Clients Investments Portfolio Analysis 
Wealth Management
JUNE 27, 2025
It has become a challenge to keep up with new rollouts. Let’s take just this week. So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S.
Trade Brains
SEPTEMBER 17, 2023
Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. EPS (TTM) 27.39 Stock P/E (TTM) 28.83 RoE 22.21% RoCE 27.2%
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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. It also offers comprehensive health check-up packages for men, women, senior citizens, young people, and corporate clients.
Trade Brains
SEPTEMBER 26, 2023
Top Indian Stocks Held By Morgan Stanley : With more than 29 years of experience in India, Morgan Stanley offers both domestic and foreign clients a range of services. 77% of Investment Grade debt and ~23% High Yield Debt. Key clients including Power Grid Corp., Particulars Amount Particulars Amount CMP 1,423 Market Cap (Cr.)
Trade Brains
SEPTEMBER 28, 2023
The company’s key clients include Deutsche bank, Standard Chartered, ICICI bank, Axis Bank, State Bank of India and Yes Bank. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains. 50 crore capacity per space. Particulars Amount Particulars Amount CMP 94 Market Cap (Cr.)
Trade Brains
NOVEMBER 11, 2023
is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. It has 1,872 active clients. Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc.
Trade Brains
OCTOBER 23, 2023
It is a mutual fund plan that invests in small-cap firms. The fund primarily aims to offer long-term capital growth by investing in small-cap stocks. The investing objective of the fund is to discover firms with strong development potential that will profit from new trends and changing consumer preferences. ROE (%) 19.88
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