Empactful Capital’s Post

Welcome to Our New Summer Analyst! We are thrilled to introduce our newest team member at Imvest, who brings a fresh perspective on impact investing. Here’s a message from our intern Harshit Kumar Singh: “I am passionate about impact investing because it represents a new frontier in finance, blending profit with purpose. The realm of impact investing offers immense potential for positive change, addressing societal and environmental challenges while generating financial returns. My belief is that money should not only serve personal gain but also contribute to the greater good, and impact investing embodies this ethos perfectly. By allocating capital towards enterprises that create measurable social and environmental benefits, I see it as the ultimate manifestation of achieving the greatest return, both ethically and financially. Pursuing a career in Investment Management, I aim to leverage my experiences in impact investing to drive meaningful change while delivering competitive financial results, aligning my professional aspirations with my personal values.” We are excited to see the positive impact our intern will make and look forward to their continued contributions to our team. Julia Wilkinson

🚀 Week 2 at Fundsroom: Exploring Intrinsic Value 🚀 This week has been an incredible journey into the world of intrinsic value, guided by the insightful Somesh Gaikwad sir. 🌟 🔍 What We Covered: 1. **Introduction to Intrinsic Value:** Understanding it as the real value of a company's stocks, products, or currency, distinct from the market value. 2. **Objectives:** Learning how to determine the true worth of assets by analyzing fundamental characteristics for more informed investment decisions. 3. **Methodology:** Diving into methods like DCF Analysis, Price-to-Earnings Ratio, and more to calculate intrinsic value. 📈 **Key Takeaways:** - Emphasizing intrinsic value encourages a focus on sustainable long-term potential and prudent risk management. - Understanding intrinsic value helps avoid overpaying and finding good investment deals. - It's a crucial concept for achieving long-term investment goals. A big thank you to Somesh Gaikwad sir for his guidance and to the entire Fundsroom team for this enriching experience! Looking forward to applying these learnings in our ongoing projects. 🚀 #internship #finance #investment #intrinsicvalue #Fundsroom #learning #growth Fundsroom Fundsresearch Somesh Gaikwad Ashish Manuel Masroor Khan

I’m thrilled to introduce myself as the dynamic Owner and Financial Planning Specialist at NewGen Wealth Creation, a registered investment advisory firm. With years of industry experience and an unblemished reputation, I am driven by an unwavering passion to empower young investors like you. My fresh perspective breathes new life into the realm of wealth creation, ensuring that your dreams become a reality. My career journey begins on a farm in Ukraine 🇺🇦 , quite far from State street in Boston and Midtown Manhattan in New York. My heart is breaking for what is happening to my beautiful country right now, but I am happy I have a network of amazing people who helped me to raise funds to support Ukraine. Childhood in Ukraine was a paradise, I mean I rode horses for fun and played with baby chickens. Pretty awesome I would say! But as I grew up, I saw a lot of challenges. By the time my brother and I were adults, my parents had their savings completely wiped out three times due to hyperinflation. Very similar to what happened in US with Madoff investment scandal, but here the bad guy was the broken government system. Like many other families in Eastern Europe, my family did not have a financial plan, a brokerage account or a bank account that was used for more than a one-off transaction. I had a dream to go to US way before I could speak English language. I was lucky to study at Northeastern University in Boston. And my first full-time job out of college was an internship position at Morgan Stanley. After two weeks I was offered a full-time position with base salary of $52,000. I can’t even describe how cool I felt. More importantly I was hungry for all the knowledge I was leaning. This is the first time when I realized I can build wealth, it is not something that is given at birth, and I, just like many others, can do it. Natalia Ivanova Owner / Financial Planning Specialist #mystory #storytime #storytelling #story #myself #myselfchallenge #aboutme #background #lifehacks #lifecoach #life #financialgoals #financialadvisor #investing #wealthcreation #wealthbuilding #wealthmanagement #retirementplanning #wealthplanning #newyork #puertorico #unitedstates

🌟 Excited to share my recent experience at YourStory Media 's Techsparks 24 event where I had the privilege to hear Ankur Warikoo 's insights on personal finance! Despite the room being filled with top-notch professionals and industry leaders, it was surprising to see the puzzled looks when Ankur delved into the topic. Only about 20% of the audience raised their hands when asked about investing in mutual funds. 📈 This instantly took me back to my first internship at a share broker office when I was 18, driven by my father's insistence on financial independence. Those three months completely reshaped my perspective on money, debunking the misconceptions I had been taught. I quickly absorbed the wealth management practices observed at the brokerage firm, molding my financial habits right from the start of my career. 💡Here are three invaluable lessons learned that traditional education never imparted: 1️⃣ Continuous Learning: Making it a priority to continually educate myself about personal finance and investment strategies. 2️⃣ Regular Saving and Investing: Developing the habit of consistently saving and investing a portion of my income to build wealth over time. 3️⃣ Diversifying Investments: Understanding the importance of risk management, I diversified my investment portfolio to optimize returns and mitigate risks. Grateful for these lessons that have ultimately altered the course of my life. 💼💰 #personalfinance #investing #FinancialLiteracy #wealth #mutualfunds

How does ESG rating affect stock performance? How do ESG scores affect stock valuations? How much of the effect is due to the 'Environmental' pillar? And, how do these effects differ across countries as equities display distinct market characteristics? I look to answer these questions and more over the next few weeks as I finish a research internship at the University of Liverpool Management School. I can't wait to share my findings in this fascinating area. #esginvesting #esg #investing

One Year Ago Around This Time - A Transformative Internship at Value Research A year ago (April 2023), I embarked on a transformative journey as a Business Analyst Intern at Value Research - India's foremost independent investment research firm. Those 2.5 months were nothing short of extraordinary, filled with learning, growth, and invaluable experiences. While I had a burning interest, my knowledge was close to zero. Thankfully, Value Research wasn't just a company; it was a family. Sir, Vikas Vardhan, my amazing reporting manager and guide, was instrumental in shaping my experience. His constant support and the willingness of everyone in the office to help, from analysts to colleagues, made a world of difference. A special mention to Sir, Dhirendra Kumar, the founder of Value Research, with whom I had the incredible opportunity to have a few conversations. His insights were truly inspiring. During my time at Value Research, I had the opportunity to immerse myself in a plethora of enriching tasks: 📚 Learning to write the wisdom of Wordsworth and studying the investing styles of prominent investors, gaining insights that have broadened my perspective. 🔍 Reimagining Value Research Online from the lens of a novice investor, offering innovative suggestions to enhance user experience. 📊 Conducting data-based research on equity, contributing to the creation of insightful content for the website. 💡 Exploring the nuanced debate between SIPs and lump sum investments, unraveling the best approach for investors. 📉 Delving into the identification of wealth-destructing stocks, leveraging advanced financial systems and technology. 📈 I harnessed tools like Ace Equity software, Python for data extraction, and Excel for efficient analysis. 📝 Understanding various investing methodologies, and analyzing Financial Reporting data. My proudest accomplishment? My research on "Should You Invest in Stocks Through SIP?" was published as an article on Value Research's website! (https://lnkd.in/g2vfrbUB) Leaving Value Research to return to college was bittersweet. In those 2.5 months, I learned more than I had in my entire first year of college. I thank Value Research for giving this naive a chance.

After a summer internship with us, Sarah Hershenhorn, ETF Specialist, was delighted to join Janus Henderson full time. Now she helps clients understand how ETFs can work to support portfolios. Find out more about Sarah's story in the video below and learn more about our ETF offering here ▶ https://bit.ly/49nFkIT #JanusHenderson #BrighterFutureTogether #US #PracticeManagement #ClientsComeFirst #ETFs #Securitized Investing involves risk

After a summer internship with us, Sarah Hershenhorn, ETF Specialist, was delighted to join Janus Henderson full time. Now she helps clients understand how ETFs can work to support portfolios. Find out more about Sarah's story in the video below and learn more about our ETF offering here ▶ https://bit.ly/49nFkIT #JanusHenderson #BrighterFutureTogether #US #PracticeManagement #ClientsComeFirst #ETFs #Securitized Investing involves risk

After a summer internship with us, Sarah Hershenhorn, ETF Specialist, was delighted to join Janus Henderson full time. Now she helps clients understand how ETFs can work to support portfolios. Find out more about Sarah's story in the video below and learn more about our ETF offering here ▶ https://bit.ly/49nFkIT #JanusHenderson #BrighterFutureTogether #US #PracticeManagement #ClientsComeFirst #ETFs #Securitized Investing involves risk

After a summer internship with us, Sarah Hershenhorn, ETF Specialist, was delighted to join Janus Henderson full time. Now she helps clients understand how ETFs can work to support portfolios. Find out more about Sarah's story in the video below and learn more about our ETF offering here ▶ https://bit.ly/49nFkIT #JanusHenderson #BrighterFutureTogether #US #PracticeManagement #ClientsComeFirst #ETFs #Securitized Investing involves risk