Sathish Speaks

Weekly Wealth Report

Issue 179, Weekly Wealth Newsletter:  27th Jan 2025 -3rd Feb 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

Is this Fall a Real Crisis?

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You might feel that we are in the mid of devastating market Crash. The Indian stock markets have indeed declined over recent months, but by historical standards, this correction has been rather modest.

The Sensex remains up 8.8 per cent over the past year, and looking at the five-year horizon. Yet the outcry on social media platforms would have you believe we’re facing a second global financial crisis.
the mechanics of social media actively encourage and amplify negative sentiment.

What should investors do in this environment? The answer is remarkably simple, though not necessarily easy to execute: maintain your regular investment schedule, focus on fundamentals and stay invested for long term.

The current situation offers a valuable lesson in maintaining perspective for the fundamentally driven long-term equity investor. The most successful investors I’ve observed over the years share one crucial trait: they treat market corrections not as disasters but as natural features of the investment landscape.

Just as the monsoon comes every year, markets will have their periods of decline. The key is to prepare for these periods not by trying to time them

This means you can allocate additional funds to Mutual funds for long term Investing with diversifying appropriately. Most importantly, investing only those funds that won’t be needed for several years (At least 5 year).

Happy Investing!

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

Domestic equity markets fell for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 0.56% and 0.48%, respectively. The fall was broad-based as the midcap segment and the small-cap segment both closed the week in red.

Domestic equity markets fell amid a broad-based sell-off across the sectors on concerns over weak corporate earnings in Q3 FY25 and continued foreign fund outflows.

Losses were extended following a mixed set of signals from the new U.S. President, as he delayed tariff plans on Chinese goods but threatened to impose tariffs on Canada and Mexico.

On the BSE sectoral front, BSE Realty plunged 9.19% following a slowdown in housing sales

BSE IT rose 2.32% supported by strong Q3 FY25 results by the large domestic information technology companies

Mutual Fund Corner

Invesco India Equity Savings Fund

Screenshot_27-1-2025_115615_

Growth potential of equities. The net long equity exposure may help reap benefit of long term growth potential of equity

Arbitrage opportunity. Each arbitrage position in equity has a corresponding exposure in stock future which helps in reducing risk.

Fixed Income exposure. The exposure to fixed income aims to reduce volatility and generates stable income.

Bottom up and top down approach, combining growth and value buys to generate consistent outcome through all market conditions

Taxation treatment Maintains eligibility for equity taxation.

Equity exposure to be maintained in the range of 65-80%

20-35% allocation in debt and money market instruments

To invest in SIP & in Mutual Funds Click the link and start your investments instantly

( You can also call us @ 78100 79946 )

Stock of the Week

BSE
CMP – 5556
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

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 still doesn’t know how & where to invest?
• Selecting wrong Stocks?
• Selecting wrong mutual funds?
• Invested in all possible ways still money haven’t doubled?

Join our First 1cr Club Webinar by payingjust 499/- 

Stock Simplified Course

All you want to learn about Stock Market
Kickstart your Investment Journey of 2025 from here

Key Highlights:

1. Key entry and exit points of the stock market
2. 6-point filter to select a high-performing stock
3. Learn macro-economic trends in stock picking

This Week Media Publications

My Recent Article in Nanayam Vikatan – Will Copy and Paste Investing produce better returns for Investors?

My Book Publications

Middle Class to Million Dollar Book

To Buy my Untold Wealth Secret Book

Top 10 Mutual Funds to Invest in 2025

Download this NewsLetter as a PDF by clicking the below button

This Newsletter is from Creating Wealth Company – For Private Circulation only.

For more information connect with Sathish Kumar @ 9841058689

You can also connect with us investments@sathishspeaks.com

Visit – www.sathishspeaks.com for More Details.

Disclaimer

Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.

This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited. 

 

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