Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

James Hendries

JULY 13, 2023

It was once common for donors to distribute their wealth through smaller grants to numerous organizations. But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] Philanthropy today is different than it was in the past.

Distribution 98

Distribution Taxes Assets Accounting 98

Trade Brains

JANUARY 17, 2024

During the financial year FY23, the company increased its direct distribution by 15%. Capital Foods offers a portfolio of products for in-home consumption in rapidly expanding categories under its umbrella platform brands. million outlets in TCPL’s distribution breadth are directly served. With a market share of 0.4

Food 105

Food Distribution Pharmaceutical Portfolio 105

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Trade Brains

DECEMBER 20, 2023

REITs manage a portfolio of real estate assets that are high value and generate steep rent and leases. Real Estate can be a good investment option because it allows investors to diversify their portfolio beyond bonds and stocks. Looking at the company’s financials, the revenue increased by 15.7 percent from Rs.3,052

Distribution 59

Distribution Portfolio Investing Investments 59

Trade Brains

AUGUST 7, 2023

The hospitality giant has a large portfolio of 188 operational hotels and another 75 in the pipeline taking the total count to 263. It is a key portfolio holding of the late investor Rakesh Jhunjhunwala. Market Cap (Cr.) After processing, these products are distributed as white-label products to other companies.

Distribution 96

Distribution Manufacturing Portfolio Retail 96

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. in FY23 from 23.0%

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

MAY 16, 2023

It is the sixth-largest publicly traded Indian company as per market capitalization. It has a large portfolio of over 25 brands which are known worldwide. As for its retail distribution network, the FMCG giant serves 113 million households through its 7,300 distributors and 1.6 Power Generation, Distribution ₹174,006.67 ₹179.45

Distribution 98

Distribution Banking Retail Manufacturing 98

Trade Brains

JULY 9, 2023

Over the years its business changed from funding new business activities to operating as an investment company owning a portfolio of securities. Furthermore, Indian financial markets were impacted by volatility arising from accusations of fraud and price manipulation on the Adani Group by Hindenburg Research, a US-based short-seller.

Investing 52

Investing Investments Portfolio Financial Market 52

Trade Brains

MAY 17, 2024

Other products distributed on the platform include Mutual Funds, Bonds & Debentures, Fixed Deposits, Insurance, PMS, and Initial Public Offering. It has a very diversified portfolio of vehicle loans with 27% of the loans being disbursed to used vehicles followed by light commercial Vehicles. Market Cap (Cr.) 104223 EPS 32.44

Investing 59

Investing Investments Planning Assets 59

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors.

Marketing 85

Marketing Marketing Wealth Management Portfolio 85

Trade Brains

JULY 31, 2023

Being a technology company, TCS is a debt free large cap stock with a consistent history of profits and dividend distribution. Best Debt Free Large Cap Stocks #2 – ITC Particulars Amount Particulars Amount CMP ₹467 Market Cap (Cr.) It is engaged in the manufacturing and distribution of cigarettes. Price to Book Value 8.58

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, The spirits maker holds an impressive 32% market share in the nation and has over 47 sites and a widespread presence with 70,000+ outlets. Lately, it has also forayed into financial services setting up Airtel Payments Bank and offering credit cards.

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

BlueMind

NOVEMBER 24, 2022

On top of that, you will be required to adapt quickly to the unique working environment, meet high expectations, and be well informed about the constantly evolving and fluctuating financial market. Statista conducted a survey in 2019 which looked into the portfolio asset distribution of the wealthy in the United States.

Clients 98

Clients Insurance Financial Advisor Assets 98

Trade Brains

JANUARY 31, 2024

The Government of India is also rolling out several reforms to strengthen the distribution sector. Revenue & Net Profit The financial statement of the company indicates that the revenue has increased by 0.5 Market Cap(Cr) ₹ 1,14,374 EPS 48.38 percent from ₹ 39269 Crores to ₹ 39478 Crores from FY22 to FY23 respectively.

Planning 59

Planning Government Distribution Economics 59

Trade Brains

OCTOBER 2, 2023

The company began by focusing on the B2B2C (business to business to customer) distribution channel, allowing travel agents to book domestic airline tickets through their website. It began its B2C (business to customer) distribution channel in 2011, aiming at the expanding Indian middle class. Easy Trip Planners Ltd., NBCC (India) Ltd.

Engineering 105

Engineering Banking Distribution Government 105

Trade Brains

DECEMBER 28, 2023

Their product portfolio includes a complete range of Indian traditional Basmati rice, 1121 Basmati Rice, Pusa Basmati Rice, Sharbati Rice, PR 11 rice, IR 8 rice, and so on, available in numerous packaging sizes. The financial statements of the company reported a 14% increase in revenue from operations, increasing from Rs.

Certification 64

Certification Manufacturing Portfolio Distribution 64

Steve Sanduski

AUGUST 4, 2022

I’ll go straight to the punch line —> The average RIA firm had negative revenue growth over the past five years if you exclude market movement using a traditional 60/40 market portfolio as a proxy for RIA investment allocations. With a traditional 60/40 allocation, this portfolio would have grown about 75.5%

Math 52

Math Portfolio Numbers Distribution 52

Trade Brains

DECEMBER 23, 2022

Further, the company manages a transmission network of 3,532 km and a distribution network of more than 400 thousand circuit km across India. It serves over 12 million distribution customers. In addition, it has a considerable renewable energy portfolio. Moreover, Tata Power transmits and distributes power. Adani Power.

Distribution 105

Distribution Economics Portfolio Management 105

Trade Brains

AUGUST 22, 2023

Fundamental Analysis of Polycab India : From the rapid exchange of digital information to the seamless distribution of energy, the cables and wires sector plays a vital role in the development of the country. The company has a strong relationship with distribution channel partners that have been developed over decades.

Planning 52

Planning Distribution Retail Manufacturing 52

Good Financial Cents

DECEMBER 26, 2022

No RMDs: Unlike traditional IRAs, Roth IRAs do not have required minimum distributions (RMDs) during the account holder’s lifetime. Required minimum distributions (RMDs). Unlike traditional IRAs, Roth IRAs do not have required minimum distributions (RMDs) during the account holder’s lifetime.

Retirement 85

Retirement Taxes Risk Tolerance Accounting 85

Trade Brains

AUGUST 13, 2023

They are preferred by daring investors to grow their portfolios multifold. It is a small company with a market capitalization of Rs 453 crore. It has a wide portfolio of different types of machines including zig-zag, straight stitch, artisan, industrial, and more. Do you have any penny stock in your portfolio?

Engineering 97

Engineering Manufacturing Portfolio Sales 97

Trade Brains

DECEMBER 27, 2023

The company began operations in 1993, specializing in IT distribution and branch operations in western and southern India. It distributes IT hardware and uses a B2B eCommerce platform to engage with customers and cloud services to provide everything as a service, resulting in better supply chain management for any service.

Healthcare 110

Healthcare eCommerce B2B Government 110

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. In addition to the EV business, Olectra Greentech also sells composite insulators for the transmission and distribution of power. These products find application in the power transmission & distribution industry and the railways industry.

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Trade Brains

OCTOBER 6, 2023

Indian Pharma has transformed greatly setting new benchmarks in Manufacturing, drug discovery, and distribution. This portfolio is boosted by the successful launch of gRevlimid. is a global pharmaceutical Company, with its presence spread across the USA, India, Europe, and all emerging markets across the globe.

Pharmaceutical 59

Pharmaceutical Planning Medicine Healthcare 59

Trade Brains

SEPTEMBER 5, 2023

Company Overview Shilchar Technologies is a small cap company engaged in manufacturing transformers of electronics & telecommunication and power & distribution. It was started 23 years ago in 1990 and is currently valued at a market capitalisation of Rs 1,127 crore. MVA, 33 KV to 15 MVA, 66 KV. It earned revenues of Rs 113.54

Planning 59

Planning Electronics Manufacturing Distribution 59

Trade Brains

JULY 14, 2023

CMP (In Rs) 470 Market Cap (in Rs Crs) 5,87,698 Dividend Yield (%) 4.04 % Face Value (in Rs) 1 EPS (In Rs) 15.44 This was established in 1998 to take over the Delhi City gas distribution Project from GAIL (India)for laying a network of gas distribution pipelines. P/E Ratio 28.48 ROCE (in %) 35.81 ROE (in %) 27.75

Manufacturing 98

Manufacturing Distribution Transportation Investing 98

Trade Brains

JUNE 23, 2023

Best Dividend Stocks Under Rs 100 #2 – Indian Oil Corporation Indian Oil Corporation is a Government Of India enterprise that is involved in the refining, transportation, and marketing of oil and fuel products. Financials Of IOCL CMP ₹ 91.9 Market Cap (Cr.) ₹ 1,30,028 EPS ₹ 6.93 Book Value ₹ 99.2 D/E Ratio 1.07

Government 98

Government Distribution Sales Marketing 98

Trade Brains

JANUARY 9, 2024

Best Trading Strategies Using Average Directional Index : In the evolving financial markets, traders constantly seek reliable technical tools to learn the complexities of price movements. When ADX is less than 25, then it indicates an accumulation or distribution phase.

Distribution 59

Distribution Marketing Marketing Financial Market 59

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

Investing 52

Investing Investments Asset Allocation Marketing 52

Trade Brains

DECEMBER 21, 2023

TICL currently manages a portfolio of 87 Companies worth Rs. As of March 31, 2023, these Companies had an approximate market value of Rs. Summit Securities has an investment portfolio comprised of holdings in various listed and unlisted securities. collectively in terms of Book Value. 254 Cr in FY22 to Rs. 278 Cr in FY23.

Engineering 101

Engineering Investing Investments Sales 101

Trade Brains

OCTOBER 20, 2023

Zydus Lifesciences is a fully integrated healthcare company, with capabilities across the entire pharmaceutical value chain, including research and development, manufacturing, marketing, and distribution. In this section, we’ll try to make sense of what lies ahead for the company and its investors. crore, translating into 7.1%

Pharmaceutical 105

Pharmaceutical Healthcare Medicine Manufacturing 105

Trade Brains

NOVEMBER 17, 2023

The Indian Government has also allowed FDI to energy & distribution of 100% to further bolster investments. Waaree Renewable Technologies – Financials Revenue and Net Profit Growth The Company reported Rs.350.96 cr in FY23 as against 161.49 cr in FY22 with an increase of 117.3% on the back of huge demand for EPC Contracts.

Government 115

Government Engineering Distribution Planning 115

International College of Financial Planning

OCTOBER 26, 2023

The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors. Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Trade Brains

SEPTEMBER 7, 2022

It has a sizable portfolio of thermal power projects and also renewable energy projects (wind and solar power both). It has a well-diversified portfolio across the automobile industry producing heavy commercial vehicles, light commercial vehicles, engines, and even defence vehicles.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98