Trade Brains

JUNE 14, 2025

Ashish Kacholia is a renowned Indian investor known for his strategic investments in mid-cap stocks and small-cap stocks. Often referred to as the “Big Whale” of Dalal Street, he co-founded Hungama Digital has built a strong reputation for identifying multibagger stocks early.

Medicine 82

Medicine Manufacturing Healthcare Medical 82

Trade Brains

JULY 8, 2025

Breakout stocks refer to shares of companies that experience a significant price movement after breaking through key technical resistance levels, signaling a potential shift in trend. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Pharmaceutical 52

Pharmaceutical Healthcare Medical Education 52

Trade Brains

JULY 2, 2025

EPC stocks refer to stocks from businesses focused on engineering and construction management of large infrastructure projects. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Engineering 100

Engineering Manufacturing Transportation Distribution 100

Trade Brains

JULY 10, 2025

Trust Investment Advisors Private Limited, Nuvama Wealth Management Limited # and Tipsons Consultancy Services Private Limited are the Lead Managers to the Issue. DISCLAIMER *For further details refer to section titled “Issue Related Information” on page 311 of the Prospectus dated June 26, 2025 (“Prospectus”). $

Financial Services 52

Financial Services Compliance Wealth Management License 52

Trade Brains

JUNE 12, 2025

Breakout stocks refer to shares of companies that experience a significant price movement after breaking through key technical resistance levels, signaling a potential shift in trend. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Healthcare 59

Healthcare Medical Manufacturing Engineering 59

WiserAdvisor

JULY 21, 2025

A 401(k) rollover refers to transferring money from one retirement account, such as an old employer’s 401(k), into a new 401(k) or an Individual Retirement Account (IRA). As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else. Why consider a rollover?

Retirement 59

Retirement Taxes Accounting Planning 59

Indigo Marketing Agency

JULY 2, 2025

Myth #2: Being a Good Financial Advisor Ensures Growth Another common myth many financial advisors believe is that if they serve the clients they have well enough, do a really good job, those clients will refer their friends and family and the business will grow organically. This is old-school thinking, but we get it.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Trade Brains

JUNE 30, 2025

This is referred to as the devaluation of the INR. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. The value of the INR will fluctuate, like most currencies. per dollar to Rs 86.75. But why does this happen?

Government 52

Government Accounting Pharmaceutical Investing 52

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison. Thank you so much, Ryan.

Economics 52

Economics Portfolio Taxes Numbers 52

WiserAdvisor

JULY 7, 2025

A qualified withdrawal refers to money you can take out of your Roth IRA completely tax-free and penalty-free. About Dash Investments Dash Investments is privately owned by Jonathan Dash and is an independent investment advisory firm, managing private client accounts for individuals and families across America.

Planning 40

Planning Retirement Taxes Distribution 40

Trade Brains

JUNE 13, 2025

Promoter stake sales refer to situations where the founders or key shareholders (promoters) of a company reduce their ownership by selling shares either in the open market or through structured transactions such as an Offer for Sale (OFS) or block deals. Investors must therefore exercise due caution while investing or trading in stocks.

Sales 76

Sales Manufacturing Distribution Valuation 76

The Big Picture

MAY 13, 2025

And we do, as you know, all of our passively managed products or our managed in-house by our investment management group. But our actively managed funds or active equity funds, I should say, we do active, fixed in- house, but our active equity funds are sub-advised to a stable of investment advisors. And I had purview over that.

Clients 130

Clients Investing Investments Management 130

The Big Picture

MARCH 25, 2025

And actually you might remember I started the first online investment advisor called Net Folio. Let me reference our infinite books. He was a key driver of Canvas, which was built on top of a database that you’ve been refining since the 1990s is and do I have that right? 00:45:06 [Speaker Changed] Yeah, yeah.

Management 144

Management Numbers Investing Investments 144

Trade Brains

JULY 18, 2025

Book value refers to a company’s net worth, which is determined by subtracting total liabilities from total assets. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Banking 87

Banking Manufacturing Investing Retail 87

Trade Brains

JULY 14, 2025

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Sales 59

Sales Consulting Retail Investment Advisor 59

Trade Brains

JULY 15, 2025

First Agreement: Dixon has signed a binding term sheet with Kunshan Q Tech Microelectronics (India) Private Limited (Q Tech India) and its shareholders — Q Technology (Singapore) Private Limited and Kunshan Q Technology International Limited (collectively referred to as the Q Tech Group). The post EMS stock jumps after Co.

Electronics 52

Electronics Manufacturing Distribution Investment Advisor 52

Trade Brains

JULY 7, 2025

Cartelisation in the cement industry refers to a formal or informal agreement among major cement manufacturers, such as ACC, Ambuja Cement, UltraTech Cement, and others, to manipulate prices and control supply, thereby increasing profits and dominating the market. Please consult your investment advisor before investing.

Commission 59

Commission Manufacturing Investment Advisor Media 59

Trade Brains

JULY 1, 2025

This refers to the upkeep and repair of the overhead electric wires that supply power to electric trains. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. With a market capitalization of Rs.

Distribution 59

Distribution Engineering Manufacturing Transportation 59

Trade Brains

JULY 1, 2025

P75 refers to the Indian Navy’s Project 75, which involves the construction of a series of advanced diesel-electric submarines (Scorpene-class) for the Indian Navy. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Engineering 52

Engineering Taxes Investment Advisor Manufacturing 52

Mullooly Asset Management

OCTOBER 20, 2022

In this week’s video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor.

Investment Advisor 52

Investment Advisor Investing Investments Assets 52

International College of Financial Planning

JUNE 14, 2023

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. This blog post will provide all the necessary information on this topic.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Ballast Advisors

MARCH 15, 2023

When working with a Registered Investment Advisor (RIA), investors may have heard the term “custodial relationship.” ” This refers to a partnership between the RIA and a financial institution that acts as the custodian of the client’s investment assets.

Banking 75

Banking Investment Advisor Certification Assets 75

Random Roger's Retirement Planning

FEBRUARY 9, 2024

John Authors at Bloomberg goes into better detail including a reference to the Bernstein paper from 2016 that likened indexing to Marxism. Individual investors and investment advisors have a huge advantage over market participants like Einhorn. There has long been a sentiment that believes indexing is dumb money.

Investment Advisor 73

Investment Advisor Management Taxes Portfolio 73

Indigo Marketing Agency

MARCH 28, 2022

I recommend adding the following types of people on a monthly basis: Friends Family Former coworkers Acquaintances Centers of influence Referral partners Anyone who can refer you business! If your network doesn’t understand what you do and how you help, they can’t refer any business to you.

Engineering 52

Engineering Financial Advisor Investment Advisor Retirement 52

Indigo Marketing Agency

MARCH 28, 2022

I recommend adding the following types of people on a monthly basis: Friends Family Former coworkers Acquaintances Centers of influence Referral partners Anyone who can refer you business! If your network doesn’t understand what you do and how you help, they can’t refer any business to you.

Engineering 52

Engineering Financial Advisor Investment Advisor Retirement 52

Harness Wealth

MAY 18, 2023

However, in the past three decades, the confluence of tech innovation, and the democratization of financial product distribution and private capital have led to a boom in the independent registered investment advisor (RIA) channel. The appeal of being an entrepreneurial advisor is strong.

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

James Hendries

AUGUST 23, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Marketing 98

Marketing Marketing Sales Economy 98

Trade Brains

JUNE 20, 2025

This crisis, widely referred to as the Yes Bank scandal of 2020, centred around serious allegations of mismanagement, fraudulent loans, and suspected money laundering involving the bank’s founder, Rana Kapoor. Investors must therefore exercise due caution while investing or trading in stocks.

Banking 66

Banking Government Investing Investments 66

Envision Wealth Planning

MARCH 17, 2022

You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does). In this case, advisors are employed by a company, whose interests they are paid to uphold. Making things worse, many people simply refer to any financial professional as a financial advisor.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

James Hendries

JULY 21, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Investment Advisor License Financial Advice 52

Carson Wealth

JANUARY 14, 2023

Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives. They work for a registered investment advisor (RIA) firm. Jorge recently acquired a new client, Jeni.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

James Hendries

DECEMBER 12, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Economy Investment Advisor Insurance 52

James Hendries

OCTOBER 4, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Economy Investment Advisor License 52

James Hendries

SEPTEMBER 8, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

JULY 13, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Investment Advisor Economy License 52

ClearMoney

DECEMBER 16, 2021

Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte.

Commission 52

Commission Distribution License Sales 52

James Hendries

JUNE 29, 2022

Are they an investment broker? Do they employ Registered Investment Advisors who have a legal obligation to put the interests of you and your employees first? Most solutions are powered by larger platforms – recordkeepers, plan administrators, investment managers, financial professionals, etc. An insurance agency?

Certification 52

Certification Retirement Planning Planning Retirement 52