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The Latest In Financial #AdvisorTech (February 2023)

Nerd's Eye View

And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” (and also added the changes to our AdvisorTech Directory) as well!

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Using AI to Scale Personalization and Advisor Efficiency with Vinay Nair

Steve Sanduski

Guests: Dr. Vinay Nair , the Founder and CEO of TIFIN , a fintech platform that drives personalization for wealth using AI and investment intelligence. ” Examples of TIFIN’s fintech platforms for both consumer and B2B and how the firm is using AI to fulfill its mission: “Better advice for more people.”

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A Guide to Private Equity and Enterprise Software Opportunities with Michael Fosnaugh

Steve Sanduski

Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B software market. “We don’t do venture capital investing,” Michael explains.

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Fundamental Analysis Of CE Info Systems (Map My India) – Future Plans & More

Trade Brains

In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. The company intends to leverage the B2C segment by investing in Gadget Space for better outreach and further improvement in Map My India. 2020-21 0 32.21 2019-20 0 12.14

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Entero Healthcare Solutions Limited IPO Review

Trade Brains

Further, the Company has leveraged technology to create a direct B2B Application of Entero Direct. Leveraging Tech: The Company has built its proprietary technology platform that allows ease of business for its B2B customers. Investment Rs. It already has a strong presence in Pan-India supplied from its 73 warehouses.

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High FII Holding Stocks Under Rs 500 To Add To Your Watchlist

Trade Brains

High FII Holding Stocks under Rs 500 : Any country in the world welcomes any capital brought or invested in by foreign institutions because it can help companies invest in capex, R&D, and strategic stakes, which are some of the factors that make FII stakes appealing in the shareholding of any company. crore in FY22. crore from Rs.

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Top Chemical Penny Stocks in India 2024 Add To Your Watchlist

Trade Brains

This opens up an exciting opportunity for investment in the chemical sector. The company serves customers from business-to-business (B2B) and business-to-consumer (B2C) segment. During FY23, the company’s B2B customers accounted for 71% of the company’s revenues. Market Cap ₹ 175.93 Cr EPS ₹ 2.63 Stock P/E 20.9 Debt to Equity 0.46

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