Trade Brains

FEBRUARY 22, 2024

They offer corporate banking, branch banking, and commercial banking services to their clients. The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services. Particulars/ Financial Year Net Interest Income (Cr.)

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

APRIL 11, 2023

Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 Best Small Cap Stocks Under Rs 50 #3 – Geojit Financial Services Geojit Financial Services is a leading investment services company with a presence in India and the Gulf Cooperation Council Countries.

Retail 94

Retail Government Distribution Financial Services 94

Trade Brains

NOVEMBER 24, 2023

The business provides software services such as Digital Maps as a Service (MaaS), Software as a Service (SaaS), Platform as a Service (PaaS), and Internet of Things (IoT) for automotive OEMs, big corporations, government agencies, developers, and customers across industries, mainly automobiles. 2018-19 135.25

Planning 69

Planning B2C B2B Pharmaceutical 69

Brown Advisory

JUNE 12, 2018

achen Tue, 06/12/2018 - 10:00 Last week, Jamie Dimon and Warren Buffett dropped an interesting nugget in a joint interview on CNBC, calling for an end to quarterly earnings guidance that, in their view, brings an “unhealthy focus” on short-term profits vs. long-term business success. As of June 8, 2018. equity markets.

Clients 52

Clients Investing Investments Financial Services 52

Brown Advisory

JUNE 12, 2018

Tue, 06/12/2018 - 10:00. All return figures are as of June 8, 2018.). . As of June 8, 2018. . Standard & Poor’s, S&P, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. Copyright 2018 FactSet Research Systems Inc. Source: Factset®.

Clients 52

Clients Investing Investments Financial Services 52

Trade Brains

OCTOBER 13, 2023

Net Profit Margin (%) 3.94% EBITDA Margin (%) 10.63% High FII Holding Stocks Under Rs 100 #2 – Edelweiss Financial Services Edelweiss Financials Services is one of India’s leading financial services conglomerates, offering a robust platform to a diversified client base across domestic and global geographies.

Banking 105

Banking Financial Services License Retail 105

Brown Advisory

MARCH 15, 2019

In 2018, industrial stocks had their second-worst year relative to the broad market in two decades, but so far in 2019, the sector has come back strongly. Industrials within the S&P 500 ® Index underperformed the Index overall by 8% in 2018—one of the sector’s worst showings in twenty years. Industrials: From Detractors to Darlings.

Valuation 52

Valuation Clients Sales Investments 52

Trade Brains

FEBRUARY 26, 2023

The company provides digital business, product engineering, agile infra & security, IoT, analytics, and digital process transformation services. Happiest Minds caters to clients across a broad range of industries including airline, automotive, BFSI, e-commerce, consumer packaged goods, insurance, and manufacturing. and RoE 30.6%

Retail 98

Retail Manufacturing Insurance Sales 98

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. 2018 2019 2020 2021 2022.

Consulting 52

Consulting Healthcare Financial Services Valuation 52

Brown Advisory

FEBRUARY 15, 2019

Last year, our annual outlook publication, Confronting the Unknown , focused on risk: how we define it, how we measure it, and what we saw as the major risks facing investors in 2018. All of this weighed heavily on equity returns across the globe in 2018. Entering 2019, we face rising economic, political and market risks.

Valuation 52

Valuation Clients Portfolio Investments 52

Brown Advisory

JULY 31, 2018

Toll Collection ajackson Tue, 07/31/2018 - 08:00 The Flexible Equity Strategy’s Maneesh Bajaj discusses the power of “tollbooth” business models and how they fit into the strategy’s overall philosophy of seeking out durable companies with attractive economics. As of June 30, 2018, these companies represented over 30% of our portfolio.

Insurance 52

Insurance Electronics Medical Financial Services 52

Brown Advisory

JULY 31, 2018

Tue, 07/31/2018 - 08:00. The portfolio information provided is based on a representative Brown Advisory Flexible Equity account as of 06/30/2018 and is provided as supplemental information. Over the years, we have found these opportunities in many different industry sectors, from financial services to health care to technology.

Insurance 52

Insurance Electronics Medical Financial Services 52

Brown Advisory

MAY 10, 2018

achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. We identified this trade scenario as a key risk for 2018 in our annual outlook publication, Confronting the Unknown , and the issue has become a prominent one in the early part of the year. or Chinese GDP.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Thu, 05/10/2018 - 11:18. We identified this trade scenario as a key risk for 2018 in our annual outlook publication, Confronting the Unknown , and the issue has become a prominent one in the early part of the year. FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

AUGUST 20, 2018

Four Companies Are Spending Hundreds of Billions Building The Cloud ajackson Mon, 08/20/2018 - 10:11 The titans of technology have continually led the news cycle in recent years, as their reach has extended—for better or worse—into every corner of our lives. of sales in 2012 to 12% in 2018.

Assets 52

Assets Clients Investments Investing 52

Brown Advisory

AUGUST 20, 2018

Mon, 08/20/2018 - 10:11. of sales in 2012 to 12% in 2018. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Assets 52

Assets Clients Investments Investing 52

Trade Brains

SEPTEMBER 17, 2024

We delve into the operations and financial performance of prominent unlisted companies such as Swiggy, NSE, boAt, Cochin International Airport, and HDB Financial Services. With a strong financial foundation, HDBFS offers a diverse range of loan options, including secured and unsecured loans. P/B Ratio 9.62 P/B Ratio 7.69

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Harness Wealth

AUGUST 13, 2024

As Harness celebrates this achievement, the company remains focused on building better tax and financial services solutions for advisors & consumers, with the continued development of the Harness for Advisors platform as well as its consumer marketplace. For complete results of the Inc. For complete results of the Inc. and the Inc.

Startup 52

Startup Taxes Media Recruitment 52

Trade Brains

APRIL 26, 2023

Angel One offers stock broking, advisory, margin funding, loans against shares, and other financial services through its mobile app, website, and authorized persons. Its client base stands at 13.8 During the same period, the active clients on NSE also increased from 5.1 The stock broker employs over 3,300 people.

Planning 52

Planning Retail Distribution Accounting 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Trade Brains

JULY 31, 2022

Kotak is one of India’s leading diversified and integrated financial services conglomerates. Its services include s banking (consumer, commercial, corporate), credit& financing, asset management, life and general insurance, stockbroking, investment banking, wealth management, microfinance, and asset reconstruction.

Banking 52

Banking Retail Assets Financial Services 52

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Clients 147

Clients Investments Investing Assets 147

FMG

FEBRUARY 3, 2023

By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm. However, they offer plenty of specific categories for the financial services industry.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Brown Advisory

JUNE 19, 2019

12/31/2000-12/31/2018). To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. Source: Bloomberg. Investors that are limited to U.S.

Investments 52

Investments Investing Clients Government 52

Brown Advisory

OCTOBER 8, 2019

Embedding ESG considerations into our investment analysis not only helps to shield our clients from business risks that can easily be ignored in the capitalist pursuit of profits, but also helps us invest in companies where we see the potential for a triple win—for the customer, the company and society or the environment.

Clients 52

Clients Government Banking Investing 52

Brown Advisory

OCTOBER 8, 2019

Embedding ESG considerations into our investment analysis not only helps to shield our clients from business risks that can easily be ignored in the capitalist pursuit of profits, but also helps us invest in companies where we see the potential for a triple win—for the customer, the company and society or the environment.

Clients 52

Clients Government Banking Investing 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. 2/5/2018 VIX® (Volatility Index) 164.0 10/15/2014 10-Yr U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. 10/15/2014. Treasuries. 8/24/2015. S&P 500 Index. British Pounds Sterling.

Management 52

Management Marketing Marketing Clients 52

Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. Concentration: Much of the U.S. Exhibit 2: U.S.

Management 52

Management Investments Investing Valuation 52

Brown Advisory

AUGUST 1, 2018

Wed, 08/01/2018 - 10:37. We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Annualized Returns, 04/30/2013-06/30/2018.

Management 52

Management Investments Investing Valuation 52

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections jsayo Tue, 03/13/2018 - 12:38 The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). Still, it’s incumbent upon us to position client portfolios to endure periods of volatility like the present one.

Investments 52

Investments Investing Economy Assets 52

Brown Advisory

MARCH 13, 2018

Tue, 03/13/2018 - 12:38. Through January 2018, stocks had risen for 10 straight months, the longest consecutive monthly string since an 11-month streak in 1959. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact.

Investments 52

Investments Investing Economy Assets 52

Trade Brains

AUGUST 24, 2022

It caters to more than 1,300 clients around the globe. Sector-wise, banking and financial services makes up the largest segment by garnering a lion’s share of 30% of the company’s turnover. It caters to more than 1,300 clients around the globe. Revenues of Emami have grown at a CAGR of 4.75% every year since 2018.

Healthcare 52

Healthcare Financial Services Manufacturing Investments 52

Brown Advisory

AUGUST 8, 2018

Wed, 08/08/2018 - 08:16. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. Spin City: The New Wave of Deconglomeratization.

Assets 52

Assets Clients Valuation Education 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investments Investing 52

Brown Advisory

APRIL 18, 2018

Wed, 04/18/2018 - 11:03. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Valuation 52

Valuation Portfolio Investments Investing 52