The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

Investments 296

Investments Investing Valuation Portfolio 296

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Harness Wealth

MARCH 27, 2025

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. The secondary market involves several key transaction types as well as participants. What are the tax implications of secondary transactions?

Taxes 52

Taxes Tax Planning Assets Compliance 52

The Big Picture

MARCH 6, 2025

Point one, it’s not single family home sales prices. And the reason it’s that is because part of buying a house is a financial asset. The stock market. Other financial markets can influence those two things, partly through the wealth effect. It’s owner equivalent rent. Plus rents.

Economy 162

Economy Economics Food Banking 162

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

MarketWatch

MARCH 21, 2023

The S&P 500 on Tuesday posted its highest close since the collapse of Silicon Valley Bank earlier this month, which sent shockwaves through financial markets and raised concerns about the stability of the U.S. banking system. The Dow Jones Industrial Average DJIA rose 1% Tuesday, while the Nasdaq Composite Index COMP swept to a 1.6%

Banking 75

Banking Financial Market Sales Assets 75

Trade Brains

SEPTEMBER 28, 2023

Landmark Cars offers after-sales service, pre-sales consultant, roadside assistance, insurance, and easy financing options. Top Indian Stocks Held By Societe Generale #2 – Landmark Cars Since its conception in 1998, Group Landmark has grown to become India’s premier dealer for high-end and luxury vehicles.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Darrow Wealth Management

NOVEMBER 20, 2023

Particularly for individuals who are holding a lot of cash or have proceeds from a windfall such as the sale of a business, a multi-year Roth conversion strategy is worth considering. If you have a large pool of pre-tax assets, when RMDs kick in you could have little protection against the highest tax brackets.

Retirement 103

Retirement Distribution Taxes Accounting 103

Trade Brains

JUNE 23, 2023

Dividend stocks are assets that satisfy investors by regularly rewarding them with dividends. But not every valuable asset needs to be expensive or break the bank, especially not if you’re an investor. The company’s net profits have fallen significantly year on year, despite strong sales from the company. Stock P/E 10.1

Government 98

Government Distribution Sales Marketing 98

Trade Brains

MAY 23, 2023

While the balance was led by the AI division contributing to 65% and 35% of the sales and profits respectively. Overseas sales accounted for 30% of the total sales in FY22. Recently, the company entered the Fluoro Speciality Intermediates market by acquiring a company’s assets in Italy. 7,200 EPS ₹5.96

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

DECEMBER 21, 2023

Net Gains from sale of Investments contributed to about 23.65% of revenue, while Interest Income contributed to 13.6%. As of March 31, 2023, it had assets worth Rs. The reason for the decrease came as a result of a 23.68% fall in Dividend Income, which contributes to 91.67% of Net Sales. 254 Cr in FY22 to Rs. 278 Cr in FY23.

Engineering 101

Engineering Investing Investments Sales 101

Trade Brains

APRIL 25, 2023

Sales of the company have barely moved in the past 5 years. That’s a meager sales growth of 2.73 For the financial year ending March 2022, IEX reported revenues of ₹426 crores, and an all-time high OPM of 86 percent, translating to a net profit of ₹303 crores. Sales, OPM, and net profits are all showing an upward trend.

Engineering 97

Engineering Pharmaceutical Sales Food 97

Trade Brains

JANUARY 26, 2024

Its operations cover most of the real estate development, including planning, execution, marketing, management, maintenance, and sales. 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

Trade Brains

OCTOBER 5, 2023

Furthermore, 81.20% of this revenue was derived from domestic sales and 12.80% was derived from exports. Margin Analysis While both the operating profit margins and net profit margins of the company declined until the Covid pandemic, these margins increased in the following financial years. Stock P/E 11.62 RoCE (%) 28.82

Planning 105

Planning Manufacturing Assets Distribution 105

Trade Brains

DECEMBER 15, 2022

It is looking to raise Rs 1,500 Crores, the whole of which will be an offer for sale. 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. Offer for Sale (OFS) ₹1,500 Crore.

Compliance 52

Compliance Financial Services Assets Sales 52

Trade Brains

SEPTEMBER 26, 2024

National Stock Exchange of India Limited is set to launch an IPO through an offer for sale of 11,14,11,970 equity shares, each with a face value of ₹1. The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets. DotEx International Limited distributes real-time market information.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

JULY 6, 2022

Why Do We Have a Stock Market? A stock is a type of security that represents an individual’s ownership in a company and a stock market is a place where an investor can buy and sell ownership of such assets. Also read: What is Bull and Bear market? Stock Market Basics. Image credits: 5paisa.com ).

Economy 98

Economy Marketing Marketing Economics 98

Trade Brains

JULY 5, 2023

Best Dividend Stocks Under Rs 200 : Investor has any one of the motives while investing in an asset, it is either capital appreciation or a way of earning a passive income from the asset you have invested in. Face Value ₹ 5 If we take a glance at the financials of the company, we can see that the company reported a total revenue of Rs.

Engineering 96

Engineering Manufacturing Marketing Marketing 96

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.

Investing 105

Investing Investments CFP Wealth Management 105

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. What percentage of the assets are in ETFs relative to mutual funds?

Clients 162

Clients Investing Investments Management 162

Trade Brains

JANUARY 21, 2024

It should be noted that Jupiter Wagons remained a standalone company from FY19-21, hence its financials & metrics are reported in Standalone numbers. Fiscal Year Net Sales (In Crores) Net Profit (In Crores) 2023 ₹2,073.33 ₹120.67 These assets collectively represent 43% of the Company’s total assets. 2021 ₹364.54 ₹12.30

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Trade Brains

APRIL 23, 2023

TCPL reported a net profit of Rs 1,015 crore on sales of Rs 12,425 crore in FY22. In addition to banking services, Axis offers investment banking, broking, and asset management services through its various subsidiaries. and a return on assets of 1.8%. 620,000 EPS ₹45.80 Stock P/E 19.4 Promoter Holding 0.0% Book Value ₹262 NIM 4.0%

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Trade Brains

JANUARY 17, 2024

The segment is growing robustly on the back of strong market acceptance, synergies from a deep distribution network of other product categories, and premium quality offerings. The business handles both manufacturing and distribution using an asset-light model. merged on January 1, 2024.

Food 105

Food Distribution Pharmaceutical Portfolio 105

Trade Brains

DECEMBER 24, 2023

The Company earns 11.66% of its revenue from the sale of products while the remaining 88.34% is from the sale of services. Interest Income and Sale of Shares constitute 29.2% The Company is registered with RBI as a Non-Systemically Important Non-Deposit-taking Financial Company, as it has assets under Rs.

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

Sara Grillo

OCTOBER 31, 2022

If they tell you they charge a percentage of assets under management, and you see that they also charge commissions, that should indicate that they either weren’t be that honest intentionally or weren’t careful about how they explained their fees to you, both of which are of concern.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Trade Brains

JUNE 9, 2023

High Net Profit Margin Companies In India : When companies report their annual earnings, they highlight a few factors above others – Revenues, sales growth, and net profits. The company’s slightly fallen in sales, margins, and net profits over the years. trillion rupees in assets under management (As Of Mar 31, 2023).

Certification 52

Certification Assets Sales Management 52

Trade Brains

AUGUST 28, 2023

Talking about its financials, NHPC earned a net profit of Rs 3.889.98 crore on sales of Rs 10,607.4 High Promoter Holding Stocks under Rs 50 #2 – Ujjivan Small Finance Bank Particulars Amount Particulars Amount CMP ₹49 Market Cap (Cr.) During this period, its asset quality improved significantly with GNPA coming down to 2.6%

Banking 111

Banking Financial Services Government Manufacturing 111

Trade Brains

JULY 11, 2024

They also get a chance to enter the Sri Lankan market through the sea route as well. Ambuja also plans to leverage PCIL’s assets and resources to increase the cement capacity through additional investments and debottlenecking.

Distribution 98

Distribution Marketing Marketing Transportation 98

Trade Brains

SEPTEMBER 20, 2024

This restructuring brings minority shareholders closer to airport assets and cash flows. Asset Wise Performance – (Airport Revenue Diversification and Growth) Non-Aeronautical Sources Drive Profitability Delhi and Hyderabad airports leveraged diverse non-aero revenue streams to boost profitability. Delhi saw a 12.8%

Management 111

Management Retail Marketing Marketing 111

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Credit Manager: Credit managers are professionals responsible for overseeing and supervising credit assets within an organization.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Trade Brains

JUNE 11, 2023

Market Cap (Cr) Rs 41,714.67 The company is mainly engaged in the sale of hydroelectric power in bulk to various power utilities. As far as the financials of the company is concerned, it has grown at a fast pace. As far as the financials of the company is concerned, it has grown at a fast pace. CMP (in Rs.) EPS (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

The Big Picture

JULY 19, 2022

Michael Lewis’ Liar’s Poker’s good guys was one of my sales contacts there. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. So, that relationship actually already started when I was a portfolio manager, right? RITHOLTZ: Really?

Investing 130

Investing Investments Valuation Portfolio 130

Trade Brains

MAY 16, 2024

They strengthened the balance sheet by restructuring the debt through Asset Reconstruction Companies. This increase happened because of the highest ever 9 months sales in ductile iron pipes. In FY 23, JBIL maintained favorable financial metrics with a Return on Equity (ROE) of 10.39% and a Return on Capital Employed (ROCE) of 18%.

Manufacturing 105

Manufacturing Planning Transportation Economics 105

Brown Advisory

JUNE 2, 2016

They want banks to shift money away from central banks and into longer-term assets, thereby reducing rates on a broad range of securities including mortgage bonds and corporate debt. Indeed, a slump in retail sales in Europe suggests that negative rates are crimping spending. But there is a risk of backfire.

Banking 52

Banking Economics Communication Assets 52

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 market share of 11.2% 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. Bajaj Finserv is a debt-free company with assets under management of Rs.

Banking 52

Banking Manufacturing Pharmaceutical Financial Services 52

Validea

AUGUST 7, 2024

The financial markets have been experiencing significant turbulence recently. stock market saw steep losses, with the Nasdaq and S&P 500 each falling by over 3% and the Dow Jones Industrial Average dropping by 2.6%. Key strengths include: Large market capitalization of $295.7 On Monday, the U.S.

Marketing 52

Marketing Marketing Financial Advisor Manufacturing 52

Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), or downturn in the financial markets that could occur at any time is just common sense. Markets don’t just go up. Consider U.S.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52