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Weekly Wealth Report Issue 173, Weekly Wealth Newsletter:  16th dec 2024 – 23rd dec 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 Has FII turned Net Buyers in Dec 2024? Download this NewsLetter as a PDF DOWNLOAD AS PDF FII’s turn buyers in December, they buy equities worth Rs 14,435 crore. “FIIs turning buyers in early December, in total reversal of their sustained selling strategy during the last two months, has altered the market sentiments.” In October, the total FIIs selling through exchanges was Rs 113858 crores. The exodus slowed down a bit to remain at Rs 39315 crores in November. Due to which, the market witnessed a major correction over the past two months. Market continues rebounding and markets extended their recovery for the third consecutive week, gaining over 2% amid mixed cues. Both midcap and small cap indices surged over 4%, surprising market participants. All major sectors contributed to the rally, with realty, metal, IT, and banking emerging as top gainers. while FMCG underperformed. 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 for the fourth consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.52% and 0.37%, 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 led by heavyweight information technology stocks following an in-line U.S. CPI data of Nov 2024 which cemented expectations of another interest rate cut from the Federal Reserve in Dec 2024 monetary policy meeting. Sentiment was boosted after China’s senior leadership committed to easing monetary policy and offering additional support to bolster the faltering economy. On the BSE sectoral front, BSE IT rose 2.62% as investors braced for a rate cut by the U.S. Federal Reserve in its Dec 2024 policy meeting following an in-line U.S. retail inflation print of Nov 2024. Additionally, expectation of an increase in U.S. spending propelled the information technology sector. BSE Consumer Durables gained 1.76% on expectations of a revival in consumer spending driven by the year-end holidays. Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks Fund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks • Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies 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 Dixon Technologies CMP – 18336 Target – 21,999 ( In 12 – 18 Month’s Time Frame) Dixon Technologies (India) Limited, incorporated in 1993 , is a Electronic Manufacturing Services (EMS) company with operations in the electronic products vertical such as consumer electronics, lighting, home appliance, closed-circuit television cameras (CCTVs), and mobile phones. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.07% Healthy long term growth as Net Sales has grown by an annual rate of 45.70% and Operating profit at 37.04% Company has a low Debt to Equity ratio (avg) at 0.08 times With a growth in Net Profit of 268.92%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 45.41% The company has declared positive results for the last 7 consecutive quarters Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button 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

Weekly Wealth Report Issue 172, Weekly Wealth Newsletter:  9th dec 2024 – 16th dec 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 How to read a mutual fund fact sheet? Download this NewsLetter as a PDF DOWNLOAD AS PDF A mutual funds fact sheet can clarify many of the questions investors may have when making an investment in a mutual fund.  Mutual funds fact sheet is like a document that is sent to current investors by all fund houses.   A Mutual Fund Fact Sheet explains Investment Objective, Category, Scheme Type, Assets Under Management ( AUM ), Benchmark, Min Investment, Exit Load, Riskometer, Details about Fund Manager, Portfolio Allocation, Performance Analysis. Every Mutual Fund follows certain Risk and Reward Ratio and those Ratios like Standard Deviation, Alpha, Beta, Sharpe Ratio are mentioned in the Fund Fact Investing in Mutual Funds can be a risky business at times. It entails the examination of several qualitative and quantitative variables over a range of time periods. The financial objectives, level of risk tolerance, and investment horizon should also be considered. A fund factsheet is one of the best guides containing all the information necessary for analysing the fund and taking informed decisions. 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 for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose by 2.39% and 2.27%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green. Domestic equity markets rose on expectations of policy easing by the RBI following the weaker-than-expected GDP figure of domestic economy in the second quarter of FY25. A positive turnaround from foreign institutional investors to domestic equity markets during the week also boosted the sentiment. Meanwhile, the RBI monetary policy committee in its Dec 2024 policy meeting kept repo rate unchanged at 6.5% for the eleventh consecutive time but reduced the cash reserve ratio by 50 bps to 4.0% to boost liquidity. The RBI has projected CPI inflation for FY25 at 4.8% with Q3 at 5.7% and Q4 at 4.5%. CPI inflation for Q1 FY26 is projected at 4.6% and Q2 at 4.0%. The RBI has projected real GDP growth for FY25 at 6.6% with Q3 at 6.8% and Q4 at 7.2%. Real GDP growth for Q1 FY26 is projected at 6.9% and Q2 at 7.3%. Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocksFund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks• Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies 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 BSECMP – 5396Target – 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 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here https://www.youtube.com/watch?v=QwGvCDQjqFwhttps://www.youtube.com/watch?v=d5sPAKBU6pMhttps://www.youtube.com/watch?v=Fxs9vHQBELUhttps://www.youtube.com/watch?v=3kb43SFuWPw My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button 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

Weekly Wealth Report Issue 171, Weekly Wealth Newsletter:  2nd dec 2024 – 9th dec 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 Where will Dalal Street go in Dec 2024? Download this NewsLetter as a PDF DOWNLOAD AS PDF Equity markets saw a downturn in November with various events impacting them including the US presidential elections and selling off by the foreign institutional investors (FIIs) last month. This led to increased volatility in the markets. In an ever-evolving financial world, all eyes on Dec 2024. Historically December is always a cheerful month. In the last 20 years, December has given positive returns for 15 years. With Japanese Yen and Chinese Yuan gaining strength against dollar, the currency index is also an important cue to watch out for in Dec 2024. With economic indicators, RBI Monetary policy is scheduled on Dec 6th 2024. The Reserve Bank of India (RBI) likely to hold its previous repo rate at 6.5 per cent. The 60 days Cease fire of Iran and Isreal will stabilise the oil prices and expect a positive outcome for upcoming OPEC Meeting on 5th Dec 2024.  Dec 2024 is a busy month for IPO Activity, 5 IPO’s are scheduled. Starting with Vishal Mega Mart, International Gemological Institute, DAM Capital, Avanse Financial Services and Sai Life Sciences. December is usually a low activity month for equity markets, especially from foreign investors. With major events like elections and the earnings season out of the way, the focus will be on the pace of revival of consumer demand, especially post the festive season.  Flexi cap and aggressive hybrid funds could be considered for lumpsum investments. Small cap funds may be considered for SIP investments.   Equity investors should not be overly worried about the monthly or quarterly market movements as it may lead to suboptimal decision making that can have a meaningful impact on the long-term performance of their investments. The Indian economy is in a great shape. Demand and government spending are increasing. We just need to get used to the introduction of policies by the new US government. We may not see the euphoria of the last 2-3 years, but we may still compound at a reasonable rate.  These events will set a stage for Calendar Year 2025. 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 for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.87% and 0.94%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green Domestic equity markets rose after the Maharashtra state’s current coalition government, led by the ruling party at the Centre, achieved a notable triumph in the state assembly election which raised expectations for an increased government spending and policy continuity with emphasis on infrastructure and capex. Sentiment improved after the Indian conglomerate clarified that it was not facing any charges related to the Foreign Corrupt Practices Act in relation to the issues set out by the U.S. Department of Justice or the civil complaint by the U.S. Securities and Exchange Commission. On the BSE sectoral front, BSE capital goods and PSU surged 4.87% and 3.70%, respectively, driven by an optimistic outlook for the sectors on the back of hopes of a capex push following a remarkable victory of current coalition government in Maharashtra led by the ruling party at the Centre in the assembly election. 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 ) Start your Investment Stock of the Week Apollo Hospitals CMP – 6829 Target –  7999 ( In 12 – 18 Month’s Time Frame) Apollo Hospitals was established in 1983 by Dr. Prathap C Reddy, renowned architect of modern healthcare in India. As the nation’s first corporate hospital, Apollo Hospitals is acclaimed for pioneering the private healthcare revolution in the country. Healthy long term growth as Operating profit has grown by an annual rate 20.59%  With a growth in Net Profit of 28.29%, the company declared Very Positive results in Sep 24 Stock is technically in a Mildly Bullish range, Multiple factors for the stock are Bullish like MACD, KST and OBV With ROCE of 16.9, it has a Fair valuation with a 8.6 Enterprise value to Capital Employed High Institutional participation of 65% The stock is trading at a discount compared to its average historical valuations For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications This week at Nanayam Vikatan, How a SWP can support you as your Monthly Income? Read this article by clicking down below Click here https://www.youtube.com/watch?v=N0AhBLOI0Akhttps://www.youtube.com/watch?v=M6T-FOXs3bAhttps://youtu.be/R_RsEGZ2StAhttps://www.youtube.com/watch?v=r8sHIAQoBqM My Book

Weekly Wealth Report Issue 170, Weekly Wealth Newsletter:  25th nov  2024 – 2nd dec 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 Is the Market Correction an entry opportunity? Download this NewsLetter as a PDF DOWNLOAD AS PDF A mix of factors around FII outflows and Valuations are driving the recent market correction. With the continuation of the market fall in November, frontline Indian equity indices such as the NIFTY 50 Index (TRI) are down by 10% from the 52 Week high. Indian Equities – Fundamentals remain strong, my medium to long term view is positive outlook on Indian equities remains unchanged driven by the structurally robust domestic growth outlook, healthy corporate profitability and supportive pro-growth policies. India remains amongst the fastest growing major economies, and is expected to retain that position as per IMF forecasts This FPI linked sell-offs is an opportunity to increase your allocations to equities as an asset class. Market expect government to increase their spending from FY 25 Budget and that will trigger additional consumption The Indian government is stepping on the gas to grow at more than 7% annually and is hoping to achieve $7 trillion by 2030, it is the best time to take advantage of this correction. 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 during the week after witnessing fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 1.98% and 1.59%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green. Trend reversed, driven by an across-the-board rally led by heavyweight stocks and lower-level value buying. Strong buying by domestic institutional investors and a firm trend in the U.S. markets also supported the sentiment. Gains were extended following a favourable exit poll result for the front led by the ruling party at the Centre in Maharashtra and Haryana assembly elections, indicating a signal of policy continuity with emphasis on infrastructure and capex. Yield on the 10-year benchmark paper (6.79% GS 2034) rose by 2 bps to close at 6.85% from the previous week’s close of 6.83%. The U.S. District Court and the Securities & Exchanges Commission filed bribery allegations against the chairman and other executives of a prominent domestic conglomerate. 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 ) Start your Investment Stock of the Week Hyundai India Motors Ltd CMP – 1838 Target –  2299 ( In 12 – 18 Month’s Time Frame) Incorporated in May 1996, Hyundai Motor India Limited is a part of the Hyundai Motor Group, which is the third largest auto original equipment manufacturer in the world based on passenger vehicle sales. HMI offers a broad portfolio of 13 models, including sedans, hatchbacks, SUVs, and electric vehicles (EVs). It has been a key exporter, ranking second in India from April 2021 through June 2024, and has sold nearly 12 Mn vehicles domestically and internationally since inception. HMI has two manufacturing facilities in Chennai. The Chennai plant is one of Hyundai’s largest global plants outside Korea, with an annual production capacity of 824,000 units.  Including the Promotor and Institutional Holdings adds upto 95% The company has declared flat results in Sep 2024 Nil debt company Company has a good return on equity (ROE) track record: 3 Years ROE 27.4% For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications This week at Nanayam Vikatan, How a SWP can support you as your Monthly Income? Read this article by clicking down below Click here https://www.youtube.com/watch?v=3kb43SFuWPwhttps://www.youtube.com/watch?v=rDosMGOpuEEhttps://www.youtube.com/watch?v=YgpAmeRQogchttps://www.youtube.com/watch?v=r8sHIAQoBqM My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button 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,