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
Bank Of India	Bank - Public	135	0.5 (0.37%)	Mid Cap	75,613	25.9	13.34	5.1	0.7
REC	Finance Term Lending	312.1	5.6 (1.83%)	Mid Cap	59,584	60.9	27.37	5	0.9
Max Financial Serv.	Finance - Others	1,285.1	-39.25 (-2.96%)	Mid Cap	47,664	3.2	0.78	409.2	8.4
Indusind Bank	Bank - Private	867	-9 (-1.03%)	Mid Cap	46,251	16.1	2.02	53.1	1
Aditya Birla Capital	Finance - NBFC	378.5	-6 (-1.56%)	Mid Cap	45,509	15	8.49	25.3	3
IDFC First Bank	Bank - Private	78.7	-0.23 (-0.29%)	Mid Cap	40,549	2.7	3.97	29.7	1.4
Indian Overseas Bank	Bank - Public	31.3	0.5 (1.62%)	Mid Cap	31,896	3.1	16.99	9.8	1.6
Yes Bank	Bank - Private	21.2	0.39 (1.87%)	Mid Cap	30,208	1.2	11.63	17	1.2
Federal Bank	Bank - Private	331.8	3.8 (1.16%)	Mid Cap	29,674	18.9	15.11	17.3	2
Bank of Maharashtra	Bank - Public	82.9	-0.84 (-1%)	Mid Cap	29,282	9.8	23.98	8.5	1.9
IDBI Bank	Bank - Private	90.4	7.52 (9.07%)	Mid Cap	29,020	8.7	31.74	9.6	1.4
Mah & Mah Finl. Serv	Finance - NBFC	319.4	-6.25 (-1.92%)	Mid Cap	21,005	23.4	13.62	13.8	1.6
SBI Cards & Payment	Finance - NBFC	567.9	-4.65 (-0.81%)	Mid Cap	19,900	23.9	10.89	23.4	3.3
AU Small Fin. Bank	Bank - Private	997.1	16.3 (1.66%)	Mid Cap	18,636	38	14.17	25.6	3.6
L&T Finance	Finance - NBFC	258.5	-8.95 (-3.35%)	Mid Cap	17,914	12.7	16.65	20.7	2.3
HDB Financial Serv.	Finance - NBFC	583.6	-24.75 (-4.07%)	Mid Cap	16,300	26.2	13.35	22.2	-
RBL Bank	Bank - Private	385.1	-3.2 (-0.82%)	Mid Cap	14,337	7.8	6.13	54.1	1.5
Housing & Urban Dev.	Finance - Housing	163.8	-0.5 (-0.3%)	Mid Cap	13,150	21.3	30.68	7.7	1.4
Piramal Finance	Finance - Housing	1,950.9	-85 (-4.18%)	Mid Cap	11,852	71.3	12.71	28	1.6
Bajaj Housing Fin.	Finance - Housing	84.5	1.89 (2.29%)	Mid Cap	11,147	3.2	22.97	25.2	2.9
Sundaram Finance	Finance - NBFC	4,246.4	7.85 (0.19%)	Mid Cap	9,809	199.8	20.44	20.9	3
Motilal Oswal Fin	Finance - Stock Broking	1,043	-20.05 (-1.89%)	Mid Cap	9,374	32.8	19.9	32	4.5
Poonawalla Fincorp	Finance - NBFC	437.5	-3.2 (-0.73%)	Mid Cap	6,790	12.4	7.98	36.4	2.9
HDFC Asset Mngt. Co	Finance - Asset Management	2,280.1	-49.9 (-2.14%)	Mid Cap	4,119	68.8	69.43	33.2	9.9
Nippon LifeInd.Asset	Finance - Asset Management	1,059	-12.95 (-1.21%)	Mid Cap	2,709	25.6	56.41	41.2	13.4

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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SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
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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.