BFSI Sector Analysis, Overview and Companies Reports (Page 1)

Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending #	Pending complaints >3months	Average Resolution time^ (in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0

Sr. No.

Received from

Pending at the end of last month

Received

Resolved*

Total Pending #

Pending complaints >3months

Average Resolution time^ (in days)

Directly from Investors

SEBI (SCORES)

Other Sources (if any)

Grand Total

Sr. No.	Month	Carried forward from previous month	Received	Resolved*	Pending#
1	Jun, 2026	0	0	0	0
2	Jul, 2026	0	0	0	0
3	Aug, 2026	0	0	0	0
	Grand Total	0	0	0	0

Sr. No.

Month

Carried forward from previous month

Received

Resolved*

Pending#

Jun, 2026

Jul, 2026

Aug, 2026

Grand Total

Sr. No.	Fin. Year	Received	Resolved*
1	2022-23	1	1
2	2023-24	0	0
3	2024-25	0	0
4	2025-26	1	1
	Grand Total	2	2

Sr. No.

Fin. Year

Carried forward from previous year

Received

Resolved*

Pending#

2022-23

2023-24

2024-25

2025-26

Grand Total

Company Name	Industry Name	Latest Price (Rs.)	Price Change Rs (%)	Market Cap	Net Sales (Rs. Cr.)	Latest EPS (Rs.)	Net Profit Margin %	Latest P/E	Latest P/BV
State Bank Of India	Bank - Public	961.5	7.35 (0.77%)	Large Cap	4,82,797	88.8	16.58	10.6	1.6
HDFC Bank	Bank - Private	728.6	17.85 (2.51%)	Large Cap	3,48,615	51.3	22.72	13.7	1.8
ICICI Bank	Bank - Private	1,395	55.8 (4.17%)	Large Cap	1,69,946	72.7	29.51	18.5	2.8
Bajaj Finserv	Finance - Investment	1,731.2	10.45 (0.61%)	Large Cap	1,50,504	63.3	13.07	27.1	3.3
PNB	Bank - Public	115.2	-3.1 (-2.62%)	Large Cap	1,30,772	19.2	13.07	6	0.9
Axis Bank	Bank - Private	1,288.5	23.3 (1.84%)	Large Cap	1,27,032	82.7	19.25	15.2	1.9
Bank Of Baroda	Bank - Public	228.1	-1.25 (-0.55%)	Large Cap	1,26,994	32.4	15.77	7.3	0.8
Canara Bank	Bank - Public	117.3	-7.6 (-6.09%)	Large Cap	1,26,371	21.9	15	5.4	0.9
Power Finance Corpn.	Finance Term Lending	342.3	-2.75 (-0.8%)	Large Cap	1,15,444	78.9	29.13	4.3	0.8
Union Bank Of India	Bank - Public	172.7	-1.5 (-0.86%)	Large Cap	1,06,799	27	17.59	6.3	1
Bajaj Finance	Finance - NBFC	968.5	10.9 (1.14%)	Large Cap	81,982	32.6	23.58	29.5	5
Indian Bank	Bank - Public	836.6	-11.55 (-1.36%)	Large Cap	67,504	94.9	18.11	8.6	1.4
Kotak Mahindra Bank	Bank - Private	448.9	9.75 (2.22%)	Large Cap	55,564	14.9	25.21	29.7	3.2
Shriram Finance	Finance - NBFC	949	-1.95 (-0.21%)	Large Cap	48,133	48.1	20.78	19.3	2
Tata Capital	Finance - NBFC	321.7	4.5 (1.42%)	Large Cap	31,540	12.7	15.51	25.7	2.9
Chola Invest & Fin.	Finance - NBFC	1,584.6	20.55 (1.31%)	Large Cap	31,073	67.1	16.83	23.8	4.2
Muthoot Finance	Finance - NBFC	2,600	14.95 (0.58%)	Large Cap	27,558	265	36.77	9.9	2.7
National Stock Exch.	Finance - Others	1,773.9	11.2 (0.64%)	Large Cap	16,601	41.6	56.78	41.6	13.3
ICICI Prud.Asset Man	Finance - Asset Management	2,837.2	-75.6 (-2.6%)	Large Cap	5,765	71.5	57.22	41.5	28.9
SBI Funds Management	Finance - Asset Management	518.7	-0.45 (-0.09%)	Large Cap	4,389	15.1	69.88	34.4	15.6
JIO Financial Serv.	Finance - NBFC	218.8	0.2 (0.09%)	Large Cap	3,513	3.1	44.43	68.1	1
Bajaj Hold & Invest.	Finance - NBFC	11,211.7	377.8 (3.49%)	Large Cap	1,070	795.8	915.21	13.6	1.6
Indian Railway Fin.	Finance Term Lending	79	-0.75 (-0.94%)	Large Cap	0	-	-	-	-
HDFC Life Insurance	Insurance	551.1	7.2 (1.32%)	Large Cap	0	9.1	-	61.5	6.2
Life Insurance Corp.	Insurance	394	0.9 (0.23%)	Large Cap	0	47.5	-	8.2	2.5

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

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To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

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As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
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Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
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Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
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BFSI - Sector Analysis and Overview

Find out the best companies in the Industry/ Sector/ Index of your choice, based on critical criteria.

Select a category :

Create stable, long-term investment portfolio with strong, consistent stocks.

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Current Complaints

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the year.

BFSI - Sector Analysis and Overview

Find out the best companies in the Industry/ Sector/ Index of your choice, based on critical criteria.

Select a category :

Create stable, long-term investment portfolio with strong, consistent stocks.

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.