Sathish Kumar

Weekly Wealth Report Issue 162, Weekly Wealth Newsletter:  30th Sep 2024 – 7th Oct 2024 (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 Issue 162, Weekly Wealth Newsletter: 30th Sep 2024 – 7th Oct 2024 Are we Heading for Deep Correction? Are we in a Stock Bubble Market? DOWNLOAD AS PDF Fear and Greed are the two dominant emotions, keep coming along when the Stock Market is at 52 Week high. Many investors thinks that this unstoppable Bull Rally might be a Bubble Market. Many thinks that the Stock Market can even go down by 30% from Current Levels. Stock Market is like a pendulum and it is normal even if it falls by 5%. Historically market corrected more than 30% when Indian Current Account Deficit is more than 4.5%. Currently it is lesser than 1%, well under control. Inflation, Fiscal Deficit and External Debt are all under control Indian Stock Market is not in Bubble Market, it is a Long Term Trendline Market. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets rose for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 1.22% and 1.50%, respectively. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets rose following weak U.S. economic data that bolstered the case for deeper rate cuts by the Federal Reserve in the next meeting, which is due in Nov 2024. The influx of retail investors, the robustness of India’s economic expansion, and increasing optimism regarding the possible initiation of a rate-cutting cycle have propelled the market upward. Gains were extended following a sharp drop in global crude oil prices after reports emerged that the OPEC member Saudi Arabia was prepared to pump more oil to regain market share. On the BSE sectoral front, BSE Metal rallied 7.11% after the People’s Bank of China cut the reserve requirement ratio for banks by 50 bps and lowered key interest rate to support the country’s faltering economy. Mutual Fund Corner ICICI Thematic Advantage Fund The primary objective of the Scheme is to generate capital appreciation primarily from a portfolio of Sectoral / Thematic schemes accessed through the diversified investment styles of underlying schemes. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.  To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 6379518807 ) Start your Investment Stock of the Week HDFC BankCMP – 1728Target – 2199 ( In 12 – 18 Month’s Time Frame) As of April 2024, HDFC Bank has a market capitalization of $145 billion, making it the third-largest company on the Indian stock exchanges. It is India’s largest private sector bank by assets and the world’s tenth-largest bank by market capitalization as of May 2024. Strong Long Term Fundamental Strength with an average Return on Assets (ROA) of 1.75% With a growth in Interest of 50.31%, the company declared Very Positive results in Jun 24 With ROA of 1.8, it has a Fair valuation with a 2.9 Price to Book Value, The company has declared positive results for the last 6 consecutive quarters HDFC Bank has Highest Institution Holding of 82% Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST and DOW  For your Equity Recommendation, Pls call us 63795 18807 This Week Media Publications https://www.youtube.com/watch?v=PTKi7BIDXf0https://www.youtube.com/watch?v=j0MnGK8b7EAhttps://www.youtube.com/watch?v=OBKGRET_cTchttps://www.youtube.com/watch?v=_heidWOQTN4 Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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. 

Weekly Wealth Report Issue 161, Weekly Wealth Newsletter:  23rd Sep 2024 – 30th Sept 2024 (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 Issue 161, Weekly Wealth Newsletter: 23rd Sep 2024 – 30th Sep 2024 What could push Indian Stock Market in Long Run? DOWNLOAD AS PDF India’s equity market has been on a relentless bull run since the pandemic, but recent lacklustre earnings and slowing GDP growth may mean stocks take a pause? Can India Bull Run Sustain? Indian equity markets scaled new all-time highs this year and apart from a period of volatility around the time of the general election, its stocks have consistently outperformed Emerging Market (EM) peers.      • India’s GDP is expected to grow at a rate of 6.1% over the next five years, making it the         world’s third-largest economy by 2027.    • Manufacturing and exports are key to the next wave of economic growth in India.    • Sectors such as electronic manufacturing, power and infrastructure are set to gain from     India’s push to become a top beneficiary of supply chain relocation. India has become one of the fastest growing economies in the world, with real GDP set to grow by 6.5% in 2024. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets rose for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 1.99% and 1.71%, respectively. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets rose during the week as investors reacted positively to the U.S. Federal Reserve’s decision to cut interest rate by 50 bps, signalling further easing in coming months to keep the labor market from slowing too much. Markets reached fresh highs on expectations of inflow of foreign funds into domestic equity markets following the big interest rate cut by the U.S. central bank. However, markets witnessed some profit booking at higher levels amid signs of escalating tensions in the Middle East. On the BSE sectoral front, BSE Realty, BSE Bankex & BSE AUTO gained 4.67%, 3.47% & 2.30%, respectively, as investors responded favourably to these rate-sensitive sectors following the U.S. Federal Reserve’s decision to reduce the interest rate significantly by 50 bps, marking thefirst decrease in borrowing costs since Mar 2020.  Mutual Fund Corner ICICI Thematic Advantage Fund The primary objective of the Scheme is to generate capital appreciation primarily from a portfolio of Sectoral / Thematic schemes accessed through the diversified investment styles of underlying schemes. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.  To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 6379518807 ) Start your Investment Stock of the Week HDFC BankCMP – 1755Target – 2199 ( In 12 – 18 Month’s Time Frame) As of April 2024, HDFC Bank has a market capitalization of $145 billion, making it the third-largest company on the Indian stock exchanges. It is India’s largest private sector bank by assets and the world’s tenth-largest bank by market capitalization as of May 2024. Strong Long Term Fundamental Strength with an average Return on Assets (ROA) of 1.75% With a growth in Interest of 50.31%, the company declared Very Positive results in Jun 24 With ROA of 1.8, it has a Fair valuation with a 2.9 Price to Book Value, The company has declared positive results for the last 6 consecutive quarters HDFC Bank has Highest Institution Holding of 82% Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST and DOW  For your Equity Recommendation, Pls call us 63795 18807 This Week Media Publications https://www.youtube.com/watch?v=WMj8y_codtohttps://www.youtube.com/watch?v=u8Y_rj76Ypohttps://www.youtube.com/watch?v=OBKGRET_cTchttps://www.youtube.com/watch?v=klVnzM74Gbg Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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. 

Weekly Wealth Report Issue 160, Weekly Wealth Newsletter:  16th Sep 2024 – 23rd Sept 2024 (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 Issue 160, Weekly Wealth Newsletter: 16th Sep 2024 – 23rd Sep 2024 4 News Headlines that can change Stock Market Direction DOWNLOAD AS PDF When Domestic Equity Markets are at all time high, Sensex crossing 83,000. These are the 4 News Headlines that can decide and change the direction of the Stock market. 1. Dalal Street Investors awaiting US Fed Reserve Sep 18th meeting which could decide the direction of the stock market around the world. While it is almost given that the US fed will reduce the Interest rate, the quantum of reduction could be the deciding Factor. 2. 50 BPS cut could spart a positive reaction especially in emerging markets like India. However there are also concerns about the underlying Strength and other Indicators from US Market. 3. Listing of Bajaj Housing Finance will set the sentiment for upcoming IPO segments ( Like PN Gadgil Jewellers and others IPO ) in Indian Stock Market 4. Indian Investors are also awaiting WPI ( Whole Sale Price Index ) Numbers which is due this week. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio 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 2.10% and 2.03%, respectively. The rally was broad based as the mid-capsegment and the small-cap segment closed the week in green.  Domestic equity markets rose during the week amid hopes of a potential rate cut by the U.S. Federal Reserve on Sep 18, 2024, following comfortable U.S. CPI data of Aug 2024 which increased by0.20% on monthly basis. Gains were extended following the news that China is expected to cut rates by 50 bps on $5 trillion mortgages later this month to boost demand in real estate and commodity markets. On the BSE sectoral front, BSE consumer durables gained 4.50% ahead of the festive season on expectations of an increase in consumer spending on durable goods like electronics and home appliances. Jewellery stocks also witnessed significant rise as gold reached record highs on expectation of rate cuts by the central banks amid easing inflation. 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?    1. Filter from top 300 stocks by market cap for investable universe.    2. Market-cap bias – Aims to maintain equal allocation between large caps and mid/small caps.    3. Key factors used in the model – Growth, Quality, Value & Momentum.    4. Construct portfolio of 60 stocks across large cap and mid/small cap universe.    5. 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 @ 7810079946 ) Start your Investment Stock of the Week TCS CMP – 4510Target – 5499 ( In 12 – 18 Month’s Time Frame) Tata Consultancy Services is the flagship company and a part of Tata group. It is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 50 years. Company is almost debt free. Company has a good return on equity (ROE) track record: 3 Years ROE 47.4% High Institutional Holdings at 23% Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 40.36% The company has declared positive results for the last 6 consecutive quarters Healthy long term growth as Net Sales has grown by an annual rate of 10.18% Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST and DOW For your Equity recommendation – open a De Mat account with Alice Blue with this link Open Demat Account This Week Media Publications https://www.youtube.com/watch?v=klVnzM74Gbghttps://www.youtube.com/watch?v=lqTgMPFZGGUhttps://www.youtube.com/watch?v=MtBkS7GjR9Ehttps://www.youtube.com/watch?v=umaln632qbs Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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

Weekly Wealth Report Issue 159, Weekly Wealth Newsletter:  9th Sep 2024 – 16th Sept 2024 (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 Issue 159, Weekly Wealth Newsletter: 9th Sep 2024 – 16th Sep 2024 It’s raining IPO’s in Stock Market, But IPO’s still a worthy investment? DOWNLOAD AS PDF Investors will have 16 IPO Opportunity to invest in Sep 2024. These companies aiming to raise whopping 9,000 Crores, which include Bajaj Housing Finance IPO (Which is largest with 6500 Crores) The entire Investor Fraternity gushing with IPO Fever, whenever the Stock market is at 52 weeks High with positive sentiments, Companies and investment bankers capitalise this with IPO. But not all IPOs are offer listing gains to Investors. IPOs are excellent opportunities to make quick money or gain longterm profits. However, before investing in an IPO, you must analyse certain factors, such as the issuing company’s fundamentals, offer objectives, valuation and Grey Market Premium. Many beginners fail to do this analysis. There are few success stores in IPO’s and there are plenty of failures as well. It is always important to do through Analysis, Risk Evaluation and decide about IPO Investing. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets fell after witnessing rise for three consecutive weeks as key benchmark indices BSE Sensex and Nifty 50 fell 1.43% and 1.52%, respectively. The fall was broad-based as the mid-cap segment and the small-cap segment closed the week in red. Domestic equity markets fell amid weak global cues as sentiments were dampened following weak U.S. manufacturing data of Aug 2024, which reignited concerns over an economic slowdown in the world’s largest economy. Losses were extended as investors remained cautious ahead of the crucial U.S. jobs report which would provide insights into the potential magnitude of the Federal Reserve’s anticipated rate cut in its Sep 2024 meeting. On the BSE sectoral front, BSE PSU fell 3.88% due to profit booking by investors on concern over high valuations, despite disappointing earnings of state-run companies. BSE Metal slipped 3.49% as investors preferred to avoid cyclical metal sector amid concerns over potential economic slowdown in the U.S and low demands for metal in China. Mutual Fund Corner ICICI Balanced Advantage Fund ICICI Balanced Advantage Mutual Funds are deemed suitable for investors who have a low-risk appetite but want to enjoy steady returns on their investments. This Hybrid Fund helps such investors to even out the risk that comes along with investing in just one type of asset class. Why to consider ICICI Pru Balanced Advantage Fund? Low Beta Fund Ready Made Portfolio with Automatic Asset Allocation & Rebalancing Entry and Exit at any point The purpose of these funds is to enhance and diversify an investment portfolio through Auto Asset Allocation across Debt & Equity. This will ensure your portfolio yield reasonable returns with very low volatility. Investors who wish to participate in equity markets with relatively conservative approach can invest in this scheme To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) Start your Investment Stock of the Week TCS CMP – 4471 Target – 5499 ( In 12 – 18 Month’s Time Frame) Tata Consultancy Services is the flagship company and a part of Tata group. It is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 50 years. Company is almost debt free. Company has a good return on equity (ROE) track record: 3 Years ROE 47.4% High Institutional Holdings at 23% Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 40.36% The company has declared positive results for the last 6 consecutive quarters Healthy long term growth as Net Sales has grown by an annual rate of 10.18% Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST and DOW For your Equity recommendation – open a De Mat account with Alice Blue with this link Open Demat Account This Week Media Publications Click here to Visit Nanayam Vikatan Article by Sathish Kumar Click here Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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

Weekly Wealth Report Issue 158, Weekly Wealth Newsletter: 2nd Sep 2024 – 9th Sept 2024 (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 Issue 158, Weekly Wealth Newsletter: 2nd Sep 2024 – 9th Sep 2024 Market Hits All Time High – Bulls Take Charge DOWNLOAD AS PDF August ended on a high note for the Indian equity markets, with frontline indices like the Nifty and Sensex touching record highs, and the Nifty breaking a 31-year record for the longest streak of gains. The last two weeks saw every trading session close in the green, culminating in 12 consecutive days of gains, with the Nifty up by 4.5%. This 11-session winning streak was last witnessed in November 1993, signalling that the bulls are charging ahead without hesitation. Despite initial concerns at the start of the month due to an appreciating Japanese Yen, heightened geopolitical tensions, and concerns of a hard landing in the U.S., the markets climbed every wall of worry. The rally defied expectations of a correction as the month progressed, driven by optimism in global markets and the subsiding of all initial concerns. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Indian equities rallied to record high on Friday, boosted by gains in financial and banking stocks amid positive global cues after positive US growth data. India’s eight core sectors output growth rose to 6.1% in July, compared to upward revision of 5.1% growth in June. India’s gross domestic product grew at 6.7% for Q1FY25, against 8.2% in the year-ago period. GST collections in August went up by 10% from the same period last year to Rs 1.74 lakh cr. India’s Forex reserves were up by $7.02 bn to touch an all-time high of $681 bn as of August 23 The government fiscal deficit in the first four months of FY25 touched 17.2% of the annual target, against 33.9% a year before Mutual Fund Corner ICICI Balanced Advantage Fund ICICI Balanced Advantage Mutual Funds are deemed suitable for investors who have a low-risk appetite but want to enjoy steady returns on their investments. This Hybrid Fund helps such investors to even out the risk that comes along with investing in just one type of asset class. Why to consider ICICI Pru Balanced Advantage Fund? Low Beta Fund Ready Made Portfolio with Automatic Asset Allocation & Rebalancing Entry and Exit at any point The purpose of these funds is to enhance and diversify an investment portfolio through Auto Asset Allocation across Debt & Equity. This will ensure your portfolio yield reasonable returns with very low volatility. Investors who wish to participate in equity markets with relatively conservative approach can invest in this scheme To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) Start your Investment Stock of the Week TCS CMP – 4551 Target – 5499 ( In 12 – 18 Month’s Time Frame)  Tata Consultancy Services is the flagship company and a part of Tata group. It is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 50 years. Company is almost debt free. Company has a good return on equity (ROE) track record: 3 Years ROE 47.4% High Institutional Holdings at 23% Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 40.36% The company has declared positive results for the last 6 consecutive quarters Healthy long term growth as Net Sales has grown by an annual rate of 10.18% Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST and DOW For your Equity recommendation – open a De Mat account with Alice Blue with this link Open Demat Account This Week Media Publications Click here to Visit Nanayam Vikatan Article by Sathish Kumar Click here https://www.youtube.com/watch?v=umaln632qbshttps://www.youtube.com/watch?v=6olgtpxeOLQhttps://www.youtube.com/watch?v=bPHF6BjIbHghttps://www.youtube.com/watch?v=JOocnYT76ZU Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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

Weekly Wealth Report Issue 156, Weekly Wealth Newsletter: 19th Aug 2024 – 26th Aug 2024 (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 Issue 156, Weekly Wealth Newsletter: 19th Aug 2024 – 26th Aug 2024 SEBI Proposes a New Product & Asset Classes for HNI’s DOWNLOAD AS PDF Sebi’s new asset class, positioned between MFs and PMS: how will it benefit investors? The markets regulator has proposed a new asset class that will offer investment products positioned between mutual funds (MFs) and portfolio management services (PMS) to fill an opportunity gap for investors and offer flexibility in portfolio construction The new product which would be introduced under the mutual fund structure, would have a minimum investment of Rs 10 lakh. The new asset class will have a risk-return profile between that of MFs and PMS, which means it will be aimed at investors who have greater risk-taking capabilities and higher investment amounts than in MFs, but lower than in PMS. The proposed New Asset Class intends to fill the gap between MFs and PMS by offering a regulated product featuring greater flexibility, higher risk-taking capability, and a higher ticket size, to meet the needs of the emerging category of investors,” India is finally opening to different investment products, styles and approaches. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets rose after witnessing fall in previous two weeks as key benchmark indices BSE Sensex and Nifty 50 rose 0.92% and 0.71%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment closed the week in green. Domestic equity markets started the week on weaker note following domestic industrial production data of Jun 2024, indicating a lacklustre growth in the major manufacturing sector. Losses were extended following a surge in global crude oil prices amid escalated geopolitical tensions between Ukraine and Russia. However, the trend reversed as markets recovered all the losses and witnessed gains following positive global cues as strong U.S. retail sales data of Jul 2024 and low weekly jobless claims figures allayed concerns about an impending recession in the world’s largest economy. Gains were extended following benign U.S. consumer price inflation report of Jul 2024 that re-affirmed the expectations of rate cut by the U.S. central bank in Sep 2024. Mutual Fund Corner ICICI Multi Asset Fund The multi-asset allocation Mutual Funds are deemed suitable for investors who have a low-risk appetite but want to enjoy steady returns on their investments. The multi-asset allocation helps such investors to even out the risk that comes along with investing in just one type of asset class. Additionally, it ensures a steady flow of income for the investors even at a time when some asset classes are underperforming than usual. Why to consider ICICI Pru Multi Asset Fund? 1.Diversification2.Ready Made Portfolio with Asset Allocation3.Entry and Exit at any point4.Automatic Rebalancing from Fund Manager The purpose of these funds is to enhance and diversify an investment portfolio through multi-asset allocation across several asset classes. Through such an action, the fund further aims at cushioning the risks that are associated with investing in just one class of asset. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) Start your Investment Stock of the Week Kotak BankCMP – 1778 Target – 2299 ( In 12 – 18 Month’s Time Frame) Kotak Mahindra Bank is a diversified financial services group providing a wide range of banking and financial services including Retail Banking, Treasury and Corporate Banking, Investment Banking, Stock Broking, Vehicle Finance, Advisory services, Asset Management, Life Insurance and General Insurance. Strong Long Term Fundamental Strength with an average Return on Assets (ROA) of 1.85% With a growth in Interest of 3.57%, the company declared Very Positive results in Jun 24 High Institutional Holdings at 60% The Bank has a high Capital Adequacy Ratio of 19.58% signifying high buffers against its risk-based assets With ROA of 2.3, it has a Fair valuation with a 3.7 Price to Book Value Healthy long term growth as Net profit has grown by an annual rate of 21.72% For your Equity recommendation – open a De Mat account with Angel Broking with this link Open Demat Account This Week Media Publications How Fund Managers picks up High Performing Stocks from Stock market, Join me LIVE Stock picking online Course @ Rs. 999/- Sign Up here    Link above to sign up the live webinar on untold the stock picking secrets!  https://www.youtube.com/watch?v=ZVsR6FaYw0chttps://www.youtube.com/watch?v=1waoiLbsA6khttps://www.youtube.com/watch?v=bidQpq9lE-Uhttps://www.youtube.com/watch?v=rUh1XYzmLgU Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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

Weekly Wealth Report Issue 154, Weekly Wealth Newsletter: 5 th Aug 2024 – 12th Aug 2024 (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 Issue 154, Weekly Wealth Newsletter: 5th Aug 2024 – 12th Aug 2024 DOWNLOAD NOW Sensex started falling from its peak,How to protect my Portfolio and Where to Invest now? Despite the Stock market is at Life Time High, Fund Managers are optimistic on Indian Stock Market, but there is a word of Caution. Review & RebalanceCheck your existing Asset Allocation, if you have thematic funds like PSU, Infrastructure & Defence, Pls check their allocation and the latest earnings from Q1. It’s the time to Review & Rebalance your Portfolio is you are a high Aggressive Investor. Equity Schemes & Its ValuationsInvest in the market as per your risk appetite, have a long-term horizon, significantly moderate your return expectations, and follow asset allocation. If you have Small Cap Participation more than 20%, its time to look at replacing the excess with Business Cycle or Flexi CategoriesSIP and STP’sYour SIP’s & STP’s must continue and review your existing SIP Performance. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Sensex fell 2400 Points Intraday, 5th Aug. Indian stock markets crumbled in early hours on Monday as global peers melted amid weak US jobs data and growing signs of a Iran-Israel war in the Middle East. Domestic equity markets fell last week after witnessing rise for the eighth consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 0.43% and 0.47%, respectively. The small cap segment closed the week in red, however, the mid-cap segment closed the week in green. Markets slipped from its peak levels and erased all the gains that wereaccumulated throughout the week after weak U.S. manufacturing data of Jul 2024 along with mixed earnings from U.S. tech companies sparked worries about a recession in the U.S. All eyes now remain on the U.S. payrolls data that could shed some more light on the state of the economy and the Fed’s interest rate trajectory. Mutual Fund Corner Invesco India Manufacturing Fund NFO India’s economy is geared up to reach US$ 9 trillion by 2034, and the manufacturing sector will drive this next wave of growth. What makes India a preferred manufacturing destination? Strong Domestic Demand Economies of Scale due to Volume Growth Export Potential Improving Access to Capital and Funds Low Labour Costs and abundant Talent Pool Government Reforms and Push for Manufacturing Key factors used in the model – Growth, Quality, Value & Momentum. The model helps in constructing a portfolio of 50 – 60 Stocks that are doing well in Modern Age Manufacturing. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week HDFC Bank CMP – 1611 Target – 1999 ( In 12 – 18 Month’s Time Frame) HDFC Bank is India’s largest private sector bank by assets and the world’s tenth-largest bank by market capitalization as of May 2024. As of April 2024, HDFC Bank has a market capitalization of $145 billion, making it the thirdlargest company on the Indian stock exchanges. Strong Long Term Fundamental Strength with an average Return on Assets (ROA) of 1.75%. With a growth in Interest of 50.31%, the company declared Very Positive results in Jun 24. High Institutional Holdings at 82%. With ROA of 1.8, it has a Fair valuation with a 2.8 Price to Book Value. The company has declared positive results for the last 12 consecutive quarters. The Bank has a high Capital Adequacy Ratio of 17.12% signifying high buffers against its risk based assets. For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This Week Media Publications https://www.youtube.com/watch?v=wDZtl-F0lO0https://www.youtube.com/watch?v=i5R2QhbvBEghttps://www.youtube.com/watch?v=3AWaTMsYyf8https://www.youtube.com/watch?v=00EiTqPPrcM Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin 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

Weekly Wealth Report 22nd July 2024 – 28th July 2024 (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 Issue 152, Weekly Wealth Newsletter DOWNLOAD AS PDF What does Stock Market Expect from Union Budget? Budget 2024 On 23rd July Finance Minister, Nirmala Sitharaman will present Union Budget for 24- 25 in Lok Sabha, making the first significant economic update on Modi 3.0 administration. Expectations are soaring and all eyes will be on the Economic Reforms Push, Infrastructure and Rationalisation of Tax & GST Rates,With a population exceeding 1.4 billion and a working age cohort expected to exceed 1 billion, consumer spending in India is forecasted to surpass $4 trillion by 2030. The industry and stock market in India have certain expectations from India Union Budget July 2024 such as tax cuts for lower income tiers to boost disposable income & consumption and experts hope for a budget that enhances consumer spending, but an outcome will depend upon policy decisions and economic conditions. From the upcoming budget, it is expected that the government enhances allocation for crucial farm sector schemes to strengthen the rural economy. This Budget is expected to outline strategies for India @ 2047 and ramping India to USD 5 Tn Economy by 2027. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets rose for the seventh consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.11% and 0.12%, respectively. However, the mid-cap segment and the small-cap segment closed the week in red. Domestic equity markets rose during the week, driven by fresh foreign fund inflows as sentiments remained positive for the upcoming Union Budget 2024 along with expectation of robust Q1FY25 earnings by domestic companies. Market reached record high levels, led by select information technology and FMCG heavyweights in anticipation of healthy first quarter earnings of FY25. On the BSE sectoral front, BSE Tech rose 2.32% in anticipation of healthy first quarter earnings of FY25. BSE FMCG gained 2% as the upcoming Union Budget 2024 is widely expected to have some pro-consumption measures to support lowincome households that would provide benefit to FMCG companies. The sector rose further buoyed by progress in the monsoon and kharif crops sowing Mutual Fund Corner Edelweiss Business Cycle NFO​ An open ended High Aggressive Business Cycle NFO which helps investors to evaluate and invests in sectors & companies combining Momentum and Other Factors. This is Predominantly a Large and Mid-Cap Portfolio focussing only top 300 Companies in Market Capitalization This Business Cycle NFO will analyses factors to spot business cycle trends. Key factors used in the model – Growth, Quality, Value & Momentum. The model helps in constructing a portfolio of 60 stocks that are doing well in current cycle. To invest in SIP & in Mutual Funds Click the link and start your investmentsinstantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Axis Bank CMP – 1292 Target – 1599 ( In 12 – 18 Month’s Time Frame) Axis Bank Limited is a private sector bank. It has the third-largest network of branches among private sector banks and an international presence through branches in DIFC (Dubai) and Singapore along with representative offices in Abu Dhabi, Sharjah, Dhaka and Dubai and an offshore banking unit in GIFT City. Strong Long Term Fundamental Strength with Tier 1 Capital Adequacy Ratio of 15.01% With a growth in Interest of 21.92%, the company declared Outstanding results in Mar 24 High Institutional Holdings at 85.06% Healthy long term growth as Net profit has grown by an annual rate of 52.05%.  A low ratio signifies bank has stronger due diligence systems when giving out loans.  The company has declared positive results for the last 4 consecutive quarters. Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com Facebook Youtube Whatsapp Instagram Linkedin DOWNLOAD AS PDF 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