Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Ron Carson.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

SEPTEMBER 7, 2022

Book Value (Rs.) Price to Book 1.2 Book Value (Rs.) Price to Book 2.9 The global asset manager purchased the company from Essel Group of Companies in August 2019. Book Value (Rs.) Stock P/E 574 Price to Book 6.0 Book Value (Rs.) Price to Book 20.8 68 Book Value (Rs.) ROCE 13.4%

Financial Services 98

Financial Services Manufacturing Distribution Pharmaceutical 98

Trade Brains

APRIL 23, 2023

Stock P/E 47 RoCE 25% RoE 20% Promoter Holding 57% Book Value ₹79 Debt to Equity 0.10 Price to Book Value 10 Net Profit Margin 9% Operating Profit Margin 17% A subsidiary of Diageo PLC, United Spirits Ltd. Stock P/E 63 RoCE 10% RoE 7% Promoter Holding 34% Book Value ₹160 Debt to Equity 0.09 Book Value ₹385 NIM 4.3%

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Indigo Marketing Agency

APRIL 26, 2021

Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. The Best Books for Financial Advisors.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Trade Brains

SEPTEMBER 22, 2023

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. Ujjivan Financial Services is its Parent Company holding an 80 percent stake in the bank. It commenced operations on 1 February 2017.

Banking 126

Banking Assets Accounting License 126

Trade Brains

JUNE 11, 2023

Book Value 35.2 Price to Book Value 1.2 Book Value 31.3 Price to Book Value 1 Dividend Yield 4.34 Book Value 37.61 Price to Book Value 1.13 As far as the financials of the company is concerned, it has grown at a fast pace. Book Value 32.12 Price to Book Value 1.41 CMP (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

SEPTEMBER 22, 2023

(JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The amount of assets under management was $3 trillion. Price to Book Value (%) 6.52 Price to Book Value (%) 2.6

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. That’s why I’m excited to share the top books for financial advisors in 2020. That’s why I’m excited to share the top books for financial advisors in 2020. Top Books for Financial Advisors in 2020. This book changes that.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. I’m talking about diversified financial services. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investing 299

Trade Brains

SEPTEMBER 28, 2023

Over the years, the company’s order book has been increasing its proportion of public orders. As of now, the order book stands at 70% Public orders worth Rs. Cr Price to Book Value 1.33 Of the projects in its order book, super high rise make up 81%, high rises comprise 8% and the rest being everything else mentioned above.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

APRIL 12, 2023

Book Value ₹33.7 Price to Book Value 2.2 and presently trades at a price-to-book value (P/B) ratio of 2.2. Book Value ₹21.1 Price to Book Value 2.96 Book Value ₹33.9 Price to Book Value 2.11 The asset quality ratios demonstrated an improving trend with GNPA at 3.46% and NNPA at 1.73% respectively. .)

Banking 97

Banking Retail Communication Assets 97

Trade Brains

OCTOBER 13, 2023

Price to Book Value 0.48 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

Darrow Wealth Management

FEBRUARY 13, 2025

Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products.

Fee Only 53

Fee Only Financial Advisor Financial Planner Certified Financial Planner 53

The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry.

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

DECEMBER 14, 2023

The Company earns most of its revenue from the Financial Services and insurance industries (29.8%), followed by Retail (14.5%) and Communication (12.3%). Price to Book Value 7.42 Price to Book Value 2.13 RoA (%) 2.07% Promoter Holding (%) 0% FII Holding (%) 52.10% GNPA (%) 1.12% Price to Book Value 2.92

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

FEBRUARY 26, 2023

Book Value ₹185 Debt to Equity 0.00 Price to Book Value 4.09 Book Value ₹50 Debt to Equity 0.53 Price to Book Value 16.90 Net Profit Margin 18% Operating Profit Margin 24% Founded in 2011 by Ashok Soota, Happiest Minds is an IT solutions & services company. and price to book value ratio of 18.2.

Retail 98

Retail Manufacturing Insurance Sales 98

The Big Picture

MARCH 4, 2025

And at the same time, we are often working with our asset management colleagues when companies have, you know, large cash balances that they need to invest and our private banking colleagues. I’ll speak for, you know, financial services specifically. I finished Chasing Hope, the Nicholas Christoff book.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

DECEMBER 24, 2023

The stock presently trades at an attractive price-to-book value ratio of 1.58 Price to Book Value 1.58 Price to Book Value 1.15 Also, the stock trades at a low Price Book Value of 1.01x. Price to Book Value 1.01 Price to Book Value 1.01 Price to Book Value 1.07 Price to Book Value 1.07

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

Trade Brains

APRIL 11, 2023

Started in 2008, the company’s objective is to solve the problems of small B2B agents by providing them with a one-stop platform to make all their bookings. It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. crores, Geojit Financial Services is a small-cap company.

Retail 94

Retail Government Distribution Financial Services 94

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. 00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company.

Math 130

Math Management Insurance Assets 130

Trade Brains

MAY 17, 2024

We will also understand the amount of assets it manages and use industry specific ratios to better analyse the Company. Chola initially commenced business as an equipment financing company which has now transformed into a comprehensive financial service provider. Lakh Cr worth of Assets under Management (AUM).

Investments 59

Investments Investing Planning Assets 59

Trade Brains

MARCH 20, 2024

The current order book of the Company stands at Rs. To push the infrastructure development, the government has also announced higher budgetary allocation, various arrangements for raising funds through a road asset monetization plan and converting NHAI’s existing InvIT into a public one is also planned. Cr Fresh Issue Rs.130.20

Government 105

Government Transportation Planning Investing 105

Carson Wealth

JANUARY 16, 2024

The Carson Quilt Chart Just like that, another year is in the books. An unloved asset class for all of 2022 and most of 2023, the broad aggregate bond index was negative for the year as recently as the beginning of November, only to rally 8.5% The chart below is our version of the industry staple Quilt Chart of asset class returns.

Investments 96

Investments Investing Marketing Marketing 96

Trade Brains

OCTOBER 4, 2022

Established in 1994, HDFC Bank is India’s largest private sector bank in terms of asset size. It has a stellar asset quality with gross NPAs at only 1.17% of gross advances and net NPAs at only 0.32% of the net advances. Book Value (Rs.) Price to Book 3.32 Book Value (Rs.) Price to Book 7.08

Banking 52

Banking Manufacturing Pharmaceutical Financial Services 52

Trade Brains

SEPTEMBER 14, 2023

Price to Book Value 3.79 Aster DM Healthcare is a leading provider of healthcare services in the Gulf Cooperation Council (GCC) and India. Price to Book Value 11.02 Price to Book Value 3.97 crore with a net interest margin (NIM) of 8% and return on assets (RoA) of 3.16% respectively. Price to Book Value 15.01

Healthcare 59

Healthcare Financial Services Manufacturing Banking 59

Trade Brains

FEBRUARY 2, 2024

High FII Holding Stocks Under Rs 1000 High FII Holdings Stocks Under Rs 1000 #1: Max Financial Services Ltd. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. Price to Book Value 8.95 Five Star has been dealing in specialized financial services. Price to Book Value 4.5

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Trade Brains

NOVEMBER 8, 2022

The company has 100% in-house sourcing, robust risk management, and a comprehensive credit assessment and collections framework, leading to good asset quality. The company has access to diverse and cost-effective long-term financing with a conservative to managing assets, liabilities, and liquidity.

Management 98

Management Risk Management Sales Financial Services 98

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investing Investments Valuation 162

Indigo Marketing Agency

MARCH 12, 2020

My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planner 52

Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 Price to Book Value 6.78 Price to Book Value 1.81 Price to Book Value 1.81 Kotak offers banking products and financial services in consumer Banking, Commercial Banking, and Asset Reconstruction. It is into managing alternative assets for fellow HNI investors.

Banking 59

Banking Financial Services Consulting Retail 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. FMV calculates the difference between a company’s assets and liabilities, adjusted for share value. Tax implications differ for unlisted shares.

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Trade Brains

JUNE 7, 2023

Best Mid Cap Dividend Stocks : Every investor has one goal when investing in an asset – To receive a decent return on their investment. Financials Of NMDC CMP ₹ 106 Market Cap (Cr.) ₹ 31,314 EPS ₹ 19.1 Book Value ₹ 77.2 Promoter Holding 60.8 % Price to Book Value 1.53 Financials Of SAIL CMP ₹ 82.2

Financial Services 52

Financial Services Government Sales Investments 52

Trade Brains

DECEMBER 15, 2022

KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. The company provides comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate issuers across asset classes in India. Morgan India Private Limited.

Compliance 52

Compliance Financial Services Assets Sales 52

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. It offers various services across various asset classes, including equity, fixed-income, and derivative securities. Financial services became the backbone of India’s growth.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. NNPA (Net Non-Performing Assets) in FY24 stood at 3.16% compared to 3.14% in FY23.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

SEPTEMBER 21, 2023

LIC is a key player in the Indian equities market due to its enormous financial assets and long-standing position in the country’s financial system. As of June 2023, the company’s Assets Under Management Stood at 46.11 All customer segments can choose from a broad range of financial services provided by the Bank.

Insurance 59

Insurance Banking Manufacturing Government 59

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Management 162

Management Investing Investments Portfolio 162