PenChecks Trust’s Post

The Crowwn Capital is here to shake things up and revolutionize the way we handle NPAs. Join us in our mission to tackle this issue head-on and drive positive change in the financial sector. Let's connect and discuss how we can work together to make a difference. Together, we can turn these NPAs into opportunities for growth and success. #NPA #CrowwnCapital #FinancialRevolution #OpportunitiesForGrowth #LetsConnect

#presidentssummit2024 raised evermore the questions up that reflect to #leaders and us as #individuals. They are the capabilities we have to consider that we can #lead, stay #healthy, are ready for continuos #learning and have clear thoughts on our #future. #insuranceindustry has a big responsibility to help in these areas supporting them the best possible ways. Leads to focus on #insuranceinnovation to keep up with the world speeding around all of us💯 #exciting #consulting #localrisksglobalinsured #fintech #insurtech

For Gen X, balancing today’s financial pressures with tomorrow’s security is no easy feat. Many are feeling the squeeze of high debt, rising living costs, and the need to save for both their retirement and their children's education. On top of this, job instability and healthcare costs add to the anxiety of not being fully prepared for the future. At Rewmo, we understand these challenges. That’s why we’ve created a platform that helps turn everyday payments into powerful rewards that can be used to boost savings, pay down debt, and plan for the future. Whether it’s transforming rent payments into down payments on a home or offering Generative AI financial tools that simplify investment decisions, Rewmo empowers you to make every dollar work harder. We know the road to financial security can feel overwhelming, but you don’t have to walk it alone. Let Rewmo help you take control and move confidently toward a more secure and rewarding future." #FinancialFreedom #GenX #RetirementPlanning #DebtManagement #Fintech #Rewmo

𝗔𝘀 𝘄𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝟮𝟬𝟮𝟰, we express our gratitude to all the remarkable businesses that have persevered throughout the year. A special thank you to those who have utilised Butn's innovative cash flow solutions to navigate challenges and achieve their goals. 𝗧𝗵𝗶𝘀 𝘆𝗲𝗮𝗿, 𝗕𝘂𝘁𝗻 𝗵𝗮𝘀 𝘂𝗻𝗹𝗼𝗰𝗸𝗲𝗱 𝗺𝗮𝗻𝘆 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲𝘀, 𝗮𝗻𝗱 𝘄𝗲 𝗮𝗿𝗲 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱 𝘁𝗼 𝗺𝗼𝗿𝗲 𝗶𝗻 𝟮𝟬𝟮𝟱: 📄 📈 Having processed hundreds of thousands of transaction requests, we maintain our commitment to providing quick turnaround and approval for cash flow. 👩💻 📞 Thousands of hours on the phones and emails, providing the highest quality customer service and success to help businesses meet their cash flow challenges. 📥 🚨 A new private credit fund - opening the door for many others to benefit from our innovative "Originate to Distribute" model. Here's to a new year filled with greater success, flexibility, and growth! Remember, at Butn, we are committed to supporting your journey and helping you build a brighter future. Wishing everyone happy holidays and looking forward to an exciting 2025 together! Rael Ross Walter Rapoport Cameron Petricevic Mark Newstead Nicholas M. Mohit Kesarwani Varun Sharma William Donovan #smallbusinessfinance #finance #invoicefinance #smallbusiness #invest #investing #startup #fintech 

Our Chief Strategic Advisor, Prof(Dr)Rajiv Kishore Dubey, shares how BankersKlub offers retired bankers a dignified way to stay engaged with the corporate world and continue to earn as independent financial advisors. BankersKlub is more than an aggregator platform. It’s a thriving ecosystem built to empower seasoned bankers, giving them the opportunity to share their expertise with corporates, MSMEs and startups while remaining active professionally. Listen to his insights in this video to learn how you can redefine retirement with BankersKlub and be part of a community that values your experience. #BankersKlub #FinancialAdvisory #ReAttire #RetiredBankers #Empowerment #BankingCommunity #FinancialLeadership #BusinessFinance #CorporateFinance #FinancialSuccess Rajat Chopra | Barnali Das | Rajesh Kumar Yaduvanshi | Hargovind Sachdev

🎉 What a Year! As 2024 comes to a close, I’m proud to reflect on some incredible milestones: Over 125% growth in Funds Under Management Second consecutive year of 100%+ growth Reached a total of 55 five-star client reviews Two more professional exams passed Grateful for the support of my clients and professional connections. Here’s to raising the bar even higher in 2025! #2024 #BusinessSuccess #BusinessGrowth

🌟 From Humble Beginnings to a Thriving Vision 🌟 Six years ago, at the tail end of 2018, APX Financial was born—a leap of faith, fueled by hope, resilience, and a desire to make a difference. Starting as an underdog with no track record, no resources, no success stories, and, honestly, shaky confidence in myself, it felt impossible at times. There were moments when bankruptcy seemed inevitable—especially during the Covid-19 period, when uncertainty loomed large. But what kept us going was a belief: in being different, in creating value, and in challenging the status quo. I’m eternally grateful to the founding members who took this journey with me. They trusted a vision, joining me despite their own struggles, when the daily grind often felt fruitless. Together, we built this branch on three pillars: Investment, Trust, and Legacy. We dared to think differently, like Apple, questioning how we could deliver unique, value-driven solutions to our clients. At the same time, we embraced the “Blue Ocean Strategy,” seeking untapped opportunities and steering clear of oversaturated methods like roadshows, door knocks, cold calls, and street canvassing. It was tough. It was painful. But it was worth it. Now, as 2024 comes to a close, APX Financial is thriving. To our consultants, clients, family, and friends—thank you. Your trust, support, and belief have made this journey possible. To all our MDRT, COT, and TOT qualifiers this year—you’ve worked tirelessly to achieve excellence. You’ve proven that grit and determination lead to extraordinary success. To anyone wondering if this could be your path—if you’re looking for a breakthrough in your career and want to build a legacy—I’d love to have a conversation with you. At APX Financial, we don’t just grow careers; we build futures, partnerships, and dreams. Here’s to every one of you who made this possible. And to the next generation of leaders—we’re ready to help you soar. 🚀 #Leadership #FinancialAdvisory #Vision #MDRT #COT #TOT #APXFinancial #Breakthrough #Growth #Success

2024 has been a year of growth, both personally and professionally. From closing multiple deals to building new relationships with investors and partners, I couldn’t be more grateful. It wasn’t always easy, but every challenge has pushed me forward. Here’s to taking all that we’ve learned into 2025 and beyond. How did 2024 shape your journey? Share your wins, big or small, in the comments! #RealEstate #PropertyInvestment #RealEstateInvestor #CommercialRealEstate #ResidentialRealEstate #RealEstateDevelopment #YearInReview #Goodbye2024 #Hello2025 #NewYearGoals #EndOfYearReflection

We're in the Top 100... AGAIN 🌟 We've been named in the Citywire New Model Adviser Top 100 for 2024🎉 It’s not just a recognition – it’s proof that we’re shaking things up and doing things differently. We’re all about creating bold solutions, exceptional client experiences, and an awesome place to work. It covers some of our biggest achievements, including: ✨ Made three acquisitions last year. ✨ Partnered with Seccl to launch our very own platform, CP Accelerate ✨ Introduced a shiny new client portal, powered by moneyinfo. And we’re not slowing down. With big, bold goals of £4bn in assets and a team of 200 by 2027, we’ve got plenty of fuel in the tank. 🚀 Huge thanks to our incredible team at Cooper Parry Wealth and our amazing clients for making this happen. We couldn’t do it without you – and frankly, we wouldn’t want to💛 Check out the full list here: Top 100 2024: See the final list of fantastic firms #CooperParryWealth #Top100 #wealthmanagement #financialservices #CooperParry

What a Year It’s Been! 🚀 As 2024 comes to a close, I wanted to reflect on what has been a truly transformative year for Qopia Financial and Qopia Investments - a year defined by growth, innovation, and gratitude. Unprecedented Growth: This year, I am proud to share that Qopia’s Assets under Management grew by 190%, fueled by both organic growth and strategic acquisitions. Every new client and every successful transition represents the trust placed in Qopia — a trust we never take for granted. A New Chapter with IA Private Wealth: In May 2024, we made the bold move to transition our investment practice to IA Private Wealth. This wasn’t just about a new name or platform - it was about doubling down on our commitment to delivering top tier technology with tools and resources that set a new standard for client success. Growing Our Team, Elevating Our Service: Growth isn’t just about numbers; it’s about people. This year, we expanded our Client Success team to ensure we continue providing the high-touch service our clients deserve. Our priority has always been, and will always be, our clients. Gratitude in Action: Stampede Appreciation Event: 2024 reminded us that relationships are at the core of everything we do. This past July, we hosted a Client Appreciation Event during Stampede, an incredible evening filled with connection, laughter, and a celebration of the partnerships that drive us forward. Excellence in Investment Strategy: The stock market delivered a strong performance in 2024, providing opportunities for growth across most sectors. At Qopia, we’ve always believed that success isn’t about chasing returns, it’s about staying disciplined. This year, we remained committed to selecting quality investments that align with our clients’ long-term goals, avoiding the temptation to follow short-term market trends. By sticking to our principles, we’ve delivered top-tier performance while safeguarding our clients’ financial futures. Looking Forward to 2025: As we step into the new year, we carry the lessons and successes of 2024 with us. This year wasn’t just about growth, it was about building something enduring, something impactful. To our clients, thank you for your trust and partnership. To my team, thank you for your dedication and vision. Together, we’ve built momentum that will carry us to even greater heights. Here’s to a bright 2025 filled with continued growth, shared success, and meaningful impact. #Gratitude #Growth #FinancialPlanning #IAPrivateWealth #IAPW #QopiaFinancial #QopiaInvestments