Consulting and Investment Advisor - Financial Advisor Source

How Many SEBI-Registered Research Analysts and Investment Advisors Are There in India?

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). In fact, the number of registered RIAs appears to be declining.

Investment Advisor

Investment Advisor Investing Investments Numbers

MiB: Meir Statman on the Intersection of Finance & Life

The Big Picture

AUGUST 9, 2024

Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations.

Financial Advising

Financial Advising Wealth Management Portfolio Management Investment Advisor

RIA Roundup: Retirement Plan Biz Brings $5.6B AUM to OneDigital Investment Advisors

Wealth Management

APRIL 14, 2023

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

Retirement Planning

Retirement Planning Retirement Investment Advisor Planning

Webinars

Back to Basics with Reconciliations

Less Stress, More Success: Accounting Best Practices & Processes for 2025

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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Do What You Say You Will and Be Who You Say You Are

NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm.

License

License Wealth Management Investment Advisor Education

Is India planning to ban cryptocurrencies?

Trade Brains

OCTOBER 28, 2024

Moreover, extensive consultations with key regulatory bodies have highlighted risks associated with digital currencies. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. appeared first on Trade Brains.

Planning

Planning Government Consulting Banking

Indian IT companies Like TCS and Infosys are Outshining Accenture in 2024

Trade Brains

OCTOBER 18, 2024

As a global leader in consulting and technology services, Accenture’s performance often signals trends that ripple through the sector. Indian IT giants like Tata Consultancy Services (TCS) and Infosys closely watch Accenture’s results to gauge market conditions and client spending patterns.

Consulting

Consulting Investment Advisor Investing Investments

Will Rise in Zinc Prices Benefit Hindustan Zinc’s Future Performance?

Trade Brains

OCTOBER 23, 2024

The company has engaged international consultants to develop mine expansion strategies. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. appeared first on Trade Brains.

Consulting

Consulting Distribution Planning Investment Advisor

Drone stock in focus after signing MoU with JK group for geospatial data services

Trade Brains

NOVEMBER 4, 2024

This microcap Drone company, which is engaged in manufacturing and provides training of Drones is in focus after signing an MoU with Saptrishi Consultancy Services (JK Group) for Geo-Spatial Drone Data Services. Investors must therefore exercise due caution while investing or trading in stocks. 220 per share, which is 0.27

Consulting

Consulting Manufacturing Investment Advisor Investing

Navratna defence stock jumps 6% after reporting 38% increase in net profit

Trade Brains

OCTOBER 25, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Electronics

Electronics Communication Investment Advisor Consulting

How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

NOVEMBER 4, 2024

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

Financial Advisor

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only

Microcap Stocks to Benefit from Indian Nuclear Power Push

Trade Brains

OCTOBER 22, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing

Manufacturing Engineering Government Clients

Fundamentally strong IT stock jumps 3% after net profit increases by 39% YoY in Q2

Trade Brains

OCTOBER 24, 2024

License & Cloud fees contribute around 12 percent, Maintenance Fees contribute 34 percent and Consulting Fees contribute 54 percent in Q2FY25. The company specializes in software for retail, corporate, and investment banking, along with consulting and outsourcing services. The company also has a strong current ratio of 5.74

Financial Services

Financial Services Banking Consulting License

Drone stock jumps 9% after it partners with Krattworks for manufacturing drones

Trade Brains

OCTOBER 23, 2024

The shares of a micro-cap company that provides supply & maintenance services, Drone operation training, and training services & management consultancy went up 9 percent in intra-day trade. Investors must therefore exercise due caution while investing or trading in stocks. 339 crore went up 9 percent in intra-day trade to Rs.144.90

Manufacturing

Manufacturing Electronics Consulting Investment Advisor

Solar stock in focus after receiving orders from Suzlon and Tata Chemicals

Trade Brains

NOVEMBER 3, 2024

They derive their revenue from the two business verticals which are the Balance of plant solutions (Engineering and consulting work) and Civil construction work (operation and maintenance) segment as of FY24. Investors must therefore exercise due caution while investing or trading in stocks. percent stake in Winsol Engineers.

Engineering

Engineering Consulting Commission Investment Advisor

Deloitte Forecast on India’s GDP; Will Indian Economy Hit $5 Trillion?

Trade Brains

OCTOBER 23, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Economy

Economy Manufacturing Economics Investing

Maharatna stock in focus after receiving LOI from Rajasthan REZ for transmission projects

Trade Brains

OCTOBER 22, 2024

The company primarily generates revenue through electricity transmission, accounting for nearly 95 percent of its income, while also providing consultancy and telecom services. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Consulting

Consulting Investment Advisor Investing Investments

PSU stocks to BUY now for an upside of more than 60%; Are you holding any?

Trade Brains

OCTOBER 23, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Electronics

Electronics Investment Advisor Consulting Investing

Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor

Financial Advisor Certified Financial Planner Financial Planner Investing

Metal stock jumps 13% after reporting 540% QoQ increase in net profit

Trade Brains

OCTOBER 22, 2024

Certified by leading global consultants like TUV and Bureau Veritas, RETL is known for its superior products, timely delivery, and competitive pricing. Written By: Nikhil Naik Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Manufacturing

Manufacturing Pharmaceutical Consulting Investment Advisor

Semiconductor stock falls 5% after company’s net profit decreases by 8.71% QoQ

Trade Brains

OCTOBER 21, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing

Manufacturing Distribution Investment Advisor Consulting

Adani Group stock falls after company’s net profit decreases by 48% YoY

Trade Brains

OCTOBER 25, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Sales

Sales Investment Advisor Consulting Investing

Penny stock jumps 11% after receiving order for the supply of VFD panels

Trade Brains

OCTOBER 28, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Engineering

Engineering Clients Investment Advisor Consulting

How to invest in real estate with only 500 rupees?

Trade Brains

NOVEMBER 6, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. The post How to invest in real estate with only 500 rupees? appeared first on Trade Brains.

Investing

Investing Investments Distribution Portfolio

Solar Stock in focus after company announces 1:10 Stock split

Trade Brains

NOVEMBER 6, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing

Manufacturing Investment Advisor Consulting Investing

Adani group stock jumps after company’s net profit increases by 660% YoY

Trade Brains

OCTOBER 29, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing

Manufacturing Management Investment Advisor Consulting

Investment Suitability does matter

Truemind Capital

FEBRUARY 8, 2024

Soon after the doctor’s consultation, the prescription started showing results. It’s always better to consult a doctor sooner than later as it could be damaging to your physical health. A fee-only financial advisor sets you in the right direction to avoid damage to your financial health. That also didn’t help.

Investing

Investing Investments Fee Only Consulting

Stocks that are currently trading in the oversold zone with RSI less than 30

Trade Brains

NOVEMBER 6, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Banking

Banking Distribution Valuation Retail

Why did RBI bring back 102 tons of gold to India and Is this a precautionary measure?

Trade Brains

NOVEMBER 4, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Insurance Coverage

Insurance Coverage Banking Economics Economy

Let a million RIAs bloom

Truemind Capital

AUGUST 9, 2024

The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients. This aligns the advisor’s interest with yours and ends mis-selling. A recent SEBI Consultation paper to ease the RIA regulation is in the right direction.

Commission

Commission Fee Only Wealth Management Investment Advisor

IT Stock jumps 5% after signing agreement with NMG Group Dubai

Trade Brains

OCTOBER 29, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Banking

Banking Compliance Sales Financial Services

Hinduja group stock falls 19% after reporting 38% QoQ decline in net profit

Trade Brains

OCTOBER 25, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Banking

Banking Retail Financial Services Assets

Stocks that manufacture cancer drugs in India; to keep on you radar

Trade Brains

NOVEMBER 4, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing

Manufacturing Pharmaceutical Planning Healthcare

Ambuja vs Ultratech; who will win the race?

Trade Brains

OCTOBER 22, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Manufacturing

Manufacturing Planning Investing Investments

IT stock jumps 5% after company’s net profit increased by 8% QoQ

Trade Brains

OCTOBER 18, 2024

This underperformance is attributed to a higher-than-expected decline in consulting and discretionary services. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Consulting

Consulting Investment Advisor Investing Investments

Why did Reliance stock fall by 50%?

Trade Brains

OCTOBER 27, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. The post Why did Reliance stock fall by 50%?

Financial Services

Financial Services Investment Advisor Planning Consulting

Will Petrol prices come down across India after OMCs hike in dealer commission?

Trade Brains

OCTOBER 29, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Commission

Commission Retail Investment Advisor Consulting

Why did Tata Consumers stock price fall by more than 8% today?

Trade Brains

OCTOBER 21, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Distribution

Distribution Food Investment Advisor Consulting

Small cap stock jumps by 5% after company’s net profit increased by 21% YoY

Trade Brains

OCTOBER 17, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Distribution

Distribution Investment Advisor Consulting Media

Is Intel on the Path to Becoming the Next Nokia?

Trade Brains

OCTOBER 29, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. appeared first on Trade Brains.

Manufacturing

Manufacturing Investing Investments Investment Advisor

Solar stock jumps 3% after receiving order from Power Grid for grid connectivity supply

Trade Brains

OCTOBER 28, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Certification

Certification Manufacturing Government Engineering

Microcap stock trades flat despite receiving order from Airport Authority of India

Trade Brains

NOVEMBER 5, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Manufacturing

Manufacturing Retail Sales Investment Advisor

Microcap stock hits 5% upper circuit after its net profit increases by 67% YoY

Trade Brains

NOVEMBER 5, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Engineering

Engineering Manufacturing Compliance Investment Advisor

Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

MARCH 18, 2024

You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. The IRS allows you to deduct capital losses on the sale of investment property. a Registered Investment Advisor.

Marketing

Marketing Marketing Taxes Economics

Agro stock jumps 16.7% after reporting robust sales in Q2

Trade Brains

OCTOBER 22, 2024

Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. The post Agro stock jumps 16.7%

Sales

Sales Investment Advisor Consulting Investing

How Many SEBI-Registered Research Analysts and Investment Advisors Are There in India?

MiB: Meir Statman on the Intersection of Finance & Life

Webinars

Trending Sources

RIA Roundup: Retirement Plan Biz Brings $5.6B AUM to OneDigital Investment Advisors

Webinars

Do What You Say You Will and Be Who You Say You Are

Is India planning to ban cryptocurrencies?

Indian IT companies Like TCS and Infosys are Outshining Accenture in 2024

Will Rise in Zinc Prices Benefit Hindustan Zinc’s Future Performance?

Drone stock in focus after signing MoU with JK group for geospatial data services

Navratna defence stock jumps 6% after reporting 38% increase in net profit

How to Find a Fiduciary Financial Advisor

Microcap Stocks to Benefit from Indian Nuclear Power Push

Fundamentally strong IT stock jumps 3% after net profit increases by 39% YoY in Q2

Drone stock jumps 9% after it partners with Krattworks for manufacturing drones

Solar stock in focus after receiving orders from Suzlon and Tata Chemicals

Deloitte Forecast on India’s GDP; Will Indian Economy Hit $5 Trillion?

Maharatna stock in focus after receiving LOI from Rajasthan REZ for transmission projects

PSU stocks to BUY now for an upside of more than 60%; Are you holding any?

Mastering Finances with a Certified Investment/Financial Advisor

Metal stock jumps 13% after reporting 540% QoQ increase in net profit

Semiconductor stock falls 5% after company’s net profit decreases by 8.71% QoQ

Adani Group stock falls after company’s net profit decreases by 48% YoY

Penny stock jumps 11% after receiving order for the supply of VFD panels

How to invest in real estate with only 500 rupees?

Solar Stock in focus after company announces 1:10 Stock split

Adani group stock jumps after company’s net profit increases by 660% YoY

Investment Suitability does matter

Stocks that are currently trading in the oversold zone with RSI less than 30

Why did RBI bring back 102 tons of gold to India and Is this a precautionary measure?

Let a million RIAs bloom

IT Stock jumps 5% after signing agreement with NMG Group Dubai

Hinduja group stock falls 19% after reporting 38% QoQ decline in net profit

Stocks that manufacture cancer drugs in India; to keep on you radar

Ambuja vs Ultratech; who will win the race?

IT stock jumps 5% after company’s net profit increased by 8% QoQ

Why did Reliance stock fall by 50%?

Will Petrol prices come down across India after OMCs hike in dealer commission?

Why did Tata Consumers stock price fall by more than 8% today?

Small cap stock jumps by 5% after company’s net profit increased by 21% YoY

Is Intel on the Path to Becoming the Next Nokia?

Solar stock jumps 3% after receiving order from Power Grid for grid connectivity supply

Microcap stock trades flat despite receiving order from Airport Authority of India

Microcap stock hits 5% upper circuit after its net profit increases by 67% YoY

Weekly Market Insights – March 18, 2024

Agro stock jumps 16.7% after reporting robust sales in Q2

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