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Markets and Returns are like a Mirror!

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

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How to Create a Sustainable Wealth with Simple Strategy?

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

How to Create a Sustainable Wealth with Simple Strategy? Read More »

A Journey to Ride Nifty @ 40,000

Weekly Wealth Report Issue 176, Weekly Wealth Newsletter:  6th Jan 2024 – 13th Jan 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com A Journey to Ride Nifty @ 40,000 Download this NewsLetter as a PDF DOWNLOAD AS PDF As Sensex and Nifty slip into correction phase, what to expect in 2025? Going ahead, what’s in store for the benchmark indices in the calendar year 2025? Will the Sensex and the Nifty extend their winning run to the 10th year in a row? Goldman Sachs sees Nifty at 27,000 by Dec 2025. Goldman Sachs, the New York-based investment bank, has outlined its strategic vision for Indian equities in 2025.  When the GDP grows around 6.5% and inflation at 5%, India seems to be a great economy. Analysts expect corporate earnings and profit growth to be slightly higher than GDP Growth. Dalal Street is expected to move in line with growth in corporate profits. This implies a 15% CAGR, taking Sensex & Nifty up 4 times in the next decade. We expect there will be incremental and major growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly growing segment of affluent consumers, will drive the next phase of economic expansion in India. In the short term, the Sensex’s trajectory will likely be influenced by Budget, RBI Monetary policy, US Fed Rate Cut and of course Donald Trump Swearing in and his economic policies.  Mark Mobius, a renowned emerging markets investor foresee India’s GDP to grow at 7% and consolidated corporate earnings to be at 15% for next 4 to 5 Years and India is upward trajectory. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.67% and 0.80%.   The rally was broad-based as the mid-cap segment and the small cap segment both closed the week in green.   On the BSE sectoral front, BSE Auto rose 3.74% on the back of upbeat monthly auto sales data of Dec 2024.   The total gross goods and services tax (GST) revenue grew 7.3% YoY to Rs. 1.77 lakh crore in Dec 2024 as compared to Rs. 1.65 lakh crore in Dec 2023.   The Manufacturing Purchasing Managers’ Index fell marginally to 56.4 in Dec 2024 compared to 56.5 in Nov 2024. The data indicated softer demand in the sector despite easing cost pressures and strong jobs growth.   Festive season demand and new launches helped boost sales. Despite challenges in the commercial vehicle segment, companies remain optimistic about the future. Mutual Fund Corner Invesco Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Mastek CMP – 3064 Target –  3599 ( In 12 – 18 Month’s Time Frame) Established in 1982, Mastek is a provider of vertically-focused enterprise technology solutions. Having its presence in IT industry for almost 4 decades, Mastek Ltd has evolved from an IT solutions provider to Digital transformation partner. Strong Long Term Fundamental Strength with an average Return on Capital Employed (ROCE) of 93.11% Healthy long term growth as Net Sales has grown by an annual rate of 25.96% and Operating profit at 31.54% Nil debt company Positive results in Sep 24 High Institutional participation of 22%  With ROCE of 17.3, it has a Attractive valuation with a 3.8 Enterprise value to Capital Employed For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My first 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community?• Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? To all these there is one solution Join our First 1cr Club Webinar by payingjust 499/- by clicking the below link Join the ONE CRORE Club This Week Media Publications LIVE webinar of Stock Picking Simplified at Jan 11th Saturday, 4 pm. Participate https://www.youtube.com/watch?v=EUhYCvOFkQchttps://www.youtube.com/watch?v=yW70kZfhpSohttps://www.youtube.com/watch?v=EPiITkuixXYhttps://www.youtube.com/watch?v=bNAmkRDskdQ My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company –

A Journey to Ride Nifty @ 40,000 Read More »

Sensex and Nifty Target for 2025?

Weekly Wealth Report Issue 175, Weekly Wealth Newsletter:  30th Dec 2024 – 6th Jan 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Sensex and Nifty Target for 2025? Download this NewsLetter as a PDF DOWNLOAD AS PDF As Sensex, Nifty slip into correction phase, what to expect in 2025? Goldman Sachs sees Nifty at 27,000 by Dec 2025. Goldman Sachs, the New York-based investment bank, has outlined its strategic vision for Indian equities in 2025. The firm identifies major growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly growing segment of affluent consumers, which it believes will drive the next phase of economic expansion in India. The Indian benchmark indices, Nifty and Sensex have delivered positive returns of 9 per cent and 8.5 per cent respectively in 2024 so far. Even more impressive has been the performance of the broader market, Nifty Midcap 100 index and the Nifty Small cap 100 index gaining 24 per cent each. However, towards the fag end of the year, the markets have come under selling pressure, declining 1.7 per cent in December so far after a 0.3 per cent fall in November and a 6.2 per cent decline in October. This downtrend has led to many brokerages reducing their 2025 targets. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose after posting losses in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 0.84% and 0.96%, respectively. The rally was broad based as the mid-cap segment and the small-cap segment both closed the week in green. Domestic equity markets rose as a favourable personal consumption expenditures (PCE) price index report from the U.S. for the month of Nov 2024 renewed optimism regarding potential policy easing by the U.S. Federal Reserve in 2025. Sentiment was boosted after the U.S. Congress passed spending legislation on Dec 21, 2024, helping avert a year-end government shutdown. However, gains were restricted on concerns over persistent selling by the foreign institutional investors in domestic equity markets along with rupee’s record fall against the U.S. dollar. On the BSE sectoral front, a spirited rally in auto and pharma stocks infused fresh energy into the market. BSE Auto rose 2.09% after a domestic brokerage firm upgraded several auto companies, citing recovery prospects despite near-term headwinds, while BSE Healthcare witnessed a gain of 1.23% during the week. Mutual Fund Corner Invesco Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles. The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Apollo Hospitals CMP – 7246 Target – 7999 ( In 12 – 18 Month’s Time Frame) Apollo Hospitals was established in 1983 by Dr. Prathap C Reddy, renowned architect of modern healthcare in India. As the nation’s first corporate hospital, Apollo Hospitals is acclaimed for pioneering the private healthcare revolution in the country. Healthy long term growth as Operating profit has grown by an annual rate 20.59% With a growth in Net Profit of 28.29%, the company declared Very Positive results in Sep 24 Stock is technically in a Mildly Bullish range, Multiple factors for the stock are Bullish like MACD, KST and OBV With ROCE of 16.9, it has a Fair valuation with a 8.6 Enterprise value to Capital Employed High Institutional participation of 65% The stock is trading at a discount compared to its average historical valuations For your Equity Recommendation, Pls call us 78100 79946 Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My first 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? To all these there is one solution Join our First 1cr Club Webinar by payingjust 499/- by clicking the below link Join the ONE CRORE Club This Week Media Publications Mutual Funds Vs Direct Stocks – Which is profitable for Investor? This week at Nanayam Vikatan Channel Link Click here My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is

Sensex and Nifty Target for 2025? Read More »

Should you Invest in Thematic Funds?

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

Should you Invest in Thematic Funds? Read More »

Has FII turned Net Buyers in Dec 2024?

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

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How to read a mutual fund fact sheet

Weekly Wealth Report Issue 172, Weekly Wealth Newsletter:  9th dec 2024 – 16th dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com      Web – www.sathishspeaks.com How to read a mutual fund fact sheet? Download this NewsLetter as a PDF DOWNLOAD AS PDF A mutual funds fact sheet can clarify many of the questions investors may have when making an investment in a mutual fund.  Mutual funds fact sheet is like a document that is sent to current investors by all fund houses.   A Mutual Fund Fact Sheet explains Investment Objective, Category, Scheme Type, Assets Under Management ( AUM ), Benchmark, Min Investment, Exit Load, Riskometer, Details about Fund Manager, Portfolio Allocation, Performance Analysis. Every Mutual Fund follows certain Risk and Reward Ratio and those Ratios like Standard Deviation, Alpha, Beta, Sharpe Ratio are mentioned in the Fund Fact Investing in Mutual Funds can be a risky business at times. It entails the examination of several qualitative and quantitative variables over a range of time periods. The financial objectives, level of risk tolerance, and investment horizon should also be considered. A fund factsheet is one of the best guides containing all the information necessary for analysing the fund and taking informed decisions. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose by 2.39% and 2.27%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green. Domestic equity markets rose on expectations of policy easing by the RBI following the weaker-than-expected GDP figure of domestic economy in the second quarter of FY25. A positive turnaround from foreign institutional investors to domestic equity markets during the week also boosted the sentiment. Meanwhile, the RBI monetary policy committee in its Dec 2024 policy meeting kept repo rate unchanged at 6.5% for the eleventh consecutive time but reduced the cash reserve ratio by 50 bps to 4.0% to boost liquidity. The RBI has projected CPI inflation for FY25 at 4.8% with Q3 at 5.7% and Q4 at 4.5%. CPI inflation for Q1 FY26 is projected at 4.6% and Q2 at 4.0%. The RBI has projected real GDP growth for FY25 at 6.6% with Q3 at 6.8% and Q4 at 7.2%. Real GDP growth for Q1 FY26 is projected at 6.9% and Q2 at 7.3%. 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 stocksFund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks• Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week BSECMP – 5396Target – 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 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here https://www.youtube.com/watch?v=QwGvCDQjqFwhttps://www.youtube.com/watch?v=d5sPAKBU6pMhttps://www.youtube.com/watch?v=Fxs9vHQBELUhttps://www.youtube.com/watch?v=3kb43SFuWPw My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and

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Where will Dalal Street go in Dec 2024?

Weekly Wealth Report Issue 171, Weekly Wealth Newsletter:  2nd dec 2024 – 9th dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com      Web – www.sathishspeaks.com Where will Dalal Street go in Dec 2024? Download this NewsLetter as a PDF DOWNLOAD AS PDF Equity markets saw a downturn in November with various events impacting them including the US presidential elections and selling off by the foreign institutional investors (FIIs) last month. This led to increased volatility in the markets. In an ever-evolving financial world, all eyes on Dec 2024. Historically December is always a cheerful month. In the last 20 years, December has given positive returns for 15 years. With Japanese Yen and Chinese Yuan gaining strength against dollar, the currency index is also an important cue to watch out for in Dec 2024. With economic indicators, RBI Monetary policy is scheduled on Dec 6th 2024. The Reserve Bank of India (RBI) likely to hold its previous repo rate at 6.5 per cent. The 60 days Cease fire of Iran and Isreal will stabilise the oil prices and expect a positive outcome for upcoming OPEC Meeting on 5th Dec 2024.  Dec 2024 is a busy month for IPO Activity, 5 IPO’s are scheduled. Starting with Vishal Mega Mart, International Gemological Institute, DAM Capital, Avanse Financial Services and Sai Life Sciences. December is usually a low activity month for equity markets, especially from foreign investors. With major events like elections and the earnings season out of the way, the focus will be on the pace of revival of consumer demand, especially post the festive season.  Flexi cap and aggressive hybrid funds could be considered for lumpsum investments. Small cap funds may be considered for SIP investments.   Equity investors should not be overly worried about the monthly or quarterly market movements as it may lead to suboptimal decision making that can have a meaningful impact on the long-term performance of their investments. The Indian economy is in a great shape. Demand and government spending are increasing. We just need to get used to the introduction of policies by the new US government. We may not see the euphoria of the last 2-3 years, but we may still compound at a reasonable rate.  These events will set a stage for Calendar Year 2025. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.87% and 0.94%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green Domestic equity markets rose after the Maharashtra state’s current coalition government, led by the ruling party at the Centre, achieved a notable triumph in the state assembly election which raised expectations for an increased government spending and policy continuity with emphasis on infrastructure and capex. Sentiment improved after the Indian conglomerate clarified that it was not facing any charges related to the Foreign Corrupt Practices Act in relation to the issues set out by the U.S. Department of Justice or the civil complaint by the U.S. Securities and Exchange Commission. On the BSE sectoral front, BSE capital goods and PSU surged 4.87% and 3.70%, respectively, driven by an optimistic outlook for the sectors on the back of hopes of a capex push following a remarkable victory of current coalition government in Maharashtra led by the ruling party at the Centre in the assembly election. 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 Stock of the Week Apollo Hospitals CMP – 6829 Target –  7999 ( In 12 – 18 Month’s Time Frame) Apollo Hospitals was established in 1983 by Dr. Prathap C Reddy, renowned architect of modern healthcare in India. As the nation’s first corporate hospital, Apollo Hospitals is acclaimed for pioneering the private healthcare revolution in the country. Healthy long term growth as Operating profit has grown by an annual rate 20.59%  With a growth in Net Profit of 28.29%, the company declared Very Positive results in Sep 24 Stock is technically in a Mildly Bullish range, Multiple factors for the stock are Bullish like MACD, KST and OBV With ROCE of 16.9, it has a Fair valuation with a 8.6 Enterprise value to Capital Employed High Institutional participation of 65% The stock is trading at a discount compared to its average historical valuations For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications This week at Nanayam Vikatan, How a SWP can support you as your Monthly Income? Read this article by clicking down below Click here https://www.youtube.com/watch?v=N0AhBLOI0Akhttps://www.youtube.com/watch?v=M6T-FOXs3bAhttps://youtu.be/R_RsEGZ2StAhttps://www.youtube.com/watch?v=r8sHIAQoBqM My Book

Where will Dalal Street go in Dec 2024? Read More »

Is the Market Correction an entry opportunity?

Weekly Wealth Report Issue 170, Weekly Wealth Newsletter:  25th nov  2024 – 2nd dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com      Web – www.sathishspeaks.com Is the Market Correction an entry opportunity? Download this NewsLetter as a PDF DOWNLOAD AS PDF A mix of factors around FII outflows and Valuations are driving the recent market correction. With the continuation of the market fall in November, frontline Indian equity indices such as the NIFTY 50 Index (TRI) are down by 10% from the 52 Week high. Indian Equities – Fundamentals remain strong, my medium to long term view is positive outlook on Indian equities remains unchanged driven by the structurally robust domestic growth outlook, healthy corporate profitability and supportive pro-growth policies. India remains amongst the fastest growing major economies, and is expected to retain that position as per IMF forecasts This FPI linked sell-offs is an opportunity to increase your allocations to equities as an asset class. Market expect government to increase their spending from FY 25 Budget and that will trigger additional consumption The Indian government is stepping on the gas to grow at more than 7% annually and is hoping to achieve $7 trillion by 2030, it is the best time to take advantage of this correction. 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 during the week after witnessing fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 1.98% and 1.59%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green. Trend reversed, driven by an across-the-board rally led by heavyweight stocks and lower-level value buying. Strong buying by domestic institutional investors and a firm trend in the U.S. markets also supported the sentiment. Gains were extended following a favourable exit poll result for the front led by the ruling party at the Centre in Maharashtra and Haryana assembly elections, indicating a signal of policy continuity with emphasis on infrastructure and capex. Yield on the 10-year benchmark paper (6.79% GS 2034) rose by 2 bps to close at 6.85% from the previous week’s close of 6.83%. The U.S. District Court and the Securities & Exchanges Commission filed bribery allegations against the chairman and other executives of a prominent domestic conglomerate. 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 Stock of the Week Hyundai India Motors Ltd CMP – 1838 Target –  2299 ( 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. HMI has two manufacturing facilities in Chennai. The Chennai plant is one of Hyundai’s largest global plants outside Korea, with an annual production capacity of 824,000 units.  Including the Promotor and Institutional Holdings adds upto 95% The company has declared flat results in Sep 2024 Nil debt company Company has a good return on equity (ROE) track record: 3 Years ROE 27.4% For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications This week at Nanayam Vikatan, How a SWP can support you as your Monthly Income? Read this article by clicking down below Click here https://www.youtube.com/watch?v=3kb43SFuWPwhttps://www.youtube.com/watch?v=rDosMGOpuEEhttps://www.youtube.com/watch?v=YgpAmeRQogchttps://www.youtube.com/watch?v=r8sHIAQoBqM My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks,

Is the Market Correction an entry opportunity? Read More »

Great Indian Slaughterhouse – The F&O

Weekly Wealth Report Issue 169, Weekly Wealth Newsletter:  18th nov  2024 – 25th nov 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com      Web – www.sathishspeaks.com Great Indian Slaughterhouse – The F&O Download this NewsLetter as a PDF DOWNLOAD AS PDF Diary of a Future & Options Trader  Despite SEBI’s statistics and warning that only 7.2% of the traders are making profit in last 3 years, there has been an increased demand from retail investors to participate in speculative trading activities such as Future & Options I was reading an article in Business Line about how a professional with 15 years of experience ruined his life and lost 3 Crore within 6 months and lost all his wealth because of this speculative addiction.  There is a saying in Casino that “The House always Wins.” The stock market is nothing different, “Market takes back, what it has given.” There are many sad stories of those who have ruined their lives hoping to make it big in the F&O gambling den.  Investing for long term is always a smart choice for your Financial Journey & Wealth Accumulation. Investing with Mutual funds are smart choice for your wealth creation and financial goals. 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 Stock market Benchmark BSE and NSE Indices fell sharply after FII sell offs and weak corporate earnings. Further CPI Inflation of 6.21% has dampened the hopes of rate cut and further impacted the market sentiment. India’s manufacturing sector improves in October with rising new orders and stronger export demand. India’s Purchase Manufacturing Index went up to 57.5 from 56.5 in September. The IMF projects India to become the fourth-largest economy globally in 2025 AMFI shares some interesting date on Mutual Funds, the AUM ( Asset Under Management ) in Mutual Funds inching up 70 Lakh Crore. Investors poured record money in Mutual Fund SIP and the flows hits 25,000 Crore. This is a First ever break in Mutual Fund Industry. Debt funds has got additional net inflow of 1.6 Lakh Crore. This category got a major boost after FII withdrew nearly 1 lakh crore in Equities. SEBI allow Mutual Funds to invest in overseas fund with Indian Exposure. 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 Stock of the Week CDSL CMP – 1472 Target –  1999 ( In 12 – 18 Month’s Time Frame) Central Depository Services Limited is a Market Infrastructure Institution part of the capital market structure, providing services to all market participants – exchanges, clearing corporations, depository participants (DPs), issuers and investors. It is a facilitator for holding of securities in the dematerialised form and an enabler for securities transactions. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.14% Healthy long term growth as Net Sales has grown by an annual rate of 37.81% and Operating profit at 21.19% High Institutional Holdings at 35.34% Market Beating performance in long term as well as near term The company has declared positive results for the last 5 consecutive quarters Nil debt company For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button DOWNLOAD NOWFacebookYoutubeWhatsappInstagramLinkedin 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

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