International College of Financial Planning

SEPTEMBER 3, 2021

This is because you have been failing to plan your funds because of less time, following the old ways, peer pressure, less understanding of the financial markets, and so on. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Who cares?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Trade Brains

NOVEMBER 1, 2023

His government’s pro-business policies, regulatory reforms, and commitment to bolstering the nation’s financial markets have generated a surge in investor interest and confidence. As a result, the Indian stock market has seen significant growth, and a handful of savvy investors have reaped astonishing rewards.

Government 104

Government Manufacturing Engineering Electronics 104

Trade Brains

DECEMBER 6, 2023

Particulars Amount Particulars Amount CMP 549 Market Cap (Cr) Rs.13,562 Net Profit Margin 6.44% Operating Profit Margin 10.89% High Promoter Holding Stocks Under Rs 500 #4 – Nippon Life India Asset Management Mutual Fund Sahi Hai! from Management Fees remaining 2.21% from Portfolio Management Fees as per FY23.

Food 59

Food Management Assets Advertising 59

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Trade Brains

JUNE 17, 2023

It offers a portfolio of products for heating, cooling, water and waste management, and specialty chemicals. Opportunities Government policies and CAPEX outlays to support green technologies will spur the clean energy portfolio of Thermax. Threats Huge competition and alternatives in the market. Happy Investing!

Planning 59

Planning Engineering Manufacturing Government 59

Trade Brains

JUNE 9, 2023

IEX is licensed by the Central Electricity Regulatory Commission (CERC) for the trading of electricity, renewal energy certificates, and energy-saving certificates. Financials Of Indian Energy Exchange CMP ₹ 155 Market Cap (Cr.) ₹ 13,821 EPS ₹ 3.23 trillion rupees in assets under management (As Of Mar 31, 2023).

Certification 52

Certification Assets Sales Management 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. There is such a tremendous misappropriation of the word for marketing purposes, and here is the issue is creates. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

DECEMBER 14, 2023

The Company is an Investment manager to Individuals, Educational and non-profit Organizations, Pension Funds, Insurance Companies, and governments. The Bank earns 64% from Interest it charges on advances, 18% from its other investments & 14% from Commission or brokerage. The Fund currently manages assets worth US $470 million.

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

JULY 23, 2023

The company caters to chronic therapeutic segments like Cardiovascular (CVS) disease, Central Nervous System (CNS) disorders, pain management and anti-infectives. It has a portfolio of 137 API products with 26 more products in the pipeline. But there’s a question left: what’s ahead?

Planning 52

Planning Pharmaceutical Manufacturing Accounting 52

Clever Girl Finance

OCTOBER 17, 2023

An index fund is a sort of investment fund, typically a mutual fund or an exchange-traded fund (ETF), designed to replicate the performance of a specific market index. Unlike actively managed mutual funds, which involve teams of financial experts making decisions about which stocks to buy and sell, index funds operate on a passive strategy.

Risk Tolerance 52

Risk Tolerance Investing Investments Portfolio 52

Trade Brains

JUNE 25, 2023

Financial Year EBITDA Margin PAT Margin 2023 23 15 2022 18 11 2021 15 4 2020 19 10 2019 17 11 (figures in %) Return Ratios Higher profitability aided the company in posting better return ratios: return on capital employed (RoCE) and return on equity (RoE). But the picture is not as grim as it looks. Have we missed out on anything?

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Trade Brains

SEPTEMBER 15, 2023

Flares & Process Equipment Division: This segment is a multi-disciplined SBU that provides services like design, manufacture, erection & commissioning, electrical, mechanical and instrumentation of process packages, process equipment, flare system & components and EPC contracts from the Chinchwad plant. This segment contributes.

Planning 105

Planning Manufacturing Compliance Commission 105

Trade Brains

SEPTEMBER 7, 2022

It has a sizable portfolio of thermal power projects and also renewable energy projects (wind and solar power both). The global asset manager purchased the company from Essel Group of Companies in August 2019. It is an electronic system-based power trading exchange regulated by Central Electricity Regulatory Commission.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

SEPTEMBER 27, 2023

These Companies have been in the markets for decades together. They would have survived any economic adversity affecting their business, managing to stay profitable. While Some, in spite of being loss-makers can still be market leaders in their industry. Market Cap (Cr.) Market Cap (Cr.) 54102 EPS 12.05

Healthcare 59

Healthcare Banking Communication Government 59

Trade Brains

SEPTEMBER 21, 2023

Best Blue Chip Stocks under Rs 500 : Investing in the stock market can be risky, and requires a careful selection of stocks to build a diversified and stable portfolio. These are Stocks from established companies, that are financially sound and have stable revenue growth. Now let us first understand what is a blue chip stock.

Budgeting 59

Budgeting Electronics Healthcare Consulting 59

Trade Brains

JANUARY 2, 2024

They also collaborate with foreign manufacturers to bring the latest tech to the Indian market. Now, we have picked two such manufacturers, both with rich expertise in the Indian Automotive market. Both Companies have a very diverse portfolio of products ranging from Vehicle Starter systems to Driver Information Systems.

Planning 59

Planning Manufacturing Electronics Government 59

WiserAdvisor

JANUARY 8, 2023

A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. This is the right time to find out about future investment trends and concerns that may impact you financially. Alternative investments include financial assets other than these typical asset classes.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Trade Brains

JANUARY 14, 2024

The company offers a comprehensive range of services covering the entire project lifecycle, from conception to commissioning. If the company manages to tackle these external factors like the logistic costs and commodity risks, its profits can have a positive outlook. What are your thoughts on the future of KEC International?

Planning 59

Planning Transportation Distribution Government 59

Sara Grillo

APRIL 10, 2023

I am an irreverent and fun marketing con We’ve got a great party crew here today. ” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. That’s it.” I hope you’ll subscribe to my newsletter.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

JUNE 8, 2023

In recent quarters, the Department of Investment and Public Asset Management (DIPAM), Government of India has been trying to offload the stake in HZL to meet the disinvestment targets. The management has plans to increase underground mines capacity to 1.35 As of March 21 2023, HZL had total reserves and resources of 460.1

Planning 52

Planning Government Sales Commission 52

Trade Brains

DECEMBER 3, 2023

Smallcase: A platform that offers thematic investment options to its clients with a portfolio of stocks or ETFs. Interest Income and Income from Brokerage & Commission increased by 42% & 31% respectively. Market Cap (Cr.) It also set up its Private Wealth Management Services, catering to High Net-Worth Investors.

Clients 59

Clients Manufacturing Healthcare Communication 59

Trade Brains

NOVEMBER 9, 2023

Triveni managed to export about 0.12 The Company currently has 2 Lakh+ acres of land, managed by 1 Lakh+ farming partners. This would be made possible by the commissioning of two other distillery units of the Company. EID on the other hand managed to scale its profits at a much decent pace. Triveni owns 104.5

Engineering 59

Engineering Planning Manufacturing Government 59

BlueMind

DECEMBER 23, 2022

Initially, Belfort starts off as a stockbroker who after a major market downfall and loss of employment joins a small business selling penny stocks. Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Boiler Room (2000).

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Are commissions bad? She then asks Salaske how he manages retirement for a constrained investor without using annuities.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

SEPTEMBER 7, 2022

Is it management of the company? They host 2,400 listed companies, with a market cap somewhere in the neighborhood of $36 trillion, doing more than a billion shares on a good day. What’s it like managing something with so many moving parts? RITHOLTZ: I love the visual of this as a wedding day. Is it the investment bank?

Communication 297

Communication Engineering Marketing Marketing 297

Trade Brains

FEBRUARY 2, 2024

High FII Holdings under Rs 1000 :The management of a company is critical to its growth. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. MFSL, which focuses on life insurance, owns and actively manages an 87% stake in Max Life Insurance and has a joint venture with Axis Bank. Price to Book Value 1.74

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India : Non-Banking Financial Institutions or NBFCs for short are Companies that almost function like a bank. They are free to lend to the public as well as borrow from the financial markets. Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Market Cap (Cr.)

Financial Services 105

Financial Services Banking Assets Management 105

Trade Brains

AUGUST 11, 2023

Best Penny Stocks with High Net Profit Margin #2 – Avonmore Capital & Management Services Particulars Amount Particulars Amount CMP ₹91.25 Market Cap (Cr.) Founded in 1992, Avonmore Capital is micro cap company in the financial services industry. It was previously engaged in the financial services business as an NBFC.

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

Trade Brains

DECEMBER 31, 2023

It is a small finance bank whose product portfolio includes small business loans, vehicle finance, microfinance, housing finance, MSE Finance and NBFC financing. The company also offers third-party products from various asset management and insurance companies.

Banking 64

Banking Distribution License Retail 64

Trade Brains

MARCH 1, 2024

Along with manufacturing meters, the Company also provides domain-related software & SaaS (Software as a service) such as facility management Services (FMS) to their customers. All of this has built a great amount of expertise for the Company as it moves to embark on the large Advanced Metering Infrastructure (AMI) project.

Planning 59

Planning Manufacturing Distribution Government 59

Trade Brains

OCTOBER 29, 2023

Company Overview Himadri was founded in 1990 by commissioning a coal tar distillation plant in Howrah, West Bengal. It is currently headed under the leadership of Anurag Choudhary, who serves as the Managing Director & CEO of the Company. In a long-term perspective, the Company managed to grow by 14.66% on a 5-year CAGR basis.

Manufacturing 105

Manufacturing Government Commission Accounting 105

Trade Brains

MAY 7, 2023

As for the long-term prospects of Samvardhana Motherson, the management has targeted revenues of $ 36 billion by FY 2024-25 with a high RoCE of 40% as part of its ‘Vision 2025’ plan. Best Mid Cap Stocks Under Rs 100 #2 – NHPC CMP ₹43 Market Cap (Cr.) Presently, the stock trades at a price-to-earnings ratio of 45.7 43,500 EPS ₹3.7

Banking 52

Banking Manufacturing Government Engineering 52

The Irrelevant Investor

JULY 19, 2016

It's pretty clear that Howard Marks , chairman and co-founder of Oaktree Capital Management, has read a lot of Charlie Munger. On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. That, we all know, is not the right way to act at all.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

AUGUST 8, 2022

It turns out their business model is a little similar to the way the banking industry has managed to capture a lot of regulators and continue to operate fairly freely without this sort of regulation and capital requirements and equity requirements that would make banking safer. The School of Management was just created. ADMATI: Yes.

Banking 198

Banking Government Insurance Taxes 198

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Their wording is “material conflicts of interest in general” vs the SEC’s standard that financial planners must disclose “all material facts.”.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Steve Sanduski

NOVEMBER 7, 2022

I sat down with Ben at the CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed the biggest challenges and opportunities facing financial advisors as well as his thoughts on what’s happening in the alternative investment space. The fast growers have professional management coupled with a growth mindset.

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97