Carson Wealth

NOVEMBER 14, 2023

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. Reinker is a 25-year industry veteran who manages over $85 million in assets.

Financial Services 52

Financial Services Wealth Advisor Clients CFP 52

Trade Brains

AUGUST 28, 2023

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. Furthermore, we’ll briefly talk about their financials. Talking about its financials, NHPC earned a net profit of Rs 3.889.98

Financial Services 111

Financial Services Banking Government Manufacturing 111

Trade Brains

DECEMBER 15, 2022

It is looking to raise Rs 1,500 Crores, the whole of which will be an offer for sale. KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. It has a 60% market share as it provides services to 25 out of 42 AMCs in India. Offer for Sale (OFS) ₹1,500 Crore.

Compliance 52

Compliance Financial Services Assets Wealth Management 52

SEI

AUGUST 19, 2022

22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. trillion in assets. .

Financial Services 52

Financial Services Commission Clients Banking 52

Steve Sanduski

MARCH 1, 2023

Guest: Scott Holsopple , the Chief Growth Officer at Hightower , one of the top RIA firms in the country with well over $100 billion in assets under management. What the latest revenue data tells us about organic growth trends in financial services. Using consultative sales to create a pipeline for referrals and new business.

Financial Services 52

Financial Services Consulting Clients Sales 52

Trade Brains

MARCH 11, 2024

The project has already sold out 2141 units with a sale value of Rs. Sale of Energy increased by 12.79% due to higher generation of power. Kotak offers banking products and financial services in consumer Banking, Commercial Banking, and Asset Reconstruction. 44.36% Oracle Financial Services ₹7,019.30 ₹44,074.00

Banking 59

Banking Financial Services Consulting Retail 59

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC. trillion in customer assets. trillion in customer assets.

Investing 82

Investing Investments Portfolio Analysis Insurance 82

Trade Brains

MAY 7, 2024

As of December 2023, the gross assets managed by the Company are worth Rs. The Company has a network of 487 branches which include 109 sales offices as well. Aadhar Housing Finance has a strong experienced management team with an average age of 25 years in the financial services industry. 1000 Cr Offer for Sale (OFS) Rs.

Banking 59

Banking Assets Management Economy 59

Steve Sanduski

JANUARY 16, 2024

With tailwinds turning into headwinds, the financial services industry is about to get a lot more competitive and, for some smaller firms, potentially less profitable. But there’s also a lot of opportunity for growth-minded RIAs to differentiate themselves with a higher quality of service and a more human touch.

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Trade Brains

SEPTEMBER 14, 2023

Elgi Equipments earned a net profit of Rs 370 crore on sales of Rs 3,041 crore in FY23 clocking a net profit margin of 12.19%. Small Cap Stocks with High FII Holdings #3 – AAVAS Financiers Particulars Amount Particulars Amount CMP ₹1,661.95 crore with a net interest margin (NIM) of 8% and return on assets (RoA) of 3.16% respectively.

Healthcare 59

Healthcare Financial Services Manufacturing Banking 59

Trade Brains

NOVEMBER 23, 2023

If we take a glance at the financials of the company, we can see that it has a net revenue of ₹ 42,839.56 The 4-year CAGR for sales and net profit stood at 20.97% and 27.41%, respectively. Its business is the sale of tobacco products and related goods. The Company has sales in India and outside India. Cr EPS 199.02

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Trade Brains

JANUARY 6, 2023

Every company operating in India works extremely hard to get better in terms of the product/service quality and customer satisfaction that they provide. An organization is generally evaluated on different parameters such as assets, revenue, profits, sales, market value, share price, etc, and is ranked accordingly. ICICI Bank.

Marketing 98

Marketing Marketing Banking Consulting 98

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Ron Carson.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

JUNE 7, 2023

Best Mid Cap Dividend Stocks : Every investor has one goal when investing in an asset – To receive a decent return on their investment. However, FY 22 still remains the best financial year for NMDC, as the company brought in ₹25,882 crores in revenues and ₹9398 crores in net profits. percent and ROCE at 21.1 trillion in revenue.

Financial Services 52

Financial Services Government Sales Investing 52

Trade Brains

OCTOBER 4, 2022

Established in 1994, HDFC Bank is India’s largest private sector bank in terms of asset size. It has a stellar asset quality with gross NPAs at only 1.17% of gross advances and net NPAs at only 0.32% of the net advances. Bajaj Finserv is a debt-free company with assets under management of Rs. in terms of advances.

Manufacturing 52

Manufacturing Banking Pharmaceutical Financial Services 52

Trade Brains

SEPTEMBER 22, 2023

(JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The amount of assets under management was $3 trillion. sells its products to the agriculture sector. ROE (%) 18.2

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Trade Brains

SEPTEMBER 22, 2023

Specializing in the direct-to-consumer sale of refurbished IT electronics, NewJaisa offers high-quality products at a significant discount compared to new items. More than 90% of sales come from e-commerce and online platforms. of the total sales. of the total sales. The net worth has also grown significantly from 74.3

Electronics 59

Electronics Sales Assets Marketing 59

FMG

OCTOBER 6, 2022

Salesforce — From lead and contact management to customizable reports, Salesforce is one of the most powerful tools to help financial advisors find, nurture, and convert leads faster and easier. That’s a lot of financial advice and staff to manage — not to mention a lot of names, anniversaries, and meetings to remember.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

Inside Information

MAY 30, 2023

In the accompanying articles, you will read how the ‘top’ broker-dealers are not really in the sales business anymore; they are now becoming national advisory firms. In most cases, with a few exceptions, sales are 40% or more of the total revenues, and are more often over 60%.

Communication 40

Communication Sales Compliance Insurance 40

Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary). You might include these words as a tag line in your blogs, and certainly on your website.

Sales 40

Sales Ethics Fee Only Financial Advice 40

Trade Brains

OCTOBER 31, 2023

As of 2023, it operates through a network of 700 banking outlets, 767 customer service centres, and 559 ATMs across 21 states and two union territories, serving 7.15 The bank manages assets worth 16,331Cr. The total assets of the public and private banking sectors increased significantly since 2020. Cr Offer for sale 72.3

Banking 59

Banking Retail Financial Services Assets 59

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

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. Gross non-performing assets (NPAs) peaked at 3.8% A low core deposit ratio signifies that the bank possesses fewer assets supported by deposits, signaling low liquidity.

Banking 59

Banking Assets Accounting Portfolio 59

Inside Information

APRIL 1, 2024

You may have read, in passing, that the Financial Services Institute—the broker-dealer lobbying organization—has filed a lawsuit in the U.S. The only thing that comes to mind is the IARs who are primarily in sales mode, that are cranking out annuity and insurance sales. If they are not, then it’s business as usual.

Compliance 40

Compliance Commission Sales Financial Services 40

Trade Brains

NOVEMBER 8, 2022

The company has 100% in-house sourcing, robust risk management, and a comprehensive credit assessment and collections framework, leading to good asset quality. The company has access to diverse and cost-effective long-term financing with a conservative to managing assets, liabilities, and liquidity. Offer for Sale (OFS) ?1,960.01

Management 98

Management Risk Management Sales Portfolio 98

ClearMoney

DECEMBER 5, 2021

Any asset subject to such sharp swings may be catnip for traders but of limited value either as a reliable medium of exchange (to replace cash) or as a risk-reducing or inflation-hedging asset in a diversified portfolio (to replace bonds). Assessing the merits of bitcoin as an investment can be problematic.

Commission 52

Commission Retail Distribution Sales 52

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

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

Inside Information

APRIL 26, 2024

The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries. Examples abound. They also argue, over and over again, that regulation would reduce ‘choice’ in the marketplace.

Fee Only 40

Fee Only Professional Services Clients Compliance 40

Harness Wealth

MARCH 17, 2023

An Introduction to DeFi Decentralized Finance (DeFi) is a rapidly evolving space, offering blockchain-based financial applications that enable individuals and businesses to access various financial services, including lending, borrowing, trading, and earning interest without traditional financial institutions as intermediaries.

Taxes 59

Taxes Government Assets Accounting 59

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 28, 2023

Landmark Cars offers after-sales service, pre-sales consultant, roadside assistance, insurance, and easy financing options. Top Indian Stocks Held By Societe Generale #2 – Landmark Cars Since its conception in 1998, Group Landmark has grown to become India’s premier dealer for high-end and luxury vehicles.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

FEBRUARY 26, 2023

Top Small Cap Stocks in India We’ve shortlisted some of the best small-cap companies on the basis of their return ratios, sales growth, future plans, and more. A brief description of the business, any recent developments, and financials are also present. Cholamandalam MS Risk Services Ltd. So without further ado, let us jump in.

Retail 98

Retail Manufacturing Insurance Sales 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

Carson Wealth

AUGUST 28, 2022

Salaried professionals representing a financial service company . Most common is charging a percentage of assets managed on behalf of a client. This model is called AUM (assets under management). A portion of the fee is then paid to the financial advisor. Salaried Financial Advisors .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

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. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

SEPTEMBER 14, 2023

Smart TV shipments in India grew by 28% YoY in 2022, driven by festive season sales, new launches, discounts, and promotions. Cellecor Gadgets IPO Review – Financials Upon examining the financials of Cellecor gadgets, we observe a significant growth in their assets, increasing from ₹23.6 crores in March 2022 to ₹264.3

Electronics 59

Electronics Distribution Manufacturing Financial Services 59