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All you need to know about Global Investing 

Every equity portfolio has delivered an exemplary return, because of the current bullish trend is with the Indian equity market. And now the new normal with all equity investors is diversifying their portfolio with global exposure. Almost all AMC ( Mutual Fund Companies ) have US Feeder Fund and few with China and European Markets too. Till some time ago, only HNI’s can invest in US Stocks and global markets, but today the Mutual Funds has made it extremely simple for retail investors too. In the current scenario, the exposure of current global equity market is even lesser than 0.5% of Total  Asset Under Management, but this is rising significantly.  Here are certain criteria that every investor should keep in their mind, when they invest in foreign feeder fund. Focus on Valuation  Investors think that US Tech will give them better returns than Indian Tech Funds because of the tech disruption and global branding. But the returns produced by NIFTY Tech Index is 42% compared to 39% of US Tech Funds. Also the US Tech PE levels are higher than Indian PE Nifty Tech Index.  Being Selective with Markets  Don’t rush and invest your money into all the destinations. US is the first and foremost choice. It is the largest, stable and deepest market. It has good ecosystem, regulation and legitimate too. USD remains the global reserve currency and US market offers the strong systems that can protect the investor interest against malpractices. China is an emerging economy and delivered good returns in the past and looking promising for the future too. But it is a risky bet given the government controls everything.  UK, German and Japan are other possible destinations, but I will strongly recommend to diversify only after US and China.  Tax Compliance When you invest in global Investment funds, the taxation is treated and equal to Fixed Income for tax purposes. Meanwile the long term capital gains can attract tax rate of 20% after indexation benefit.  Should you invest in Global Funds? Never Bet Against India. Invest only when you completely explored all the categories in Indian Mutual Fund schemes. Indian GDP is growing from 3.2 Tn $ to 5Tn $ by 2025. Indian equity markets all set to extend the long-term average returns from equity markets which is 12%. The best performing Mid, Small and Flexi funds will deliver better returns than the standard bench mark returns.  Conclusion  Never rush into diversification and rush for global participation. Invest only in global schcmes when you sufficiently invested and explored all categories in Indian Mutual Fund Schemes. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish Kumar Financial Consultant | Author | Speaker Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ *Should you invest in Global Mutual Funds*  *To invest in SIP & in Mutual Funds Click the link and start your investments instantly* http://www.assetplus.in/partner/sathishkumar *Sathish Kumar* *Financial Consultant | Author | Speaker* *Whatsapp / Call –  +919841058689* http://sathishspeaks.com/ #sathishspeaks #wealth #money Sathish is a Crorepathi Creator | Author | AMFI Registered Mutual Fund Distributor | Columnist | YoutuberI have 22 years of experience in Financial Services, in which 15 Years of Experience in being associated with major banks and 7+Years of experience personally as founder of Creating Wealth Company Still Dreaming How to Start Your Investment?My First 1Cr Community is a platform for you to plan your First 1Cr and I will Guide you every week Saturday in Live Webinar Session Visit My Website for more Information www.sathishspeaks.comJoin My First 1Cr Club Community www.webinar.sathishspeaks.comCheck out our Youtube Channel – https://www.youtube.com/@Sathish_Speaks_/featured Contact us – 7810079946 #1crorecommunity #financialeducation #investingjourney #stockmarkettips #personalfinance #wealthbuilding #financialfreedom #investmentstrategies #moneymanagement #financecommunity #successjourney #millionairemindset #financialliteracy #moneymatters #smartinvesting #1croregoals #financialplanning #stockmarketindia #investoreducation #wealthcreation #financegoals #learntoinvest #financialinsights #mutualfund #savingstips #sathishspeaks #systematicinvestment #sip #investment #stockmarket #money Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn:1.A-Z of Mutual Funds2.SIP Techniques & Much More You will get:1.8 Chapters2.Recorded Course3.Lifetime Access Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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A Checklist before investing in Thematic Mutual Funds

Value Funds and Thematic Funds are back in focus since Jan 2021.  Value, Pharma, Tech Sectoral funds has delivered more than 40% returns in last 1 year.  But the question is should you invest in Thematic Funds? When it comes to Mutual funds remember the basic rule, which is diversification. You invest in Mutual Fund to diversify the risk. Direct Equity are risky and mutual fund helps you to spread your hard-earned money to larger universe.  Sectoral Fund is more specific and focused fund with one particular Industry. You have plenty of choices like Pharma Funds, IT, Global Innovation and Disruption, PSU, ESG, Renewable Energy, Banking & Financial Services, Greater China, US Tech Etc.  So actually, the sectoral funds are going against the strategy of diversification and increases the Concentration Risk. Many new investors are investing in these Sectoral Funds by just seeing only the Historical Returns. Which is a bad investment strategy.  Check these pointers before you invest your hard-earned money into Thematic Funds. 1. Your Sectoral Fund exposure should be a little / Small percentage to your overall MF Portfolio. Never over board and keep your thematic investment strategy as core portfolio. 2. When you choose a sectoral fund, have a clear understanding of valuations. In the year 2000 few mutual companies launched IT Fund, when the IT sector valuations are at the peak. Similarly, many investors also invested in Infrastructure Funds NFO in 2007 and created huge losses to investors. 3. Be careful about the Theme – Check whether this is a high conviction idea / strategy.  Check out the logic, statistics and rationale, don’t buy schemes with just hope.  4. Thematic investment involves High Risk Appetite. Analyze that can you absorb that larger risk when you invest with Thematic Funds Conclusion : Thematic Funds offers good opportunity to get excess and high returns. There is nothing wrong in buying thematic funds, you just have to keep them within the limits.  Connect with me for your smarter investment decisions @ 9841058689. One call can change your finance forever. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish Kumar Mutual Fund Distributor | Author | Speaker Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ #sathishspeaks *A Checklist before investing in Thematic Mutual Funds* *Value, Pharma, Tech Sectoral funds has delivered more than 40% returns in last 1 year.  But the question is should you invest in Thematic Funds?* *To invest in SIP & in Mutual Funds Click the link and start your investments instantly* http://www.assetplus.in/partner/sathishkumar *Sathish Kumar* *Mutual Fund Distributor | Author | Speaker* *Whatsapp / Call –  +919841058689* http://sathishspeaks.com/ #sathishspeaks A Checklist before investing in Thematic Mutual Funds Value, Pharma, Tech Sectoral funds has delivered more than 40% returns in last 1 year.  But the question is should you invest in Thematic Funds? To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish is a Crorepathi Creator | Author | AMFI Registered Mutual Fund Distributor | Columnist | YoutuberI have 22 years of experience in Financial Services, in which 15 Years of Experience in being associated with major banks and 7+Years of experience personally as founder of Creating Wealth Company Still Dreaming How to Start Your Investment?My First 1Cr Community is a platform for you to plan your First 1Cr and I will Guide you every week Saturday in Live Webinar Session Visit My Website for more Information www.sathishspeaks.comJoin My First 1Cr Club Community www.webinar.sathishspeaks.comCheck out our Youtube Channel – https://www.youtube.com/@Sathish_Speaks_/featured Contact us – 7810079946 #1crorecommunity #financialeducation #investingjourney #stockmarkettips #personalfinance #wealthbuilding #financialfreedom #investmentstrategies #moneymanagement #financecommunity #successjourney #millionairemindset #financialliteracy #moneymatters #smartinvesting #1croregoals #financialplanning #stockmarketindia #investoreducation #wealthcreation #financegoals #learntoinvest #financialinsights #mutualfund #savingstips #sathishspeaks #systematicinvestment #sip #investment #stockmarket #money Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn:1.A-Z of Mutual Funds2.SIP Techniques & Much More You will get:1.8 Chapters2.Recorded Course3.Lifetime Access Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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8 Best Electric Vehicle Stocks to Invest

Investors are always desired to catch the stocks while they are young. These stocks are called Multi-Baggers. These stock prices can grow enormously and thus it gives exponential returns and creates a vast reservoir of wealth to investors.  One such Multi Bagger Theme is Electric Vehicle stocks. Why Electric vehicles can be a Multi Bagger? India is already the 4 Biggest Market for cars and it will become 3rd Biggest market by 2022. Electric vehicles in India are steadily growing and taking off in a rapid pace, it is estimated to be 50,000 Crore market by 2025.  A recent survey also reveals that consumers are willing to pay 1 Lakh in excess to pay for Electric Vehicles, since the maintenance and running costs are very low. Indian consumers are worried about rising fuel prices and thus Electric Vehicles are perfect choice for this market since it runs only on Chargeable Batteries. Since these vehicles has very less internal parts, the maintenance is also less.  Even the Govt is also giving incentives and encouraging people to buy more Electric Vehicles, since it emits zero pollution.  The GST for Electric vehicles is at 5% Vs 28% for other cars. This low GST will help the consumers to buy cars at reduced price. Companies to Invest in Electric Vehicles These are the Cars, Ancillary Manufactures, Battery companies which are not only catering to Indian markets but with global players too. Batteries  Ancillaries IT Software Car Manufacturer Here are the companies may stand benefit in growing Electric Vehicle Market. Multi Baggers are 5 years phenomenon –  Its like nurturing a  Tree – Invest, watch, wait and reap the benefits Multi Baggers always require time frame ( Min of 5 years ) to deliver returns as this is a value Investment, if you are looking to make short term profits, you should never invest on this theme. Your stock market portfolio requires regular reviewing – These stocks recommendations are based on current stock Price, financials. Pls do a quarterly review for these stock recommendations. These are my personal opinion, pls do your own research before investing in these stocks Stock Market Investment is subject to market risk, pls consult your wealth consultant for your risk appetite and investment decisions Join my whats app group for free Updates on Investments and Strategies If you find this information useful – Put in a like – Comment and Share it with your friends Sathish Kumar Mutual Fund Distributor | Author | Speaker Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ 8 Best Electric Vehicle Stocks to Invest Investors are always desired to catch the stocks while they are young. These stocks are called Multi-Baggers. These stock prices can grow enormously and thus it gives exponential returns and creates a vast reservoir of wealth to investors.  Connect with me for your MF and Direct Stocks Investments To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish Kumar Mutual Fund Distributor | Author | Speaker Whatsapp / Call –  +919841058689http://sathishspeaks.com/ Sathish is a Crorepathi Creator | Author | AMFI Registered Mutual Fund Distributor | Columnist | YoutuberI have 22 years of experience in Financial Services, in which 15 Years of Experience in being associated with major banks and 7+Years of experience personally as founder of Creating Wealth Company Still Dreaming How to Start Your Investment?My First 1Cr Community is a platform for you to plan your First 1Cr and I will Guide you every week Saturday in Live Webinar Session Visit My Website for more Information www.sathishspeaks.comJoin My First 1Cr Club Community www.webinar.sathishspeaks.comCheck out our Youtube Channel – https://www.youtube.com/@Sathish_Speaks_/featured Contact us – 7810079946 #1crorecommunity #financialeducation #investingjourney #stockmarkettips #personalfinance #wealthbuilding #financialfreedom #investmentstrategies #moneymanagement #financecommunity #successjourney #millionairemindset #financialliteracy #moneymatters #smartinvesting #1croregoals #financialplanning #stockmarketindia #investoreducation #wealthcreation #financegoals #learntoinvest #financialinsights #mutualfund #savingstips #sathishspeaks #systematicinvestment #sip #investment #stockmarket #money Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn:1.A-Z of Mutual Funds2.SIP Techniques & Much More You will get:1.8 Chapters2.Recorded Course3.Lifetime Access Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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6 Golden Rules for Borrowing

We are not living in an ideal world where everybody has enough money for their needs and wants. People borrow a little to fulfill their dreams and wishes. Banks, NBFc’s and other financial institutions lure potential clients with offers, instant sanction and quick disbursals.  Rule 1 – Don’t borrow more than you can repay While you should never borrow for your life style wants, but a thumb rule says, you can go upto 10% of your monthly income as your Personal Loan.  I know several youngsters pay upto 40% of their monthly income and that is wealth destruction.  Never exceed 10% of your monthly Income to Personal Loan Rule 2  – Keep the tenure as shortest People prefer – Longer the tenure, lower the EMI. Its very tempting to take long duration. Keep the tenure as shortest as you can.  I possible increase the EMI and complete the borrowing before the due date, this will allow you to increase your CIBIL Score and save your interest component. Rule 3 – Don’t Borrow to splurge or to Invest Often people become greedy and get lured by fraud and unsolicited SMS’s with high returns. They borrow and invest with these schemes and lose everything.  Also I see a trend and ads where EMI is available for vacations. While it is important to unwind and destress yourself, but not with the borrowed money. Rule 4 – Take Insurance with high ticket loan If you are taking a large home loan or business loan, buy a term plan for the same amount. You family will be ringfenced with all uncertainties. Rule 5 – Keep shopping for better rates It’s important to access a loan with cheaper interest rates. Keep shopping for best interest. Remember even a 2% of reduction at the interest rates can bring a huge savings.  Rule 6 – Do read the fine prints Read the terms and conditions carefully to avoid unpleasant surprises. If it’s a high ticket loan, get a financial consultant or legal advisor to go through the fine prints. Don’t fall in a debt trap, borrowing is a responsibility. Your credit history is an important document for all your future borrowings.  Take Your First Step Towards Smarter Investment Decision. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish Kumar Equity Fund Manager | Financial Consultant | Author Founder – Creating Wealth Company Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ *6 Golden Rules of Borrowing* *Don’t fall in a debt trap, borrowing is a responsibility. Click here to understand the 6 Golden rules of borrowing* *Take Your First Step Towards Smarter Investment Decision* *To invest in SIP & in Mutual Funds Click the link and start your investments instantly* http://www.assetplus.in/partner/sathishkumar *Sathish Kumar* *Equity Fund Manager | Financial Consultant | Author* Founder – Creating Wealth Company Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ Sathish is a Crorepathi Creator | Author | AMFI Registered Mutual Fund Distributor | Columnist | YoutuberI have 22 years of experience in Financial Services, in which 15 Years of Experience in being associated with major banks and 7+Years of experience personally as founder of Creating Wealth Company Still Dreaming How to Start Your Investment?My First 1Cr Community is a platform for you to plan your First 1Cr and I will Guide you every week Saturday in Live Webinar Session Visit My Website for more Information www.sathishspeaks.comJoin My First 1Cr Club Community www.webinar.sathishspeaks.comCheck out our Youtube Channel – https://www.youtube.com/@Sathish_Speaks_/featured Contact us – 7810079946 #1crorecommunity #financialeducation #investingjourney #stockmarkettips #personalfinance #wealthbuilding #financialfreedom #investmentstrategies #moneymanagement #financecommunity #successjourney #millionairemindset #financialliteracy #moneymatters #smartinvesting #1croregoals #financialplanning #stockmarketindia #investoreducation #wealthcreation #financegoals #learntoinvest #financialinsights #mutualfund #savingstips #sathishspeaks #systematicinvestment #sip #investment #stockmarket #money Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn:1.A-Z of Mutual Funds2.SIP Techniques & Much More You will get:1.8 Chapters2.Recorded Course3.Lifetime Access Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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5 Important Money Habits to Teach Your Kid

Most of us would have started our Money Habits with a Piggy Bank or Coin Collection Box. But is this alone help your kid to learn about Saving, investing, and Spending?  Most good money habits should start from the age of 7. Parents can be the biggest influencers on children’s money habits.  1. Budgeting – Include your child when you make your monthly Income, Expense and investing decisions – Ask their opinion regarding shopping lists and discount Buying. 2. Banking Procedures – Open a Kid’s account and help them to save their money through the bank. Teach them about ATM usage and precautions and understanding of bank account statements. 3. Money App and Money Games – Games like Kidzania will teach about the importance of earning and spending. The best part is the kid will play and learn. 4. Online Transactions – When your child is 14 year or more, encourage and allow them to place online orders like food ordering and Train Booking. 5. Making Money Grow – This is a most important aspect and as a parent, we often miss this. Often, it is a good idea to teach them various asset classes and how money can be multiplied with your investment portfolio. Link their bank account with other simple investment options and teach them. The responsibility of a parent clearly should not stop with only the Piggy Bank, when the kids grow as adults these money habits can help them to understand more about personal finance and save them from making major money mistakes. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish Kumar Equity Fund Manager | Financial Consultant | Author Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ *5 Important Money Habits to Teach Your Kid* *Most of us would have started our Money Habits with a Piggy Bank or Coin Collection Box. But is this alone can help your kid to learn about Saving, Investing, and Spending?*  *To invest in SIP & in Mutual Funds Click the link and start your investments instantly* http://www.assetplus.in/partner/sathishkumar *Sathish Kumar* *Equity Fund Manager | Financial Consultant | Author* http://sathishspeaks.com/ 5 Important Money Habits to Teach Your Kid Most of us would have started our Money Habits with a Piggy Bank or Coin Collection Box. But is this alone can help your kid to learn about Saving, Investing, and Spending? Sathish Kumar Equity Fund Manager | Financial Consultant | Author http://sathishspeaks.com/ Sathish is a Crorepathi Creator | Author | AMFI Registered Mutual Fund Distributor | Columnist | YoutuberI have 22 years of experience in Financial Services, in which 15 Years of Experience in being associated with major banks and 7+Years of experience personally as founder of Creating Wealth Company Still Dreaming How to Start Your Investment?My First 1Cr Community is a platform for you to plan your First 1Cr and I will Guide you every week Saturday in Live Webinar Session Visit My Website for more Information www.sathishspeaks.comJoin My First 1Cr Club Community www.webinar.sathishspeaks.comCheck out our Youtube Channel – https://www.youtube.com/@Sathish_Speaks_/featured Contact us – 7810079946 #1crorecommunity #financialeducation #investingjourney #stockmarkettips #personalfinance #wealthbuilding #financialfreedom #investmentstrategies #moneymanagement #financecommunity #successjourney #millionairemindset #financialliteracy #moneymatters #smartinvesting #1croregoals #financialplanning #stockmarketindia #investoreducation #wealthcreation #financegoals #learntoinvest #financialinsights #mutualfund #savingstips #sathishspeaks #systematicinvestment #sip #investment #stockmarket #money Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn:1.A-Z of Mutual Funds2.SIP Techniques & Much More You will get:1.8 Chapters2.Recorded Course3.Lifetime Access Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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Should you Invest in Thematic Funds?

Weekly Wealth Report Issue 174, Weekly Wealth Newsletter:  23th dec 2024 – 30th dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Should you Invest in Thematic Funds? Download this NewsLetter as a PDF DOWNLOAD AS PDF Sectoral & Thematic funds inflow are at the highest and witnessing exceptional inflow in 2024, in contrast to the other categories. In terms of Assets Under Management (AUM) as well, the largest sub-category with the AUM stood at Rs 70,000 crore in 2024, contributing nearly 39% flows into the actively managed equity mutual fund category. If you look closer, most of the investors in this category are beginners and the they are purchasing these sectoral funds by assuming these funds will deliver same stellar returns which they have produced last Calendar year. Beginners what they don’t understand is Investing in thematic funds does not offer enough diversification to counter broad-based price movements. Also thematic funds has huge Market Timing risks. Predicting the success of the trends focused on by thematic funds can be difficult, and if your (or professional management’s) timing is off, you could face significant losses. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets fell after posting gains for four straight weeks as key benchmark indices BSE Sensex and Nifty 50 fell 4.98% and 4.77%, respectively. The fall was broad-based as the mid-capsegment and the small-cap segment both closed the week in red. Domestic equity markets fell during the week as the U.S. Federal Reserve’s hawkish tone on interest rate cuts in 2025 dampened the market sentiment. After slashing interest rates by 25 bps at Dec 2024 monetary policy meeting as widely expected, the U.S. Federal Reserve warned that it remains cautious about further rate cuts amid inflation concerns, as the central bank cautioned that inflation may take one to two years to return to the 2% target. Losses widened due to the weakening rupee and heavy selling by foreign institutional investors. On the BSE sectoral front, BSE Metal plunged 6.67% as steel stocks faced selling pressure after the Karnataka government tabled a bill to tax mines and mining land. The Bill proposes to levy a tax from Rs. 20 to Rs. 100 per tonne for different minerals Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks Fund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks• Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Garden Reach Ship BuildersCMP – 1548Target – 1899 ( In 12 – 18 Month’s Time Frame) Garden Reach Shipbuilders & Engineers Ltd is a premier shipbuilding company in India under the administrative control of the Ministry of Defence, primarily catering to the shipbuilding requirements of the Indian Navy and the Indian Coast Guard. GRSE is a diversified, profit making and the first Shipyard in the country to export warships and delivered 100 warships to the Indian Navy and Indian Coast Guard. Nil debt company Healthy long term growth as Operating profit has grown by an annual rate 64.42% The company has declared Positive results for the last 6 consecutive quarters PAT(9M) At Rs 296.56 cr has Grown at 39.41% NET SALES(Q) Highest at Rs 1,152.92 cr Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here https://www.youtube.com/watch?v=uHToYgNqVHEhttps://www.youtube.com/watch?v=6DHtninaxoYhttps://www.youtube.com/watch?v=dj_ZuQDQnbUhttps://www.youtube.com/watch?v=16vx-fVgAYY My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only

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Successful individuals practicing key money habits

5 Important Money Habits of Rich and Successful

Have you ever wondered that how Rich is always getting richer and whatever they touch it turns into gold?  Do they have any Midas Touch?  These are the 5 Habits that the Rich and Successful have in common and these approaches towards money and techniques that helped them multiply their money and place them on the top. 1. They don’t react Impulsively When the markets are having a free fall in March 2020, Most of the investors are felt nervous and few have sold their equity allocation with panic and today they are feeling bad as the market rallied 90% from the lowest point. 2. They avoid bad Debts There are good loans and bad loans.  A good loan helps you to multiply your money by leveraging your borrowing ( Eg – Borrowing for Business as business gives you back 20% yield and you are borrowing @ 10% or less) Bad loans are buying lifestyle gadgets and making credit card spending for depreciative assets. 3. They cover their Assets and Risks They have insurance cover for all their future incomes, assets and protects them. They protect their stocks, goods, home and other assets. They also have Term Insurance and Health Insurance for adequate coverage. 4. They Diversify their Investments They will never put all eggs in one basket. They shun ill liquid investments and keep the investments in their control always. Diversification is the foundation of wealth creation.  5. Taking Action on their Decision They never put off or delay their decision. When they are convinced about a proposal, they go ahead and execute it. Knowledge will never bring you results, but taking action will do. Delayed action can take you to monetary losses. Mastering money is always comes with smart habits. Of course bad habits are the causes for your Mediocrity, Poor Relationships, Bad Health.  Change these money habits to bring more money to your life.  Money is not everything, but lack of money is a result of bad money practices.  To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Take Your First Step Towards Smarter Investment Decision. Sathish Kumar Equity Fund Manager | Financial Consultant | Author Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ 5 Important Money Habits of Rich and Successful Have you ever wondered that how Rich is always getting richer and whatever they touch it turns into gold?  Do they really have any Midas Touch?  To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Take Your First Step Towards Smarter Investment Decision. Sathish Kumar Equity Fund Manager | Financial Consultant | Author Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ *5 Important Money Habits of Rich and Successful* *Have you ever wondered how the Rich is always getting richer and whatever they touch it turns into gold?  Do they really have any Midas Touch?*  *To invest in SIP & in Mutual Funds Click the link and start your investments instantly* http://www.assetplus.in/partner/sathishkumar Take Your First Step Towards Smarter Investment Decision. *Sathish Kumar* *Equity Fund Manager | Financial Consultant | Author* *Whatsapp / Call –  +919841058689* http://sathishspeaks.com/ Kickstart your Investment Journey of 2025 from here🤝🏻Check out Our New Course “Welcome to the World of Mutual Funds”🙌You will Learn:1.A-Z of Mutual Funds2.SIP Techniques & Much More You will get:1.8 Chapters2.Recorded Course3.Lifetime Access Actual Cost 4999/- and get it for 2499/-For First 100 Registrations as Launch Offer Buy it at 1999/- Use Code “SATHISHSPEAKS2025” Hurry Up Limited Period Offer Only!!!! Click the below link to enroll to the course and Transform your finances 👇https://webinar.sathishspeaks.com/

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5 ways to Settle Family Legacy Without a Feud

Your Last Will and life time earnings & wealth can cause family discord and it is a parent responsibility to make sure that the sibling’s relationship smooth by writing a detailed will. Parents who leave an unequal Will and Wealth can cause family feuds.  1. Define Fair Fair does not mean an equal wealth distribution, but the rationale behind the split. That WHY part needs to be explained in detail, why this asset is divided and distributed.  This is more often you can see in the family who runs the family business. Unequal wealth splitting can cause hard feelings. To avoid the hard feelings, it is the responsibility of the parent to explain the Fairness. 2. List all the Assets you own This is the second major reason for disputes among siblings. If a parent misses out few assets in the will and dividing and distribution of the asset may become a pain point and defeats the purpose of will writing. List everything you own and leave a detailed will about the distribution of the assets. 3. Ask them what they think One son may be attached to the vacation home & Real Estate assets while the other son may be attached to the business.  So before writing your last will, know their perspective on the assets which they want to possess. This will help you to get an idea and their perspective in splitting the wealth. 4. Appoint a Will Executioner  This person may be your family friend, trusted advisor or even an elderly person within Family. Only recommendation is this person should be well wisher, familiar & respected person by all family members.  5. Follow all the Legal Guidelines Will is a legal declaration of your Assets. If any dispute arises, a registered will have a better legal back up. A will can be registered at Sub Registered Office. Also it adds more value it supported by 2 witnesses and a doctor endorsement that the testator is sound mind when he registered this will.  Even an unregistered will also can be attested with 2 witnesses.  One Call Can Change your Finance Forever, Call me for all your Investment and Personal Finance strategies @ 9841058689 Take Control of Your Finances Click the link & Start your Mutual Fund investment  – Right Here, Right Now http://www.assetplus.in/partner/sathishkumar Sathish Kumar Equity Fund Manager | Wealth Consultant | Author Email: creatingwealthadvisory@gmail.com Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ 5 ways to settle Family Legacy without a Feud Click this link and understand all about Will Writing  Click the link & Start your Mutual Fund investment  – Right Here, Right Now http://www.assetplus.in/partner/sathishkumar Sathish Kumar Equity Fund Manager | Wealth Consultant | Author Whatsapp / Call –  +919841058689 Home

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Entrepreneurs sharing money habits that led to early retirement

4 Powerful Money Habits of Entrepreneurs who Retired Young

A new phrase is spreading like a wild fire which is FIRE  – “Financial Independence and Retire Early” It takes a lot of Diligence, Intelligence and Dedication to Retire Young when you are a millionaire and you built your own fortune. Many young entrepreneurs who share the same habits that have helped them to achieve early retirement and maintain their financial independence It’s their habits that creates wealth and build momentum for rest of the things to multiply your wealth.  1. Inventory of Finances These young retirees walk on the same path in diligently tracking their earning, progress and spending.   When it comes to planning their future – they have complete control over their spending. They knew their networth and they also calculate how much to spend annually.  They have a complete track of their spending; spending is like an addiction but they keep track of their expenses. 2. They don’t spend too much on Housing Reduced housing expenses can help you in freeing more money into Financial Investments and other assets. They don’t buy or spend money on lavish houses. They live in modest home, optjmised space in accessible area 3. They focus on increasing their Income Planning to retire young is not about saving and spending less, but making more money. Increasing your income is much more important and that gives you opportunity to invest more money, more frequently with acceleration. 4. They are comfortable in living outside their Comfort Zone Stepping out of comfortable zone can help you to make uncomfortable money decisions.  They take decisions which are aligned and supportive to their financial Goals, even certain financial decisions are not comfortable to make.  Young Retirees see the glass as half full on most things. They take informed decision with  To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Sathish Kumar Equity Fund Manager | Financial Consultant | Author Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ *4 Powerful Money Habits of Entrepreneurs who Retired Young* *A new phrase is spreading like a wild fire which is “Financial Independence and Retire Early”. Click here and learn more about it* *To invest in SIP & in Mutual Funds Click the link and start your investments instantly* http://www.assetplus.in/partner/sathishkumar *Sathish Kumar* *Equity Fund Manager | Financial Consultant | Author* http://sathishspeaks.com/

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Smart investment strategies during an economic slowdown – Tips for effective financial growth.

Are you doing Smart Investments during this Slowdown?

Almost all my investors who have spoken to me in the last 30 days had only one common question which is – What should i do with my investment on these volatile times? After all the market is filled with news on Economic Slowdown & Volatility which gives lot of nervousness to not only the first time investors and Beginners but also to seasoned Investors.   Also, they are in a panic situation that they are losing their money that they have invested in stock markets and thinking that should they continue with the SIPs? Or Change the Product portfolio / Asset Allocation or Redeem and invest with FD’s? So before you take any action on your existing Portfolio, Answer these 3 Questions If the answer is no – Just keep Investing. Market is dynamic; you can’t predict the levels of the market. Invest for long term and stay patient. With carefully chosen high performance schemes in Mutual Funds or buying Right Stocks – Your investment will yield you higher returns. With the History of Sensex since 1979, over the last 40 years, markets have delivered higher returns whenever market hits the dip. This has happened in the past and History will repeat again. Connect with you Financial Advisor – for your investment Strategies or connect with me on 9841058689 – To increase your Networth and Wealth. Take Your First Step Towards Smarter Investment Decision. Helping people to Increase their Networth and Wealth. Sathish Kumar Equity Fund Manager | Wealth Consultant | Author Email: creatingwealthadvisory@gmail.com Whatsapp / Call –  +919841058689 http://sathishspeaks.com/ http://www.assetplus.in/partner/sathishkumar

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