECEMBER 12, 2022

What is the value of the services provided, and how is this determined? This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. I don’t care what that sales rep is making. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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. Market Cap (in Rs crs) 58,102 EPS (in Rs) 84.75

Manufacturing 40

Manufacturing Banking Financial Services Distribution 40

Trade Brains

JANUARY 24, 2024

CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. 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. 927 Cr in FY22 to Rs.

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

SEPTEMBER 21, 2022

Selling past the sale: cash flows from equipment servicing contracts Original equipmet revenues vs aftermarket revenues. As such, we believe these businesses not only represent good long-term sustainable investments, but also attractive opportunities in the current market environment of global uncertainty.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Selling past the sale: cash flows from equipment servicing contracts. As such, we believe these businesses not only represent good long-term sustainable investments, but also attractive opportunities in the current market environment of global uncertainty. three-year sales growth and a 3.9%

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Trade Brains

OCTOBER 22, 2023

The shareholders’ equity can be found on the balance sheet and is the difference between a company’s assets and liabilities. If we look at the financials of the company, we can see that the net revenue of the company has increased from ₹671.63 This gives the company a sales CAGR growth of 13.24% during the period.

Engineering 97

Engineering Retail Manufacturing Investing 97

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. Source: Bloomberg.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. Source: Bloomberg.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Source: BLOOMBERG. .

Management 52

Management Marketing Marketing Clients 52

Trade Brains

FEBRUARY 2, 2024

High FII Holding Stocks Under Rs 1000 High FII Holdings Stocks Under Rs 1000 #1: Max Financial Services Ltd. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. Five Star has been dealing in specialized financial services. Market Cap (Cr.) ₹ 3,306.5 crore, up 16.31% from Rs.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Trade Brains

JUNE 11, 2023

Market Cap (Cr) Rs 41,714.67 The company is mainly engaged in the sale of hydroelectric power in bulk to various power utilities. Market Cap (Cr) Rs 43,153.17 As far as the financials of the company is concerned, it has grown at a fast pace. Market Cap (Cr) Rs 1,024.28 CMP (in Rs.) EPS (in Rs.) Stock P/E 6.58

Banking 97

Banking Government Financial Services Insurance 97

Brown Advisory

AUGUST 14, 2023

Performance figures may vary from actual portfolio performance, as calculations are based on end-of-day security prices and do not incorporate the actual cost basis or sale price of individual securities. ROIC calculations presented use LFY (last fiscal year) and exclude financial services. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. Housing includes indicators such as building permits and new home sales. The main risk of a recession last year was due to the Federal Reserve raising rates as fast as it did, which adversely impacted housing, financial markets, and business activity.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Trade Brains

OCTOBER 12, 2022

Top Stocks Under Rs 2500: How many months would you wait to buy Zara clothing under Rs 2500 when it is on SALE? HDFC Sales (100%): Its financial services distribution subsidiary. Market Cap (Rs. HDFC Financial Services 2,482 450,000. 1 month, 2, or 3? Company Name Industry CMP (Rs.)

Pharmaceutical 52

Pharmaceutical Manufacturing Distribution Financial Services 52

Trade Brains

SEPTEMBER 8, 2022

Both of them have been promoted by government institutions signifying greater scrutiny SEBI wants for Indian financial markets. Talking about the growth of the depository business, it is directly dependent on growth in capital markets. As of this day, it has assets under custody of more than Rs. 36,89,733 crores.

Planning 52

Planning Retail Accounting Insurance 52

Steve Sanduski

NOVEMBER 7, 2022

And while you’ll hear people talk about how fast the industry is growing, “Essentially all the revenue growth for RIA firms in the Schwab study over the past five years was simply due to growth in the financial markets.”. For the select few who do show organic growth, what are the common characteristics?

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97

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. 2 The CFP vs SEC – who regulates better?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JANUARY 31, 2023

And so one of the things that Ethan gave me a lot of latitude to do was just kind of service the equity sales force at Merrill Lynch, because a lot of his focus was really, I think, more on the fixed income side, more on the Fed. And it makes a very good marketing tool. So I will try to do that a lot. RITHOLTZ: Right.

Economics 141

Economics Economy Marketing Marketing 141