Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

Banking 59

Banking Financial Services Consulting Retail 59

Trade Brains

JULY 31, 2022

Kotak is one of India’s leading diversified and integrated financial services conglomerates. Its services include s banking (consumer, commercial, corporate), credit& financing, asset management, life and general insurance, stockbroking, investment banking, wealth management, microfinance, and asset reconstruction.

Banking 52

Banking Retail Assets Financial Services 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And at the SAC Capital, it was all about risk management. RITHOLTZ: Right.

Assets 174

Assets Management Marketing Marketing 174

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’s client-centric approach offers a comprehensive suite of wealth management solutions. Particulars Amt Particulars Amt CMP 4,943.10 TTM) 30.78

Wealth Management 40

Wealth Management Management Planning Financial Services 40

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. BITTERLY MICHELL: … risk management. I’m talking about diversified financial services. RITHOLTZ: Right.

Clients 300

Clients Wealth Management Banking Investments 300

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I hope you’ll at least join my weekly newsletter about financial advisor lead generation. Derek Robinett is a well-educated, experienced financial executive.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Fortune Financial

AUGUST 7, 2023

Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Fortune Financial: Your Partner in Alternative Investments When venturing into the world of alternative investments, having a trusted partner by your side can make all the difference.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Commercial properties, such as office spaces or retail buildings, can offer higher potential returns. Fortune Financial: Your Partner in Alternative Investments When venturing into the world of alternative investments, having a trusted partner by your side can make all the difference.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. One, we invest in the business to better serve you, right, so better digital experience, if you’re a retail investor, more services for advisors. So we serve financial advisors.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio 52

Portfolio Risk Management Management Commission 52

Trade Brains

MAY 25, 2023

Zerodha has over +1 Crore clients and contributes to over 15% of daily retail trading volumes across NSE, BSE, MCX. Zerodha Brokerage Charges Zerodha offers trading services to buy and sell stocks, futures & options in equities, commodities, and currency segment. Zerodha is a zero-debt financial services company.

Investing 98

Investing Investments Accounting Education 98

The Better Letter

JANUARY 26, 2024

As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. Accordingly, performance-chasing is widespread, among both retail and institutional investors. And oh how we want deliverance from our fears.

Assets 105

Assets Valuation Management Marketing 105

SEI

SEPTEMBER 6, 2022

Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. By issuing a token, a startup project can now tap into a larger pool of investors—beyond the traditional VC fund—including, for the first time, the retail investor. Ventures (US).

Assets 52

Assets Investing Investments Government 52

The Big Picture

APRIL 18, 2023

There’s definitely been proof of concept for large scale institutional investors and even retail investors, that we can produce sustainable, predictable, above public market returns. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams.

Assets 163

Assets Investing Investments Valuation 163

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? It had gone from a fairly, fairly heavy retail business to a very institutional business.

Taxes 281

Taxes Banking Clients Management 281