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Will Sensex Hit 1,50,000 by 2029

Weekly Wealth Report                                                                 April 29, 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 140, Weekly Wealth Newsletter: 29th Apr 2024 – 6th May 2024 Will Sensex hit 1,50,000 by 2029? Raamdeo Agrawal, Chairman of Motilal Oswal Group, has said that Sensex could hit 1,50,000 in the next 5 years. In an article publish in Economic Times, he wrote that Sensex compounds at a handsome rate of 15% which means that the index doubles every five years. Sensex touched 75,000 where do we go from here? This question can be answered in multiple ways. First, the doubling of Sensex from 37,500 to 75,000 happened in just under five years. The sceptic is bound to question, it’s one thing to double from 37,500 to 75,000 in five years. But can this repeat on a significantly higher base? Pre-Covid, the number of new demat accounts opened was an average of 3,50,000 per month. The current demat monthly addition run rate is over 3 million. Total demat accounts have exploded from 40 million in March 2020 to 150 million today. Monthly mutual fund SIP inflows have shot up from ₹8,000 crore five years back to ₹19,000 crore now. This retail equity boom is doing a couple of things. One, in the primary market, it is flooding the Indian corporate sector with liquidity to be invested for growth. Two, the boom in the secondary market is translating into wealth-effect-led consumption, further supporting GDP growth. In sum, who precisely knows the future? But there is a good probability that the equity market’s 15% compounding of the last 45 years may well sustain into the next 5 years. Stay invested, so that you don’t miss out on this ultimate compounding machine called Sensex. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Indian equities snapped their five-day winning streak on Friday, after dismal earnings update by a domestic non-banking finance company dragged the financial sector shares down. On Friday, the Indian stock market indices ended sharply lower, snapping their five-day winning streak, sensex declined 609.28 points, or 0.82%, to close at 73,730.16, while the Nifty 50 settled 150.40 points, or 0.67%, lower at 22,419.95. Investors will eye several stock market triggers this week including the Q4 results, auto sales data, domestic and global macroeconomic data, US Federal Reserve’s interest rate decision, Israel-Iran conflict, crude oil prices, and other global market cues. We expect market momentum to resume with a focus on stock-specific action due to the ongoing result season and sector rotation at play     Mutual Fund Corner ICICI Multi Asset Fund ‘Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi Asset Allocation : The fund has 66.82% investment in domestic equities of which 47.22% is in Large Cap stocks, 5.86% is in Mid Cap stocks, 2.55% in Small Cap stocks. The fund has 12.03% investment in Debt, of which 6.91% in Mutual Fund – Fund of Funds, 4.45% is in Low Risk securities. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. 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 Tata Motors CMP – 1000 Target –  1199 ( In 12 – 18 Month’s Time Frame) Tata Motors Group is a leading global automobile manufacturer. Part of the illustrious multi-national conglomerate, the Tata group, it offers a wide and diverse portfolio of cars, sports utility vehicles, trucks, buses and defence vehicles to the world. With a growth in Net Profit of 83.77%, the company declared Outstanding results in Dec 23 The company has declared Positive results for the last 5 consecutive quarters High Institutional Holdings at 35.34% With ROCE of 19.9, it has a Fair valuation with a 3.3 Enterprise value to Capital Employed OPERATING PROFIT TO INTEREST(Q) Highest at 6.20 times and NET SALES (9M) At Rs 317,941.46 cr has Grown at 32.46 % 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=RsbAdrXtUXchttps://www.youtube.com/watch?v=u5uM9n6RACohttps://www.youtube.com/watch?v=icDovvaipXMhttps://www.youtube.com/watch?v=frdf-7g9a1Ehttps://www.youtube.com/watch?v=mH_Js0-8xPQ 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

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What is your Overlap Percentage in your Mutual Fund Portfolio?

Weekly Wealth Report April 22, 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 139, Weekly Wealth Newsletter: 22nd Apr 2024 – 29th Apr 2024 What is your Mutual Fund Portfolio Overlap Percentage? Very often, investors find that even though they have invested in two different equity mutual fund schemes, their net asset value move up or move down in same proportions. This happens because their underlying portfolio of these two schemes have a high portfolio Overlap. Such a high portfolio overlap reduces diversifications, which is why investors should try and avoid such overlap. An equity mutual funds portfolio built by investing in mix of stocks depending on the fund’s objective. An investor should check his categories of Mutual Funds before he constructs his portfolio, so that he will get different set of stocks and his portfolio is diversified. However, it is impossible to eliminate the portfolio overlap as there are stocks common across all categories and schemes. As an investor, your mutual fund portfolio should never exceed 30 – 40% of such portfolio overlap. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets fell during the week as key benchmark indices S&P BSE Sensex and Nifty 50 fell 1.56% and 1.65%, respectively The fall was broad based as the mid-cap segment and the small-cap segment both closed the week in red. Domestic equity markets fell during the week under review as sentiments were dampened after the recent flare-up between Iran and Israel which increased anxiety among the investors over the possibility that this would disrupt the world’s supply of commodities, particularly crude oil and some industrial metals. On the BSE sectoral front, S&P BSE IT plunged 4.59% amid growing concerns that the U.S. Fed may not start cutting rates this year which could impact economic recovery and push clients to curtail their discretionary spending on IT services. S&P BSE Realty fell 2.79% after data showed that private equity funding in the real estate sector fell 16% in FY24 to USD 3.67 billion on lower interest from foreign investors. Bond yields rose on worries over the heightened conflict in the Middle East. Yield on the 10-year benchmark paper (7.18% GS 2033) rose by 5 bps to close at 7.23% from the previous week’s close of 7.18%.   Mutual Fund Corner ICICI Multi Asset Fund ‘Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning. With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi Asset Allocation : The fund has 66.82% investment in domestic equities of which 47.22% is in Large Cap stocks, 5.86% is in Mid Cap stocks, 2.55% in Small Cap stocks. The fund has 12.03% investment in Debt, of which 6.91% in Mutual Fund – Fund of Funds, 4.45% is in Low Risk securities. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. 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 TCS CMP – 3839 Target –  4599 ( 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. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 40.36% The company has declared Positive results for the last 5 consecutive quarters High Institutional Holdings at 22.56% Nil debt Company Healthy long term growth as Net Sales has grown by an annual rate of 10.46% 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=vgM_z-Fbu4Ihttps://www.youtube.com/watch?v=Z5A0AqMU60ohttps://www.youtube.com/watch?v=frdf-7g9a1Ehttps://www.youtube.com/watch?v=GM1kxJRWJZghttps://www.youtube.com/watch?v=mH_Js0-8xPQ 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

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Where to Invest, when Sensex is at 75,000?

Weekly Wealth Report April 15, 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 138, Weekly Wealth Newsletter: 15 th Apr 2024 – 22nd Apr 2024 Where to Invest, when the market is at 52 week’s High? The Sensex crossed the 75,000 milestone on April 09, 2024, a few days ahead of the start of the general elections to the Lok Sabha. It would be worth recollecting that the Sensex had crossed the 25,000 milestone 10 years back on May 16, 2014, the exact day the 2014 general elections results were announced. Multi-asset funds, which invests in a blend of Equity, Debt, Gold, Real Estate and International Funds may be suitable for investors with a modest risk appetite and even for seasoned players in the market as a healthy mix of assets would be desirable at present times for both beginner and for Seasoner Investor Multi-asset allocation funds offer diversification across different asset classes and active management, which can be attractive to investors. Most Multi Asset funds exceed Equity Long term Average return of 12% and its about the time for you to review and rebalance your Portfolio. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets closed with little change after witnessing rise for three consecutive weeks as key benchmark indices S&P BSE Sensex fell marginally and Nifty 50 rose 0.03%. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets started the week on positive note on expectation of upbeat corporate earnings in the final quarter of FY24. However, sentiments were affected following escalating geopolitical tensions in the Middle East along with rising crude oil prices due to supply concerns. On the BSE sectoral front, S&P BSE METAL increased 2.76% on expectations of strong global demand, after data showed manufacturing growth in China and the U.S The consumer price index-based inflation eased to 10-month low of 4.85% YoY in Mar 2024 compared to 5.09% in Feb 2024, mainly due to cooling food prices Industrial production growth in India (IIP) accelerated to 5.7% YoY in Feb 2024, as compared to 4.1% rise in Jan 2024. Production in the manufacturing industry increased by 5.0%, mining by 8.0% and electricity by 7.5% in Feb 2024. Mutual Fund Corner What are multi-allocation funds? Why are they popular? Should you invest? ‘Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning. With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi-Asset Funds offer a solution by automatically rebalancing allocations, ensuring timely adjustments to maintain a balanced investment approach. This proactive approach helps investors navigate changing market dynamics while optimizing their asset mix. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. 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 Cipla CMP – 1380 Target –  1799 ( In 12 – 18 Month’s Time Frame) Cipla is the 3rd largest Pharma in domestic Market with 1500 products in 65 Therapeutic Categories Cipla hold 1st Rank in Respiratory and Urology Categories and fastest growing Generic Player in North America Company has a low Debt to Equity ratio (avg) at 0.03 times Healthy long term growth as Operating profit has grown by an annual rate 20.72% The company has declared Positive results for the last 3 consecutive quarters with ROCE is at Highest at 20.26% High Institutional Holdings at 48% With ROE of 14.4, it has a Attractive valuation with a 4.5 Price to Book Value 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 – 10 Golden Rules to make high Profits in Stock Market https://www.vikatan.com/personal-finance/money/10-guidance-for-investment?utm_source=magazine-page 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

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Where to Invest, when that Stock Market is at 52 Week High?

Weekly Wealth Report                                                                 April 8, 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 137, Weekly Wealth Newsletter: 8 th Apr 2024 – 15th Apr 2024 Where to Invest, when the market is at 52 week’s High? Building a Portfolio is complex, especially when the Stock Markets are at 52 Week High As we know, equity as an asset class can deliver best returns, but when you foresee volatility in short term, especially when elections are at the corner. What are the options for an investor? Multi-asset funds, which invests in a blend of Equity, Debt, Gold, Real Estate and International Funds may be suitable for investors with a modest risk appetite and even for seasoned players in the market as a healthy mix of assets would be desirable at present times for both beginner and for Seasoner Investor Multi-asset allocation funds offer diversification across different asset classes and active management, which can be attractive to investors. Most Multi Asset funds exceed Equity Long term Average return of 12% and its about the time for you to review and rebalance your Portfolio Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Domestic equity markets rose for the third consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 0.81% and 0.84% respectively. The rally was broad-based as the mid-cap and small-cap segments also closed the week in green with healthy gains. The Manufacturing Purchasing Managers’ Index rose to 16-year high to 59.1 in Mar 2024 compared to 56.9 in Feb 2024 supported by production and sales that rose at fastest rates since Oct 2020 India’s Services Purchasing Managers’ Index (PMI) rose to 61.2 in Mar 2024 as compared to 60.6 in Feb 2024 on the back of strong demand that spurred sales and business activity. The Monetary Policy Committee (MPC) in its first bi-monthly monetary policy review of FY25 kept key policy repo rate unchanged at 6.50% with immediate effect for the seventh consecutive time On the BSE sectoral front, S&P BSE METAL rose 4.75% in response to the rapid expansion of the Chinese manufacturing PMI data for Mar 2024, indicating the strength of the economic recovery. Mutual Fund Corner What are multi-allocation funds? Why are they popular? Should you invest? Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi-Asset Funds offer a solution by automatically rebalancing allocations, ensuring timely adjustments to maintain a balanced investment approach. This proactive approach helps investors navigate changing market dynamics while optimizing their asset mix. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. 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 – 997 Target –  1199 ( In 12 – 18 Month’s Time Frame) NATCO Pharma Limited (NATCO) is a vertically integrated, research and development focused pharmaceutical company engaged in developing, manufacturing, and marketing complex products for niche therapeutic areas. Company is focused on high-barrier-to-entry products that are typically characterized by one or more of the following: Intricate Chemistry, Challenging delivery systems, Difficult or complex manufacturing process Natco Pharma is a Nil debt company The company has declared Positive results for the last 4 consecutive quarters With ROE of 21.3, it has a Very Attractive valuation with a 3.4 Price to Book Value High Institutional Holdings at 24.97% 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=NCXH4vMkHYYhttps://www.youtube.com/watch?v=Yy42YOnX4K0https://www.youtube.com/watch?v=mu-jDndLaTIhttps://www.youtube.com/watch?v=sLKD-t1v2O0https://www.youtube.com/watch?v=sJfFOyxLl9A 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

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Market Outlook – What holds Equity Market in Apr 2024

Issue 136, Weekly Wealth Newsletter: 1st Apr 2024 – 8th Apr 2024 Happy Financial Year 24 – 25. May this Financial Year bring to you More Success and Prosperity Market Outlook – What holds Equity Market in Apr 2024 Equity Markets were volatile in March owing to Outflows in FII & Valuation Concerns. In fact, after the strong outperformance of mid and small-cap categories over large-caps over the last few years, a partial reversal was seen in March. Stress tests by SEBI on midcap and small-cap funds In the near-term, market is expected to enjoy the benefit of global liquidity and favourable macro-economic conditions Over the medium-term, global macros like US economy and Fed actions could define liquidity movements and equity markets Mid and small cap stocks continue to trade at full valuations despite the recent correction in March. While large caps are not necessarily cheap, there are select pockets wherein risk-reward appears more favourable as compared to mid and small caps Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Indian equities ended higher on Wednesday buoyed by oil companies, after global crude oil prices dropped, coupled with a rise in auto, private banks and realty stocks. Morgan Stanley raised India’s GDP growth estimates for FY25 to 6.8% from 6.5% earlier on the back on continued traction in industrial and capex activity BSE announced 25 stocks eligible for ‘beta’ framework under the T+0 settlement cycle starting March 28. The big event in the coming week will be the monetary policy announcement. The Monetary Policy Committee (MPC) of the RBI will meet for 3 days between April 03, 2024 and April 05, 2024, culminating in the presentation of the monetary policy For the month of February 2024, the core sector growth (infrastructure growth) came in at a robust 6.72%. Mutual Fund Corner Why Flexi Cap Mutual Funds are Popular Among Investors? Flexi-cap schemes offer the flexibility to adjust allocations based on current market conditions and emerging opportunities. Many investors prefer that the fund manager decide the allocation of their funds among large, mid, and small-cap stocks based on market opportunity. In the case of a flexi-cap fund, the fund manager doesn’t have any limitations in terms of choosing stocks for investment belonging to any particular sector, market capitalization, or geography. A flexi-cap mutual fund scheme gives you the advantage of having a diversified equity portfolio spanning across large, mid, and small-cap stocks with a single scheme. The fund manager can also allot a certain percentage of the portfolio to international stocks. If you invest in the best flexi-cap mutual fund, it has the potential to give you inflation-beating high returns and thus create wealth for you. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Stock of the Week Ujjivan Small Finance Bank CMP – 44 Target –  56 ( In 12 – 18 Month’s Time Frame) Ujjivan Small Finance Bank Limited is a mass market focused bank in India, catering to financially unserved and underserved segments and committed to building financial inclusion in the country. It started its operations as Ujjivan Financial Services Limited, a Non-Banking Financial Company in 2005 with the mission to provide financial services to the ‘economically active poor’ who were not adequately served by financial institutions. Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 24.50% The company has declared Positive results for the last 8 consecutive quarters A low ratio signifies bank has stronger due diligence systems when giving out loans With ROA of 3.3, it has a Very Attractive valuation with a 1.8 Price to Book Value 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 – Gold Prices hitting record high, Should you invest in Gold? https://www.youtube.com/watch?v=mFWaq8ph8DMhttps://www.youtube.com/watch?v=OYFatPTUWDghttps://www.youtube.com/watch?v=VCEWszRjfKshttps://www.youtube.com/watch?v=TV8Tzhm7mQg 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. 

Market Outlook – What holds Equity Market in Apr 2024 Read More »

How many schemes you should have in your Mutual Fund Portfolio?

Issue 135, Weekly Wealth Newsletter: 25th Mar 2024 – 1st Apr 2024 Mutual Funds have become increasingly popular and have established themselves as an investment product of choice for High Net Worth as well as Retail Investors. Mutual funds offer the professional expertise of the fund manager and are diversified instruments, transparent in terms of management and offer investors simple and seamless access to capital markets. Diversification is one of the most critical principles of investing and even with Mutual Funds. The objective of diversification is to avoid concentration of any single investment or asset class in your portfolio, thereby reducing overall risk and optimally positioning your portfolio for long-term wealth creation. While there is no precise answer for the number of funds one should hold in a portfolio, 8 – 10 funds across asset classes may be considered optimal depending on the financial objectives and goals of the investor. Further, higher allocation of portfolio to the right fund is of crucial importance. Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Indian equities recovered positively after the Stress Test and fall in Mid and Small cap Indices Stock Markets managed to end in green this week despite the heavy volatility triggered by global factors. NIFTY IT, however, tanked more than 6% this week amid global growth concerns. The FMCG index was another loser. On the other hand, auto, realty, metal, and oil and gas indices were major gainers this week. Paytm Shares made a sharp recovery of 16% last week Heavy losses in Tata Consultancy Services (TCS) as its promoter Tata Sons offloaded a minor 0.65% stake for around ₹9,300 crore in block deals also hit the investor sentiment. Stock markets took comfort from the US Federal Bank holding its interest rates and sticking to its three rate cuts plan this year. The policy announcement reined in dollar strength. SENSEX and NIFTY closed more than 0.7% higher on Thursday following gains in realty, auto and metal shares. The US Federal Reserve is sticking to its three rate cuts forecast for the current year brought relief to wary investors. Mutual Fund Corner Why Flexi Cap Mutual Funds are Popular Among Investors? Flexi-cap schemes offer the flexibility to adjust allocations based on current market conditions and emerging opportunities. Many investors prefer that the fund manager decide the allocation of their funds among large, mid, and small-cap stocks based on market opportunity. In the case of a flexi-cap fund, the fund manager doesn’t have any limitations in terms of choosing stocks for investment belonging to any particular sector, market capitalization, or geography. A flexi-cap mutual fund scheme gives you the advantage of having a diversified equity portfolio spanning across large, mid, and small-cap stocks with a single scheme. The fund manager can also allot a certain percentage of the portfolio to international stocks. If you invest in the best flexi-cap mutual fund, it has the potential to give you inflation-beating high returns and thus create wealth for you. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Stock of the Week CDSL CMP – 1787 Target –  2099 ( In 12 – 18 Months Time Frame) CDSL facilitates holding and transacting securities in electronic form and facilitates the settlement of trades executed on stock exchanges. These securities include equities, debentures, bonds, units of mutual funds, Certificates of deposit (CDs), commercial papers (CPs), Treasury Bills (TBills), and others. Other services include e-Voting, M-Voting, Myeasi Mobile App and e-Locker. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.14% With a growth in Net Sales of 51.91%, the company declared Very Positive results in Dec 23 High Institutional Holdings at 39.49% Healthy long term growth as Net Sales has grown by an annual rate of 28.95% and Operating profit at 21.19% 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 – Easy way to plan your Retirement with Mutual Funds. https://www.youtube.com/watch?v=nQMfnMUa9vQhttps://www.youtube.com/watch?v=tB0MRPT8wWYhttps://www.youtube.com/watch?v=EFm5pUy9h5Qhttps://www.youtube.com/watch?v=TV8Tzhm7mQg 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. 

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Is your Mutual Fund Portfolio Underperforming?

Issue 134, Weekly Wealth Newsletter: 18th Mar 2024 – 25th March 2024 Is your Mutual Fund Portfolio Underperforming? This week stock market experienced a significant decline, wiping off 14 lakh crore rupees from Dalal Street. The Sensex crashed 1100 points intraday, dropping below the 73,000 mark, and the Nifty was under 22,000. Although the Sensex recovered slightly by next day, it was still down 906 points. Most of the investors fear underperformance, when market falls. It is more emotional, It is completely normal for the market to fall up to 5% from its peak or 52 week high. It is okay to lose 2 -3% overall profits, especially when your portfolio delivering 20% XIRR. Some things are out of our control. Just like you cannot control the actions of others, you can’t control the market. Remember investing is for mental peace and not for high returns. Call us @ 63795 18807 to Review your Mutual Fund Portfolio Weekly Market Update Indian equities ended lower on Friday because of weak global cues. There are concerns on Federal Reserve Rate cut timing and hotter than expected US Inflation data. Finance minister Nirmala Sitharaman said despite huge fluctuations globally, the Indian stock market has maintained “a certain level of sanity” and the market should be allowed to play on its own Indian Q3 GDP Growth at 8.4% beats market expectation and estimates Indian Economy grows at fastest pace in 6 Quarters Retail inflation for February remains almost unchanged at 5.09%

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Is your Mutual Fund & Stock Portfolio yielding Best Returns?

Issue 133, Weekly Wealth Newsletter: 11th Mar 2024 – 18th March 2024 Is your Mutual Funds and Stock portfolio yielding Best Returns? Alpha is the measurement of an investment portfolio’s performance against a certain benchmark –usually a stock market index. In other words, it’s the degree to which a investor has managed to ‘beat’ the market over a period of time. The alpha can be positive or negative, depending on its proximity to the market. The Question is, when was the last time you reviewed your Mutual Fund and Portfolio and calculated Alpha on your portfolio? Investing is dynamic, Stock Markets are dynamic, Mutual Fund performance is dynamic. It is always advisable to review your portfolio in every 3- or 4-Months’ time to check your Portfolio Performance. Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Indian equities ended flat but at a record high on Thursday. The gains led by financials and after the United States (US) Fed Chair, in congressional testimony, signalled a rate cut this year, were trimmed due to stock-specific sell-offs. Mutual Fund Corner ICICI Prudential Multi Asset Fund To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Stock of the Week Indus Towers CMP – 255 Target – 299 ( In 12 – 8 Months Time Frame) Indus Towers is a provider of tower and related infrastructure sharing services. It is one of the largest telecom tower companies in India based on the number of towers and co-locations operated by the Company. It has over 211,775 towers and 360,679 co-locations and a nationwide presence covering all 22 telecom circles Healthy long term growth as Net Sales has grown by an annual rate of 32.68% and Operating profit at 17.06% With a growth in Net Profit of 18.99%, the company declared Very Positive results in Dec 23 With ROCE of 13.4, it has a Attractive valuation with a 2 Enterprise value to Capital Employed DEBT-EQUITY RATIO(HY) Lowest at 0.87 times For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications Middle Class to Million Dollar Book 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.

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Can your 1 lakh investment in Mutual Fund, yield 5 lakh in 10 years?

Issue 132, Weekly Wealth Newsletter: 4th Mar 2024 – 11th March 2024 For wealth creation, one of the first rules that investors must know is the magic of Compounding. This means if you want to make your wealth grow by leaps and bounds, one of the key principles that you are supposed to adhere to is to remain invested. Warren Buffett attributes his wealth creation to compounding, among other factors. Albert Einstein called compounding the eighth wonder of the world. Nippon India Value Fund delivered an annualised return of 17.75 percent in the past 10 years. The benchmark index (Nifty 500 TRI) returned during the same period lower than this and stood at 15.20 percent. This is a popular fund with a total asset under management (AUMs) of ₹5,763 crore. In fact, it is not only this fund – Many such funds have delivered such Steller performances, but the question is – Are you investing for a long term and is your portfolio is enjoying the compounding? This is a doctrine that appeals to every investor who is in the market for a long haul. Call us @ 63795 18807 to know High Performing Mutual Funds Weekly Market Update Domestic equity markets rose for the third consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 0.82% and 0.57% respectively, however, both the midcap segment and small-cap segment closed the week in red. Domestic equity markets reached fresh high after domestic economy surprised the markets with a faster-than anticipated growth rate in the December quarter of FY24. Government data showed that Indian economy grew by roust 8.4% in the Q3 of FY24, with an upward revision in the numbers of Q1 and Q2 data for this fiscal. Sentiments were further boosted following the slower growth of the U.S. personal consumption expenditure price index in Jan 2024 in nearly three years. Government data showed that Indian economy grew by roust 8.4% in the Q3 of FY24, with an upward revision in the numbers of Q1 and Q2 data for this fiscal. Sentiments were further boosted following the slower growth of the U.S. personal consumption expenditure price index in Jan 2024 in nearly three years. On the BSE Sectoral front, S&P BSE Capital Goods surged 3.72% following the robust growth of domestic economy during Oct-Dec quarter of FY24. S&P BSE METAL experienced gain of 1.83% following the growth in the manufacturing sector S&P BSE Health Care witnessed a fall of 2.94% following the Supreme Court’s discovery of the discrepancy in costs between government and private hospitals for different medical procedures following a public interest lawsuit brought by an NGO Mutual Fund Corner Quant Flexi Cap Fund Flexi Cap Fund : The fund has 87.21% investment in domestic equities of which 29.63% is in Large Cap stocks, 16.81% is in Mid Cap stocks, 27.38% in Small Cap stocks. The fund has 4.89% investment in Debt, of which 4.89% in Government securities To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Stock of the Week Mahanagar Gas CMP – 1538 Target –  1800 ( In 12 – 8 Months Time Frame) Mahanagar Gas Ltd is engaged in the business of City gas distribution (CGD), presently supplying natural gas in the city of Mumbai including adjoining areas and the Raigad District in the state of Maharashtra. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.27% The company has declared Positive results for the last 5 consecutive quarters Healthy long term growth as Net Sales has grown by an annual rate of 18.82% Company has a low Debt to Equity ratio (avg) at 0 times With ROE of 27.6, it has a Very Attractive valuation with a 3.2 Price to Book Value The stock is trading at a discount compared to its average historical valuations For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications Middle Class to Million Dollar Book 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.

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Can Small Cap Mutual Fund Deliver Big Returns in 2024?

Issue 131, Weekly Wealth Newsletter: 26th Feb 2024 – 4th March 2024 The fascination of investors in India for small caps seems to be unending. The optimism about India’s economic prospects, smaller companies participating in India’s growth story, the remarkable outperformance of the small-cap indices, the kind of returns generated, and increased investor awareness are some of the key factors behind the inflows into Small Cap Mutual Funds. Seeing this performance, it is important to have Small Cap Participation in your Portfolio, at the same time when Small Cap Benchmark itself has delivered 37% of CAGR for last 3 years, these kinds of returns are difficult in the coming days. Call us @ 63795 18807 to Review your Mutual Fund Portfolio Weekly Market Update Domestic equity markets rose for the second consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 0.99% and 0.78% respectively The rally in the market was broad-based as the mid-cap segment and the small-cap segment also closed the week in green. Domestic rose during the week following the improvement in PMI Services flash data of Feb 2024 from Eurozone along with impressive earning report from a major U.S. tech company. Sentiments were boosted after PMI flash data of Feb 2024 for both manufacturing and services activities increased for the domestic economy. However, rising U.S. Treasury yields along with growing tensions in the Middle East, restricted the gains. On the BSE Sectoral front, S&P BSE Realty experienced gain of 4.07% supported by positive sentiments by the investors in anticipation of growth in the sector. S&P BSE Oil & Gas fell 1.92% during the week as investors preferred to book profits to accumulate the gains from recent rally Mutual Fund Corner Quant Flexi Cap Fund Flexi Cap Fund : The fund has 87.21% investment in domestic equities of which 29.63% is in Large Cap stocks, 16.81% is in Mid Cap stocks, 27.38% in Small Cap stocks. The fund has 4.89% investment in Debt, of which 4.89% in Government securities To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Stock of the Week ICICI Bank CMP – 1022 Target –  1200 ( In 6 – 12 Months Time Frame) CICI Bank is a Second largest private sector bank in India offering a diversified portfolio of financial products and services to retail, SME and corporate customers. The Bank has an extensive network of branches, ATMs and other touch-points. Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 16.76% Healthy long term growth as Net profit has grown by an annual rate of 63.01% The company has declared Positive results for the last 21 consecutive quarters High Institutional Holdings at 90.16% With ROA of 2.2, it has a Fair valuation with a 3.2 Price to Book Value For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications At this week Nanayam Vikatan – Business Vs Mutual Funds – Where to Invest your Money? Pick up your copy, magazine is at your nearest stands. Middle Class to Million Dollar Book 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.

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