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Weekly Wealth Report Issue 165, Weekly Wealth Newsletter:  21st oct 2024 – 28th 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 Markets are fallen by 6% from its Peak, Is it a good time to add your surplus? DOWNLOAD AS PDF In the ever-fluctuating world of stock markets, investors often invoke the mantra of “buying the dip” as a tactical approach to capitalize on market downturns.  While Sensex touched 85,978 in its peak and today it is trading at 81000 levels, which is 6% of fall. Though we cannot predict the exact bottom of the stock market, this level allows investors a compelling reason to add their surplus.   This is a healthy correction for the market as this allows favourable Risk and Reward for the Investors as the Long-Term Structural Indicators are strong for Indian Economy.   Successful investment strategy requires investor to buy at lower levels and this is fall can be utilised to add your surplus, as the long-term fundamentals for Indian Stock Market remains intact. Call us @ 78100 79946 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Indian equities ended higher on Friday led by gains in banking and metal stocks amid optimism over positive earnings results and slightly better-than-expected growth in China’s Q3 GDP. On the BSE sectoral front, BSE AUTO fell badly with losses of -4.8% followed by Metals with -1.8% Losses were extended following a rise in global crude oil prices amid escalating tensions in the Middle East due to the Israel-Iran conflict FII withdrew -71,274 Cr for month till date DII Invested 74,175 Cr so far for month till date The Reserve Bank of India’s (RBI) Governor Shaktikanta Das said an interest rate cut at this stage will be ‘premature, and very, very risky’ The yield of the new 10-year benchmark 07.10% 2034 paper closed higher at 6.82% on Friday compared to 6.78% on Thursday. Mutual Fund Corner Invesco India Flexi Cap Equity markets are often unpredictable – economic factors, government policies, global and domestic events can cause upward and downward movements across Large, Mid and Small caps. What you need is a fund that offers Expertise and Flexibility – navigating through market movements with the aim to capture opportunities across market caps, and help you build long term wealth. Why to invest in Invesco Flexi Cap Fund? Top Quartile Flexi Cap Fund for 2024 This fund pursues opportunities across the market cap range and sectors Entry and Exit at any point Facilitates longevity of stock ownership as the fund does not have to rebalance portfolio due to market cap changes Diversification helps to generate consistent outcomes over long term while lowering risk Flexi Cap Investing help investor to balance both Risk and Returns 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 Ashoka Buildcon CMP – 246 Target –  299 ( In 12 – 18 Month’s Time Frame) Ashoka Buildcon Ltd is engaged in the business of construction and infrastructure facilities on EPC and BOT basis. It is also involved in the sale of RMC (ready mix concrete) High Institutional Holdings at 27% With a growth in Net Profit of 119.68%, the company declared Very Positive results in Jun 24 OPERATING PROFIT TO INTEREST(Q) Highest at 1.94 times With ROCE of 27.9, it has a Very Attractive valuation with a 1.7 Enterprise value to Capital Employed The stock is trading at a discount compared to its average historical valuations PAT(Q) At Rs 150.33 cr has Grown at 122.0 % High Management Efficiency with a high ROCE of 27.04% For your Equity Recommendation, Pls call us 63795 18807 This Week Media Publications This week at Nanayam Vikatan – 8 Steps to your first 1 Crore Read Now 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

Weekly Wealth Report Issue 164, Weekly Wealth Newsletter:  14th oct 2024 – 21st 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 Hyundai IPO – Largest IPO for 2024 is set to open, Should you invest? DOWNLOAD AS PDF India’s Second Largest Car Manufacturer, Hyundai Motor India IPO, the largest public issue in India is set to open on October 15, 2024. Hyundai Motor India Limited will not get any offer issue proceeds raised from this IPO for any internal activities. Instead, all this will go to a promoter (parent company, Hyundai Motor Company) who sells shares in this IPO after subtracting offer-related costs and applicable taxes.   The ROCE is the highest amongst all the peers and Price to Book Value is also reasonable The debt-to-equity ratio is less than 1 and is competitive meaning that the company is more reliant on equity financing. The current ratio is more than 1 which means that Hyundai Motors India can meet its short-term financial obligations.   Investors can park their funds for both Short Term Listing Gains and for Medium to Long Term Rewards. This being one of the biggest IPO in the history of primary markets in India and there will be fair chance of allotments across the board. Call us @ 78100 79946 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets fell for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 0.38% and 0.20%,respectively. However, the mid-cap segment and the small-cap segment closed the week in green Domestic equity markets fell amid selling in heavyweight large-cap stocks as investors turned cautious ahead of second-quarter earnings season of FY25 Losses were extended following a rise in global crude oil prices amid escalating tensions in the Middle East due to the Israel-Iran conflict However, sentiment was boosted after the RBI, in its monetary policy meeting concluded on Oct 9, 2024, kept the repo rate unchanged at 6.50% for the tenth consecutive time, and shifted its stance from ‘withdrawal of accommodation’ to ‘neutral’, paving the way for potential rate cuts in the future On the BSE sectoral front, BSE Healthcare rose 2.02% following the recovery in the U.S. economy which remained one of the largest markets for Indian pharma companies. BSE Metal plunged 1.84% as China fails to introduce new stimulus measures Mutual Fund Corner Invesco India Flexi Cap Equity markets are often unpredictable – economic factors, government policies, global and domestic events can cause upward and downward movements across Large, Mid and Small caps. What you need is a fund that offers Expertise and Flexibility – navigating through market movements with the aim to capture opportunities across market caps, and help you build long term wealth. Why to invest in Invesco Flexi Cap Fund? 1. Top Quartile Flexi Cap Fund for 20242. This fund pursues opportunities across the market cap range and sectors Entry and Exit at any point3. Facilitates longevity of stock ownership as the fund does not have to rebalance portfolio due to market cap changes4. Diversification helps to generate consistent outcomes over long term while lowering risk Flexi Cap Investing help investor to balance both Risk and Returns 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 Bajaj Auto CMP – 4250 Target –  5499 ( In 12 – 18 Month’s Time Frame) Bajaj Auto, the flagship company of Bajaj Group, is a two-wheeler and three-wheeler manufacturing company that exports to 79 countries across several countries in Latin America, Southeast Asia, and many more. Its headquarter is in Pune. Company is almost debt free and with Free Cash flow of 20,268 Crore. High Institutional Holdings at 23% Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.68% 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 8.99% PAT (9M) At Rs 5,985.84 cr has Grown at 24.15 % NET SALES (HY) At Rs 23,487.02 cr has Grown at 22.07 % Multiple factors for the stock are Bullish like MACD, Bollinger Band and KST For your Equity Recommendation, Pls call us 63795 18807 This Week Media Publications https://www.youtube.com/watch?v=osXJB9NnMkEhttps://www.youtube.com/watch?v=h7kZDKb0gKMhttps://www.youtube.com/watch?v=iJJ5mBD2jtEhttps://www.youtube.com/watch?v=LiqHR3S_BSE 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.

Weekly Wealth Report Issue 163, Weekly Wealth Newsletter:  07th oct 2024 – 14th 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 163, Weekly Wealth Newsletter:  07th oct 2024 – 14th Oct 2024 Where to Invest as Isreal War Escalate and Oil on the Boil? DOWNLOAD AS PDF Foreign Investors turned out Net Sellers amounting to Rs. 27,472 Crores in last 3 trading days. October sees most outflow as Isreal – Iran war escalates Brent crude price has rallied about 4 per cent since Iran’s attack late Tuesday. While this triggered a sell-off in major oil-linked stocks, such as those from the oil marketing, paints, aviation, and tyre sector. From a technical viewpoint, we advise traders to adopt “sell on rise” strategyThe Middle East war may become a localised war, like the Russia-Ukraine war, with people accepting it as a ‘part of life’. long-term investors may use this correction to buy large-cap stocks, where valuations have become attractive. Use these dips to buy quality Stocks & Mutual Funds for Long Term 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 4.54% and 4.45%, 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 due to broad-based sell-off across the sectors as fears of a full-fledged war between Iran and Israel dented investors’ appetite for riskier assets on expectations of a significant retaliatory attack by Israel following Iran’s missile strikes Losses were extended following a spike in global crude oil prices on supply uncertainty due to geopolitical tensions in the Middle East. Sentiment was dampened following the SEBI’s new rules for derivatives trading, including raising the entry barrier by increasing the contract size and upfront collection of options premium. On the BSE sectoral front, BSE Realty fell 7.92% following a decrease in registrations of housing units in Mumbai in Sep 2024. BSE AUTO declined 5.94% following the sales data of Sep 2024, which pointed out that the start of the festive season for automobile companies has been weaker. 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? 1.Low Beta Fund2.Ready Made Portfolio with Automatic Asset Allocation & Rebalancing3.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 @ 6379518807 ) Start your Investment Stock of the Week TCS CMP – 4250 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% Tech Companies are Safe Bets and Defensive Stocks when the Stock Market is  on the boil. For your Equity Recommendation, Pls call us 63795 18807 This Week Media Publications This week at Nanayam Vikatan – 5 Golden Rule to Exit Share and book profit Read Now 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

Weekly Wealth Report Issue 157, Weekly Wealth Newsletter: 26th Aug 2024 – 2nd 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 157, Weekly Wealth Newsletter: 26th Aug 2024 – 2nd Sept 2024 Which Category is Best to Invest in this Volatile Market? DOWNLOAD AS PDF Markets are always volatile and never stable. Investors know that the market will peak and movies cyclical, where it booms and corrects periodically. But what to do during extreme ups or extreme downs? Taking the wrong choice can cause a significant loss or completely erase all the wealth that you have previously created in your portfolio. There are options like aggressive hybrid and dynamic asset allocation funds (DAAF). A DAAF follows an intelligent asset allocation strategy within the fund. The debt-equity ratio is periodically balanced and changed based on market conditions and requirements. If the market is corrected and undervalued, the fund automatically increases the equity component and reduces the debt component with the growth forecast in mind. Whereas, if the market is overvalued already, the fund will reduce the equity exposure and increase the debt component to avoid the fund from facing heavy market corrections leading to a loss. 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 0.81% and 1.15%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment closed the week in green.. Domestic equity markets experienced gains during the week, fuelled by anticipation that the U.S. Fed Chairperson might deliver distinct indications regarding the probable magnitude of a rate reduction in Sep 2024, during the forthcoming Jackson Hole Symposium on Aug 23, 2024. Gains were extended following a fall in global crude oil prices due to ease in geopolitical tensions after Israel has accepted a proposal to bridge differences holding up a cease-fire and hostage release in Gaza. However, gains were restricted after recent data released on Aug 21, 2024, indicated that U.S. job growth over the past year was considerably less robust than previously estimated. BSE Consumer Durables rose 3.99% on expectation of sales growth during the upcoming festive seasons 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 Kotak BankCMP – 1816Target – 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 Click here to Visit Nanayam Vikatan Article by Sathish Kumar Click here https://www.youtube.com/watch?v=JOocnYT76ZUhttps://www.youtube.com/watch?v=wVIHa5OOGF4https://www.youtube.com/watch?v=zX2pljMxMC4https://www.youtube.com/watch?v=bidQpq9lE-U 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

Weekly Wealth Report Issue 155, Weekly Wealth Newsletter: 12th Aug 2024 – 19th 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 155, Weekly Wealth Newsletter: 12th Aug 2024 – 19th Aug 2024 What is Fresh Allegation from Hindenburg, Will it impact Stock Market? DOWNLOAD AS PDF Hindenburg opens a fresh can of worms, with fresh allegation against SEBI Chief, Madhabi Puri Buch. When most of us thought Hindenburg and Adani controversy was over, Hindenburg which makes money in short selling of shares and bonds, targets SEBI Chief and her husband had a stake in offshore funds, which invest in Adani Group. In Short Hindenburg pushes back against Sebi chief’s claims of no wrongdoing Alleges conflicts of interest tied to Adani Group Questions transparency of Madhabi Buch’s consulting firms Though SEBI Chief and Adani Group denies that any commercial relationship, this is a developing news. Market players feel that this Report is not big negative for Dalal Street, the Shock Value is not as big as its first report. Negative factors like Geopolitical issues or volatile global market can impact the market than Hindenburg Report. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets fell for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 1.58% and 1.42%, respectively. The fall was broad-based as the midcap segment and the small-cap segment closed the week in red. Domestic equity markets fell during the week on concerns over a potential economic slowdown in the U.S. because of lack lustre economic indicators such as sluggish job growth, increased unemployment rates, and disappointing corporate profits. Losses were extended due to Yen carry trade issue following the Bank of Japan’s decision to raise its interest rate from 0.1% to 0.25%. Markets fell further after the RBI maintained a status quo on policy rates and stance amid concerns over elevated food inflation in its latest monetary policy concluded on Aug 8, 2024. However, losses were restricted after U.S. Labor Department data showed that first-time jobless benefits claims stood at 2,33,000 as of Aug 3, 2024, down by 17,000 from Jul 27, 2024, which alleviated the concerns about a potential slowdown in the U.S. economy. 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 CDSLCMP – 2565Target – 2999 ( In 6 – 12 Month’s Time Frame) Central Depository Services Limited is a Market Infrastructure Institution (MII), part of the capital market structure, providing services to all market participants – exchanges, clearing corporations, depository participants (DPs), issuers and investors. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.14% Healthy long term growth as Net Sales has grown by an annual rate of 34.48% and Operating profit at 21.19% High Institutional Holdings at 38.9% With a growth in Net Profit of 78.66%, the company declared Outstanding results in Jun 24 The company has declared positive results for the last 4 consecutive quarters NET SALES(Q) Highest at Rs 257.39 cr 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=rUh1XYzmLgUhttps://www.youtube.com/watch?v=lbJyZjdTTsMhttps://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

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

Weekly Wealth Report 29nd July 2024 – 4th August 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 153, Weekly Wealth Newsletter DOWNLOAD AS PDF Mutual Funds are very popular investment option even for small retailers to participate in Capital Markets. With the Mutual Funds Assets crossed 60 Lakh Crore, how the 2024 Budget changed the taxes on these financial Assets? Debt Schemes There are no changes for Debt Mutual Fund taxation on this proposed budget. Investors will have to pay capital gains on these funds in line with their income slabs irrespective of Holding Periods Equity Schemes Funds with Equity with more than 65% are classified as equity Funds. All funds including Balance Advantage, few Equity Saving funds are also coming under Equity Mutual funds. The gains from the sale of any of these funds attracts STCG is 20% and LTCG is 12.5% Gold and Other Fund of Funds ( FoF ) Fund of Funds, Mutual funds invest in other schemes (Including International Funds) earlier they were treated as debt instruments. Now with new budget, if you held the scheme for 24 Months, the LTCG will be charged for 12.5% and for holding period lesser than that will be considered as STCG and will attract tax as slab rate Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Pulse Domestic equity markets rose for the eighth consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.90% and 1.24%, 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 as investors reacted to the Union Budget announcements, particularly the changes in capital gains tax.  Losses were extended following uncertainty over rate cuts and news flow around the U.S. Presidential elections. Further, lower-than-expected earnings growth from domestic major banks of Q1FY25 kept the markets under pressure However, the trend reversed, and markets rallied to fresh high buoyed by the government’s commitment to improving consumption and bridging the gap for energy transition in the Budget Sentiments were boosted following the faster-than-expected U.S. GDP growth data in Q2 2024 along with slower PCE price index growth in Jun 2024, which raised optimism among the investors about rate cuts by the U.S. Fed by the end of the year. 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 ManufacturingKey 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 investmentsinstantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week CDSL CMP – 2447 Target –  2999 ( In 12 – 18 Month’s Time Frame) Central Depository Services Limited is a Market Infrastructure Institution (MII), part of the capital market structure, providing services to all market participants – exchanges, clearing corporations, depository participants (DPs), issuers and investors Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.14% With a growth in Net Profit of 98.1%, the company declared Outstanding results in Mar 24 High Institutional Holdings at 38.91% Healthy long term growth as Net Sales has grown by an annual rate of 32.84% and Operating profit at 21.19% The company has declared positive results for the last 3 consecutive quarters PAT(Q) At Rs 129.26 cr has Grown at 104.8 % NET SALES(Q) Highest at Rs 240.78 cr 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

Weekly Wealth Report 17th June 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 147, Weekly Wealth Newsletter: 17th June 2024 – 24th June 2024 Are Budget and US Elections being Next Biggest Trigger? The Indian equity market, a key player in the global financial landscape, experienced a significant shift in the wake of the Lok Sabha elections. Nifty and Sensex indices made substantial gains, surging over 6 per cent since the close on election results day, June 4. In 2024, Nifty saw a remarkable surge of over 6.98 percent, and Sensex witnessed an uptick of 5.84 percent, reflecting the market’s response to the election outcomes. The newly elected Finance Minister Nirmala Sitharaman is likely to begin the budget preparation process, highlighting the importance of meticulous planning and comprehensive analysis. The Union Budget is expected to improve the Job opportunities, PLI Schemes (Product Linked Incentives). MSME, GST Rationalising and Infra Projects Stock Market will cheer, if the govt continues their spending on Infrastructure and continuity on its Monetary Policies and Fiscal Deficit. All eyes are on the government’s budgetary decisions because it will have a profound impact on the stock market, influencing sector performance, corporate profits, interest rates, inflation expectations and market sentiment. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update World Bank Retains Indian GDP Growth at 6.6% for FY 25 FY 26 and FY 27 growth Forecast is around 6.7% and 6.8% respectively GST Council is expected to meet on 22nd June 2024 Media reports indicates that Fuel Prices could come under GST Due to unusual surge in Gold Imports, govt restricts gold imports again May 2024 CPI Inflation stood at 4.8% unchanged and well below market expectation Core Inflation is reported at 3.1%, which is lowest at the current inflation series from RBI Market cheers with the expectation of a good monsoon, which can push up rural demand, consumption, and eases Agri Inflation. PLI Schemes are expected to create 2 Lakh additional Jobs and to increase the turn over by INR 3 to 4 Trillion in Next 4 Years Mutual Fund Corner Upcoming NFO’s on the Rising Market This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than market. This is managed directly by Mr Shankar Naren, CIO of ICICI Prudential AMC. This fund needs 5 – 7 years of Horizon as the value fund needs higher duration than normal equity funds 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 Natco Pharma CMP – 1211 Target –  1399 ( In 12 – 18 Month’s Time Frame) NATCO Pharma Limited (NATCO) is a vertically integrated research and development focused on niche opportunities in the US. Company is focused on high-barrier-to-entry products Natco Pharma is a NIL Debt Company With a growth in Net Profit of 81.62%, the company declared Very Positive results in Mar 24 With ROE of 23.7, it has a Very Attractive valuation with a 3.3 Price to Book Value Natco Pharma has High Institutional Holdings at 25.84% The company has declared positive results for the last 5 consecutive quarters NET SALES(HY) At Rs 1,826.90 cr has Grown at 31.39 % ROCE(HY) Highest at 27.20 % 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 This week at Nanayam Vikatan – How Credit Cards can be used wisely and effectively? 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 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.