Newsletter

Weekly Wealth Report Issue 191, Weekly Wealth Newsletter: 21st April 2025 – 28th 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 Trump’s Tariff’s and It’s Trade War Fear Download this NewsLetter as a PDF DOWNLOAD AS PDF If there is one thing that does not change in the topsy-turvy world of investing is Black Swan events and global events to trigger market panic and by creating Negative Sentiments. The latest illustration of this timeless pattern comes courtesy of the trade war unfolding between the US and almost everyone else. As tariffs fly back and forth like diplomatic hand grenades, the Indian markets display their customary nervousness, with the Sensex performing what financial journalists call a ‘nosedive’. Consider what’s happening: President Trump imposes sweeping tariffs, markets plunge, China retaliates, markets plunge further, a 90-day pause is announced (except for China), markets rallied 4700 points in 4 Market Sessions and investors obsessively refresh their portfolio apps and most of the investors did miss this rally. But step back for a moment. What has changed about the fundamental nature of the Indian economy since last month? Are Indians suddenly consuming less?  Has our technological prowess diminished overnight? Will we stop needing homes, healthcare, or financial services because of tariffs? Of course not. The market reaction reflects uncertainty, not fundamental economic collapse.  History offers a compelling perspective. Think about what India has weathered in the past few decades: wars, currency crises, political upheavals, demonetisation, banking scandals, a global pandemic, and previous rounds of trade tensions. Yet, through it all, disciplined investors who maintained regular investments and diversified portfolios have done remarkably well. The noise of daily news eventually fades, but the underlying growth trajectory remains.  This brings us to many investors’ questions: “What should I do now?” My answer might disappoint those hoping for sophisticated market-timing strategies or sector rotation advice: For most people, the best course of action is to do absolutely nothing.  Shut up and Wait! 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 a fall in the previous weeks as key benchmark indices BSE Sensex and Nifty 50 rose 4.52% and 4.48%, respectively The rally was broad based as the mid-cap segment and the small-cap segment both closed the week in the green Domestic equity markets rallied following the U.S. President’s announcement of tariff exemptions for smartphones and computers, along with a suggestion of a potential halt on auto tariffs. The U.S. President mentioned that he was contemplating changes to the 25% tariffs on foreign auto and auto parts imports from Mexico, Canada, and other nations, which has alleviated concerns about a potential trade war. Additionally, the positive sentiment was bolstered by foreign institutional investors being net buyers during the week, also contributed to the positive mood ahead of a long weekend. On the BSE sectoral front, BSE Realty surged 7.08% as investors assessed the impact of rate cut by the RBI on real estate demand 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 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 @ Nanayam Vikatan – 6 Financial Lessons that will Multiply your Money. Grab your copy at your Nearest Shop! Click here https://www.youtube.com/watch?v=-BZ1kRu16fwhttps://www.youtube.com/watch?v=f3SDCMW5fYIhttps://www.youtube.com/watch?v=may97mK-eLEhttps://www.youtube.com/watch?v=uGCLwb_FAUk 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

Weekly Wealth Report Issue 190, Weekly Wealth Newsletter: 14th April 2025 – 21st 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 Trump’s Tariff’s and It’s Trade War Fear Download this NewsLetter as a PDF DOWNLOAD AS PDF India’s central bank cuts policy rate to 6% to boost slowing growth, signals further easing ahead As you may have heard, the RBI recently announced rate cuts, bringing the repo rate from 6.25% to 6%.  This is the second rate cut in three months, which is quite recent considering the last time it happened before February was five years ago. So, why did this happen? Well, the RBI lowers the repo rate to increase the money supply and encourage economic growth, especially when inflation is stable.  For the financial year 2025–26, it expects inflation to be around 4%, well within its 2–6% target.     How will you benefit?  When the repo rate is reduced, the bank can borrow the money from RBI at cheaper rate. This can lead to lower interest rate at Home Loans, Auto Loans and Personal Loans.  A rate cut, especially by the Reserve Bank of India (RBI) in India, primarily benefits individuals by making borrowing cheaper, which can lead to lower loan interest rates and increased purchasing power. This can translate to savings on home loans, auto loans, and personal loans, making them more affordable  This also comes as the U.S.′ reciprocal tariffs kicked in at midnight stateside (9.31 a.m. India time) with a 26% levy slapped on goods coming in from India.   Interest Rates and the Stock Market  This means companies can access loans at lower costs, making it easier for them to invest in new projects, expand their operations, or fund innovation. By lowering the lending rate to banks, the RBI can nudge banks to do the same, i.e., lower interest rates across the economy. This will act to stimulate economic growth. The Economy will get Multiplier Effect in Growth. The central bank hopes this rate reduction ensures liquidity for businesses in a time of uncertainty, so that they can continue investing in the real economy even as they attempt to diversify their exports. RBI’s lowered GDP growth estimates for the current fiscal, from 6.7% to 6.5% due to Tariff’s and Trade war. But still 6.5% is good enough growth comparing other Emerging Markets. 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 Last week was a roller coaster ride in Dalal Street with Reciprocal Tariff’s from US, China’s Counter Tariff’s and RBI Rate Cuts. Initially, Indian Stock Market on Monday registered 3% Fall, while most of the Asian Peers were down by 7% to 10% on 7th April. On 11th April, Nifty 50 Jumps Nearly 2% in Early Trade on Friday, Indian benchmark indices, Sensex and Nifty, surged nearly 2% to end in the green after the U.S. paused steep reciprocal tariffs.  However, gains were limited by ongoing U.S.- China trade tensions, Still there is Tariff and Cold War 2.0 happening between US and China. The Indian Rupee made a strong comeback in early trade on Friday, opening 46 paise higher at ₹86.22 against the US Dollar and further appreciating to ₹86.17, registering a gain of 51 paise from its previous close of ₹86.68 A decline in global crude oil prices added momentum to the Rupee’s upward movement. Lower oil prices reduce India’s import bill and support the local currency, especially in a high-import economy like India. The Dollar Index weakened considerably, dropping by 0.81%. The US Dollar fell to multi-decade lows against the Swiss franc, further aiding the Rupee’s rise. While, FIIs offloaded ₹4,358 crore worth of equities, while DIIs provided some support with net buying of ₹2,976 crore. 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 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 https://www.youtube.com/watch?v=7WhVNRHbjIYhttps://www.youtube.com/watch?v=f3SDCMW5fYIhttps://www.youtube.com/watch?v=may97mK-eLEhttps://www.youtube.com/watch?v=uGCLwb_FAUk My Book Publications Middle Class to Million Dollar Book

Weekly Wealth Report Issue 189, Weekly Wealth Newsletter: 7th April 2025 – 14th 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 Trump’s Tariff’s and It’s Trade War Fear Download this NewsLetter as a PDF DOWNLOAD AS PDF Good Things Takes Time!  Trump digs in on tariffs as global stock markets go into freefall  Taiwan’s benchmark TAIEX and Hong Kong’s Hang Seng plunged about 10 percent on Monday ( 7th Apr ) , while Japan’s Nikkei 225 dived nearly 9 percent, Singapore, the Straits Times Index tumbled more than 7 percent.  In Contrast, India is down by 3.7%. With limited export dependence and strong domestic demand, India remains on track to be the world’s fastest-growing major economy.  Not a time to panic sell, Just wait and watch how things unfold. If any surplus left always focus on deploying more investments gradually in this market.  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.  Have you missed covid crash? this might be your second chance. Market corrected and waited because of Pandemic Crisis. This may not be the bottom of this crisis. But Crises, corrections, or negative sentiment always gives us attractive market valuations and undervalued opportunities. Uncertain times bring good prices. 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 witnessing rise in the previous two weeks as key benchmark indices BSE Sensex and Nifty 50 fell 2.65% and 2.61%, respectively. The fall was broad-based as the mid-cap segment and the small-cap segment both closed the week in the red.  Domestic equity markets fell triggered by the U.S. President’s imposition of tariffs on over 180 countries, which heightened concerns about a potential global trade war that could impede worldwide economic growth.  Indian equity markets showed some resilience as the U.S. administration’s 26% duty on Indian exports positioned India as one of the least-tariffed Asian exporters.  On the BSE sectoral front, BSE IT plunged 8.44% as investors reacted to global uncertainty following the U.S. President’s latest tariff announcement. Major IT stocks experienced a decline due to fears of a recession in the U.S., prompting significant selling  Yield on the 10-year benchmark paper (6.79% GS 2034) fell by 12 bps to close at 6.46% from the previous week’s close of 6.58%. 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=may97mK-eLEhttps://www.youtube.com/watch?v=uGCLwb_FAUkhttps://www.youtube.com/watch?v=Rjb7nS5XM_Ehttps://www.youtube.com/watch?v=snWpj_8LIUA 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

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 187, Weekly Wealth Newsletter:  24th Mar 2025 -31st March 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 Red Flag is a warning or indicator, suggesting that there is a potential problem or threat with a company’s stock, Financial Statement or news reports. Red flags may be any undesirable characteristic that stands out to an analyst or investor.  One of the best examples is IndusInd Bank which dropped by 27%, erasing over ₹19,000 crore of investors’ wealth.  Here how it is, assume that you own a shop and you buy iPhones from Apple in the US. Apple sells you each iPhone for $1000 (for example) around ₹83,000, but since you live in India, you need to pay in dollars regardless of dollar fluctuation in future.  To avoid losses, you make a deal with a bank like IndusInd Bank to lock the exchange rate at ₹83/dollar for the next 6 months. This deal is called a Forex Derivative.  IndusInd Bank also does a lot of forex derivative deals with companies to protect against currency fluctuations, where they promised companies a fixed dollar-rupee conversion rate. But the INR/dollar went from ₹83/USD to ₹88/USD as Trump came into power.   This means the bank started losing money because they had promised a lower rate earlier.   This is applicable in Mutual Fund Investing as well, Regular Reviewing your Mutual fund portfolio shall help you to check the Red Flags indicators like Valuations, Asset Allocation, Cash Calls and Profit Booking if needed.  Financial Markets and Investing are becoming dynamic and Regular Reviewing in at least once in 4 Months will help you to grow your Mutual Fund Portfolio at optimum 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 Domestic equity markets rose after witnessing a fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 4.17% and 4.26%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in the green, with significant gains  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.  Sentiment was bolstered by a declining dollar and a positive outlook on China’s economy, driven by recent economic stimulus measures aimed at increasing consumption.  Gains were extended after the U.S. Federal Reserve, in its Mar 2025 monetary policy meeting, maintained the interest rate and signalled the possibility of two rate cuts by the end of the year, given the increased uncertainty around the economic outlook.  Moreover, the rupee’s rebound from its recent record lows, coupled with new inflows of foreign capital, further bolstered the gains. 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 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. How to Plan your Retirement against Inflation? 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

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