Sathish Speaks

January 20, 2025

Understand why investing in small and mid-cap funds now can boost your portfolio growth.

Why to invest in Small and Mid cap Funds now?

In the last 1 year Mid and small cap have seen a sharp correction and pull back. Does the correction in the broader market provide an opportunity to invest in mid- and small-cap funds? That’s a question on everyone’s mind right now. But with the economy slowing down and growth projections being lowered, is it too early to start looking at small caps?  In terms of valuation, a lot of the froth has gone away in small caps as compared to large caps,  “While everything is not cheap, it’s starting to look attractive.” Investors needs to have a long-term investment horizon, typically more than five years, when investing in small cap funds, “Before making any allocation to small caps, one needs to understand that this is an inherently volatile asset class, and based on their risk-taking ability and goal, invest in these funds.” Take a look at this statistics to understand the returns when the markets hit low on Mid and Small cap space. Always, i advise investors to have very long-term horizon for small caps because inherently it is a very volatile asset class and it takes time for small cap companies to scale up, grow and show great results and create wealth for investors.  You can manage this risk of further slowdown by deferring your investments through SIP, STPs or doing it in an instalment manner. They are putting some milestone and investors have to have five years-plus time horizon to make a decent return in small cap space. It is not a two-three year story. Disclaimer. Mutual Fund investments are subject to market risks, read all scheme related documents carefully or colsult your Wealth Consultant. Helping people to Increase their Networth and Wealth. Sathish Kumar Equity Fund Manager | Wealth Consultant | Author Email: creatingwealthadvisory@gmail.com Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ http://www.assetplus.in/partner/sathishkumar https://www.flipkart.com/untold-wealth-secrets/p/itmdf470e16874ad?pid=9789389080223&cmpid=product.share.pp *Why to invest in Small and Mid cap Funds now?* Here you will understand http://sathishspeaks.com/why-to-invest-in-small-and-mid-cap-funds-now/ *Sathish Kumar* *Equity Fund Manager | Wealth Consultant | Author* Whatsapp / Call –  +919841058689 https://www.flipkart.com/untold-wealth-secrets/p/itmdf470e16874ad?pid=9789389080223&cmpid=product.share.pp Sathish is a Crorepathi Creator | Author | AMFI Registered Mutual Fund Distributor | Columnist | YoutuberI have 22 years of experience in Financial Services, in which 15 Years of Experience in being associated with major banks and 7+Years of experience personally as founder of Creating Wealth Company Still Dreaming How to Start Your Investment?My First 1Cr Community is a platform for you to plan your First 1Cr and I will Guide you every week Saturday in Live Webinar Session Visit My Website for more Information www.sathishspeaks.comJoin My First 1Cr Club Community www.webinar.sathishspeaks.comCheck out our Youtube Channel – https://www.youtube.com/@Sathish_Speaks_/featured Contact us – 7810079946 #1crorecommunity #financialeducation #investingjourney #stockmarkettips #personalfinance #wealthbuilding #financialfreedom #investmentstrategies #moneymanagement #financecommunity #successjourney #millionairemindset #financialliteracy #moneymatters #smartinvesting #1croregoals #financialplanning #stockmarketindia #investoreducation #wealthcreation #financegoals #learntoinvest #financialinsights #mutualfund #savingstips #sathishspeaks #systematicinvestment #sip #investment #stockmarket #money Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn: Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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Markets and Returns are like a Mirror!

Weekly Wealth Report Issue 178, Weekly Wealth Newsletter:  20th Jan 2024 – 27th Jan 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com You Mirror your Returns Download this NewsLetter as a PDF DOWNLOAD AS PDF I recently received a call from my friend, who after much convincing had started investing his money through SIP’s around two years back. He sounded panicky when we spoke. “The markets are falling, Sathish!” he said. “Yes, that is normal as stock market is volatile,” I replied. “Like you had advised, I have continued my mutual fund investments every month without fail, but I am worried now. Should I stop my monthly investment, or sell them?” “When do you need the money you’ve invested?” I asked. “I don’t need it now,” he replied, “But I am worried that the markets may fall even further. And I don’t want to see my savings lose more value.” I said, “If you want to take my advice, and if you don’t need the money now, do nothing.” I tried to tell him that markets continuously test our patience, but more so at these moments when they are falling. But he wasn’t ready to hear it. A day later, he messaged me: “I sold half of my investments, and have stopped my SIPs for now. Will start when things are clearer.” “Stock Market will never be” but you do what you think is good for you. Markets are a mirror, and a mirror doesn’t lie, or flatter, or care about your feelings. They reflect exactly what you bring to them—your patience or your panic, your discipline or your desperation. Like they didn’t cause my friend’s panic but only revealed it. Markets are like that. They show you what’s inside, whether you’re ready to see it or not. When the seas are calm, you can convince yourself you’re patient and level-headed. But when the storm hits—and there’s no storm yet in the markets—the truth comes out. As Warren Buffett so famously said, “Only when the tide goes out do you learn who has been swimming naked.” Markets reward patience, discipline, and the ability to stay still when every instinct is screaming, “Do something!” The great irony is that doing nothing is often the hardest thing to do, even though it’s usually the right move. Now, the patience I’m talking about is not passive. It’s not about sitting around and hoping things work out. It’s about staying grounded in what you know to be true, which includes the quality of your investments. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse IMF said for India the economic growth is projected to be solid at 6.5% in 2025 and 2026 Indian equity benchmarks closed lower on Friday, dragged down by declines in heavyweight IT and banking stocks owing to a mixed corporate earnings season. Losses widened due to the weakening rupee and heavy selling by foreign institutional investors. India’s fiscal deficit is projected to shrink due to rising tax revenues, highlighting an improved fiscal position, according to a World Bank report. As per the latest RBI Bulletin release India’s economic growth is poised to rebound as domestic demand regains strength, though the stickiness in food inflation warrants careful monitoring. Mutual Fund Corner Edelweiss Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week BSE CMP – 5998 Target – 6499 ( In 12 – 18 Month’s Time Frame) Bombay Stock Exchange (BSE Ltd) is an Indian Stock Exchange located at Dalal Street in Mumbai. The Co. facilitates a market for trading in equity, currencies, debt instruments, derivatives, and mutual funds. Strong Long Term Fundamental Strength with a 19.27% CAGR growth in Operating Profits With a growth in Net Profit of 223.27%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 32.03% The company has declared positive results for the last 7 consecutive quarters Nil debt company OPERATING CF(Y) Highest at Rs 2,842.03 Cr NET SALES(Q) Highest at Rs 813.30 Cr PBDIT(Q) Highest at Rs 455.79 cr. For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but

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