International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings #1 – Computer Age Management Systems (CAMS) CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. Market Cap (Cr.) CAMS Insurance Repository: It provides repository services for the insurance industry.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

SEPTEMBER 22, 2023

It is licensed under the Banking Regulation Act, to carry out small finance bank business. Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Then we will look at the return generated by the Bank towards its shareholders, before finally reaching a conclusion. What do you think?

Banking 126

Banking Assets Accounting License 126

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

Trade Brains

NOVEMBER 12, 2023

As of March 31, 2023, there were over 1,500 virtual relationship managers. Foreign portfolio investors held 49.96% of the FII Holdings, which included the Government Pension Fund Global (1.91%), the Dodge and Cox International Stock Fund (3.28%), the Vanguard Emerging Markets Index Fund (1.05%), and the Government of Singapore (2.18%).

Banking 59

Banking Retail Accounting Government 59

Trade Brains

OCTOBER 2, 2023

High Promoter Holding Stocks Under Rs 100 #2 – Ujjivan Small Finance Bank Second, we have Ujjivan Small Finance Bank a Small-cap stock belonging to the Private Banking sector having a market capitalization of ₹10,579 Crores as of 29th September, 2023. Stock P/E 30.1 RoE 14.98 % RoCE 30.34 % Promoter Holding 62% Current ratio 1.04

Engineering 105

Engineering Banking Distribution Government 105

Sara Grillo

DECEMBER 12, 2022

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. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

How large the extent of the conflict matters, as well as how it is managed and disclosed. If an AUM advisor is managing a $5MM account, and a client comes in and says, “I’m taking half of this to buy a commercial property”, the AUM advisor is essentially taking a 50% pay cut. And they are supposed to advise in your best interest?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. It is India’s third-largest private sector bank by market capitalization.

Banking 52

Banking Financial Services Retail Assets 52

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

Trade Brains

MAY 22, 2023

The company entered into a bottling and trademark licensing agreement with PepsiCo to sell carbonated beverages in India. Furthermore, it has grown at a fast pace to contribute between 10-15% of the total beverage sales and the management expects it to be a key growth driver in the future as well. Company Overview Varun Beverages Ltd.

Sales 52

Sales Manufacturing Distribution License 52

WiserAdvisor

FEBRUARY 14, 2024

Option 3: Make e-gaming a part of your portfolio The once-niche gaming market has skyrocketed into mainstream culture and opened a wealth of opportunities for investing in eSports. These officially licensed gaming platforms endorsed by major sports leagues offer a unique blend of virtual sports entertainment. billion by 2030.

Investing 59

Investing Investments Retail Banking 59

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Scott Salaske , CEO of Firstmetric.

Insurance 59

Insurance Financial Advisor Retirement License 59

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. It is a single electricity distributor in Kolkata and Howrah, serving 3.5

Banking 64

Banking Distribution License Retail 64

Trade Brains

MAY 29, 2023

The company turned into a subsidiary of Bajaj Resources in 2008, licensing its brand to itself. Debt & Interest Coverage Ratio Financial Year D/E Ratio Interest Coverage Ratio FY 2019 0.05 Company Overview Bajaj Consumer Care was incorporated in 2006 as Bhaumik Agro before subsequently being renamed to Bajaj Corp Pvt Ltd.

Healthcare 119

Healthcare Manufacturing Sales License 119

Trade Brains

DECEMBER 11, 2023

In 2019, the Company finally became a Professionally managed entity with no promoter ownership. The Company is a distributor of over 290+ International brands across 38 emerging markets. In 1959, the Bank was licensed under the Banking Companies Act, of 1949. Market Cap (Cr.) Asset Under Management (AUM) (Cr.)

Banking 64

Banking Government Investing Investments 64

Trade Brains

JUNE 11, 2023

With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. As far as the financials of the company is concerned, it has grown at a fast pace. CMP (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

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

Trade Brains

JUNE 3, 2023

Sun Pharma segregates its business into four key divisions: India Branded Formulations, US Formulations, Emerging Markets, and the Rest of the World. These divisions have been arranged geographically and the company has a different product portfolio across these divisions. making it a leader in the chronic segment.

Pharmaceutical 59

Pharmaceutical Insurance Coverage Medicine Marketing 59

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. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 It’s about to get very, very heated so let’s get on to the show!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. United Kingdom Debt Management Office. General Government Debt” (indicator). Trading Economics. Distribution of Gilt Holdings.”

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. United Kingdom Debt Management Office. 3General government debt from OECD (2021). 5Reuters (2011). Trading Economics.

Government 52

Government Commission Economics Distribution 52

The Big Picture

OCTOBER 10, 2023

We managed to get him right after his 60 Minutes podcast, and he was completely open and unguarded and talked about everything. 00:21:21 [Speaker Changed] But he can manage that. 00:21:22 [Speaker Changed] He, he can manage that. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. And nobody wanted it.

Math 152

Math Numbers Marketing Marketing 152

The Big Picture

DECEMBER 26, 2023

I, but I managed to jumped my score, right. And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. But I managed to do it all on a weekly chart. I guess that keeps it pretty simple. Oh, really?

Marketing 152

Marketing Marketing Financial Advisor Clients 152