Remove 2003 Remove License Remove Taxes
article thumbnail

Best Private Bank Stocks in India – Fundamentals & Complete List!

Trade Brains

In February 2003, Kotak Mahindra Finance received a banking license from the Reserve Bank of India. The bank engaged in capital market services, foreign currency and derivatives, cross-border commerce, correspondent banking services, and tax collection. As of March 2023, the bank has 41.2

Banking 52
article thumbnail

Government Debt and Stock Returns

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Is $22 Trillion a Tipping Point?

ClearMoney

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

article thumbnail

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

She obtained her CFP designation in 2003. Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S.

article thumbnail

Transcript: Mike Green, Simplify Asset Management

The Big Picture

We were one of the last to get what’s called a value added license to the compus stat database. And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. You were subject to the 75% marginal tax rate. She was based out in Los Angeles.

Assets 173
article thumbnail

Abdul Karim Telgi Scam – From Small Time Crook to Billion-Dollar Scammer!

Trade Brains

This is a form of indirect tax charged by the government of the respective state. Where Scam Meets Strategy: Telgi’s Own Press In 1994, Telgi in connection with Soni acquired a license to become a legal Stamp Vendor. In the AY1996–97 alone, the Tax Department evaluated his income to be Rs. Who is Abdul Karim Telgi?

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Since 70% of CFP® mark holders have insurance licenses, anything they do on the insurance side (outside of variable products) is not regulated by the SEC. Return of organization exempt from income tax [Form 990]. Public Disclosure Copy. City: Washington, DC.

CFP 80