Financial Market License Portfolio Management 
International College of Financial Planning
JUNE 14, 2023
It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.
Trade Brains
JUNE 11, 2023
With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. As far as the financials of the company is concerned, it has grown at a fast pace. CMP (in Rs.)
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Trade Brains
JULY 4, 2024
Asset Management segment Nuvama with this segment is focused on providing portfolio management services (PMS) and investment management services for alternative investment funds. They do these services to a specialized client base, to have long-term value creation and risk management.
Trade Brains
JUNE 9, 2023
IEX is licensed by the Central Electricity Regulatory Commission (CERC) for the trading of electricity, renewal energy certificates, and energy-saving certificates. Financials Of Indian Energy Exchange CMP ₹ 155 Market Cap (Cr.) ₹ 13,821 EPS ₹ 3.23 Stock P/E 47.6 ROCE 51.8 % ROE 39.4 % Face Value ₹ 1.00 Book Value ₹ 8.37
Trade Brains
DECEMBER 11, 2023
In 1959, the Bank was licensed under the Banking Companies Act, of 1949. It also provides advisory services such as Portfolio Management and Transmission Infrastructure Services. The bank was incorporated in 1931 as Travancore Federal Bank Ltd. Over the years it went on to acquire multiple distressed banks in Kerala.
The Big Picture
AUGUST 20, 2024
We were one of the last to get what’s called a value added license to the compus stat database. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Scott Salaske , CEO of Firstmetric.
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