Assets B2C Clients 
eMoney Advisor
MAY 9, 2023
In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. And are you specifically measuring what matters to the client? Referrals Per Client: 2.68
Steve Sanduski
JULY 20, 2022
” Step one in Andy’s design process is interviewing an advisory firm’s key stakeholders to understand who’s on your team, what your client niche looks like, and perhaps most importantly, why your visitors decide to start working with an advisor. Build around your “moment of truth.” Clear the info hurdle.
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Trade Brains
SEPTEMBER 15, 2023
The clientele of the company includes both B2B and B2C customers, allowing it to target India’s most frequent and high-spending travellers, namely educated urban consumers. The company currently has more than 813 corporate clients and over 49,800 registered small and medium-sized enterprise customers as of fiscal year 2023.
Trade Brains
SEPTEMBER 22, 2023
It also manufactures and packages lubricants on a private label basis for some of the customers for B2B as well as B2C verticals. Some of the clients are BEML, HAL, Mazagon Dock Shipbuilders, Mahindra First Choice Services Limited, Godrej & Boyce Manufacturing Co.
Trade Brains
AUGUST 26, 2024
It uses an asset-light model, owning only 5.81% of its fleet. For CCR, it serves corporate clients while end-users are employees or guests. The cab segment includes corporate (B2B) and retail (B2C) categories, offering various services like employee transportation and car rentals. ECOS’s business model focuses on B2B services.
Trade Brains
NOVEMBER 16, 2022
It focuses on the affluent category of clients. The NBFC posted an impressive return on assets of 4.2% Additionally, its net NPA stood at 0.68% giving its asset quality a top-notch mark. In addition to this, Blue Dart has partnered with major portals in India making it a preferred choice for B2B and B2C eCommerce solutions.
The Big Picture
MARCH 25, 2025
O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. You let your son Patrick take over as CEO of, of Shawnessy Asset Management.
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