Wealth Management

JUNE 20, 2025

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Wealth Management 137

Wealth Management Management Financial Advisor Estate Planning 137

Trade Brains

JULY 1, 2025

This inflow is expected to come from various sectors through IPOs, stake sales, and private equity (PE) exits. Companies in the defence and railways sectors are also on the list for potential stake sales. lakh crore ($15–20 billion), primarily driven by major IPOs like Reliance Jio and possible promoter stake sales.

Marketing 59

Marketing Marketing Banking Government 59

Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

Engineering 52

Engineering Planning Financial Planning Financial Advisor 52

Trade Brains

JUNE 14, 2025

It is widely used by value investors to identify attractive investment opportunities. They have steady sales, profits, good cash flow, and a strong position in the market. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Manufacturing 66

Manufacturing Pharmaceutical Certification Investing 66

Trade Brains

OCTOBER 31, 2024

While stake sales might be for legitimate reasons like personal liquidity needs, significant reductions often raise red flags in the stocks. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Wealth Management 105

Wealth Management Investing Investments Investment Advisor 105

Cornerstone Financial Advisory

DECEMBER 16, 2024

Retail Sales. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Industrial Production. Business Inventories. FOMC Announcement.

Marketing 52

Marketing Marketing Taxes Economics 52

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Sales and trading plan: Taking profits: Once the lockup period ends, consider diversifying your holdings to reduce risk. This is often done by withholding cash or shares.

Taxes 98

Taxes Wealth Management Wealth Advisor Tax Planning 98

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. They need to recognize the special needs and challenges investment advisors face. With targeted marketing efforts, investment advisors can stand out.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Trade Brains

JULY 26, 2025

is an Indian company specializing in the design, manufacture, and sale of plastic extrusion machinery and post-extrusion equipment. 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.

Engineering 59

Engineering Manufacturing Consulting Investment Advisor 59

Cornerstone Financial Advisory

OCTOBER 28, 2024

Markets fell Wednesday morning with news that existing home sales fell to a 14-year low in October; still slowed by higher interest rates, sales are on track for their worst year since 1995. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

International College of Financial Planning

JULY 2, 2025

Several trends highlight the importance of certified planners: Rising financial literacy: More individuals are becoming aware of the need for structured financial planning, beyond just product sales. Regulatory push: Bodies like SEBI, IRDAI, and PFRDA are encouraging higher advisory standards and ethical practices.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Trade Brains

JUNE 7, 2025

The Mining segment of the company includes the extraction of mineable resources, primarily coal, for both in-house power generation and commercial sales. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Healthcare 99

Healthcare Pharmaceutical License Distribution 99

Trade Brains

JULY 26, 2025

crores, the company has delivered impressive growth over the last five years, with a 281% sales CAGR and a 274% profit CAGR. crores, the company has delivered impressive growth over the last five years, with a 97% sales CAGR and a 118% profit CAGR. It is a subsidiary of Waaree Group, a leading renewable energy company in India.

Engineering 59

Engineering Manufacturing Sales Electronics 59

Trade Brains

JULY 15, 2025

The development follows the bank’s recent move to unlock value from its subsidiary, HDB Financial Services, where it raised Rs 10,000 crore through a stake sale as part of the Offer For Sale (OFS) process and Rs, 2500 Crores via fresh offer through IPO. Investors must therefore exercise due caution while investing or trading in stocks.

Banking 52

Banking Financial Services Sales Investment Advisor 52

Diamond Consultants

FEBRUARY 11, 2025

Firms typically follow one of two models: Shared ADV In this model, advisors join the firms existing RIA as 1099 independent contractors or Investment Advisor Representatives (IARs). So logically, the question many advisors ask is: How might a platform firm impact my decision to sell now or in the future?

Compliance 52

Compliance Clients Estate Planning Management 52

Trade Brains

JULY 7, 2025

JTL Industries is primarily engaged in the business of manufacturing and sale of Iron and Steel products. Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Please consult your investment advisor before investing.

Pharmaceutical 87

Pharmaceutical Manufacturing Transportation Investing 87

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

JUNE 6, 2025

Reduced interest rates positively impact the real estate sector by making mortgages more affordable, encouraging homebuyers, boosting sales volumes, and aiding developers in financing new projects, leading to higher revenue and stronger demand across residential and commercial segments. Please consult your investment advisor before investing.

Banking 52

Banking Financial Services Economics Investing 52

Trade Brains

NOVEMBER 6, 2024

percent after announcing the government of India proposed an offer for sale (OFS) of 10.56 crore What Happened According to the filling of Hindustan Zinc Limited, the government of India, a part of the company holding proposed an offer for sale (OFS) of 10.56 Please consult your investment advisor before investing.

Planning 52

Planning Government Sales Investment Advisor 52

Zoe Financial

JUNE 20, 2025

The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs).

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Trade Brains

JULY 25, 2025

Under distribution, it facilitates mutual fund transactions, IPO book-building, offer-for-sale, and insurance services. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Distribution 59

Distribution Investment Advisor Investing Investments 59

Trade Brains

JULY 18, 2025

Stake sale IndoStar Capital Finance Limited has completed the sale of its entire stake in its subsidiary, Niwas Housing Finance Private Limited (formerly IndoStar Home Finance Private Limited), to Witkopeend BV, an affiliate of BPEA EQT Mid-Market Growth Partnership. Please consult your investment advisor before investing.

Banking 52

Banking Sales Investment Advisor Consulting 52

Trade Brains

JULY 6, 2025

The company delivered a solid performance for FY 2024–25, reporting a 12% increase in sales and a 40% rise in profit after tax (PAT). The company reported a 5% CAGR in net sales and an impressive 19% CAGR in profit after tax (PAT). Investors must therefore exercise due caution while investing or trading in stocks.

Healthcare 66

Healthcare Taxes Sales Investing 66

Trade Brains

JUNE 14, 2025

Because of this, companies expect lower sales and less growth in the first quarter of the year. Companies prepare by stocking up, expecting high sales. These companies may experience slower sales growth and pressure on profit margins due to weak demand and excess inventory caused by the early rains.

Sales 59

Sales Investing Investments Investment Advisor 59

Trade Brains

JULY 2, 2025

Shiprocket too filed a confidential IPO with SEBI, it looks to raise Rs 2,000-2,400 crore of which Rs 1,000-1,200 crore will be a fresh issue and the remaining would be raised via OFS (Offer for Sale). This will be a combination of both fresh issue and offer for sale. Please consult your investment advisor before investing.

Valuation 52

Valuation Startup Sales Planning 52

Trade Brains

JUNE 30, 2025

Promoter stake sales happen when the main shareholders (promoters) sell some of their shares, either in the open market or through special deals. Investors watch these sales closely, as they can mean the promoters want to book profits, raise money for new projects, or meet personal or regulatory needs. 1,170 per share.

Engineering 59

Engineering Sales Wealth Management Manufacturing 59

Trade Brains

JULY 13, 2025

The main activities of the Company relate to manufacturing, sales, vehicle and housing finance, IT services, and services related to a wide range of commercial vehicles. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Manufacturing 59

Manufacturing Pharmaceutical Investment Advisor Investing 59

Trade Brains

JULY 5, 2025

Over the last five years, the company has delivered impressive growth with a 55 percent sales CAGR and a 59 percent profit CAGR. Over the last five years, the company has delivered impressive growth with a 98 percent sales CAGR and a 125 percent profit CAGR. Please consult your investment advisor before investing.

Manufacturing 64

Manufacturing Sales Electronics Investing 64

Trade Brains

JULY 26, 2025

Jonjua Overseas Ltd Jonjua Overseas Limited is an India-based company, which is engaged in service exports, corporate consultancy, agriculture, organic manure, along with the sale of printed books, brochures, flyers, letterheads, pamphlets, marketing material, and other materials. With a market capitalization of Rs 22.05

Engineering 59

Engineering Medicine Pharmaceutical Consulting 59

Trade Brains

JULY 3, 2025

With a focus on high-quality, earnings-led investing, MOAMC’s AUM includes ₹84,300 crore in active funds and a robust presence in PMS, AIFs, and passive segments. share in net sales of Growth/Equity-oriented mutual fund schemes in FY25, up from 1.9% Investors must therefore exercise due caution while investing or trading in stocks.

Assets 59

Assets Management Financial Services Distribution 59

Trade Brains

JULY 4, 2025

This growth reflects the company’s consistent expansion, supported by a three-year sales CAGR of 10 percent. Despite the moderate 3-year sales CAGR of 2 percent, the company managed to maintain consistent top-line growth in the latest quarter. Investors must therefore exercise due caution while investing or trading in stocks.

Pharmaceutical 85

Pharmaceutical Manufacturing Consulting Sales 85

Trade Brains

JUNE 28, 2025

Mangalore Chemicals and Fertilizers Limited is primarily engaged in the business of manufacturing, purchasing and sale of fertilisers. Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Further, the stock has a P/E ratio of 22.5,

Manufacturing 66

Manufacturing Engineering Investing Investments 66

Trade Brains

JUNE 9, 2025

Before this sale, Rakesh Chopdar held 3.83 The sale reduced his stake by approximately 0.49 These transactions reflect a combined stake sale of 2.86 Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

Trade Brains

JUNE 7, 2025

Zee Entertainment Enterprises Limited is mainly involved in broadcasting of satellite television channels and digital media, acting as a space selling agent for other satellite television channels, the sale of media content and movie production and distribution. Please consult your investment advisor before investing.

Digital Media 52

Digital Media Media Electronics Consulting 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Factory Orders. Tuesday: Election Day.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

NOVEMBER 3, 2024

REC has demonstrated a robust growth trajectory with a 5-year CAGR in sales of 20% and a net profit CAGR of 13%. Shriram Finance has shown impressive growth, with a 5-year CAGR in sales of 23% and a net profit CAGR of 19%. HUL has maintained a solid growth rate with a sales CAGR of 10% and a net profit CAGR of 11% over five years.

Distribution 52

Distribution Sales Financial Services Investing 52