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Weekly Wealth Report 3rd June 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 Issue 145, Weekly Wealth Newsletter: 3rd June 2024 – 10th June 2024 Exit Poll Rally. One Day Returns Vs One Decade Returns Sensex hits life time high, up over 2000 Points and Nifty above 23,100 as Lok Sabha predict Modi Victory. While Exit Poll has predicted a huge sweep for ruling BJP Party. But the actual number might cross 350 as well. Recently the Stock Market Valuation crossed $ 5 Trillion and this has a potential to cross even $ 10 trillion in 4 – 5 Years. Another important factor is how foreign investor will react, If FPI start to buy in Indian market, the market could register huge and swift gains. The potential for a strong NDA victory has created optimism among investors who believe that the continuation of Modi’s policies will further boost the growth and profitability of these companies. The currency market also witnessed a stronger start on the back of stronger equity markets. In the first trading session of this week, the Indian rupee opened at 82.99 against the US dollar. The rupee had closed 82.46 against the American currency on Friday. Dollar index, which measures greenback against six global currency, slipped 0.04 per cent lower at 104.63. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update BSE Sensex hits life time high and up over 2000 Points Stock Market Today | BSE Sensex, Nifty50 Live: BSE Sensex and Nifty50, the Indian equity benchmark indices, surged in opening trade on Monday to hit life-time highs on the back of most Lok Sabha election exit polls showing the Prime Minister Narendra Modi returning for a third term While BSE Sensex scaled above the 76,000 level, Nifty50 was above 23,100. Most exit polls have predicted that the Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA) will secure a thumping majority with many of them even saying that PM Modi’s ‘400 Paar’ target may be crossed. The counting of votes for the Lok Sabha elections, which took place in seven phases, will take place on June 4, 2024. Government data showed that Gross Domestic Product (GDP) of the Indian economy at constant (2011-12) prices witnessed a growth of 7.8% in the fourth quarter of FY24. In the Jan-Mar quarter of last year, the GDP growth rate was 6.2%. On the sectoral front, the growth of the manufacturing sector soared to 8.9% in Q4 of FY24 from 0.9% in same quarter of previous fiscal year Mutual Fund Corner HSBC Multi Asset Fund Every portfolio needs different asset classes that can combine to provide return potential while adjusting risk. Choose a fund that invests in equity for growth potential while debt and Gold / Silver can help to balance risks in volatile market conditions. Multi Asset Funds are best pick for Risk Adjusted Performances To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week CAMS CMP – 3591 Target –  4299 ( In 12 – 18 Month’s Time Frame) CAMS is a mutual funds transfer agency. It provides investor services, distributor services and asset management companies (AMC) services. CAMS is India’s largest registrar and transfer agent of mutual funds with a market share of ~69%. High Management Efficiency with a high ROE of 42.89% Nil debt company High Institutional Holdings at 73.53% The company has declared positive results for the last 4 consecutive quarters With a growth in Net Profit of 16.32%, the company declared Very Positive results in Mar 24 NET SALES(Q) Highest at Rs 310.46 cr For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications https://www.youtube.com/live/FyK0ao3Bpbohttps://www.youtube.com/watch?v=wGv4T7gJEaYhttps://www.youtube.com/watch?v=2b6C-0Wg_Xohttps://www.youtube.com/watch?v=rHiiUzAQgF4https://www.youtube.com/watch?v=nXdUniQAugw Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report 3rd June 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 Issue 144, Weekly Wealth Newsletter: 27th May 2024 – 3rd June 2024 Sensex Hits all time high of 75,000. Are you riding this wave? Sensex has reached all time high crossing a remarkable milestone of 75,000. This significance milestone reflects the strength and resilient of the Indian Stock Market. Stock Market is offering investment horizons for Small & Retail investors and for High Net worth Individuals. The Surge in the Stock Marker reflects strong investor confidence and positive sentiment, it’s a indicator of robust economic growth and thriving business environment As the market scales new heights, it opens plethora of opportunities to make returns from Equity as an Asset Allocation who precisely knows the future? But there is a good probability that the equity market’s 15% compounding of the last 45 years may well sustain into the next 5 years. Stay invested, so that you don’t miss out on this ultimate compounding machine called Sensex. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets rose for the second consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 2.02% and 2.19%, 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 during the week after the RBI approved a massive, all-time high surplus transfer of around Rs. 2.11 lakh crore for FY24, boosting government revenues and supporting the fiscal deficit target. S&P BSE PSU rose 4.61% on expectation of political stability in the Central government after the ongoing general election outcome. On the BSE sectoral front, S&P BSE Capital Goods surged 5.95% following good Q4 results with decent revenue and profit growth. Gains were extended, led by an election results related rally, due to the strong prospects for the sector. The RBI approved a dividend of Rs. 2.11 lakh crore for the Central government for FY24, which is approximately 141% more than the Rs. 87,416 crore paid out in FY23. The preliminary services PMI rose to a four-month high of 61.4 in May 2024 from 60.8 in Apr 2024 and preliminary manufacturing PMI slightly dipped to 58.4 in May 2024 from 58.8 in Apr 2024. Mutual Fund Corner HSBC Multi Asset Fund Every portfolio needs different asset classes that can combine to provide return potential while adjusting risk. Choose a fund that invests in equity for growth potential while debt and Gold / Silver can help to balance risks in volatile market conditions. Multi Asset Funds are best pick for Risk Adjusted Performances To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week CDSL CMP – 2121 Target –  2599 ( In 12 – 18 Month’s Time Frame) Central Depository Services Limited is a Market Infrastructure Institution (MII), part of the capital market structure, providing services to all market participants – exchanges, clearing corporations, depository participants (DPs), issuers and investors. 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 32.84% and Operating profit at 21.19% With a growth in Net Profit of 98.1%, the company declared Outstanding results in Mar 24 High Institutional Holdings at 34.53% The company has declared positive results for the last 3 consecutive quarters For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications https://www.youtube.com/watch?v=kNM_I8cllUkhttps://www.youtube.com/watch?v=nESUK8mf8QIhttps://www.youtube.com/watch?v=2b6C-0Wg_Xohttps://www.youtube.com/watch?v=rHiiUzAQgF4https://www.youtube.com/watch?v=nXdUniQAugw Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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 20th May 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 Issue 143, Weekly Wealth Newsletter: 20th May 2024 – 27th May 2024 Why SEBI Rings Alarm Bell over Futures & Options? Recently our Finance Minister Shri Nirmala Sitharaman flagged the growing risks over Future & Options Trading over Retail Investors. F&O is a derivative method where investors can buy or sell a contract of a stock with a predetermined price. What is concerning about F&O Trading is many investors flooded into stock market to make quick money with this option. SEBI came out with a statistic that overwhelming 89% of investors lose their money in F&O, that means only 10 are making money out of Futures & Option Trading. Also there are many Scams and Fake Apps which are using this as a opportunity to lure the small investors with unreasonable profits. They also use fake screenshots and documents to attract retail investors into Futures & Option Trading It is best to avoid such speculative nature investments and Stick to long term fundamental investments like Mutual Funds for Small Investors. The greediness from the investors to make more money from stock markets kills the common sense. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets rose after witnessing fall in previous week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 1.72% and 1.86%, respectively. The rally was broad based as the mid-cap segment and the smallcap segment both closed the week in green. Domestic equity markets rose during the week following an ease in domestic retail inflation data, which fell to 11- month low of 4.83% on an annual basis in Apr 2024 On the BSE sectoral front, S&P BSE Capital Goods soared 8.70% following robust revenue and profit traction from capital goods firms in Q4FY24. The nation’s robust infrastructure capex is reflected in recent capital goods firm results, which also indicate strong order flows. The consumer price index-based inflation eased slightly to 11-month low of 4.83% YoY in Apr 2024 compared to 4.85% in Mar 2024. The number remained within the RBI’s upper tolerance level for the eighth consecutive month Mutual Fund Corner HSBC Multi Asset Fund Every portfolio needs different asset classes that can combine to provide return potential while adjusting risk. Choose a fund that invests in equity for growth potential while debt and Gold / Silver can help to balance risks in volatile market conditions. Multi Asset Funds are best pick for Risk Adjusted Performances To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Axis Bank CMP – 1143 Target –  1399 ( In 12 – 18 Month’s Time Frame) Axis Bank incorporated in December 1993, Axis Bank Limited is a private sector bank. It has the third-largest network of branches among private sector banks Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 15.01% With a growth in Interest of 21.92%, the company declared Outstanding results in Mar 24 With ROA of 1.7, it has a Attractive valuation with a 2.3 Price to Book Value High Institutional Holdings at 83.9% Stock is technically in a Mildly Bullish range Over the past year, while the stock has generated a return of 21.79%, its profits have risen by 24.5% ; the PEG ratio of the company is 0.6 For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications At this week Nanayam Vikatan – Why Term Insurance is Important and how to choose a best one?  Pick up your copy, magazine is at your nearest stands. https://www.youtube.com/watch?v=JuW6nwNxArUhttps://www.youtube.com/watch?v=2b6C-0Wg_Xohttps://www.youtube.com/watch?v=rHiiUzAQgF4https://www.youtube.com/watch?v=nXdUniQAugwhttps://www.youtube.com/watch?v=u5uM9n6RACo Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report 13th May 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 Issue 142, Weekly Wealth Newsletter: 13th May 2024 – 20th May 2024 Manufacturing Mutual Funds are shining, Are they worthy for Investment Portfolio? Mutual Fund houses in India are offering investors an opportunity to capitalise on India’s dream of becoming the next ‘factory of the world’. And with India steadily climbing the ranks as a global manufacturing powerhouse, mutual funds focusing on the manufacturing segment have performed well. The manufacturing sector holds immense potential as a catalyst for economic growth, social development, and job creation. Undoubtedly with India steadily climbing the ranks as a global manufacturing powerhouse, mutual funds focusing on the manufacturing segment have performed well. The manufacturing sector holds immense potential as a catalyst for economic growth, social development, and job creation. Manufacturing is an emerging and promising theme, but due to its diversification nature, most of the investors already has 60% exposure towards Manufacturing. Pls check your portfolio and do an analysis and invest with Manufacturing Funds. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets fell after witnessing rise in previous two weeks as key benchmark indices S&P BSE Sensex and Nifty 50 fell 1.64% and 1.87%, respectively. The fall was broad based as the mid-cap segment and the small-cap segment both closed the week in red. Losses were extended on concern over the unpredictability surrounding the outcome of the ongoing general election and due to decreased voter turnout. Sentiments were further affected by concerns over delays in rate cuts by the U.S. Federal Reserve. On the BSE sectoral front, S&P BSE PSU experienced 4.84% fall on concerns over election-related uncertainty. India’s Services Purchasing Managers’ Index (PMI) eased slightly to 60.8 in Apr 2024 as compared to 61.2 in Mar 2024 but saw the fastest growth rates in 14 years. Growth was driven by significant rise in new orders, with a notable strength in domestic demand. Industrial production growth in India (IIP) slowed to 4.9% YoY in Mar 2024, as compared to 5.6% rise in Feb 2024. Production in the manufacturing industry increased by 5.2%, mining by 1.2% and electricity by 8.6% in Mar 2024. Mutual Fund Corner HSBC Multi Asset Fund Every portfolio needs different asset classes that can combine to provide return potential while adjusting risk. Choose a fund that invests in equity for growth potential while debt and Gold / Silver can help to balance risks in volatile market conditions. Multi Asset Funds are best pick for Risk Adjusted Performances To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Axis Bank CMP – 1109 Target –  1399 ( In 12 – 18 Month’s Time Frame) Axis Bank incorporated in December 1993, Axis Bank Limited is a private sector bank. It has the third-largest network of branches among private sector banks Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 15.01% With a growth in Interest of 21.92%, the company declared Outstanding results in Mar 24 With ROA of 1.7, it has a Attractive valuation with a 2.3 Price to Book Value High Institutional Holdings at 83.9% Stock is technically in a Mildly Bullish range Over the past year, while the stock has generated a return of 21.79%, its profits have risen by 24.5% ; the PEG ratio of the company is 0.6 For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications At this week Nanayam Vikatan – How to manage money between Married Couples? Pick up your copy, magazine is at your nearest stands. Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report                                                                 6th May 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 Issue 141, Weekly Wealth Newsletter: 6th May 2024 – 13th May 2024 Have you Calculated Rolling Returns in your Mutual Fund Portfolio? A Rolling Return is the average of a series of returns over a long period. It is the annualised return of any scheme taken for a specified period. It can be rolled on a daily, monthly, or yearly frequency in the defined period. As compared to trailing returns, rolling returns are the best measure to analyse performance of a fund. Trailing returns have a recency bias and point-to-point returns are specific to the period taken for analysis. But, rolling return measures the fund’s absolute and relative performance across all time-periods without any bias. Why Rolling Returns Matter’s? Capturing Market Cycles- Rolling returns help investors account for the cyclical nature of markets. A fund might perform exceptionally well in one period and poorly in another. Rolling returns provide insights into the overall fund performance across different market phases. Consistency Assessment- By calculating rolling returns, you can assess a fund’s consistency in delivering returns. A high rolling return indicates that the fund has consistently performed well over various time frames. Accurate and unbiased- Absolute returns might provide misleading information if they’re calculated during periods of market extremes. Rolling returns offer a more balanced perspective, reducing the impact of extreme market conditions. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets closed with little change after witnessing rise for three consecutive weeks as key benchmark indices S&P BSE Sensex fell marginally and Nifty 50 rose 0.03%. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets rose as optimism increased as a result of increased efforts to mediate a ceasefire between Israel and Hamas that reduced geopolitical tensions. S&P BSE Auto rose 2.42% after major automakers reported higher sales of cars and two-wheelers in Apr 2024 from a year earlier. Yield on the 10-year benchmark paper (7.18% GS 2033) fell by 4 bps to close at 7.15% from the previous week’s close of 7.19%. The Manufacturing Purchasing Managers’ Index eased slightly to 58.8 in Apr 2024 compared to 59.1 in Mar 2024 bolstered by strong demand conditions which resulted in a further expansion of output. Mutual Fund Corner HDFC Manufacturing Fund – NFO HDFC Mutual Fund is launching NFO under its “Thematic Fund”, named as HDFC Manufacturing Fund. Manufacturing is the Driving Force behind the GDP in coming years will be and it’s playing a major role with. 1. India’s Holistic Growth in Coming Years 2. Macro-economic Stability 3. Job Creations and Large-Scale Employment before 2030 4. Foreign Currency inflow 5. To maintain Current Account Balance Investing in manufacturing, while promising, but requires caution due to its cyclical nature and external dependencies, advising investors to allocate only a portion of their portfolio to this sector for diversification To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Manappuram Finance CMP – 193 Target –  240 ( In 12 – 18 Month’s Time Frame) Manappuram Finance is a Non-Banking Finance Company (NBFC), which provides a wide range of fund based and fee-based services including gold loans, money exchange facilities, Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 20.30% The company has declared Positive results for the last 6 consecutive quarters With a growth in Net Sales of 6.87%, the company declared Very Positive results in Dec 23 High Institutional Holdings at 41.4% Over the past year, while the stock has generated a return of 83.81%, its profits have risen by 51.9% ; the PEG ratio of the company is 0.2 With ROE of 17.6, it has a Fair valuation with a 1.6 Price to Book Value For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications https://www.youtube.com/watch?v=okZVsE2Rh38https://www.youtube.com/watch?v=IbTzd6Cpr5khttps://www.youtube.com/watch?v=HcfMRbAU6Kshttps://www.youtube.com/watch?v=RsbAdrXtUXchttps://www.youtube.com/watch?v=u5uM9n6RACo Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report                                                                 April 29, 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 Issue 140, Weekly Wealth Newsletter: 29th Apr 2024 – 6th May 2024 Will Sensex hit 1,50,000 by 2029? Raamdeo Agrawal, Chairman of Motilal Oswal Group, has said that Sensex could hit 1,50,000 in the next 5 years. In an article publish in Economic Times, he wrote that Sensex compounds at a handsome rate of 15% which means that the index doubles every five years. Sensex touched 75,000 where do we go from here? This question can be answered in multiple ways. First, the doubling of Sensex from 37,500 to 75,000 happened in just under five years. The sceptic is bound to question, it’s one thing to double from 37,500 to 75,000 in five years. But can this repeat on a significantly higher base? Pre-Covid, the number of new demat accounts opened was an average of 3,50,000 per month. The current demat monthly addition run rate is over 3 million. Total demat accounts have exploded from 40 million in March 2020 to 150 million today. Monthly mutual fund SIP inflows have shot up from ₹8,000 crore five years back to ₹19,000 crore now. This retail equity boom is doing a couple of things. One, in the primary market, it is flooding the Indian corporate sector with liquidity to be invested for growth. Two, the boom in the secondary market is translating into wealth-effect-led consumption, further supporting GDP growth. In sum, who precisely knows the future? But there is a good probability that the equity market’s 15% compounding of the last 45 years may well sustain into the next 5 years. Stay invested, so that you don’t miss out on this ultimate compounding machine called Sensex. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Indian equities snapped their five-day winning streak on Friday, after dismal earnings update by a domestic non-banking finance company dragged the financial sector shares down. On Friday, the Indian stock market indices ended sharply lower, snapping their five-day winning streak, sensex declined 609.28 points, or 0.82%, to close at 73,730.16, while the Nifty 50 settled 150.40 points, or 0.67%, lower at 22,419.95. Investors will eye several stock market triggers this week including the Q4 results, auto sales data, domestic and global macroeconomic data, US Federal Reserve’s interest rate decision, Israel-Iran conflict, crude oil prices, and other global market cues. We expect market momentum to resume with a focus on stock-specific action due to the ongoing result season and sector rotation at play     Mutual Fund Corner ICICI Multi Asset Fund ‘Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi Asset Allocation : The fund has 66.82% investment in domestic equities of which 47.22% is in Large Cap stocks, 5.86% is in Mid Cap stocks, 2.55% in Small Cap stocks. The fund has 12.03% investment in Debt, of which 6.91% in Mutual Fund – Fund of Funds, 4.45% is in Low Risk securities. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Tata Motors CMP – 1000 Target –  1199 ( In 12 – 18 Month’s Time Frame) Tata Motors Group is a leading global automobile manufacturer. Part of the illustrious multi-national conglomerate, the Tata group, it offers a wide and diverse portfolio of cars, sports utility vehicles, trucks, buses and defence vehicles to the world. With a growth in Net Profit of 83.77%, the company declared Outstanding results in Dec 23 The company has declared Positive results for the last 5 consecutive quarters High Institutional Holdings at 35.34% With ROCE of 19.9, it has a Fair valuation with a 3.3 Enterprise value to Capital Employed OPERATING PROFIT TO INTEREST(Q) Highest at 6.20 times and NET SALES (9M) At Rs 317,941.46 cr has Grown at 32.46 % For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications https://www.youtube.com/watch?v=RsbAdrXtUXchttps://www.youtube.com/watch?v=u5uM9n6RACohttps://www.youtube.com/watch?v=icDovvaipXMhttps://www.youtube.com/watch?v=frdf-7g9a1Ehttps://www.youtube.com/watch?v=mH_Js0-8xPQ Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report April 22, 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 Issue 139, Weekly Wealth Newsletter: 22nd Apr 2024 – 29th Apr 2024 What is your Mutual Fund Portfolio Overlap Percentage? Very often, investors find that even though they have invested in two different equity mutual fund schemes, their net asset value move up or move down in same proportions. This happens because their underlying portfolio of these two schemes have a high portfolio Overlap. Such a high portfolio overlap reduces diversifications, which is why investors should try and avoid such overlap. An equity mutual funds portfolio built by investing in mix of stocks depending on the fund’s objective. An investor should check his categories of Mutual Funds before he constructs his portfolio, so that he will get different set of stocks and his portfolio is diversified. However, it is impossible to eliminate the portfolio overlap as there are stocks common across all categories and schemes. As an investor, your mutual fund portfolio should never exceed 30 – 40% of such portfolio overlap. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets fell during the week as key benchmark indices S&P BSE Sensex and Nifty 50 fell 1.56% and 1.65%, respectively The fall was broad based as the mid-cap segment and the small-cap segment both closed the week in red. Domestic equity markets fell during the week under review as sentiments were dampened after the recent flare-up between Iran and Israel which increased anxiety among the investors over the possibility that this would disrupt the world’s supply of commodities, particularly crude oil and some industrial metals. On the BSE sectoral front, S&P BSE IT plunged 4.59% amid growing concerns that the U.S. Fed may not start cutting rates this year which could impact economic recovery and push clients to curtail their discretionary spending on IT services. S&P BSE Realty fell 2.79% after data showed that private equity funding in the real estate sector fell 16% in FY24 to USD 3.67 billion on lower interest from foreign investors. Bond yields rose on worries over the heightened conflict in the Middle East. Yield on the 10-year benchmark paper (7.18% GS 2033) rose by 5 bps to close at 7.23% from the previous week’s close of 7.18%.   Mutual Fund Corner ICICI Multi Asset Fund ‘Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning. With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi Asset Allocation : The fund has 66.82% investment in domestic equities of which 47.22% is in Large Cap stocks, 5.86% is in Mid Cap stocks, 2.55% in Small Cap stocks. The fund has 12.03% investment in Debt, of which 6.91% in Mutual Fund – Fund of Funds, 4.45% is in Low Risk securities. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week TCS CMP – 3839 Target –  4599 ( In 12 – 18 Month’s Time Frame) Tata Consultancy Services is the flagship company and a part of Tata group. It is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 50 years. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 40.36% The company has declared Positive results for the last 5 consecutive quarters High Institutional Holdings at 22.56% Nil debt Company Healthy long term growth as Net Sales has grown by an annual rate of 10.46% For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications https://www.youtube.com/watch?v=vgM_z-Fbu4Ihttps://www.youtube.com/watch?v=Z5A0AqMU60ohttps://www.youtube.com/watch?v=frdf-7g9a1Ehttps://www.youtube.com/watch?v=GM1kxJRWJZghttps://www.youtube.com/watch?v=mH_Js0-8xPQ Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report April 15, 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 Issue 138, Weekly Wealth Newsletter: 15 th Apr 2024 – 22nd Apr 2024 Where to Invest, when the market is at 52 week’s High? The Sensex crossed the 75,000 milestone on April 09, 2024, a few days ahead of the start of the general elections to the Lok Sabha. It would be worth recollecting that the Sensex had crossed the 25,000 milestone 10 years back on May 16, 2014, the exact day the 2014 general elections results were announced. Multi-asset funds, which invests in a blend of Equity, Debt, Gold, Real Estate and International Funds may be suitable for investors with a modest risk appetite and even for seasoned players in the market as a healthy mix of assets would be desirable at present times for both beginner and for Seasoner Investor Multi-asset allocation funds offer diversification across different asset classes and active management, which can be attractive to investors. Most Multi Asset funds exceed Equity Long term Average return of 12% and its about the time for you to review and rebalance your Portfolio. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets closed with little change after witnessing rise for three consecutive weeks as key benchmark indices S&P BSE Sensex fell marginally and Nifty 50 rose 0.03%. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets started the week on positive note on expectation of upbeat corporate earnings in the final quarter of FY24. However, sentiments were affected following escalating geopolitical tensions in the Middle East along with rising crude oil prices due to supply concerns. On the BSE sectoral front, S&P BSE METAL increased 2.76% on expectations of strong global demand, after data showed manufacturing growth in China and the U.S The consumer price index-based inflation eased to 10-month low of 4.85% YoY in Mar 2024 compared to 5.09% in Feb 2024, mainly due to cooling food prices Industrial production growth in India (IIP) accelerated to 5.7% YoY in Feb 2024, as compared to 4.1% rise in Jan 2024. Production in the manufacturing industry increased by 5.0%, mining by 8.0% and electricity by 7.5% in Feb 2024. Mutual Fund Corner What are multi-allocation funds? Why are they popular? Should you invest? ‘Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning. With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi-Asset Funds offer a solution by automatically rebalancing allocations, ensuring timely adjustments to maintain a balanced investment approach. This proactive approach helps investors navigate changing market dynamics while optimizing their asset mix. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Cipla CMP – 1380 Target –  1799 ( In 12 – 18 Month’s Time Frame) Cipla is the 3rd largest Pharma in domestic Market with 1500 products in 65 Therapeutic Categories Cipla hold 1st Rank in Respiratory and Urology Categories and fastest growing Generic Player in North America Company has a low Debt to Equity ratio (avg) at 0.03 times Healthy long term growth as Operating profit has grown by an annual rate 20.72% The company has declared Positive results for the last 3 consecutive quarters with ROCE is at Highest at 20.26% High Institutional Holdings at 48% With ROE of 14.4, it has a Attractive valuation with a 4.5 Price to Book Value For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications This week at Nanayam Vikatan – 10 Golden Rules to make high Profits in Stock Market https://www.vikatan.com/personal-finance/money/10-guidance-for-investment?utm_source=magazine-page Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Weekly Wealth Report                                                                 April 8, 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 Issue 137, Weekly Wealth Newsletter: 8 th Apr 2024 – 15th Apr 2024 Where to Invest, when the market is at 52 week’s High? Building a Portfolio is complex, especially when the Stock Markets are at 52 Week High As we know, equity as an asset class can deliver best returns, but when you foresee volatility in short term, especially when elections are at the corner. What are the options for an investor? Multi-asset funds, which invests in a blend of Equity, Debt, Gold, Real Estate and International Funds may be suitable for investors with a modest risk appetite and even for seasoned players in the market as a healthy mix of assets would be desirable at present times for both beginner and for Seasoner Investor Multi-asset allocation funds offer diversification across different asset classes and active management, which can be attractive to investors. Most Multi Asset funds exceed Equity Long term Average return of 12% and its about the time for you to review and rebalance your Portfolio Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Domestic equity markets rose for the third consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 0.81% and 0.84% respectively. The rally was broad-based as the mid-cap and small-cap segments also closed the week in green with healthy gains. The Manufacturing Purchasing Managers’ Index rose to 16-year high to 59.1 in Mar 2024 compared to 56.9 in Feb 2024 supported by production and sales that rose at fastest rates since Oct 2020 India’s Services Purchasing Managers’ Index (PMI) rose to 61.2 in Mar 2024 as compared to 60.6 in Feb 2024 on the back of strong demand that spurred sales and business activity. The Monetary Policy Committee (MPC) in its first bi-monthly monetary policy review of FY25 kept key policy repo rate unchanged at 6.50% with immediate effect for the seventh consecutive time On the BSE sectoral front, S&P BSE METAL rose 4.75% in response to the rapid expansion of the Chinese manufacturing PMI data for Mar 2024, indicating the strength of the economic recovery. Mutual Fund Corner What are multi-allocation funds? Why are they popular? Should you invest? Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold. Multi-Asset Funds offer a solution by automatically rebalancing allocations, ensuring timely adjustments to maintain a balanced investment approach. This proactive approach helps investors navigate changing market dynamics while optimizing their asset mix. Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns. To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 ) http://www.assetplus.in/partner/sathishkumar Stock of the Week Natco Pharma CMP – 997 Target –  1199 ( In 12 – 18 Month’s Time Frame) NATCO Pharma Limited (NATCO) is a vertically integrated, research and development focused pharmaceutical company engaged in developing, manufacturing, and marketing complex products for niche therapeutic areas. Company is focused on high-barrier-to-entry products that are typically characterized by one or more of the following: Intricate Chemistry, Challenging delivery systems, Difficult or complex manufacturing process Natco Pharma is a Nil debt company The company has declared Positive results for the last 4 consecutive quarters With ROE of 21.3, it has a Very Attractive valuation with a 3.4 Price to Book Value High Institutional Holdings at 24.97% For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications https://www.youtube.com/watch?v=NCXH4vMkHYYhttps://www.youtube.com/watch?v=Yy42YOnX4K0https://www.youtube.com/watch?v=mu-jDndLaTIhttps://www.youtube.com/watch?v=sLKD-t1v2O0https://www.youtube.com/watch?v=sJfFOyxLl9A Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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

Issue 136, Weekly Wealth Newsletter: 1st Apr 2024 – 8th Apr 2024 Happy Financial Year 24 – 25. May this Financial Year bring to you More Success and Prosperity Market Outlook – What holds Equity Market in Apr 2024 Equity Markets were volatile in March owing to Outflows in FII & Valuation Concerns. In fact, after the strong outperformance of mid and small-cap categories over large-caps over the last few years, a partial reversal was seen in March. Stress tests by SEBI on midcap and small-cap funds In the near-term, market is expected to enjoy the benefit of global liquidity and favourable macro-economic conditions Over the medium-term, global macros like US economy and Fed actions could define liquidity movements and equity markets Mid and small cap stocks continue to trade at full valuations despite the recent correction in March. While large caps are not necessarily cheap, there are select pockets wherein risk-reward appears more favourable as compared to mid and small caps Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Indian equities ended higher on Wednesday buoyed by oil companies, after global crude oil prices dropped, coupled with a rise in auto, private banks and realty stocks. Morgan Stanley raised India’s GDP growth estimates for FY25 to 6.8% from 6.5% earlier on the back on continued traction in industrial and capex activity BSE announced 25 stocks eligible for ‘beta’ framework under the T+0 settlement cycle starting March 28. The big event in the coming week will be the monetary policy announcement. The Monetary Policy Committee (MPC) of the RBI will meet for 3 days between April 03, 2024 and April 05, 2024, culminating in the presentation of the monetary policy For the month of February 2024, the core sector growth (infrastructure growth) came in at a robust 6.72%. Mutual Fund Corner Why Flexi Cap Mutual Funds are Popular Among Investors? Flexi-cap schemes offer the flexibility to adjust allocations based on current market conditions and emerging opportunities. Many investors prefer that the fund manager decide the allocation of their funds among large, mid, and small-cap stocks based on market opportunity. In the case of a flexi-cap fund, the fund manager doesn’t have any limitations in terms of choosing stocks for investment belonging to any particular sector, market capitalization, or geography. A flexi-cap mutual fund scheme gives you the advantage of having a diversified equity portfolio spanning across large, mid, and small-cap stocks with a single scheme. The fund manager can also allot a certain percentage of the portfolio to international stocks. If you invest in the best flexi-cap mutual fund, it has the potential to give you inflation-beating high returns and thus create wealth for you. To invest in SIP & in Mutual Funds Click the link and start your investments instantly http://www.assetplus.in/partner/sathishkumar Stock of the Week Ujjivan Small Finance Bank CMP – 44 Target –  56 ( In 12 – 18 Month’s Time Frame) Ujjivan Small Finance Bank Limited is a mass market focused bank in India, catering to financially unserved and underserved segments and committed to building financial inclusion in the country. It started its operations as Ujjivan Financial Services Limited, a Non-Banking Financial Company in 2005 with the mission to provide financial services to the ‘economically active poor’ who were not adequately served by financial institutions. Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 24.50% The company has declared Positive results for the last 8 consecutive quarters A low ratio signifies bank has stronger due diligence systems when giving out loans With ROA of 3.3, it has a Very Attractive valuation with a 1.8 Price to Book Value For your Equity recommendation – open a De Mat account with Angel Broking with this link https://app.aliceblueonline.com/openAccount.aspx?C=SSP03 This week Media Publications This week at Nanayam Vikatan – Gold Prices hitting record high, Should you invest in Gold? https://www.youtube.com/watch?v=mFWaq8ph8DMhttps://www.youtube.com/watch?v=OYFatPTUWDghttps://www.youtube.com/watch?v=VCEWszRjfKshttps://www.youtube.com/watch?v=TV8Tzhm7mQg Middle Class to Million Dollar Book Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati. Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.  Click here to purchase the book from Amazon Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings – Amazon.in To Buy my Untold Wealth Secret Book from Flipkart Untold Wealth Secrets: Buy Untold Wealth Secrets by Sathish Kumar at Low Price in India | Flipkart.com 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.