Clients Management Portfolio Analysis 
Wealth Management
JUNE 27, 2025
Among the things I’ve been unable to get to in-depth this week was an integration similar in some ways to that of Jump and RightCapital: a new collaboration between the popular PreciseFP, a client engagement and data-gathering software (today part of Docupace), and AI notetaker Zocks. It has become a challenge to keep up with new rollouts.
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. Market Cap (Cr.) EPS (TTM) 26.77 Stock P/E (TTM) 32.76 EPS (TTM) 7.83
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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. The amount of assets under management was $3 trillion. Computer Age Management Service Ltd 2,595.80 Stock P/E (%) 55.16
Trade Brains
SEPTEMBER 28, 2023
Capacit’e Infraprojects Limited (Capacit’e), one of the top and most reliable companies in the construction sector, where leading real estate and governmental organizations in the nation use the project design, construction, and management services provided by Capacit’e Infra, which was founded in 2012.
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. trillion in global assets under management. It has 1,872 active clients. The company has over 300,000 employees.
Trade Brains
OCTOBER 23, 2023
HDFC Small Cap Fund holds Assets under Management worth Rs. Apart from supplying domestic clients, GNA also sells its products to the United States, Brazil, Sweden, Mexico, Italy, Spain etc. PNC Infratech Ltd PNC Infratech Ltd is a corporation that builds, develops, and manages infrastructure. Cr as of August 2023. ROE (%) 19.88
Trade Brains
OCTOBER 4, 2023
As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. The company’s clients include Tata Steel, BHEL, ONGC, HAL, SCCL, NTPC, ISRO and Others. This fund was established on January 1, 2013. Market Cap (Cr) 1,387.6 EPS (TTM) 9.18
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