NAIFA Advisor Today

MAY 2, 2024

As an experienced tech researcher, journalist, and business transformation advocate, Sue was recognized as the 2021 Women in Insurance & Financial Services Woman of the Year and achieved the Financial Security Advocate badge from NAIFA.

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Financial Services Consulting Insurance 59

Trade Brains

APRIL 11, 2023

It got listed on the bourses in 2021. Revenue & Profitability Year 2020 2021 2022 Revenue (in Crores) ₹141.36 ₹138.50 ₹235.37 Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 crores, Geojit Financial Services is a small-cap company.

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Retail Government Distribution Financial Services 94

Trade Brains

SEPTEMBER 22, 2023

Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. Ujjivan SFB provides a range of products and services such as savings accounts, current accounts, fixed deposits, recurring deposits, Vehicle Loans, MSE Loans, Housing Loans, Micro Loans, Home Loans, and Small Business Loans. in FY22 to Rs.

Banking 126

Banking Assets Accounting License 126

Trade Brains

JUNE 11, 2023

The company has financially outperformed the preceding years with a whooping increase in profit of 13.12% from 40.76% in FY 2021-22 to 46.11% in FY 2022-23. crores during FY 2021-22. per share at the end of FY 2021-22. The bank mainly aims to provide financial services to unserved and underserved customers.

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Banking Government Financial Services Insurance 97

NAIFA Advisor Today

JULY 10, 2023

He considered a sales career in a few different sectors before finally settling on insurance and financial services. So, in 2021, he joined Dipaola Financial Group as a financial service professional. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance.

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Financial Services Education Insurance Sales 52

Trade Brains

FEBRUARY 22, 2024

They offer loans and banking services to small and medium-sized businesses. Individuals, small businesses, and corporations can all benefit from the bank’s financial services. The bank offers retail banking, corporate banking, IPO services, microfinance, and wealth management services.

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Banking Planning Accounting Retail 104

Trade Brains

OCTOBER 12, 2023

In 2021, India’s e-commerce sector received a record US$ 15 billion in PE/VC investments, a 5.4 crore in March 2021 to ₹8.7 lakhs in March 2021 to ₹47 lakh in March 2023. Lakh in 2021 to ₹3.1 lakh in March 2021 to ₹1.2 lakh in March 2021 to ₹1.2 billion in India’s e-commerce and payments sectors.

Manufacturing 104

Manufacturing B2B Retail Sales 104

Calculated Risk

MARCH 2, 2024

House Financial Services Committee 2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, March 7th -- 8:30 AM: The initial weekly unemployment claims report will be released. Jobs openings increased in December to 9.03 million from 8.93

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Financial Services Banking Economics Government 80

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India #1 – Bajaj Finance Bajaj Finance is one of India’s most diversified Financial Services Company, with a Market cap of over Rs. Chola commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Cr customers. 4,40,635 EPS ₹23.92

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Financial Services Banking Assets Management 105

eMoney Advisor

DECEMBER 15, 2022

That’s up from 5,332 in 2021, and a 24 percent increase from 2020, when 4,451 passed, though just above the 5,301 newly minted CFPs in 2019. It has awarded more than $1 million in scholarships since 2016, including 80 new scholarship awards in 2021. That program saw 380 graduates in 2022 and 495 in 2021. Sources: 1.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

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Planning Financial Services Retail Distribution 59

Trade Brains

SEPTEMBER 7, 2022

Barring 2021, its net profit and sales have consistently increased over the last 6 years. Mahindra & Mahindra Financial Services Financial Services 197 24,500. City Union Bank Financial Services 178 13,000. Indian Bank Financial Services 178 22,500. Key Metrics.

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Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

NOVEMBER 8, 2022

The company has a strong presence in South India with a total of 4,306 employees as of September 30, 2021. 19 trillion as of March 2021. The total credit offered by NBFCs to MSMEs has been estimated to increase from 14% to 20% from the fiscal year 2015 to the fiscal year 2021. Strengths of the Company.

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Management Risk Management Sales Portfolio 98

Trade Brains

JUNE 14, 2024

At the same time Macquarie, an Australian global financial service group, double downgraded Yes bank and as result stock price continued to decline even more. FY 2023 FY 2022 FY 2021 FY 2020 Net Interest income 7,902.40 FY 2023 FY 2022 FY 2021 FY 2020 Net Interest income 7,902.40 Yes Bank posted rupees 16,418.02

Banking 105

Banking Retail Accounting Assets 105

eMoney Advisor

MAY 1, 2023

When she joined the financial services industry in an advisor support role, she initially aspired to become a financial planner. 1 ranking on Barron’s list of the Top 100 Independent Advisors for 2021 was just a stepping stone for Zhang. I’ve been in the business for over 30 years. ” Achieving the No.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

SEI

SEPTEMBER 13, 2022

In this impact brief, Joseph Krull addresses the state of cybersecurity for financial services and introduces the security management partner concept to bring financial industry precision to financial institution security. Many organizations have used outsourced cybersecurity services, often with mixed results.

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Management Financial Services Compliance Budgeting 52

NAIFA Advisor Today

DECEMBER 15, 2023

His return to the NAIFA fold (he was NAIFA's Vice President of Business Development and Strategic Partnerships from 2015-2021) comes as NAIFA adds Life Happens and completes a merger with the Society of Financial Service Professionals.

Insurance 52

Insurance Financial Services Education Planning 52

eMoney Advisor

MAY 9, 2023

The average NPS score for financial services firms is 44, down from 46 in 2022. When you have clear insight into how your clients perceive the experience you’re providing, the pursuit of service excellence becomes second nature. The Simple Metric That’s Taking Over Big Business,” February 2021.

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Clients B2C Financial Services Financial Advisor 101

eMoney Advisor

MARCH 22, 2023

Sources: 1 CNBC | Momentive Poll: “Invest in You,” August 2021. 2 Fidelity Investments, Analysis of ~3,700 on-platform firms (as of December 2021). eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.

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Financial Advice Clients Financial Planning Assets 84

Indigo Marketing Agency

FEBRUARY 19, 2021

Watch this short video to find out: How much AUM the average advisor manages How many clients they have on average How many advisors are in the US The average age of financial advisors How much money financial advisors make on average How much the average advisor charges in fees . Video) appeared first on Indigo Marketing Agency.

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Financial Advisor Financial Services Clients Management 52

Trade Brains

JULY 18, 2024

Can Jio Financial Services replicate telecom’s disruption success? Jio Financial Services was de-merged from Reliance Industries in a stock split ratio of 1:1. There are established players in the financial space and based on the product and execution lies the disruption into this space. Financial Services?

Investing 52

Investing Investments Financial Services Retail 52

SEI

AUGUST 19, 2022

22, 2022 – SEI (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry’s demand for more advanced data integration. the success, if any, of the sales and strategic initiatives we pursue.

Financial Services 52

Financial Services Commission Clients Banking 52

Trade Brains

AUGUST 19, 2022

Understanding How is Nifty 50 Calculated: At the start of this new Year 2021, the Nifty touched the new height of 14,000 points for the first time ever. FINANCIAL SERVICES 8.55%. FINANCIAL SERVICES 7.11%. FINANCIAL SERVICES 5.68%. 6 Tata Consultancy Services Ltd. FINANCIAL SERVICES 3.53%.

Financial Services 52

Financial Services Healthcare Banking Pharmaceutical 52

Brown Advisory

JUNE 1, 2021

Women’s Listening Tour ajackson Tue, 06/01/2021 - 17:11 The role women play in financial and investment decision-making is significant – women are starting more businesses, leading more companies and inheriting increasing levels of wealth from spouses and parents.

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Financial Services Financial Advisor Clients Investments 52

Brown Advisory

JUNE 1, 2021

Tue, 06/01/2021 - 17:11. The role women play in financial and investment decision-making is significant – women are starting more businesses, leading more companies and inheriting increasing levels of wealth from spouses and parents. To combat that trend we started where we always endeavor to start: listening to our clients.

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Financial Services Financial Advisor Clients Investments 52

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Company Overview Established in 1978, Cholamandalam Investment and Finance Company Limited (also known as Chola) is the financial services & lending arm of the Murugappa Group. The NBFC operates out of 1191 branches across India with Rs.

Investing 59

Investing Investments Planning Assets 59

Carson Wealth

FEBRUARY 12, 2024

A Strong Labor Market Is Key A lot of hiring took place in 2021 and 2022, with the economy more than recovering all the jobs lost in 2020. If a worker can get higher pay by switching jobs, which is what happened in 2021-2022, employers may have to pony up more to keep them. Over the six years from 2014 to 2019, forward capex rose 22%.

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Marketing Marketing Economy Investments 97

SEI

SEPTEMBER 6, 2022

Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. According to the EY Global Information Security Survey 2021 (GISS) , four in 10 (39%) organizations put cybersecurity on their board agendas quarterly, up from 29% in 2020. The Sphere blog.

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Trade Brains

AUGUST 17, 2024

No 1194380 2.62% 8 SBICAP SECURITIES LIMITED No 946900 2.07% 9 MOTILAL OSWAL FINANCIAL SERVICES LIMITED No 941418 2.06% 10 PAYTM MONEY LTD. Among other big names on Dalal Street who are ranked among the IIFL Wealth Hurun India Rich List 2021 are JM Financial’s Nimesh Kampani & family is worth Rs 5,600 crore.

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Clients Numbers Startup Accounting 98

Trade Brains

JANUARY 4, 2024

It is a choice for 3/4 of top Indian telcos 9/10 of banks, 8/10 of financial services, 7/10 of healthcare, FMCG, Digital Natives, and many government projects. It has a presence in North America, Europe, SEA & Middle East and serves marquee tech giants and large Indian enterprises. 2020 1942.84 -211.17 4-year CAGR 35.2%

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Planning Communication Certification Healthcare 69

Carson Wealth

JUNE 10, 2024

annualized, but well off the red-hot levels of 10%+ in 2021-2022 (when inflation surged), so the Fed should have little concern that the current rate could drive inflation higher. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Numbers 143

Trade Brains

OCTOBER 31, 2023

The Government has launched two key initiatives to promote financial inclusion: the Pradhan Mantri Jan Dhan Yojana (PMJDY) and the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY). The bank’s assets under management nearly doubled from ₹8,425 Cr in March 2021 to ₹16,331 Cr in March 2023. CR in March 2021 to ₹146.65

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Banking Retail Financial Services Assets 59

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. billion in 2023, about 80% higher than its 2021 valuation. Swiggy demonstrated impressive growth in FY23, with revenue surging 44% to ₹8.2k

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Trade Brains

SEPTEMBER 19, 2023

The platform comes with different products in the digital asset industry by effectively providing a wide range of tools including Spot Trading, Perpetual Futures, Turbo Starter, Financial service, and more to help users trade cryptocurrencies from beginner level to advanced level.

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Marketing Marketing Accounting Engineering 116

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

Carson Wealth

JULY 17, 2023

Take note the other years they expected lower prices during the final six months of the year were 1999, 2019, 2020, and 2021. annual pace – the slowest monthly pace since August 2021! The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Food Compliance 98

Validea

FEBRUARY 10, 2023

Beyond entertainment, financial-services stocks such as Lazard, The Carlyle Group, and KKR are some of the bigger holdings in the fund that have done well. Though the latter is down 80% since late 2021, Rogers believes it’s poised for a comeback as climate change causes more and more severe weather patterns, the article reports.

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Financial Services Manufacturing Media Investments 59