Weekly Wealth Report
Issue 187, Weekly Wealth Newsletter: 24th Mar 2025 -31st March 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
Are you Checking the Red Flags in Investing?
Download this NewsLetter as a PDF
A Red Flag is a warning or indicator, suggesting that there is a potential problem or threat with a company’s stock, Financial Statement or news reports. Red flags may be any undesirable characteristic that stands out to an analyst or investor.
One of the best examples is IndusInd Bank which dropped by 27%, erasing over ₹19,000 crore of investors’ wealth.
Here how it is, assume that you own a shop and you buy iPhones from Apple in the US. Apple sells you each iPhone for $1000 (for example) around ₹83,000, but since you live in India, you need to pay in dollars regardless of dollar fluctuation in future.
To avoid losses, you make a deal with a bank like IndusInd Bank to lock the exchange rate at ₹83/dollar for the next 6 months. This deal is called a Forex Derivative.
IndusInd Bank also does a lot of forex derivative deals with companies to protect against currency fluctuations, where they promised companies a fixed dollar-rupee conversion rate. But the INR/dollar went from ₹83/USD to ₹88/USD as Trump came into power.
This means the bank started losing money because they had promised a lower rate earlier.
This is applicable in Mutual Fund Investing as well, Regular Reviewing your Mutual fund portfolio shall help you to check the Red Flags indicators like Valuations, Asset Allocation, Cash Calls and Profit Booking if needed.
Financial Markets and Investing are becoming dynamic and Regular Reviewing in at least once in 4 Months will help you to grow your Mutual Fund Portfolio at optimum levels.
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 rose after witnessing a fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 4.17% and 4.26%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in the green, with significant gains
Domestic equity markets rose amid a broad-based buying across sectors following better than-expected retail sales data in the U.S. and China for Feb 2025.
Sentiment was bolstered by a declining dollar and a positive outlook on China’s economy, driven by recent economic stimulus measures aimed at increasing consumption.
Gains were extended after the U.S. Federal Reserve, in its Mar 2025 monetary policy meeting, maintained the interest rate and signalled the possibility of two rate cuts by the end of the year, given the increased uncertainty around the economic outlook.
Moreover, the rupee’s rebound from its recent record lows, coupled with new inflows of foreign capital, further bolstered the gains.
Mutual Fund Corner
Edelweiss Business Cycle Fund
The Edelweiss Business Cycle Fund evaluates businesses combining Momentum with Value ( PE, PB, EBITDA, Div Yield ) Quality ( ROE, ROCE) and Growth ( EPS, Operating Margin )
This fund invest in a factor-based approach to capture trends in business cycles.
Why to consider Edelweiss Business Cycle Fund?
- Filter from top 300 stocks by market cap for investable universe.
- Market-cap bias – Aims to maintain equal allocation between large caps and mid/small caps.
- Key factors used in the model – Growth, Quality, Value & Momentum.
- Construct portfolio of 60 stocks across large cap and mid/small cap universe.
- Select top ranked stocks from each factor combination based on their scores (Value+Momentum; Growth+Momentum; Quality+Momentum)
To invest in SIP & in Mutual Funds Click the link and start your investments instantly
( You can also 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. How to Plan your Retirement against Inflation?
My Book Publications
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.