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. Cr Fresh Issue Rs. 2 Price Band Rs.

Distribution 64

Distribution License Government Management 64

Trade Brains

JULY 4, 2024

Nuvama Wealth Management – Company Overview Nuvama Wealth Management headquartered in Mumbai, acts as a key player in the Indian financial services industry. Nuvama has evolved from its roots as Edelweiss Securities Limited to become a diversified financial service provider, catering to a wide range of clients across the country.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

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. Jana is a digitalized bank : The majority of the bank’s services are available in digital form to customers.

Banking 59

Banking Assets Accounting Portfolio 59

Trade Brains

MAY 9, 2023

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. The Gujarat government company is one of the largest CGD players in the country with a licensed area of 1,75,700 sq. 17 Mahindra & Mahindra Financial Services Ltd. 19 REC Ltd.

Banking 52

Banking Healthcare Distribution Engineering 52

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

JANUARY 16, 2023

In addition to producing vehicles, M&M is also engaged in the business of vehicle financing through its subsidiary Mahindra & Mahindra Financial Services. In the late 1950s, it obtained a manufacturing license and started producing scooters. RE has more than 2,100 retail outlets across India with 3 production facilities.

Manufacturing 52

Manufacturing Sales Engineering Retail 52

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

MAY 30, 2023

Because then I knew what the wholesale rate was and the retail rate. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. “Yes, I want to do the stocking.”

Banking 146

Banking Economics Business Planning Economy 146

James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. The National Bureau of Statistics reported that the sub-index that measures services fell to 48.9 Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

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). in constant currency terms.

Recruitment 102

Recruitment Startup Engineering Education 102

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. L&T Technology Services Ltd.

Consulting 52

Consulting Marketing Marketing Engineering 52

The Big Picture

SEPTEMBER 5, 2023

MILLER: And my wife always kids me about being overly eager to pay full retail. 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.

Sales 130

Sales Numbers Marketing Marketing 130

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 has over +1 Crore clients and contributes to over 15% of daily retail trading volumes across NSE, BSE, MCX. Zerodha is a zero-debt financial services company.

Investing 98

Investing Investments Accounting Education 98

ClearMoney

DECEMBER 5, 2021

The UK Financial Conduct Authority cited a number of concerns as it prohibited the sale of “cryptoasset” investment products to retail investors last year. The financial services industry has a long tradition of innovation, and cryptocurrency and the technology surrounding it may someday prove to be a historic breakthrough.

Commission 52

Commission Retail Sales Distribution 52

The Big Picture

APRIL 25, 2023

RITHOLTZ: The Bureau of Business Prevention is how the retail brokers used to describe compliance. 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.

Compliance 159

Compliance Clients Wealth Management Management 159

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80