Harness Wealth

MARCH 27, 2025

How Harness can help FAQs on Secondaries What is the secondary market? The secondary market for private equity and other alternative investments has moved from being a fringe practice to a mainstream component of the private financial markets system. real estate.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Trade Brains

NOVEMBER 30, 2023

Best NBFC Stocks in India : Non-Banking Financial Institutions or NBFCs for short are Companies that almost function like a bank. They are free to lend to the public as well as borrow from the financial markets. Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Market Cap (Cr.)

Financial Services 105

Financial Services Banking Assets Management 105

James Hendries

JULY 13, 2023

But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] To fund the foundation, you can contribute as much as you like, but you must distribute a minimum of five percent of the value of the charitable assets annually.

Distribution 98

Distribution Taxes Assets Accounting 98

BlueMind

NOVEMBER 24, 2022

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. Interested In Long Term Investment Asset protection is not the only important aspect when managing the wealth of the wealthy.

Clients 98

Clients Insurance Financial Advisor Assets 98

Trade Brains

SEPTEMBER 22, 2023

In this article on fundamental analysis of Ujjivan Small Finance Bank. Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. The Bank was able to generate ~4% returns on its average assets. Serving 60.79

Banking 126

Banking Assets Accounting License 126

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors. Source: J.P.

Marketing 99

Marketing Marketing Wealth Management Portfolio 99

Midstream Marketing

AUGUST 13, 2024

For financial advisors, marketing goals often focus on getting leads, increasing brand awareness, and helping business development. Common goals include getting new clients, increasing assets under management (AUM), and adding new services. Remember that marketing helps your practice grow later on.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Trade Brains

OCTOBER 24, 2024

Several global and domestic factors have contributed to this downturn, including geopolitical tensions, regulatory changes, market valuations, and economic concerns. In this article, we’ll explore the reasons behind the recent Nifty fall and what it could mean for the market going forward.

Valuation 97

Valuation Economy Economics Investments 97

Trade Brains

JANUARY 26, 2024

In this article, we shall learn about the best midcap stocks with high net profit margins, their financials, and the company overview. They have assets in Mumbai, Bengaluru, Chennai, Pune, Raipur, Agra, Indore, Lucknow, Bareilly, and Ahmedabad. crore unique investors (market share: 36%) with a presence in 270 locations and 1.96

Retail 105

Retail Accounting Assets Management 105

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. 1 The financial markets are where we allocate our savings. stock market return you have to be willing to endure 2.5X

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Darrow Wealth Management

OCTOBER 28, 2024

When you own a business, your net worth is highly concentrated in one illiquid asset. A sale gives you the opportunity to diversify your investments, de-risk your financial situation, and improve your cash flow. How do the cash proceeds stack up against your other assets and investments? What are your income needs?

Sales 97

Sales Taxes Estate Planning Planning 97

Trade Brains

OCTOBER 13, 2023

In this article, we look at high FII Holding Stocks under Rs 100. We analyze the company, its operations, financials and more. High FII Holding Stocks Under Rs 100 We will take a brief look at the Company and its activities, and then we shall take a look at its Revenues and profits, before finally concluding the article.

Banking 105

Banking Financial Services License Retail 105

Trade Brains

OCTOBER 5, 2023

In this article, we will conduct a fundamental analysis of Siyaram Silk Mills and try to identify the company’s future potential. Following that, we’ll go into the stock’s financials. The article concludes with a highlight of future plans and a summary. million handloom workers across the country.

Planning 105

Planning Manufacturing Assets Distribution 105

Darrow Wealth Management

NOVEMBER 20, 2023

If you have a large pool of pre-tax assets, when RMDs kick in you could have little protection against the highest tax brackets. If this is your main driver for considering a Roth conversion, discuss your goals with your financial and tax advisor. Depending on your financial situation, asset mix/level, state of residency, etc.,

Retirement 95

Retirement Distribution Taxes Accounting 95

Trade Brains

OCTOBER 21, 2023

What is Bull Call Spread Strategy: Trading options can be highly profitable in financial markets, but it can also be challenging. In this article, we will explain what is Bull Call Spread Strategy and explore the different elements, benefits, strategies & more What is Bull Call Spread Strategy?

Risk Management 105

Risk Management Financial Market Numbers Marketing 105

Trade Brains

APRIL 11, 2023

According to the latest classification of stocks by the Association of Mutual Funds in India (AMFI), small-cap companies are those companies, whose six-month average market capitalization is less than ₹ 16,800 crores. In this article, we’ll take a look at the best small cap stocks under Rs 50. Market Cap (₹ in Cr) 8,184.01

Retail 94

Retail Government Distribution Financial Services 94

Trade Brains

SEPTEMBER 28, 2023

It was founded in 1943 and operates through 5 segments – Corporate Banking, Commercial Banking, Branch & Business Banking, Retail Assets and Treasury & Financial Markets Operations and is one of the leading private banks in the nation. The bank currently has over 13.6 1.68% 3,195,374 116.2 Go Fashion (India) Ltd.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

APRIL 12, 2023

It is one of the powerful ingredients of the financial market. Stock exchange furnishes the required edifice and framework to the brokers and members who deal with asset classes. It steers financial markets in Amsterdam, London, Brussels, Lisbon, Oslo, Dublin, and Paris. We hope you liked the article.

Marketing 105

Marketing Marketing Electronics Government 105

Trade Brains

AUGUST 6, 2023

In this article, we will attempt to answer these questions by performing a Fundamental Analysis Of Triveni Turbine Limited. The entire world is heading towards “Green Power” solutions that are eco-friendly, cost-effective, and integrated through the digitization of power assets. Will the stock rally further? from 2023 to 2032.

Manufacturing 98

Manufacturing Planning Engineering Pharmaceutical 98

Validea

OCTOBER 4, 2022

Though stocks and bonds continue to drop and the housing market has weakened, financial markets are moving toward normal, posits an article in Barron’s. Ordinary assets are on their way to levels that would suggest decent long-term returns, provided they don’t hit too many barriers along the way.

Banking 59

Banking Economy Valuation Financial Market 59

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. Best Small Cap Stocks Under Rs 100 In our article on the best small cap stocks under Rs 100, we’ll learn about the history, business, and any recent development of the companies.

Banking 97

Banking Retail Communication Assets 97

Investing Caffeine

JANUARY 2, 2024

Time will tell if 2024 will make this baby cry, but whatever the market faces, declining inflation and interest rates should act as a pacifier. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (January 2, 2024). Subscribe Here to view all monthly articles.

Economy 98

Economy CFP Accounting Investments 98

Indigo Marketing Agency

FEBRUARY 19, 2025

Host Educational Webinars Webinars are a powerful way for financial advisors to connect with potential clients and build trust. Samantha Russell , a financial marketing expert, emphasizes tailoring content to your ideal audience, using platforms like LinkedIn for outreach. Authenticity is key.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

The Irrelevant Investor

MARCH 3, 2019

Articles The economists of the early 20th century did not foresee that work might evolve from a means of material production to a means of identity production. By Derek Thompson Socialism is the symptom, but the underlying problem is cronyism By Barry Ritholtz The 401(k) was supposed to be an extra savings account and nothing more.

Asset Allocation 52

Asset Allocation Retirement Accounting Financial Market 52

Trade Brains

AUGUST 28, 2023

In this article, we’ll study some of the top high promoter holding stocks under Rs 50. High Promoter Holding Stocks Under Rs 50 For our study, we’ll read about the business and operations of five companies from various industries such as power generation, financial services, and textiles. and NNPA reducing to 0.04% from 0.6%

Banking 111

Banking Financial Services Government Manufacturing 111

Trade Brains

JANUARY 15, 2024

In this article, we will go through some of the High DII Holding Stocks Under Rs 500, which is an investable range for a larger percentage of retail investors. Sbi Long Term Equity Fund has the highest stake at 9.60% followed by Mirae Asset Large Cap Fund with a 7.61% stake. Market Cap (Cr.) Market Cap (Cr.) respectively.

Healthcare 111

Healthcare Manufacturing Pharmaceutical Marketing 111

Trade Brains

SEPTEMBER 26, 2024

This article will review and analyze the IPO, covering its key aspects, strengths, and potential risks. About the company The National Stock Exchange of India stands as a powerhouse in the global financial landscape. The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

JULY 6, 2022

Understanding How Does Stock Market Affect The Economy: The stock market and the economy are in a lot of talk in recent days. Seeing the market indexes declined by over 30% within a month, an obvious question among people is to understand how does the stock market affects the economy. Why Do We Have a Stock Market?

Economy 98

Economy Marketing Marketing Economics 98

Trade Brains

DECEMBER 15, 2022

In this article, we will look at the KFin Technologies IPO Review 2022 and analyze its strengths and weaknesses. KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. It has a 60% market share as it provides services to 25 out of 42 AMCs in India. Keep reading to find out!

Compliance 52

Compliance Financial Services Assets Sales 52

The Big Picture

NOVEMBER 15, 2022

So if you’re an advisor, and I spend most of my time talking to the wealth management institutional business, if you’re an advisor, you should not be spending a lot of your time trying to add alpha through understanding investing better than the rest of the market. You can go get some turnkey asset management program.

Management 278

Management Assets Portfolio Investments 278

MainStreet Financial Planning

MAY 26, 2023

While it can lead to short-term market volatility, it is important to remember that the economy and financial markets have proven resilient over time. Focus on Financial Preparedness: Regardless of external factors like the debt ceiling, it’s always wise to have a robust financial plan in place.

Risk Tolerance 52

Risk Tolerance Financial Planning Financial Market Consulting 52

Darrow Wealth Management

AUGUST 29, 2022

While the same set of circumstances that may be the hallmark of one crisis or market downturn won’t exactly mirror the next, the headlines probably have a lot more in common than you’d think. In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. Headlines vs returns.

Investments 102

Investments Investing CFP Wealth Management 102

Trade Brains

JUNE 15, 2023

In this article, we are going to analyse the best PSU banks in India. As of 2022, Total Public sector banking assets stood at $1,353.10B. As of June 01, 2022, the number of bank accounts—opened under the government’s flagship financial inclusion drive ‘Pradhan Mantri Jan Dhan Yojana (PMJDY)’—reached 45.60 What are PSU Banks?

Banking 98

Banking Government Accounting Numbers 98

Trade Brains

JUNE 11, 2023

In this article on best dividend stocks under Rs 50, we are going to discuss the top 5 best dividend stocks under Rs 50, so without any further delay let’s get started. Best Dividend Stocks Under Rs 50 In this article, we will look into the best dividend stocks under Rs 50 from all sectors. 34 Market Cap (Cr) Rs 6,650.06

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

NOVEMBER 11, 2023

trillion in global assets under management. In this article about Top Indian Stocks Held By Vanguard Group, we shall see the stock overview, vanguard holdings, and fundamentals Top Indian Stocks Held by Vanguard Group Phoenix International Ltd Particulars Amount Particulars Amount CMP (Rs) 27.35 Market Cap (Cr) 45 EPS (TTM) 1.32

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

OCTOBER 4, 2023

As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. List of Stocks Held By Quant Small-Cap Fund Company Name CMP (Rs) Market Cap (Cr) Quant Small-cap Fund Holding (%) TV18 Broadcast Ltd 48.85 Marksans Pharma Ltd 105 4,701 2.65

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Trade Brains

APRIL 23, 2023

In addition to banking services, Axis offers investment banking, broking, and asset management services through its various subsidiaries. Not just in traditional banking, Axis also leads in the digital banking space with 17% UPI, 15% mobile banking, and 12% credit card market share. .) and a return on assets of 1.8%.

Banking 105

Banking Pharmaceutical Insurance Distribution 105