Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! Thats where Indigo Marketing Agency comes in.

Communication 69

Communication Financial Advisor Marketing Marketing 69

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Workable Wealth

SEPTEMBER 30, 2020

In part one, we introduced the concept of financial markets and discussed their broad reach. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. What is your portfolio? Breaking Down a Portfolio. In part two, we looked at the U.S.

Portfolio 52

Portfolio Investments Investing Government 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Trade Brains

OCTOBER 15, 2024

The decision to simplify weekly options trading by focusing on the Nifty 50 index aims to enhance market stability and reduce speculation. By limiting the number of weekly expiries, exchanges hope to create a more balanced derivatives market, leading to better price discovery and less manipulation.

Financial Market 52

Financial Market Financial Services Marketing Marketing 52

Trade Brains

JULY 9, 2023

These financial apps help the traders to stay informed and ready all the time. From checking the real-time streaming market price of the stock, making a virtual portfolio, drawing stock charts, following market trends to tracking your portfolio; everything is now accessible from your smartphone or tablet.

Marketing 98

Marketing Marketing Valuation Portfolio 98

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments.

Taxes 52

Taxes Tax Planning Assets Compliance 52

BlueMind

NOVEMBER 24, 2022

On top of that, you will be required to adapt quickly to the unique working environment, meet high expectations, and be well informed about the constantly evolving and fluctuating financial market. The study further supports that one of the contributors to the growth of the RIA industry is the growing number of affluent investors.

Clients 98

Clients Insurance Financial Advisor Assets 98

Nationwide Financial

OCTOBER 10, 2022

Among financial professionals, the swing away from optimism was even more dramatic. In 2022, that number dropped 15 percentage points to 48%. Lately, investors have coped with volatile swings in the stock and bond markets, which can dampen optimism and contribute to heightened anxiety.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Trade Brains

NOVEMBER 4, 2023

Algo trading, also known as Algorithmic trading, is a method of providing a set of predefined rules to a computer program to execute trades in the financial market. In addition to this, it offers other services such as portfolio management, consultancy, etc. ODIN ODIN is a one-stop solution for financial market trading.

Assets 111

Assets Planning Financial Market Retail 111

Trade Brains

JUNE 12, 2023

Monitor your portfolio and track profit/loss. At TrakInvest, you can also track other traders and dig deeper into their trading activity (portfolio) where you can replicate their trades using the ‘Copy Trade’ facility. On registration, you’ll get virtual cash of Rs 1,000,0000 to create your portfolio. New to stocks?

Accounting 105

Accounting Portfolio Investments Investing 105

Trade Brains

AUGUST 24, 2024

BSE also maintains various market indices, including the benchmark SENSEX, which tracks the performance of 30 financially sound companies across key sectors. Number of Stocks Listed on BSE As of 2024, the BSE lists 5,309 companies. However, BSE leads in the number of listed companies.

Electronics 52

Electronics Numbers Economics Risk Management 52

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 163

Clients Investments Investing Management 163

Steve Sanduski

AUGUST 4, 2022

Charles Schwab just released their 2022 RIA Benchmarking Study and I decided to crunch the numbers and see what the data shows. In other words, essentially all the revenue growth for RIA firms in the Schwab study over the past five years was simply due to growth in the financial markets. Crunch the Numbers.

Math 52

Math Portfolio Numbers Financial Market 52

Trade Brains

SEPTEMBER 2, 2024

By December 2023, NSE’s market capitalization reached an impressive $4.3 trillion, solidifying its position as a major player in global financial markets. NSE operates as India’s leading stock exchange, facilitating the trading of various financial instruments. What does NSE do?

Electronics 52

Electronics Financial Market Portfolio Marketing 52

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. 1 The financial markets are where we allocate our savings. stock market return you have to be willing to endure 2.5X

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Trade Brains

JULY 27, 2022

The company offers a comprehensive portfolio of ICT solutions for businesses in India under the brand name Tata Tele Business Services (TTBS). Further, it offers services like connectivity, collaboration, cloud, SaaS, security, IoT, and a wide range of marketing solutions. It was incorporated in 1995. In Closing.

Communication 113

Communication Engineering Media Government 113

Good Financial Cents

JANUARY 11, 2023

Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. Chief Financial Officer. Financial Analyst.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. Monthly job growth numbers can be noisy, and so the three-month average is helpful to review.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

OCTOBER 21, 2023

What is Bull Call Spread Strategy: Trading options can be highly profitable in financial markets, but it can also be challenging. Fortunately, there are numerous option strategies that can increase our chances of success. One such strategy is the Bull Call spread. But, it should be done in equal proportions.

Risk Management 105

Risk Management Financial Market Numbers Marketing 105

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investments 130

Investments Investing Valuation Portfolio 130

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. 1 But as the market ups and downs that began back in 2020 have persisted, there are forces of human nature that can cause clients to act rashly.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Trade Brains

NOVEMBER 17, 2023

As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit (Cr.) 2022-23 350.96 2021-22 161.5 2020-21 12.98 -2.37 2019-20 5.68 -3.18 2018-19 7.04 -1.87 in FY23 as compared to 34.08% in FY22. What would your views on the current P/E on the stock?

Government 115

Government Engineering Distribution Planning 115

Trade Brains

DECEMBER 21, 2023

Best Small Cap Stocks with High Net Profit Margin : Investing in the Stock Market can be quite a tricky business. The number of ratios to analyze & compare with peers can be quite overwhelming, Isn’t it? TICL currently manages a portfolio of 87 Companies worth Rs. Our pick would be Net Profit Margins. 254 Cr in FY22 to Rs.

Engineering 101

Engineering Investments Investing Sales 101

Trade Brains

SEPTEMBER 24, 2023

RIR’s product portfolio includes low-power to high-power devices and IGBT Modules that find applications in Welding, elevators, Battery Charges, Railways, Medical equipment, etc. Hence, for fair Comparison, we have taken only standalone numbers for RIR, excluding numbers of the said subsidiary.

Electronics 111

Electronics Manufacturing Planning Engineering 111

Trade Brains

SEPTEMBER 26, 2024

Growth potential: With a solid growth history, NSE is well-positioned to capitalize on India’s expanding economy, which promises significant opportunities for further financial market expansion. The total number of shareholders is 15,596, with 14,030 being public shareholders. Comment below.

Compliance 90

Compliance Banking Management Risk Management 90

Good Financial Cents

DECEMBER 26, 2022

Roth IRAs have a number of benefits, including: Tax-free growth: The money in your Roth IRA grows tax-free, which can result in a larger balance over time. Bonds: You can invest in individual bonds or bond mutual funds that hold a diversified portfolio of bonds. What are The Benefits of a Roth IRA?

Retirement 85

Retirement Taxes Risk Tolerance Accounting 85

Trade Brains

OCTOBER 8, 2023

IRB has one of the highest FII holdings with numbers as of June 30, 2023, coming around 48.37%. Vikas Ecotech is expanding its business and product portfolio and has added many consumer products to its portfolio such as Steel Pipe Fittings, and MDPE Pipes specialized in transporting Gas. Let us know in the comments below.

Banking 105

Banking Manufacturing Pharmaceutical Portfolio 105

Trade Brains

SEPTEMBER 20, 2024

As India’s largest and the world’s second-largest private airport operator, they manage an impressive portfolio of nine airports. The company is trying to increase the connectivity of the airport by adding a higher number of airline carriers to make it one of the well-connected airports in Southeast Asia. Comment below.

Management 111

Management Retail Marketing Marketing 111

Trade Brains

JUNE 15, 2023

As of September 2022, the total number of ATMs in India reached 217,308 out of which 49.81% are in rural and semi-urban areas. As of June 01, 2022, the number of bank accounts—opened under the government’s flagship financial inclusion drive ‘Pradhan Mantri Jan Dhan Yojana (PMJDY)’—reached 45.60 crore earned in 2021-22.

Banking 98

Banking Government Accounting Numbers 98

Workable Wealth

JUNE 24, 2020

While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . But you can’t do that without a clear understanding of what the financial market is, how it operates, and strategies to approach it. stock market.

Investments 52

Investments Investing Marketing Marketing 52

Trade Brains

JUNE 5, 2023

Financial Year Net Worth RoE / RoNW 2023 TBA TBA 2022 3,858 15.8 It has maintained its debt-free status for a considerable number of years. Conclusion The investors seem to be adding Mazagon Dock stock to their portfolios because of the recent realisations, strong order book and CAPEX & R&D developments. 2021 3,432 15.0

Planning 97

Planning Government Sales Portfolio 97

Trade Brains

AUGUST 14, 2023

Over the last decade, AIL has evolved from an Indian company serving global markets to a global company choosing to manufacture out of India. The company ranks first to fourth globally for 75% of its portfolio and it is a “Partner of Choice” for a variety of major global and domestic customers.

Pharmaceutical 97

Pharmaceutical Planning Manufacturing Electronics 97

Yardley Wealth Management

MAY 18, 2022

Big picture, we are continuing to deploy the same core principles we use to help people invest across time and through various market conditions. inflation from 1927–2020. Bottom line, it had not.

Investments 52

Investments Investing Economics Portfolio 52

Brown Advisory

DECEMBER 2, 2015

During periods of market volatility, investors overly focused on shortterm gyrations in stock prices may fall prey to emotional swings that can ultimately prove more detrimental to their financial wellbeing than a bear market. Set hard numbers. Use the “Three Bucket” approach to ensure balance in a portfolio.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

WiserAdvisor

DECEMBER 15, 2023

It also ensures that your portfolio caters to your risk appetite, irrespective of whether you are risk-averse or risk-tolerant. These professionals also go beyond the numbers and charts and educate you about investing. They break down complex concepts and equip you with the knowledge needed to invest in financial markets.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59