Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. It helps them find ideal clients, build trust, and grow their business. This guide shows key strategies to build a financial advisor marketing plan. You need to create marketing strategies that match what your target audience wants.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Truemind Capital

AUGUST 12, 2023

Other Asset Classes : After a strong rally, Gold cooled off in Q1FY24 on the back of profit booking and shifting focus towards equity. Gold continues to be represented in all our client portfolios with an allocation of 10-20% depending upon risk profile and equity exposure.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

SEPTEMBER 17, 2023

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Cr Price to Book Value 5.35 Market Cap (Cr.)

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. We will also explore content marketing to help you stand out in your field. Learn how to tailor your messages for different clients. They must attract potential clients attention.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Trade Brains

NOVEMBER 11, 2023

The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. Market Cap (Cr) 45 EPS (TTM) 1.32 Price to Book Value (Rs) 0.55 Debt to Equity (%) 0 Price to Book Value (Rs) 2.33 It has 1,872 active clients.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks #1 – Elecon Engineering Company Particulars Amount Particulars Amount CMP ₹831 Market Cap (Cr.) 9,158 EPS ₹24 Stock P/E 34 RoE 21% RoCE 25% Promoter Holding 59% Book Value ₹114 Debt to Equity 0.0 Price to Book Value 6.63 Market Cap (Cr.) Book Value ₹52 Debt to Equity 0.6

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Trade Brains

JULY 28, 2023

Best Low PE Penny Stocks #1 – BN Rathi Securities BN Rathi Securities Ltd is a stock broking firm that provides integrated services including the entire spectrum of activities relating to financial market transactions. Particulars Data Particulars Data CMP (In Rs) 42 Market Cap (in Rs Crs) 35 Stock P/E 4.4 ROE (in %) 19.3

Manufacturing 97

Manufacturing Sales Financial Services Investments 97

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I think that the financial advisors are used, but not as widely used as they are in the U.S.

Clients 162

Clients Investing Investments Management 162

Trade Brains

OCTOBER 23, 2023

Market Cap (Cr) 4,651.91 Debt to Equity (%) 0 Price to Book Value (Rs) 5.1 Particulars Amount Particulars Amount CMP (Rs) 261 Market Cap (Cr) 2,608.67 Price to Book Value (Rs) 3.78 Market Cap (Cr) 1,971 EPS (TTM) 31.75 Price to Book Value (Rs) 2.57 Market Cap (Cr) 9,563.78 Its order book stood at Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Trade Brains

JANUARY 22, 2024

The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue. KPIT wants to work on its complex & critical programs to perfection, thereby delivering a Zero Defect Product to its clients.

Planning 119

Planning Engineering Manufacturing Clients 119

The Big Picture

AUGUST 8, 2022

ADMATI: So, in the book, we go through a lot of the history of banking, including the basic banking model, which is sort of it’s a wonderful life kind of 363 boring banking model and that too had a crisis in savings and loan and in many other banking crisis. Just hundreds of billions of dollars and misrepresenting their books ….

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

SEPTEMBER 10, 2024

I didn’t think I would be necessarily doing what I’m doing today, but I knew that I was gonna be interested in financial markets of some kind, and I think I probably ended up in the right place. So I would say the challenge of having those roles is that our institutional clients are much shorter term.

Valuation 162

Valuation Clients Investments Investing 162

Trade Brains

AUGUST 13, 2023

Market Cap (Cr.) Promoter Holding 31% Book Value ₹22 Debt to Equity 0.01 Price to Book Value 3.30 Best Debt Free Penny Stocks in India #2 – Rajoo Engineers Particulars Amount Particulars Amount CMP ₹53 Market Cap (Cr.) Promoter Holding 66% Book Value ₹17 Debt to Equity 0.01 Price to Book Value 2.89

Engineering 97

Engineering Manufacturing Portfolio Sales 97

Trade Brains

SEPTEMBER 7, 2022

177 Market Cap (Rs. Book Value (Rs.) Price to Book 1.2 167 Market Cap (Rs. Book Value (Rs.) Price to Book 2.9 EPL has 20 plants spread across 12 countries around the world producing 8 billion tubes every year for its 1200 clients. 149 Market Cap (Rs. Book Value (Rs.) 160 Market Cap (Rs.

Manufacturing 98

Manufacturing Financial Services Distribution Pharmaceutical 98

Trade Brains

JULY 31, 2023

Best Debt Free Large Cap Stocks #1 – Tata Consultancy Services (TCS) Particulars Amount Particulars Amount CMP ₹3,411 Market Cap (Cr.) 12,27,739 EPS ₹115 Stock P/E 28 RoE 47% RoCE 59% Promoter Holding 72% Book Value ₹247 Debt to Equity 0.09 Price to Book Value 13.40 Price to Book Value 8.58 Price to Book Value 4.94

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Trade Brains

FEBRUARY 28, 2024

Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Price to Book Value 11.65

Engineering 100

Engineering Government B2B Clients 100

Trade Brains

DECEMBER 14, 2023

The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. The Company successfully secured its first client Data Basics Corporation, in New York the same year. Market Cap (Cr.) Price to Book Value 7.42 Market Cap (Cr.) Price to Book Value 2.13 Stock P/E 17.1

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

AUGUST 11, 2023

Best Penny Stocks with High Net Profit Margin #1 – Swadeshi Polytex Particulars Amount Particulars Amount CMP ₹47 Market Cap (Cr.) EPS ₹9 Stock P/E 5 RoE 389% RoCE 482% Promoter Holding 66% Book Value ₹7 Debt to Equity 0.00 Price to Book Value 6.00 Market Cap (Cr.) Book Value ₹118 Debt to Equity 0.10

Pharmaceutical 98

Pharmaceutical Financial Services Sales Consulting 98

Trade Brains

AUGUST 28, 2023

High Promoter Holding Stocks under Rs 50 #1 – NHPC c Amount Particulars Amount CMP ₹50 Market Cap (Cr.) Price to Book Value 1.33 High Promoter Holding Stocks under Rs 50 #2 – Ujjivan Small Finance Bank Particulars Amount Particulars Amount CMP ₹49 Market Cap (Cr.) Net NPA 0.04% Price to Book Value 2.26

Banking 111

Banking Financial Services Government Manufacturing 111

Trade Brains

JANUARY 19, 2024

Market Cap (Cr.) Price to Book Value 16.92 Market Cap (Cr.) Price to Book Value 6.42 Market Cap (Cr.) Price to Book Value 19.79 Market Cap (Cr.) RoE 18.74% RoCE 20.56% Promoter Holdings 46.09% FII Holdings 20.01% Debt to Equity 0 Price to Book Value 7.17 Market Cap (Cr.) Stock P/E 84.6

Manufacturing 111

Manufacturing Taxes B2B Portfolio 111

Trade Brains

OCTOBER 4, 2023

Market Cap (Cr) 12,124 EPS (TTM) 6.16 Price to Book Value (Rs) 12.25 Market Cap (Cr) 1,587.9 Price to Book Value (Rs) 1.5 Particulars Amount Particulars Amount CMP (Rs) 182 Market Cap (Cr) 4,302 EPS (TTM) 14.22 Price to Book Value (Rs) 1.26 Market Cap (Cr) 1,387.6 Price to Book Value (Rs) 1.5

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Trade Brains

JANUARY 15, 2024

Market Cap (Cr.) RoE 30.07% RoCE 39.49% Promoter Holdings 0% DII Holdings 41.94% Debt to Equity 0 Price to Book Value 7.9 Particulars Amount Particulars Amount CMP 318 Market Cap (Cr.) Price to Book Value 9.32 Market Cap (Cr.) Price to Book Value 1.82 Market Cap (Cr.) Price to Book Value 26.49

Healthcare 111

Healthcare Manufacturing Pharmaceutical Marketing 111

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

Investments 130

Investments Investing Valuation Portfolio 130

Trade Brains

DECEMBER 24, 2023

The stock presently trades at an attractive price-to-book value ratio of 1.58 Market Cap (Cr.) ₹ 33.48 Price to Book Value 1.58 The Company’s clients include Coromandel, ArcelorMittal, Nirma, GlaxoSmithKline, Reliance & the Adani Group. Market Cap (Cr.) ₹ 141.67 Price to Book Value 1.15 Stock P/E 28.28

Manufacturing 96

Manufacturing Commission Sales Portfolio 96

The Big Picture

JULY 24, 2023

I started my career as a bank teller, but fell in love with markets. And read all the right books to get inspired. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So I’m just going, meeting clients who are also friends and doing the dinner and coming back.

Marketing 130

Marketing Marketing Economy Valuation 130

Trade Brains

OCTOBER 1, 2024

They’re also venturing into new markets, with product trials for train components starting soon. With a robust order book and growing momentum in defense applications, Amber seems well-positioned for future success. Remarkably, Kaynes has satisfied over 250 clients across three continents. in 7 Indian cities.

Electronics 98

Electronics Manufacturing Certification Transportation 98

The Irrelevant Investor

JUNE 11, 2017

Articles Your best investments are likely to be made outside of the financial markets. By Tony Isola Many advisors are no less human than their clients. By Ted Seides and David Gurfein Books When our houses gain value we highlight them as investments, but we accept them as consumption when they lose value.

Financial Market 52

Financial Market Numbers Clients Investments 52

Trade Brains

JUNE 14, 2024

It plays a crucial role in providing full service commercial banking which involves catering to retail, MSME (micro, small and medium enterprise) and corporate clients. Yes bank gave loans to corporates to whom other banks denied to give, because of this yes bank started adding bad loans on their books.

Banking 105

Banking Retail Accounting Assets 105

FMG

JULY 4, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Top Marketing Trends for Financial Advisors in 2023 via Advisorpedia In any industry, if you want to stay ahead of the curve, then it’s important that you’re keeping up with trends.

Financial Advisor 52

Financial Advisor Media Clients Planning 52

Trade Brains

SEPTEMBER 25, 2023

Best Aluminium Stocks in India Let us take a look at a few of the best Aluminium Stocks in India and learn about business along with financial position Best Aluminium Stocks in India #1 – National Aluminium Company Particulars Figures Particulars Figures CMP ₹93.6 Market Cap ₹ 17,185 Cr EPS 6.59 Market Cap ₹ 1,07,540 Cr EPS 37.52

Electronics 105

Electronics Manufacturing Sales Investments 105

Trade Brains

JANUARY 21, 2024

Jupiter’s Order book remains strongly supported by clients from across multiple industries like Commercial Vehicles, Railways, and Logistical Companies. As of FY23, the Company has a strong order book of Rs. Market Cap (Cr.) Price to Book Value 13.17 Particulars Amount Particulars Amount CMP ₹400.35 14,143 EPS ₹ 5.55

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Trade Brains

MAY 17, 2023

The company’s clients include tech giants like Microsoft, Google, and Amazon. FY 21 4228 243 14 FY 22 5553 376 21 In the financial year ending 2022, Sonata Software reported revenues of ₹5,553 crores, up from ₹4,228 crores last fiscal. It added 44 new clients during the year. Book Value ₹ 83.1 FY 19 2,960 249 12.75

Planning 98

Planning Retail Economy Taxes 98

Trade Brains

OCTOBER 13, 2023

Market Cap (Cr.) Price to Book Value 0.48 Market Cap (Cr.) Price to Book Value 0.92 Market Cap (Cr.) Stock P/E (TTM) 0 RoE 0.00% RoCE 4.49% Promoter Holdings (%) 59% FII Holdings (%) 28.15% Debt to Equity N/A Price to Book Value 42.8 Market Cap (Cr.) Market Cap (Cr.) Stock P/E (TTM) 6.67

Banking 105

Banking Financial Services License Retail 105

Trade Brains

MAY 19, 2024

GPT Infraprojects have achieved their highest ever order books in Q3FY24, which stands for 2,991 crores as of December 31, 2023. They do expect the closing order book for FY 25 to be around 4,000 crores. Their main clients in this segment are railway authorities in India and African countries. of their FY23 revenues.

Manufacturing 64

Manufacturing Transportation Government Planning 64

Brown Advisory

SEPTEMBER 21, 2022

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. 3 Source: Deutsche Boerse’s second quarter of 2022 company earnings call.

Portfolio 86

Portfolio Manufacturing Investments Investing 86

Trade Brains

NOVEMBER 2, 2023

Market Cap (Cr) 9,968.28 EPS (TTM) 100.35 Price to Book Value (Rs) 4.84 Galaxy Surfactants Limited manufactures and markets surfactants and specialty chemicals for the personal and home care industries. Market Cap (Cr) 4,076.1 Price to Book Value (Rs) 8.99 Market Cap (Cr) 4,498.1 Stock P/E (TTM) 27.92

Portfolio Analysis 64

Portfolio Analysis Portfolio Engineering Manufacturing 64

Steve Sanduski

APRIL 22, 2023

A portion of these lost assets are often offset by existing clients adding new money so now we’re down to about 2 – 4% of new revenue needed to reach breakeven. One of the beauties of the fee-based asset management model is your revenue tends to grow simply because financial markets rise over time. And that’s great.

Clients 64

Clients Distribution Assets Financial Advising 64