B2B Financial Services Planning 
Trade Brains
NOVEMBER 24, 2023
We will take a look at the overview, financials, and future plans of CE Info Systems. In FY2023, they added over 250+ clients in B2B and B2B2C segments and over 850+ clients across various industries, with a retention ratio of more than 90%. Financial Year D/E Interest Coverage 2022-23 0.03 2020-21 0 32.21 2019-20 0 12.14
Indigo Marketing Agency
DECEMBER 19, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
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Trade Brains
APRIL 19, 2023
Now we’ll study its various businesses in the next section of our fundamental analysis of RIL Business Segments The conglomerate groups its various businesses into five major segments: retail, digital services, oil to chemicals, oil & gas exploration, financial services, and others. via B2B and B2C channels both.
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 provides a wide array of products and services such as the distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.
Trade Brains
OCTOBER 12, 2023
The Indian government has raised the FDI limit in the e-commerce marketplace model to 100% for B2B models to attract more foreign players. With plans to open two stores outside India, WomenCart is not only growing its core business but also venturing into new markets and adjacent categories. times increase from the previous year.
Harness Wealth
DECEMBER 14, 2022
As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.
The Big Picture
MAY 7, 2024
And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. And so they have done that and they’re a B2B company right now.
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