Trade Brains

JUNE 23, 2025

Here is the list of stocks that have been excluded from the LT-ASM Framework: One Mobikwik Systems Ltd One MobiKwik Systems Ltd is a pioneering Indian fintech firm revolutionizing digital payments and financial services through its comprehensive platform.

Pharmaceutical 64

Pharmaceutical Manufacturing Retail Electronics 64

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Indigo Marketing Agency

JULY 2, 2025

Financial advisors need a repeatable marketing system to increase their reach, win the trust of their target audience, generate leads, close more clients and grow their firm. The team at Indigo Marketing Agency helps financial advisors grow their businesses faster using proven and repeatable marketing systems.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

SEI

JUNE 25, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Banking 52

Banking Economy Economics Financial Services 52

Trade Brains

JUNE 17, 2025

Here is the List of stocks to watch out for: Aditya Birla Fashion and Retail Ltd Aditya Birla Fashion and Retail Ltd (ABFRL) is a leading Indian fashion retailer with a wide portfolio of brands, including Pantaloons, Louis Philippe, Van Heusen, Allen Solly, and Peter England.

Retail 52

Retail Banking Manufacturing Electronics 52

Trade Brains

JUNE 29, 2025

The list of 11 Nifty 500 stocks with a Golden Crossover is listed below JM Financial Limited JM Financial Limited was founded in 1973 and is headquartered in Mumbai and is a leading diversified financial services group. eClerx Services Limited eClerx Services Limited was founded in 2000 and is headquartered in Mumbai.

Manufacturing 59

Manufacturing Banking Pharmaceutical Engineering 59

Trade Brains

JUNE 21, 2025

Most of these new deals are large, long-term contracts with clients in key sectors like cloud services (hyperscalers), healthcare, airports, and education. Additionally, the managed and maintenance services segment saw a strong increase of US$61 million, helping the company achieve more stable revenues and predictable profit margins.

Healthcare 80

Healthcare Financial Services Education Management 80

Trade Brains

JULY 18, 2025

Additionally, the company’s milk and dairy based Value-added Products are also available through 839 ‘Dodla Retail Parlours’ as on 31 st March 2025 and are spread across the states of Andhra Pradesh, Telangana, Tamil Nadu and Karnataka. The Company also has international operations in Uganda and Kenya.

Sales 52

Sales Distribution Financial Services Retail 52

Nerd's Eye View

JANUARY 31, 2023

What's unique about Ali, though, is how she transitioned from a retail brokerage firm where she served nearly 400 clients (and was still responsible for business development to get more of them), to a multi-family office serving clients through specialized client relationship teams that keep advisor capacity to no more than 10 clients per advisor at (..)

Clients 246

Clients Retail Financial Advisor Recruitment 246

Abnormal Returns

FEBRUARY 26, 2024

(riabiz.com) Alts How to talk to your clients about alternative investments. morningstar.com) Alts managers are gearing up to get in front of retail investors. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers.

Wealth Management 290

Wealth Management Financial Services Retail Insurance 290

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Retail 246

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.

Clients 98

Clients Numbers Startup Accounting 98

Trade Brains

NOVEMBER 16, 2023

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses.

Financial Services 59

Financial Services Banking Retail Management 59

MarketWatch

MARCH 13, 2023

Shares of the financial services company, down 7% in premarket trading, have been hit by fallout from the failure of Silicon Valley Bank. “We We see near-term revenue/earnings headwinds from rising funding costs and continued client cash sorting, but we believe these are reflected in the current stock price. It had borrowed $17.1

Retail 75

Retail Banking Financial Services Clients 75

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 296

Clients Wealth Management Banking Investments 296

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.

Banking 111

Banking Financial Services Insurance Assets 111

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. So without further ado, let us jump in. 50,074 EPS (TTM) ₹3.9

Banking 111

Banking Financial Services Government Manufacturing 111

Trade Brains

SEPTEMBER 22, 2023

Top Indian Stocks held by JP Morgan Top Indian Stocks held by JP Morgan #1 – Metropolis Healthcare Metropolis Healthcare offers a broad range of diagnostic services, including super-specialty tests in oncology, neurology, gynecology, nephrology, and other fields. The company presence in 7 countries. Stock P/E (%) 55.16 ROE (%) 15.46

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Trade Brains

APRIL 11, 2023

The company’s promoters hold a 74.90% stake in it, followed by retail investors with 19.97%, FIIs with 2.31%, and DIIs with 2.82%. The company’s promoters hold a 65.40% stake in it, followed by retail investors with 30.62%, FIIs with 3.33%, and DIIs with 0.65%. crores, Geojit Financial Services is a small-cap company.

Retail 94

Retail Government Distribution Financial Services 94

Trade Brains

DECEMBER 14, 2023

The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. Top Indian Stocks held by BlackRock #1 – Infosys Infosys is a global leader in digital services and consulting. The Company successfully secured its first client Data Basics Corporation, in New York the same year.

Banking 113

Banking Consulting Insurance Retail 113

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. million clients.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

FEBRUARY 26, 2023

The company provides digital business, product engineering, agile infra & security, IoT, analytics, and digital process transformation services. Happiest Minds caters to clients across a broad range of industries including airline, automotive, BFSI, e-commerce, consumer packaged goods, insurance, and manufacturing. 11,500 EPS ₹3.6

Retail 98

Retail Manufacturing Insurance Sales 98

Trade Brains

OCTOBER 13, 2023

Net Profit Margin (%) 3.94% EBITDA Margin (%) 10.63% High FII Holding Stocks Under Rs 100 #2 – Edelweiss Financial Services Edelweiss Financials Services is one of India’s leading financial services conglomerates, offering a robust platform to a diversified client base across domestic and global geographies.

Banking 105

Banking License Financial Services Retail 105

Trade Brains

OCTOBER 24, 2024

Share Price Movement In Friday’s trading session, Oracle Financial Services Software’s share price was up by 2.71 What Happened The stock surge was driven by the good results in revenue and net profits reported by Oracle Financial Services Software Ltd for the recent quarter. percent trading at Rs. percent.

Financial Services 52

Financial Services Banking Consulting License 52

Trade Brains

SEPTEMBER 7, 2022

EPL has 20 plants spread across 12 countries around the world producing 8 billion tubes every year for its 1200 clients. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500.

Financial Services 98

Financial Services Manufacturing Distribution Pharmaceutical 98

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1 #1 – Visagar Financial Services CMP ₹0.97 Established in 1994, Visagar Financial Services is a non-banking financial company (NBFC) in the investment and financial services industry. .) NCL Research and Financial Services has a book value of Rs 1.16

Financial Services 59

Financial Services Education Investments Investing 59

Trade Brains

SEPTEMBER 28, 2023

The company employs 4000+ personnel across 8 states and is also the 1st Listed multi-brand, multi-location Indian Auto Retailer In FY23, the company’s revenue grew 14% YoY, from Rs. The company’s key clients include Deutsche bank, Standard Chartered, ICICI bank, Axis Bank, State Bank of India and Yes Bank. EPS (TTM) 20.97 3,382 crore.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Government 115

Brown Advisory

AUGUST 11, 2023

MMM 19% “Ongoing weakness in electronics, soft discretionary retail spend patterns and mixed industrial.” This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economy 98

Economy Manufacturing Clients Economics 98

Trade Brains

FEBRUARY 22, 2024

They offer corporate banking, branch banking, and commercial banking services to their clients. The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services. IDFC Bank was established and demerged from IDFC Ltd.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

AUGUST 16, 2022

The growth in the industry was driven by increased retail participation, robust corporate earnings and favourable liquidity in both international and domestic markets. . The financial brokers give business or individual clients financial assistance. The company has a client base of 7.56

Wealth Management 52

Wealth Management Retail Clients Distribution 52

Trade Brains

JUNE 2, 2023

The bank provides banking and financial services like retail banking and treasury operations. It was founded in 1994 as a wholly-owned subsidiary of ICICI Limited, an Indian financial institution. The bank has four main segments: Retail Banking, Wholesale Banking, Treasury, and Other Banking. EPS (₹): 82.38

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

MARCH 13, 2017

In particular, we see strong potential for companies that are well-positioned to serve members of the growing middle class in emerging economies, many of whom will be accessing a variety of services, such as banking and other financial services, for the first time (see chart below).

Banking 52

Banking Marketing Marketing Insurance 52

Brown Advisory

MARCH 13, 2017

In particular, we see strong potential for companies that are well-positioned to serve members of the growing middle class in emerging economies, many of whom will be accessing a variety of services, such as banking and other financial services, for the first time (see chart below). .

Banking 52

Banking Marketing Marketing Insurance 52

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Clients 146

Clients Assets Investments Investing 146

Trade Brains

JULY 4, 2024

From navigating global markets to crafting wealth preservation strategies Nuvama ensures their client’s fortunes not only endure but also flourish. By guiding the investments of the elite, the company shapes India’s financial future. Nuvama’s client-centric approach offers a comprehensive suite of wealth management solutions.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Trade Brains

APRIL 26, 2023

Fundamental Analysis of Angel One: The number of retail investors in India boomed in recent years with the onset of the pandemic. This benefitted multiple companies which earn from activities in the financial markets. Fast forward to the present date, it is one of the most prominent retail stock broking companies in India.

Planning 52

Planning Retail Distribution Accounting 52

Trade Brains

DECEMBER 24, 2023

The logistics company offers integrated freight forwarding services with transportation of containers & cargo for stuffing, phytosanitary service & customs house clearing services. The Company’s clients include Coromandel, ArcelorMittal, Nirma, GlaxoSmithKline, Reliance & the Adani Group. 128 Cr in FY22 to Rs.

Commission 96

Commission Manufacturing Sales Portfolio 96