Trade Brains

MAY 9, 2023

Book Value ₹116 Debt to Equity 0.01 Price to Book Value 4.2 Book Value ₹91 Debt to Equity 0.05 Price to Book Value 5.0 It owns more than 27 CGD licenses and has operations in 44+ cities in six states and one Union Territory giving it a diversified footprint. Book Value ₹31 Debt to Equity 1.12

Banking 52

Banking Healthcare Distribution Engineering 52

Sara Grillo

JUNE 24, 2024

There is no securities license required to sell it. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice.

Insurance 59

Insurance Math Financial Advice Compliance 59

Trade Brains

JANUARY 16, 2023

Book Value ₹1,893 Promoter Holding 56.4% Price to Book Value 4.39 Book Value ₹406 Promoter Holding 19.4% Price to Book Value 3.04 In addition to producing vehicles, M&M is also engaged in the business of vehicle financing through its subsidiary Mahindra & Mahindra Financial Services. Book Value ₹78.8

Manufacturing 52

Manufacturing Sales Engineering Retail 52

Trade Brains

JANUARY 18, 2024

Requirement for licenses & permits: The field of business requires the Company to constantly apply for licenses on every product they sell. Weaknesses of Company Negative Cash Flows: In the last 3 Years of business operations, the Company has reported Net positive cash flow only once. Investment Rs. The Objective of the Issue Rs.

Distribution 64

Distribution License Government Management 64

Trade Brains

JANUARY 24, 2024

CAMS Insurance Repository: It provides repository services for the insurance industry. CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). Price to Book Value 4.66

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

DECEMBER 22, 2022

9) Oracle Financial Services Software Limited. Oracle Financial Services Software Ltd. OFSSL) is a major subsidiary of Oracle Corporation and specializes in providing IT solutions to the financial services industry. 10) L&T Technology Services Ltd. Company Name Net Sales. FY2022 in Rs.

Consulting 52

Consulting Marketing Marketing Engineering 52

Trade Brains

FEBRUARY 6, 2024

Notably, AU SFB and Capital SFB are the only non-NBFC-MFIs to receive an SFB license. They were authorized to operate in contiguous districts, mobilize rural savings, and promote local investments to advance financial inclusion. Key IPO Information Particulars Details IPO Size Rs. 570 Cr Fresh Issue Rs. 462 Cr Offer for Sale (OFS) Rs.

Banking 59

Banking Assets Accounting Portfolio 59

Sara Grillo

DECEMBER 12, 2022

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. For marketing tips in the transparency age….

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Tucker Advisors

SEPTEMBER 27, 2021

The one insurance company that required a bailout, AIG, suffered its heaviest losses from its financial services division, a business segment that most insurance companies do not have. For Financial Professional Use Only. Insurance-only agents are not licensed to offer investment advice. NAIC.org ( [link] ) 3.

Insurance 52

Insurance Banking Financial Advisor Investing 52

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

JUNE 2, 2022

It’s the typical financial services move of providing enough information to satisfy the minimum standard of transparency, but never going to the full extent that would enable the person to know what is really going on. #2. The consumer always deserves the complete truth – not sure we’re getting it 100% here. Are you kidding me?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Big Picture

APRIL 25, 2023

There’s not significant licensing, you know, that that takes place. RITHOLTZ: So, you mentioned Focus Financial. HAMBURGER: And you can scale it down to a single user license. Now you buy a license. HAMBURGER: You buy a single license and you log in and you start to configure it. RITHOLTZ: Meaning?

Compliance 163

Compliance Clients Wealth Management Management 163

Trade Brains

NOVEMBER 26, 2023

CAMS Insurance Repository: It provides repository services for the insurance industry. CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). Price to Book Value 14.9

Recruitment 102

Recruitment Startup Engineering Education 102

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point. Lee holds a Ph.D.

License 52

License Financial Advisor Certified Financial Planner CFP 52

The Big Picture

MAY 30, 2023

In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. He has written five books with more coming. By the way, my last book is “Up From Nothing.” But in capitalism and free enterprise, there is no rule book.

Banking 148

Banking Economics Business Planning Economy 148

The Big Picture

OCTOBER 24, 2022

I was on the road with clients and financial advisors, sometimes once a week, understanding who they were, what they were looking for from us. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments.

Portfolio 130

Portfolio Management Assets Investing 130

Sara Grillo

APRIL 10, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. Zerodha is a zero-debt financial services company. Moreover, Zerodha is partnered with Central Depository Services Limited. There is no borrowing of any kind.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. It may end up being, hopefully I’ll be able to use it in my book someday as a cover.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 12, 2022

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 JR asserts that anyone who holds themselves out as a financial planner, whether or they wear dual hats, or also are registered reps under FINRA, must follow the fiduciary standard. 4 Has the CFP Board failed to address the insurance problem – the “third hat”?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Brown Advisory

FEBRUARY 7, 2017

Funds typically maintain long and short positions, so unless the manager is extraordinarily successful in selecting individual securities, the presence of a short book will at least partially offset appreciation in the long portfolio. The HFRI Indexes are being used under license from Hedge Fund Research, Inc.,

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

Funds typically maintain long and short positions, so unless the manager is extraordinarily successful in selecting individual securities, the presence of a short book will at least partially offset appreciation in the long portfolio. The HFRI Indexes are being used under license from Hedge Fund Research, Inc.,

Investing 52

Investing Investments Management Portfolio 52