Remove 2019 Remove Financial Market Remove Risk Management
article thumbnail

How Advisors Deal With High Net Worth Clients

BlueMind

On top of that, you will be required to adapt quickly to the unique working environment, meet high expectations, and be well informed about the constantly evolving and fluctuating financial market. By keeping in mind certain common attributes and demands of HNW clients, you can deem the task somewhat more manageable.

Clients 98
article thumbnail

Everything you need to know about NSE IPO

Trade Brains

Growth potential: With a solid growth history, NSE is well-positioned to capitalize on India’s expanding economy, which promises significant opportunities for further financial market expansion. In the wake of SEBI’s probe, NSE withdrew its IPO documentation in 2019. Comment below.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Future Plans

Trade Brains

Fiscal Year Net Interest Income Total Revenue Net Profit / Loss 2023 7229 13105 2676 2022 5840 10231 2158 2021 5000 9579 1520 2020 4123 8712 1053 2019 3460 7087 1196 5 Year CAGR 20.23% 16.61% 22.30% Disbursements & Assets Under Management (AUM) The rise in interest income is in line with the steady growth in disbursements.

article thumbnail

Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.

article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

article thumbnail

Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019.

article thumbnail

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

Sara Grillo

Rostad earned his BA in Political Science from the University of Vermont and MBA from the Norwegian School of Management in Oslo. From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. In 2008, Kelly began working directly with clients as a financial planner.