Newsletter

Weekly Wealth Report Issue 182, Weekly Wealth Newsletter:  17th Feb 2025 -24th Feb 2025 (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 When will FII’s come back to India? Download this NewsLetter as a PDF DOWNLOAD AS PDF FII’s continued their selling spree in the Indian equity market, net offloading Rs 2.57 Lakh crore in the cash segment this month from Oct 2024 to February 14, 2025 The recent decline in FII’s investments reflects changing market dynamics and investor sentiment, which are influenced by Trump Factor, Rupee Weakening and Muted Corporate Earnings in Q2 and Q3 in India. FII’s are here for Profits, and they were sitting on huge profits, since they were investing from 2020 onwards and this is Harvesting time for them to book profits and take the money home. Back home in US, where are they Investing? Are they investing in US Stock Market? The Answer is No. US Stock Market Valuation is very high. So where are they Investing? They are investing in US Bonds, as currently US Bond yields are around 4.5%. To answer to Million Dollar Question, when will they come back to Indian Stock Market? 1. When US Bond Yield soften and go below the current levels of 4.5%. 2. When the Rupee Stabilises reasonably in Indian Market 3. When Indian companies, Corporate Profitability meets street Expectation 4. When Pvt Companies announces their CAPEX Expansion plans Both our Union Budget 2025 and RBI Monetary policy gave reasons to believe it. Consumption-driven budget, 11 Lakhs Crore Capex from Govt and RBI finally pulled the trigger and announced a 25bps rate cut. However, you’ll not see an immediate impact of these events but it will become evident over the next 6-8 months. By Sep 2024, you will see a major trend reversal in Indian Stock Market. Happy Investing! 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 Indian equity benchmarks declined on Friday, weighed down by pharma stocks after the US President’s proposed reciprocal tariffs Broader Markets Plunge, The Indian stock markets witnessed another volatile session on last week, with the Sensex and Nifty extending their losing streak to the eighth consecutive session. Broader markets faced a sharp correction, with small-cap and mid-cap stocks falling over 3% each, underperforming the benchmarks. The market capitalization of BSE-listed companies dropped below Rs 400 lakh crore for the first time since June 2024, marking a significant downturn in investor sentiment. Despite a delay in U.S. tariff hikes and easing Russia-Ukraine tensions, selling pressure dominated the session, leading to another day of losses. Foreign institutional investors (FIIs) have been consistent net sellers, offloading ₹87,374 crore worth of Indian equities in January and ₹24,888 crore so far in February. Analysts believe the selling pressure could persist due to global uncertainties and high valuations in the domestic market. Mutual Fund Corner Invesco India Equity Savings Fund Invesco India Equity Savings Fund Growth potential of equities. The net long equity exposure may help reap benefit of long term growth potential of equity Arbitrage opportunity. Each arbitrage position in equity has a corresponding exposure in stock future which helps in reducing risk. Fixed Income exposure. The exposure to fixed income aims to reduce volatility and generates stable income. Bottom up and top down approach, combining growth and value buys to generate consistent outcome through all market conditions Taxation treatment Maintains eligibility for equity taxation. Equity exposure to be maintained in the range of 65-80% 20-35% allocation in debt and money market instruments To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Hyundai India Motor Ltd CMP – 1800 Target – 2399 (In 12 – 18 Month’s Time Frame) Incorporated in May 1996, Hyundai Motor India Limited is a part of the Hyundai Motor Group, which is the third largest auto original equipment manufacturer in the world based on passenger vehicle sales. HMI offers a broad portfolio of 13 models, including sedans, hatchbacks, SUVs, and electric vehicles (EVs). It has been a key exporter, ranking second in India from April 2021 through June 2024, and has sold nearly 12 Mn vehicles domestically and internationally since inception. With PE of 26, it has an Attractive valuation with its peers High Institutional Holdings at 14% ( Promotor holds 82% ) Company is almost debt free. Company has delivered good profit growth of 18.1% CAGR over last 5 years Company has a good return on equity (ROE) track record: 3 Years ROE 27.4% Company has been maintaining a healthy dividend payout of 111% For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/- Join the ONE CRORE Club Stock

Weekly Wealth Report Issue 181, Weekly Wealth Newsletter:  10th Feb 2025 -17th Feb 2025 (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 Decoded 5 Strong Sectors from Budget 2025 Download this NewsLetter as a PDF DOWNLOAD AS PDF Have you heard the term “Lifestyle upgradation”? Well, Budget 2025 just made it affordable. With tax cuts in play, your wallet might feel heavier. Thus, you can now fuel both your shopping cart and our portfolio i.e. more consumption and investment opportunities. But what are those sectors that will supposedly benefit from Budget 2025? Let’s find out! On 1st Feb the finance minister announced a tax cut in budget 2025, due to which consumption-led sectors shot up by more than 3%. FMCG, Automobile, Tourism, Consumer Durable and Entertainment sectors will remain in focus for 2025, as they are expected to benefit from increased spending. What should you do? Understand that the Budget provides you with a broad picture of which sectors will be in focus for the next 1-2 years. However, not all companies in these sectors will experience similar growth. Some will do exceptionally well, while others may fall flat. Thus, identifying strong players with strong financials and growth prospects becomes important. Happy Investing! 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 The Monetary Policy Committee (MPC) in its sixth bi-monthly monetary policy review of FY25 reduced key policy repo rate by 25 bps to 6.25% with immediate effect The RBI has projected real GDP growth for FY26 at 6.7% with Q1 at 6.7%, Q2 at 7.0%, and Q3 and Q4 at 6.5% each, with risks are evenly balanced. The RBI has projected CPI inflation for FY25 at 4.8% with Q4 at 4.4% Domestic equity markets rose for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.46% and 0.22%, respectively. The small-cap segment closed the week in green, however, the mid-cap segment closed the week in red. Domestic equity markets rose after the U.S. President delayed tariffs on Mexico and Canada for a month but gave China no such relief The Manufacturing Purchasing Managers’ Index rose to 57.7 in Jan 2025 compared to 56.4 in Dec 2024, it marked the fastest expansion since last Jul 2024 Mutual Fund Corner Invesco India Equity Savings Fund Growth potential of equities. The net long equity exposure may help reap benefit of long term growth potential of equity Arbitrage opportunity. Each arbitrage position in equity has a corresponding exposure in stock future which helps in reducing risk. Fixed Income exposure. The exposure to fixed income aims to reduce volatility and generates stable income. Bottom up and top down approach, combining growth and value buys to generate consistent outcome through all market conditions Taxation treatment Maintains eligibility for equity taxation. Equity exposure to be maintained in the range of 65-80% 20-35% allocation in debt and money market instruments To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Hyundai India Motor Ltd CMP – 1871 Target – 2399 (In 12 – 18 Month’s Time Frame) Incorporated in May 1996, Hyundai Motor India Limited is a part of the Hyundai Motor Group, which is the third largest auto original equipment manufacturer in the world based on passenger vehicle sales. HMI offers a broad portfolio of 13 models, including sedans, hatchbacks, SUVs, and electric vehicles (EVs). It has been a key exporter, ranking second in India from April 2021 through June 2024, and has sold nearly 12 Mn vehicles domestically and internationally since inception. With PE of 26, it has an Attractive valuation with its peers High Institutional Holdings at 14% ( Promotor holds 82% ) Company is almost debt free. Company has delivered good profit growth of 18.1% CAGR over last 5 years Company has a good return on equity (ROE) track record: 3 Years ROE 27.4% Company has been maintaining a healthy dividend payout of 111% For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/- Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock Market Kickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market 2. 6-point filter to select a high-performing stock 3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications This week at Nanayam Vikatan, What an Investor Should do in Falling Market? Click Here My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now

Weekly Wealth Report Issue 180, Weekly Wealth Newsletter:  3rd Feb 2025 – 10th Feb 2025 (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 Which Sector to Gain Most from Budget 2025? Download this NewsLetter as a PDF DOWNLOAD AS PDF In the last 3 years investors have made a lot of money in markets especially in cyclical, policy dependent and macro driven sectors like PSUs, Defence, Railways, Infrastructure, Energy, Utilities, Capital Goods etc. Before the budget came the following sectors down by 30% from their peaks and market was already rotating in favour of laggards of recent times like financials, IT, healthcare, chemicals etc. There have been concerns now for some time on slowing urban consumption. Zero Tax for the Salaried upto 12 Lakhs and the announcement of 8th Pay Commission and now leaving more money in the pockets of taxpayers all points towards prioritization of consumption part of the economy in the next year or two. This tax cuts from budget 2025 will trigger consumption from Middle Class and 8th Pay commission increments will trigger Consumer Durable Consumption in India for 2025 and 2026 This tax cut, will put 1 lakh crore in the hands of Middle Class and reports suggests that 80% of this money will be spent on Consumption. This means this is the best time for even lumpsum payments in to Mutual funds for long term Investing with diversifying appropriately. Most importantly, investing only those funds that won’t be needed for several years (At least 5 year). Happy Investing! Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose after witnessing fall for three consecutive weeks as key benchmark indices BSE Sensex and Nifty 50 rose 1.72% and 1.80%, respectively The midcap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets rose as sentiment was boosted after the RBI announced several measures to inject over Rs. 1 lakh crore liquidity into the banking system, which also raised the expectations of policy easing by the RBI in its Feb 2025 monetary policy meeting. Investors reacted positively to the Economic Survey 2025 tabled in the Parliament on Jan 31, 2025, that pegged GDP growth between 6.3% to 6.8% for FY26. However, lackluster domestic corporate earnings of Q3 FY25 and ongoing outflows by the foreign institutional investors, restricted the gains On the BSE sectoral front, BSE Realty, BSE Auto & BSE Bankex rose 6.46%, 3.12% & 2.80%, respectively, as theses rate sensitive sector gained following the RBI’s announcement to inject liquidity in the banking system Mutual Fund Corner Invesco India Equity Savings Fund Growth potential of equities. The net long equity exposure may help reap benefit of long term growth potential of equity Arbitrage opportunity. Each arbitrage position in equity has a corresponding exposure in stock future which helps in reducing risk. Fixed Income exposure. The exposure to fixed income aims to reduce volatility and generates stable income. Bottom up and top down approach, combining growth and value buys to generate consistent outcome through all market conditions Taxation treatment Maintains eligibility for equity taxation. Equity exposure to be maintained in the range of 65-80% 20-35% allocation in debt and money market instruments 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 Mahindra & MahindraCMP – 3100Target – 3599 ( In 12 – 18 Month’s Time Frame) Mahindra & Mahindra Ltd is one of the most diversified automobile company in India with presence across 2-wheelers, 3-wheelers, PVs, CVs, tractors & earthmovers. Healthy long term growth as Net Sales has grown by an annual rate of 7.14% and Operating profit at 17.70% With ROCE of 14.1, it has a Attractive valuation with a 3 Enterprise value to Capital Employed High Institutional Holdings at 68.21% With its market cap of Rs 3,83,026 cr, it is the second biggest company in the sector (behind Maruti Suzuki)and constitutes 32.10% of the entire sector The stock is trading at a discount compared to its average historical valuations Over the past year, while the stock has generated a return of 86.56%, its profits have risen by 10.4% ; the PEG ratio of the company is 3.1 The technical trend has improved from Mildly Bullish on 01-Feb-25 For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications

Weekly Wealth Report Issue 179, Weekly Wealth Newsletter:  27th Jan 2025 -3rd Feb 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Is this Fall a Real Crisis? Download this NewsLetter as a PDF DOWNLOAD AS PDF You might feel that we are in the mid of devastating market Crash. The Indian stock markets have indeed declined over recent months, but by historical standards, this correction has been rather modest. The Sensex remains up 8.8 per cent over the past year, and looking at the five-year horizon. Yet the outcry on social media platforms would have you believe we’re facing a second global financial crisis. the mechanics of social media actively encourage and amplify negative sentiment. What should investors do in this environment? The answer is remarkably simple, though not necessarily easy to execute: maintain your regular investment schedule, focus on fundamentals and stay invested for long term. The current situation offers a valuable lesson in maintaining perspective for the fundamentally driven long-term equity investor. The most successful investors I’ve observed over the years share one crucial trait: they treat market corrections not as disasters but as natural features of the investment landscape. Just as the monsoon comes every year, markets will have their periods of decline. The key is to prepare for these periods not by trying to time them This means you can allocate additional funds to Mutual funds for long term Investing with diversifying appropriately. Most importantly, investing only those funds that won’t be needed for several years (At least 5 year). Happy Investing! 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 for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 0.56% and 0.48%, respectively. The fall was broad-based as the midcap segment and the small-cap segment both closed the week in red. Domestic equity markets fell amid a broad-based sell-off across the sectors on concerns over weak corporate earnings in Q3 FY25 and continued foreign fund outflows. Losses were extended following a mixed set of signals from the new U.S. President, as he delayed tariff plans on Chinese goods but threatened to impose tariffs on Canada and Mexico. On the BSE sectoral front, BSE Realty plunged 9.19% following a slowdown in housing sales BSE IT rose 2.32% supported by strong Q3 FY25 results by the large domestic information technology companies Mutual Fund Corner Invesco India Equity Savings Fund Growth potential of equities. The net long equity exposure may help reap benefit of long term growth potential of equity Arbitrage opportunity. Each arbitrage position in equity has a corresponding exposure in stock future which helps in reducing risk. Fixed Income exposure. The exposure to fixed income aims to reduce volatility and generates stable income. Bottom up and top down approach, combining growth and value buys to generate consistent outcome through all market conditions Taxation treatment Maintains eligibility for equity taxation. Equity exposure to be maintained in the range of 65-80% 20-35% allocation in debt and money market instruments 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 BSE CMP – 5556 Target – 6499 ( In 12 – 18 Month’s Time Frame) Bombay Stock Exchange (BSE Ltd) is an Indian Stock Exchange located at Dalal Street in Mumbai. The Co. facilitates a market for trading in equity, currencies, debt instruments, derivatives, and mutual funds. Strong Long Term Fundamental Strength with a 19.27% CAGR growth in Operating Profits With a growth in Net Profit of 223.27%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 32.03% The company has declared positive results for the last 7 consecutive quarters Nil debt company OPERATING CF(Y) Highest at Rs 2,842.03 Cr NET SALES(Q) Highest at Rs 813.30 Cr PBDIT(Q) Highest at Rs 455.79 cr. For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/- Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock Market Kickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market 2. 6-point filter to select a high-performing stock 3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article in Nanayam Vikatan – Will Copy and Paste Investing produce better returns for Investors? Click Here My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube

Weekly Wealth Report Issue 178, Weekly Wealth Newsletter:  20th Jan 2024 – 27th Jan 2025 (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 You Mirror your Returns Download this NewsLetter as a PDF DOWNLOAD AS PDF I recently received a call from my friend, who after much convincing had started investing his money through SIP’s around two years back. He sounded panicky when we spoke. “The markets are falling, Sathish!” he said. “Yes, that is normal as stock market is volatile,” I replied. “Like you had advised, I have continued my mutual fund investments every month without fail, but I am worried now. Should I stop my monthly investment, or sell them?” “When do you need the money you’ve invested?” I asked. “I don’t need it now,” he replied, “But I am worried that the markets may fall even further. And I don’t want to see my savings lose more value.” I said, “If you want to take my advice, and if you don’t need the money now, do nothing.” I tried to tell him that markets continuously test our patience, but more so at these moments when they are falling. But he wasn’t ready to hear it. A day later, he messaged me: “I sold half of my investments, and have stopped my SIPs for now. Will start when things are clearer.” “Stock Market will never be” but you do what you think is good for you. Markets are a mirror, and a mirror doesn’t lie, or flatter, or care about your feelings. They reflect exactly what you bring to them—your patience or your panic, your discipline or your desperation. Like they didn’t cause my friend’s panic but only revealed it. Markets are like that. They show you what’s inside, whether you’re ready to see it or not. When the seas are calm, you can convince yourself you’re patient and level-headed. But when the storm hits—and there’s no storm yet in the markets—the truth comes out. As Warren Buffett so famously said, “Only when the tide goes out do you learn who has been swimming naked.” Markets reward patience, discipline, and the ability to stay still when every instinct is screaming, “Do something!” The great irony is that doing nothing is often the hardest thing to do, even though it’s usually the right move. Now, the patience I’m talking about is not passive. It’s not about sitting around and hoping things work out. It’s about staying grounded in what you know to be true, which includes the quality of your investments. 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 IMF said for India the economic growth is projected to be solid at 6.5% in 2025 and 2026 Indian equity benchmarks closed lower on Friday, dragged down by declines in heavyweight IT and banking stocks owing to a mixed corporate earnings season. Losses widened due to the weakening rupee and heavy selling by foreign institutional investors. India’s fiscal deficit is projected to shrink due to rising tax revenues, highlighting an improved fiscal position, according to a World Bank report. As per the latest RBI Bulletin release India’s economic growth is poised to rebound as domestic demand regains strength, though the stickiness in food inflation warrants careful monitoring. Mutual Fund Corner Edelweiss Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation 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 BSE CMP – 5998 Target – 6499 ( In 12 – 18 Month’s Time Frame) Bombay Stock Exchange (BSE Ltd) is an Indian Stock Exchange located at Dalal Street in Mumbai. The Co. facilitates a market for trading in equity, currencies, debt instruments, derivatives, and mutual funds. Strong Long Term Fundamental Strength with a 19.27% CAGR growth in Operating Profits With a growth in Net Profit of 223.27%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 32.03% The company has declared positive results for the last 7 consecutive quarters Nil debt company OPERATING CF(Y) Highest at Rs 2,842.03 Cr NET SALES(Q) Highest at Rs 813.30 Cr PBDIT(Q) Highest at Rs 455.79 cr. For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but

Weekly Wealth Report Issue 177, Weekly Wealth Newsletter:  13th Jan 2024 – 20th Jan 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com How to Create a Sustainable Wealth with Simple Strategy? Download this NewsLetter as a PDF DOWNLOAD AS PDF The fascinating story of Ronald Read, an American janitor and gas station attendant who, when he passed away in 2014, left behind an $8 million ( Rs 64 Crore ) fortune. This story can be more relevant when the markets are going down and majority of the investors feeling anxious about the downtrend. The striking story is not about some magical investment strategy or discovering the next big thing. This gentleman working as a Janitor and investing in Stocks for 25 years. When he died, his portfolio included 95 stocks across industries like healthcare, telecommunications, utilities, and consumer goods. He believed only in long term investing, and he allowed his money to grow and compound over decades. Most investors chase the noise: “What’s the high performing Mutual Funds and Stocks?” “Is the market crashing?” This approach is a recipe for disappointment. Seasoned wealth builders know real wealth grows quietly. It’s built by investing in fundamentally strong companies and letting them thrive over time. The Long-Term Growth Portfolio is crafted with this principle at its core—and it goes one step further. This story offers valuable lessons to all Investors at todays context, wealth creation happens when you are patient investor for decade or at least for 5 complete years. The next time you feel the urge to make dramatic changes to your portfolio or chase the latest investment trend or the temporary losses in the stock market, remember Mr Richard, the Janitor who made 64 Crore. 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 a spectacular gain on 2nd Jan as key benchmark indices BSE Sensex fell around 1.44%. The fall was broad-based as the mid-cap segment and the small cap segment fell further closed in red with 4.87% and 5.69% respectively. Losses widened due to the weakening rupee and heavy selling by foreign institutional investors. Indian equities closed lower on Friday due to declines in heavyweight financial and energy stocks as investors were concerned about corporate earnings. India Manufacturing Production increased 5.80% in November compared to 4.10% in October. The top losers were Shriram Finance, IndusInd Bank, Adani Enterprises, NTPC and Bharat Electronics Ltd, which were down 3.64-5.33%. The top gainers were TCS, Tech Mahindra, HCL Tech, Wipro and Infosys, which were up 2.59-5.62% US unemployment rate went down to 4.1% in December from 4.2% in November Mutual Fund Corner Edelweiss Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation 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 Mastek CMP – 2950 Target – 3599 ( In 12 – 18 Month’s Time Frame) Established in 1982, Mastek is a provider of vertically-focused enterprise technology solutions. Having its presence in IT industry for almost 4 decades, Mastek Ltd has evolved from an IT solutions provider to Digital transformation partner. Strong Long Term Fundamental Strength with an average Return on Capital Employed (ROCE) of 93.11% Healthy long term growth as Net Sales has grown by an annual rate of 25.96% and Operating profit at 31.54% Nil debt company Positive results in Sep 24 High Institutional participation of 22% With ROCE of 17.3, it has a Attractive valuation with a 3.8 Enterprise value to Capital Employed For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/- Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock Market Kickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market 2. 6-point filter to select a high-performing stock 3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article in Nanayam Vikatan –

Weekly Wealth Report Issue 176, Weekly Wealth Newsletter:  6th Jan 2024 – 13th Jan 2025 (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 A Journey to Ride Nifty @ 40,000 Download this NewsLetter as a PDF DOWNLOAD AS PDF As Sensex and Nifty slip into correction phase, what to expect in 2025? Going ahead, what’s in store for the benchmark indices in the calendar year 2025? Will the Sensex and the Nifty extend their winning run to the 10th year in a row? Goldman Sachs sees Nifty at 27,000 by Dec 2025. Goldman Sachs, the New York-based investment bank, has outlined its strategic vision for Indian equities in 2025.  When the GDP grows around 6.5% and inflation at 5%, India seems to be a great economy. Analysts expect corporate earnings and profit growth to be slightly higher than GDP Growth. Dalal Street is expected to move in line with growth in corporate profits. This implies a 15% CAGR, taking Sensex & Nifty up 4 times in the next decade. We expect there will be incremental and major growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly growing segment of affluent consumers, will drive the next phase of economic expansion in India. In the short term, the Sensex’s trajectory will likely be influenced by Budget, RBI Monetary policy, US Fed Rate Cut and of course Donald Trump Swearing in and his economic policies.  Mark Mobius, a renowned emerging markets investor foresee India’s GDP to grow at 7% and consolidated corporate earnings to be at 15% for next 4 to 5 Years and India is upward trajectory. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.67% and 0.80%.   The rally was broad-based as the mid-cap segment and the small cap segment both closed the week in green.   On the BSE sectoral front, BSE Auto rose 3.74% on the back of upbeat monthly auto sales data of Dec 2024.   The total gross goods and services tax (GST) revenue grew 7.3% YoY to Rs. 1.77 lakh crore in Dec 2024 as compared to Rs. 1.65 lakh crore in Dec 2023.   The Manufacturing Purchasing Managers’ Index fell marginally to 56.4 in Dec 2024 compared to 56.5 in Nov 2024. The data indicated softer demand in the sector despite easing cost pressures and strong jobs growth.   Festive season demand and new launches helped boost sales. Despite challenges in the commercial vehicle segment, companies remain optimistic about the future. Mutual Fund Corner Invesco Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation 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 Mastek CMP – 3064 Target –  3599 ( In 12 – 18 Month’s Time Frame) Established in 1982, Mastek is a provider of vertically-focused enterprise technology solutions. Having its presence in IT industry for almost 4 decades, Mastek Ltd has evolved from an IT solutions provider to Digital transformation partner. Strong Long Term Fundamental Strength with an average Return on Capital Employed (ROCE) of 93.11% Healthy long term growth as Net Sales has grown by an annual rate of 25.96% and Operating profit at 31.54% Nil debt company Positive results in Sep 24 High Institutional participation of 22%  With ROCE of 17.3, it has a Attractive valuation with a 3.8 Enterprise value to Capital Employed For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My first 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community?• Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? To all these there is one solution Join our First 1cr Club Webinar by payingjust 499/- by clicking the below link Join the ONE CRORE Club This Week Media Publications LIVE webinar of Stock Picking Simplified at Jan 11th Saturday, 4 pm. Participate https://www.youtube.com/watch?v=EUhYCvOFkQchttps://www.youtube.com/watch?v=yW70kZfhpSohttps://www.youtube.com/watch?v=EPiITkuixXYhttps://www.youtube.com/watch?v=bNAmkRDskdQ My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book 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 –

Weekly Wealth Report Issue 175, Weekly Wealth Newsletter:  30th Dec 2024 – 6th Jan 2025 (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 Sensex and Nifty Target for 2025? Download this NewsLetter as a PDF DOWNLOAD AS PDF As Sensex, Nifty slip into correction phase, what to expect in 2025? Goldman Sachs sees Nifty at 27,000 by Dec 2025. Goldman Sachs, the New York-based investment bank, has outlined its strategic vision for Indian equities in 2025. The firm identifies major growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly growing segment of affluent consumers, which it believes will drive the next phase of economic expansion in India. The Indian benchmark indices, Nifty and Sensex have delivered positive returns of 9 per cent and 8.5 per cent respectively in 2024 so far. Even more impressive has been the performance of the broader market, Nifty Midcap 100 index and the Nifty Small cap 100 index gaining 24 per cent each. However, towards the fag end of the year, the markets have come under selling pressure, declining 1.7 per cent in December so far after a 0.3 per cent fall in November and a 6.2 per cent decline in October. This downtrend has led to many brokerages reducing their 2025 targets. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose after posting losses in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 0.84% and 0.96%, respectively. The rally was broad based as the mid-cap segment and the small-cap segment both closed the week in green. Domestic equity markets rose as a favourable personal consumption expenditures (PCE) price index report from the U.S. for the month of Nov 2024 renewed optimism regarding potential policy easing by the U.S. Federal Reserve in 2025. Sentiment was boosted after the U.S. Congress passed spending legislation on Dec 21, 2024, helping avert a year-end government shutdown. However, gains were restricted on concerns over persistent selling by the foreign institutional investors in domestic equity markets along with rupee’s record fall against the U.S. dollar. On the BSE sectoral front, a spirited rally in auto and pharma stocks infused fresh energy into the market. BSE Auto rose 2.09% after a domestic brokerage firm upgraded several auto companies, citing recovery prospects despite near-term headwinds, while BSE Healthcare witnessed a gain of 1.23% during the week. Mutual Fund Corner Invesco Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles. The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Apollo Hospitals CMP – 7246 Target – 7999 ( In 12 – 18 Month’s Time Frame) Apollo Hospitals was established in 1983 by Dr. Prathap C Reddy, renowned architect of modern healthcare in India. As the nation’s first corporate hospital, Apollo Hospitals is acclaimed for pioneering the private healthcare revolution in the country. Healthy long term growth as Operating profit has grown by an annual rate 20.59% With a growth in Net Profit of 28.29%, the company declared Very Positive results in Sep 24 Stock is technically in a Mildly Bullish range, Multiple factors for the stock are Bullish like MACD, KST and OBV With ROCE of 16.9, it has a Fair valuation with a 8.6 Enterprise value to Capital Employed High Institutional participation of 65% The stock is trading at a discount compared to its average historical valuations For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My first 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? To all these there is one solution Join our First 1cr Club Webinar by payingjust 499/- by clicking the below link Join the ONE CRORE Club This Week Media Publications Mutual Funds Vs Direct Stocks – Which is profitable for Investor? This week at Nanayam Vikatan Channel Link Click here My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is

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

Weekly Wealth Report Issue 173, Weekly Wealth Newsletter:  16th dec 2024 – 23rd dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Has FII turned Net Buyers in Dec 2024? Download this NewsLetter as a PDF DOWNLOAD AS PDF FII’s turn buyers in December, they buy equities worth Rs 14,435 crore. “FIIs turning buyers in early December, in total reversal of their sustained selling strategy during the last two months, has altered the market sentiments.” In October, the total FIIs selling through exchanges was Rs 113858 crores. The exodus slowed down a bit to remain at Rs 39315 crores in November. Due to which, the market witnessed a major correction over the past two months. Market continues rebounding and markets extended their recovery for the third consecutive week, gaining over 2% amid mixed cues. Both midcap and small cap indices surged over 4%, surprising market participants. All major sectors contributed to the rally, with realty, metal, IT, and banking emerging as top gainers. while FMCG underperformed. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the fourth consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.52% and 0.37%, respectively. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets rose during the week led by heavyweight information technology stocks following an in-line U.S. CPI data of Nov 2024 which cemented expectations of another interest rate cut from the Federal Reserve in Dec 2024 monetary policy meeting. Sentiment was boosted after China’s senior leadership committed to easing monetary policy and offering additional support to bolster the faltering economy. On the BSE sectoral front, BSE IT rose 2.62% as investors braced for a rate cut by the U.S. Federal Reserve in its Dec 2024 policy meeting following an in-line U.S. retail inflation print of Nov 2024. Additionally, expectation of an increase in U.S. spending propelled the information technology sector. BSE Consumer Durables gained 1.76% on expectations of a revival in consumer spending driven by the year-end holidays. Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks Fund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks • Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Dixon Technologies CMP – 18336 Target – 21,999 ( In 12 – 18 Month’s Time Frame) Dixon Technologies (India) Limited, incorporated in 1993 , is a Electronic Manufacturing Services (EMS) company with operations in the electronic products vertical such as consumer electronics, lighting, home appliance, closed-circuit television cameras (CCTVs), and mobile phones. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.07% Healthy long term growth as Net Sales has grown by an annual rate of 45.70% and Operating profit at 37.04% Company has a low Debt to Equity ratio (avg) at 0.08 times With a growth in Net Profit of 268.92%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 45.41% The company has declared positive results for the last 7 consecutive quarters Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is