Razorpay

SEPTEMBER 17, 2024

With verticals spanning across lending, banking, investments, and personal financial management (PFM), Jupiter aims to redefine convenience for its customers. Known as the “All Things Money App,” Jupiter is committed to delivering seamless financial services in the digital age. This is where Razorpay came into play.

Bank 59

Bank Banking Financial Services Insurance 59

Wall Street Mojo

FEBRUARY 9, 2024

Though these portfolios consider risks and liabilities, they usually do not account for non-financial risks that companies/stocks may carry—operational, reputational, and strategic. The replicating portfolio concept is widely used in financial markets. Such portfolios enable timely financial reporting.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Growth Business

AUGUST 22, 2023

Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. Insurance Bio: Howden Group Holdings is the largest European insurance intermediary group in the world, managing premiums of more than £10bn.

Insurance 52

Insurance Banking Bank Funds 52

Sun Acquisitions

MAY 24, 2024

Healthcare Industry: In healthcare M&A, compliance with stringent regulations such as the Health Insurance Portability and Accountability Act (HIPAA) is non-negotiable. Financial Services Sector: Financial institutions face a complex web of regulations.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Stein highlights the role of AI in gathering and analyzing information from various sources, such as financial statements, bank accounts, and public records.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Software Equity Group

MARCH 26, 2024

Among its seven SaaS acquisitions over the past year, the firm’s portfolio includes business productivity software providers Sumo Logic and New Relic along with GreenSlate, an accounting and payroll software developer. Thoma Bravo According to DealRoom , Thoma Bravo is listed as the eighth-largest global private equity firm.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Razorpay

DECEMBER 15, 2024

Unlike traditional banking, which serves the general public with standard products and services, private banking offers bespoke, customized solutions tailored to the unique financial needs and goals of each client. The private banker handles all financial matters pertaining to the client from loans and credit to bills.

Bank 52

Bank Banking IT Management 52

M&A Leadership Council

JUNE 12, 2023

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment. Is it your coverage?

IT 52

IT M&A Insurance Securities 52

M&A Leadership Council

SEPTEMBER 9, 2021

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment. Is it your coverage?

IT 52

IT M&A Insurance Securities 52

Mergers and Inquisitions

JULY 17, 2024

Some people get in via the top IITs, the Chartered Accountant (CA) designation, and other means, such as networking / lateral hiring , but these are lower probability than the IIM route. Financials are usually in the #1 spot because banks and insurance firms constantly issue debt; other sectors trade places in the rankings.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Razorpay

JULY 20, 2023

In order to support the financial needs of a community such as a village or a specific community, people come together to pool resources and provide banking services such as loans, savings accounts etc. These funds serve as the primary source of capital for the bank’s lending activities and other financial services.

Banking 69

Banking Bank Financial Institution Capital 69

The TRADE

DECEMBER 21, 2023

Where hedge funds were the traditional users, we now see a far more diverse group of players, including managed accounts, allocators, insurance firms, family offices and sovereign wealth managers, to name but a few.”

Trading 63

Trading Management Funds Asset Management 63

Razorpay

DECEMBER 23, 2024

What is an Account Aggregator? An account aggregator is an RBI-regulated entity that helps individuals securely and digitally access and share information from one financial institution they have an account with to any other regulated financial institution in the AA network. Key roles of Account Aggregators: 1.

Accountant 52

Accountant Shares Financial Institution Financial Services 52