Newsletter

Weekly Wealth Report Issue 188, Weekly Wealth Newsletter:  31st Mar 2025 -7th April 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 Are you Checking the Red Flags in Investing? Download this NewsLetter as a PDF DOWNLOAD AS PDF A key shift in March 2025 was the return of Foreign Institutional Investors (FIIs) as net buyers after some profit-booking in February which helped drive fresh liquidity into the markets.  In April’25, the markets will closely monitor Jan-March quarter results.  Also, tariff implementation may be another factor impacting the markets. We expect consumption recovery to get broad-based as the income tax cuts propel urban demand, coupled with the buoyant trend in rural consumption levels.   Within investments, we see public and household capex driving growth while private corporate capex recovers gradually.  India’s long-term story remains intact. India is likely to gain share in global output in the coming decades driven by strong foundational factors including robust population growth, a functioning democracy, macro stability influenced policy, better infrastructure, a rising entrepreneurial class and improving social outcomes.   We think the market is underestimating the impact of tax cuts for the consumer sector as well as RBI’s policy pivot (regulatory easing, rate cuts, liquidity boost, MFI relaxations etc.). Current Nifty valuations are close to the long-term average which gives us a lot of comfort and supports a positive long-term return outlook.  Globally, markets will keep an eye on economic data from the US and China, oil price movements and any fresh geopolitical tensions, all of which could sway sentiment. So overall, April looks like a month where earnings, policy and global cues will all be pulling the strings  we expect FII flows to at least stabilize in the next quarter and eventually turn positive over time. For this to happen, our earnings will need to show substantial improvement from current levels. 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 India’s stock benchmarks represented by the BSE Sensex and Nifty 50 ended lower by 0.25% and 0.31% respectively on Friday, and IT stocks declined amid caution over upcoming US tariffs, though foreign fund inflows and growth optimism limited the losses.  India’s current account deficit (CAD) rose to $11.5 billion, or 1.1% of GDP, in the October-December quarter of 2024-25, mainly due to a higher trade gap. Centre’s fiscal deficit between April and February 2025 has come in at Rs 13.5 lakh crore.  Domestic equity markets rose amid a broad-based buying across sectors following better than-expected retail sales data in the U.S. and China for Feb 2025.  The Union Cabinet approved the Production-Linked Incentive (PLI) scheme aimed at boosting domestic manufacturing of electronics components.  India approved a major defence deal worth Rs 62,000 crore to acquire 156 Light Combat Prachand helicopters from Hindustan Aeronautical Limited for the Indian Army and Air Force. Mutual Fund Corner Edelweiss Business Cycle Fund The Edelweiss Business Cycle Fund evaluates businesses combining Momentum with Value ( PE, PB, EBITDA, Div Yield ) Quality ( ROE, ROCE) and Growth ( EPS, Operating Margin ) This fund invest in a factor-based approach to capture trends in business cycles.  Why to consider Edelweiss Business Cycle Fund?  Filter from top 300 stocks by market cap for investable universe. Market-cap bias – Aims to maintain equal allocation between large caps and mid/small caps. Key factors used in the model – Growth, Quality, Value & Momentum. Construct portfolio of 60 stocks across large cap and mid/small cap universe. Select top ranked stocks from each factor combination based on their scores (Value+Momentum; Growth+Momentum; Quality+Momentum) To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment 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 My Recent Article in Nanayam Vikatan. How to Plan your Retirement against Inflation? Click Here https://www.youtube.com/watch?v=uGCLwb_FAUkhttps://www.youtube.com/watch?v=Rjb7nS5XM_Ehttps://www.youtube.com/watch?v=snWpj_8LIUAhttps://www.youtube.com/watch?v=rNW2Fz-K5no 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 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

Weekly Wealth Report Issue 186, Weekly Wealth Newsletter:  17th Mar 2025 -24th Mar 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 to Cross 1,05,000 By Dec 2025? Download this NewsLetter as a PDF DOWNLOAD AS PDF Despite the recent uncertainties and fall in the stock market for last 5 Months. Despite the challenges like Trade wars, Tariff Rise, Dollar Strengthening will Sensex Hit 1,05,000 by Dec 2025? Morgan Stanley have not changed their guidance despite all the above challenges in the world of Stock Investing. They feel there is 30% probability of Sensex hitting 1,05,000 by Dec 2025. Morgan Stanley Analysts and Economists led by Ridhan Desai, mentioned that Indian Earnings are turning up positive and India is a stock picking market, where the valuations are attractive after covid pandemic levels. India’s low share of marketing exports and high services exports are saviour in the world of High Tariffs. RBI Rate Cuts, Strong Budget spending with Tax exemptions on this budget are positive developments since early Feb 2025 are the sentiment indictor and making India is in strong buying territory. What can derail this bull run up will be Trade and Tariff policy from US, USD Vs Indian Rupee Movements, and any other Geo Political Interventions.   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 Retail Inflation cools down to a seven-month low in Feb as food prices eased. This will enable RBI to lower the Interest rates in April 2025. India annual inflation rate eased to 3.61% in February 2025 from the downwardly revised 4.26% in January 2025. Industrial Growth improves to 5% in Jan as manufacturing rebounds.  Indian equity benchmarks ended lower this week, as IT stocks fell on US growth concerns while uncertainty about tariffs persisted. Moody’s Ratings said India’s real Gross Domestic Product (GDP) growth is projected to exceed 6.5% in the fiscal year ending March 2026. 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 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 My Recent Article in Nanayam Vikatan. Growth Vs Dividend Stocks, which is better for your Portfolio? Click Here https://www.youtube.com/watch?v=rNW2Fz-K5nohttps://www.youtube.com/watch?v=1T4QnZS7Fcchttps://www.youtube.com/watch?v=Hitg6xQICgEhttps://www.youtube.com/watch?v=yBsFb9EMeqc 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 Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited. 

Weekly Wealth Report Issue 185, Weekly Wealth Newsletter:  10th Mar 2025 -17th Mar 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 Will this Relief Rally Sustain? Download this NewsLetter as a PDF DOWNLOAD AS PDF Indian equity market shows promise as the Nifty 50 ends a three-week slide, closing nearly 2% higher. Key factors include positive macroeconomic indicators, a drop in the dollar index, and RBI’s liquidity support. Sensex broke 19 days falling market, Stock Market witnessed strong buying from DII’s. Few Sectors valuations are attractive and business are also strong fundamentals. Going by the past data, March is typically the best time for Indian Equities. Brokers are betting big on revival of the stock market in March. Analysing the data for the last 10 years, best nifty return in the month of march was 11% in 2016. Most of the bad sentiment news such as ongoing tariff wars between US, China, Mexico and Canada have been factored in. Most sectoral indices turned positive except Auto, IT and Pvt Banks. Rupee climbs almost 1%, marking its strongest rally in over 2 years on likely RBI intervention. Sharp Rupee gains against USD provided a boost to investor sentiment. Rupee emerged as Asia’s top performer, while other emerging market currencies saw losses. Dip in US bond yield: “Even though there was a rise in the US treasury yields on Wednesday, the asset has witnessed some selling in the recent sessions after the profit-booking trigger in the US dollar. Market falls are temporary, but wealth creation is permanent. Stay Invested, Stay Disciplined!” 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 fell 1.55% and 1.93%, 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 rallied after reports emerged that the U.S. President will “probably” announce a deal to reduce tariffs on Canada and Mexico.  Sentiment was boosted after the U.S. administration has announced a one-month delay on tariffs affecting cars entering the U.S. from Canada and Mexico, raising hopes for negotiations Gains were extended following the domestic services PMI data that expanded at an accelerated pace in Feb 2025 Additionally, a drop in the U.S. dollar index further extended the gains. However, persistent foreign capital outflows continue to pose a significant challenge to the domestic equity markets. Mutual Fund Corner Axis Balanced Advantage Fund A dynamic asset allocation can help investors overcome volatility in Investors Portfolio by dynamically adjusting the Equity Allocation. Axis Balanced Advantage fund follows a 5-factor approach to determine equity exposure while rebalancing. All 5 variables are given importance while computing the net long exposure. While few factors are quantifiable like valuation, earnings momentum; there are factors like geo-political scenarios which consider the events and market expectations that impact the trend in the stock market. The fund endeavours to generate capital appreciation via equity exposure and to generate income by investing in Fixed Income securities Suitable for Investors looking for a solution which dynamically adjusts equity exposure and to participate decently in market rallies The Fund is ideal for investors who have an investment horizon of 5 years. 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 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. What is Information Ratio and how it will be useful to choose Best Mutual Funds? 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 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 184, Weekly Wealth Newsletter:  3rd Mar 2025 -10th Mar 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 Nifty 50 Valuations drops below Covid Levels! Download this NewsLetter as a PDF DOWNLOAD AS PDF Markets with lower price-to-earnings ratio are more attractive or better bargains than those valued higher. Indian equities have been widely considered to be the world’s most expensive ones. The latest bout of sell-off particularly by foreign portfolio investors may have prices more attractive than they have been over the last year. Markets with lower price-to-earnings ratio are more attractive or better bargains than those valued higher. “We are at 19 times earnings on the Nifty, and we have corrected 12-13% from the top If we assume 18 times earnings as the base, there could be another 5-6% downside left on the Nifty with the current trending. There is no roof in Bull Market and there is no floor in Bear Market, Markets go irrational in short term and always catch up to earnings and averages in long term. 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 2.81% and 2.94%, 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 heightened trade tensions around the globe Investors’ sentiment was negatively impacted after the U.S. President has threatened to impose a 25% tariff on imports from the European Union. Losses were extended after China vowed to take “all necessary countermeasures and defend its legitimate rights and interests” following the U.S. President’s announcement of an additional 10% tariff on Chinese imports, intensifying the brewing trade war between the world’s two largest economies. On the BSE sectoral front, BSE IT fell 7.76% due to the impact of the U.S. President’s latest announcement on tariffs that have triggered fresh worries of a trade war and a slowdown in the U.S. economy. BSE Bank experienced the least decline among the sectors, with a loss of 1.55% Mutual Fund Corner Axis Balanced Advantage Fund A dynamic asset allocation can help investors overcome volatility in Investors Portfolio by dynamically adjusting the Equity Allocation. Axis Balanced Advantage fund follows a 5-factor approach to determine equity exposure while rebalancing. All 5 variables are given importance while computing the net long exposure. While few factors are quantifiable like valuation, earnings momentum; there are factors like geo-political scenarios which consider the events and market expectations that impact the trend in the stock market. The fund endeavours to generate capital appreciation via equity exposure and to generate income by investing in Fixed Income securities. Suitable for Investors looking for a solution which dynamically adjusts equity exposure and to participate decently in market rallies. The Fund is ideal for investors who have an investment horizon of 5 years. 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 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 Growth Vs Dividend Stocks, which is better for your Portfolio? 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 Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any

Weekly Wealth Report Issue 183, Weekly Wealth Newsletter:  24th Feb 2025 -3rd Mar 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 Nifty 50 Valuations drops below Covid Levels! Download this NewsLetter as a PDF DOWNLOAD AS PDF Markets with lower price-to-earnings ratio are more attractive or better bargains than those valued higher. Indian equities have been widely considered to be the world’s most expensive ones. The latest bout of sell-off particularly by foreign portfolio investors may have prices more attractive than they have been over the last year. Markets with lower price-to-earnings ratio are more attractive or better bargains than those valued higher. “We are at 19 times earnings on the Nifty, and we have corrected12-13% from the top. If we assume 18 times earnings as the base, there could be another 5-6% downside left on the Nifty with the current trending. There is no roof in Bull Market and there is no floor in Bear Market, Markets go irrational in short term and always catch up to earnings and averages in long term. 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 second consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 0.83% and 0.58%, respectively. However, the mid-cap segment and the small-cap segment both closed the week in green. Domestic equity markets fell during the week on concerns surrounding potential U.S. tariffs. Sentiment was dampened following the minutes of the U.S. Federal Reserve’s Jan 2025 policy meeting, in which the central bank highlighted that the U.S. President’s proposed tariffs could potentially drive-up consumer prices, potentially delaying the reduction of interest rates even further. India’s merchandise trade deficit widened annually to $22.99 billion in Jan 2025 compared to $16.56 billion in Jan 2024. Exports fell by 2.38% YoY to $36.43 billion in Jan 2025, and imports increased 10.28% YoY to $59.42 billion during the same period. On the BSE sectoral front, BSE Metal rose 5.71% following positive economic indicators from China, a major consumer of metals, boosted global metal prices 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 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 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 Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited.

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