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Will Sensex hit 1,60,000 by 2029?

Weekly Wealth Report 8th July 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 150, Weekly Wealth Newsletter: 8th July 2024 – 15th July 2024 Dear Readers I am very excited and happy to present the 150th Edition of this Newsletter. 3 Years back, I envisaged to present Newsletter on Equity and Financial Markets with Indian and Global Perspectives on a weekly basis and hence this Weekly Wealth Letter. Our dream to make investing simpler, profitable, and accessible to everyone and this is one simple step to educate Investors and make investing an easy process Happy Reading and Investing Will Sensex Hit 1,60,000 by 2029? Motilal Oswal Financial Services Chairman Raamdeo Agrawal expects the Sensex to touch 1,60,000 points by 2029. “Sensex has doubled every 5 years, target 1,60,000 for Sensex by 2029. Market can double in the next 5 years with a 15% CAGR, this is the happiest moment of my life,” he told CNBC-TV18 in an interview. The Benchmark S&P BSE 30 index opened above 80,000 on Thursday, it had briefly crossed the same on Wednesday too. The Sensex had crossed the 70,000 mark on December 11,2023. The gain from 70k to 80k has been achieved in the shortest span of time. The reasons for gain are being attributed to monsoons, softening of US bond yields, and positive FPI flows in June. Mr Raamdeo Agarwal also said in four years, India might become a 10 trillion market.” Don’t miss out on this opportunity to ride this wave. Call us @ 78100 79946 to start your Investments Weekly Market Update The benchmark Sensex on Wednesday breached the 80,000 for the first time during intraday trading, completing an impressive ascent of nearly 10,000 points from the Lok Sabha election results-day low of 70,234 on June 4. The BSE SENSEX (+6.9%) rose in June 2024, in line with the NSE NIFTY index. BSE Mid-cap and Small-cap indices outperformed the BSE Sensex, with growths of (+7.7%) and (-10.3%) respectively. Sector-wise, Infotech, Teck and Realty were the top 3 performers over the month, June 2024 clocking (+11.3%), (+9.5%), and (+8.2%), respectively. All of BSE’s 13 sectoral indices ended the month, June 2024 in green. India’s Manufacturing Purchasing Managers’ Index (PMI) in June 2024 rose to a two-month high at 58.3 (vs 57.5 in May 2024), remaining in expansion zone for the 35th straight month driven by manufacturing employment accelerating and improvement in new order intakes. India’s forex reserves dropped $1.713 bn to $651.997 bn for the week ended June 28. Finance Minister Nirmala Sitharaman wrapped up consultations with industry and social sector representatives ahead of presenting her seventh Union Budget on July 23. Mutual Fund Corner ICICI Pru Energy Opportunity Fund An open ended High Aggressive Thematic NFO which helps investors to invests in instruments of companies engaged in and/or expected to benefit from the growth in traditional & new energy sectors & allied business activities Investments will go into sectors like Power Ancillaries, Oil Value Chain, Green Energy, Gas Value Chain and Power Value Chain This fund will benchmark Indian Energy TRI Index This is a Large Cap Biased scheme which invests in the above companies with long term basis 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 BASF India CMP – 5460 Target –  6499 ( In 12 – 18 Month’s Time Frame) BASF India Ltd’s portfolio consists of six segments: Agricultural Solutions, Materials, Industrial solutions, Surface Technologies, Nutrition & Care and Chemicals It is a part of BASF group which have 110,000 employees globally in almost every country in the world. It generated sales of 60 billion euros in 2022. Strong ability to service debt as the company has a low Debt to EBITDA ratio of 1.17 times Healthy long term growth as Operating profit has grown by an annual rate 42.13% With a growth in Net Profit of 96.03%, the company declared Very Positive results in Mar 24 With ROE of 17.5, it has a Fair valuation with a 7.2 Price to Book Value Over the past year, while the stock has generated a return of 111.39%, its profits have risen by 43.8% ; the PEG ratio of the company is 0.9 Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV 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 – How safe is to do your Mutual Fund Purchase through online Apps? https://www.youtube.com/watch?v=QVg0vawakwEhttps://www.youtube.com/live/6L3X73iiiNIhttps://www.youtube.com/watch?v=70MgsqDT2lEhttps://www.youtube.com/watch?v=taerfbtgKNg 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

Will Sensex hit 1,60,000 by 2029? Read More »

FII Turns Net Buyers in June 2024, Is this the Biggest Bull Run in Stock Market?

Weekly Wealth Report 1st July 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 149, Weekly Wealth Newsletter: 1st July 2024 – 8th July 2024 FII Turns Net Buyers in June 2024, Is this the Biggest Bull Run in Stock Market? After 2 Months of Outflows, FPI’s turn net buyers with 26,565 Crore in June, driven by political stability and sharp rebound in Economic Indicators. FII’s are pouring money into India at the cost of China, brazil, Taiwan and South Korea. Bulls on charge Sensex nearing 80,000 and Nifty crossed 24,000. Looking ahead the attention will gradually shift towards Union Budget and Q1 Earnings for Financial Year 25. On Investing Mark Mobius said “You always have to keep in mind that the best way is to get the value is to do what other people is not doing” Mark Mobius, Billionaire Investor, said that he is confident that the bull run in Indian stock markets is intact. Sensex can even hit the 1 lakh mark before PM Modi finishes his third term and Sensex to grow at a pace of 15% over next 10 Years. Don’t miss out on this opportunity to ride this wave. Call us @ 78100 79946 to start your Investments Weekly Market Update Domestic equity markets rose for the fourth consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 2.36% and 2.17%, respectively. The rally was broad-based, as the mid-cap segment and the small-cap segment also closed the week in green. Domestic equity markets rose during the week as investors’ sentiment was underpinned after the central bank data showed that India’s current account balance recorded a surplus of $5.7 billion or 0.6% of GDP in Q4 FY24, driven by a lower merchandise trade deficit. Meanwhile, markets key benchmark indices progressed to hit fresh milestones supported by information technology and energy stocks. However, gains were capped due to profit booking ahead the release of the U.S. personal consumption expenditure inflation data of May 2024, which will provide more clarity on interest rate trajectory by the U.S. Federal Reserve. Rising global crude oil prices also restricted the gains. On the BSE sectoral front, BSE IT rose 2.15% on expectation of revival in the information technology sector following its U.S. peers. Oil & gas shares also witnessed demand as BSE Oil & Gas rose 2.11%. Mutual Fund Corner ICICI Value Discovery Fund This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than market. This is managed directly by Mr Shankar Naren, CIO of ICICI Prudential AMC. This fund needs 5 – 7 years of Horizon as the value fund needs higher duration than normal equity funds 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 HDFC Bank CMP – 1696 Target – 1999 ( In 12 – 18 Month’s Time Frame) HDFC Bank is a publicly held banking company, the bank was incorporated in August 1994 in the name of ‘HDFC Bank Limited’, with its registered office in Mumbai, India. It is engaged in providing a range of banking and financial services including retail banking, wholesale banking and treasury operations. Strong Long Term Fundamental Strength with an average Return on Assets (ROA) of 1.75% With a growth in Interest of 58.41%, the company declared Very Positive results in Mar 24 HDFC Bank has delivered positive results for last 11 Quarters With ROA of 1.7, it has a Fair valuation with a 2.9 Price to Book Value Natco Pharma has High Institutional Holdings at 72% The Bank has a high Capital Adequacy Ratio of 17.12% signifying high buffers against its risk-based assets The stock is trading at a discount compared to its average historical valuations 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 – Should you take a Home Loan for your New House Purchase? https://www.youtube.com/watch?v=bfXEueUcEDchttps://www.youtube.com/watch?v=Q8Ss6Mv9RTMhttps://www.youtube.com/watch?v=tDrD1Lzlj6Ihttps://www.youtube.com/watch?v=taerfbtgKNg 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

FII Turns Net Buyers in June 2024, Is this the Biggest Bull Run in Stock Market? Read More »

Fastest Growing AMC – Quant Mutual Fund Company facing SEBI inquiry

Weekly Wealth Report 24th 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 148, Weekly Wealth Newsletter: 24th June 2024 – 1st July 2024 Fastest Growing AMC “Quant” is facing SEBI Inquiry, What an investor should do now? Another Front Running inquiry from SEBI, this time it is from Quant Mutual Fund. Quant is one of the fastest growing Asset Management Company with 90,000 Crore of AUM. SEBI has conducted raids at Mumbai Head Quarters and suspected beneficial ownership in Hyderabad on the grounds of Front Running activity. Front running (in the current context) is when a fund manager and their associates buy shares in their personal account(s) before a fund purchases the shares. Since the fund would place a large order, the price will move up. So, the employees would get an immediate gain that can be sold off. Naturally, this is illegal and unethical and is banned by SEBI. We advise against any knee-jerk reactions, such as redemptions, until there is more clarity from the regulator or the mutual fund company. It’s important to note that, unlike individual stocks that may experience significant drops in response to such news, mutual fund investors are generally not impacted in the same way since mutual funds are essentially pass-through vehicles. The current investigation appears to pertain to the fund management process, not the stock portfolio of the funds being managed by the Asset Management Company (AMC). Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update Domestic equity markets rose for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.28% and 0.15%, respectively. The rally was broad-based, as the mid-cap segment and the small-cap segment also closed the week in green. Domestic equity markets reached a fresh high supported by a favourable view of the overall domestic economy, along with the hope for a prosperous rainy season. Gains were extended after the Swiss National Bank delivered another interest rate cut, reducing its policy rate by 25 bps to 1.25%. Investors’ focus remained on the upcoming Union budget along with progress of the monsoon for further cues. On the BSE sectoral front, BSE Bankex rose 3.22% led by private sector banks due to ‘valuation comfort’ over public sector banks and the return of foreign money. BSE IT increased 1.88% after a major U.S. based information technology firm provided a positive annual revenue growth forecast, indicating demand in the crucial U.S. marketplace Mutual Fund Corner ICICI Value Discovery Fund This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than market. This is managed directly by Mr Shankar Naren, CIO of ICICI Prudential AMC. This fund needs 5 – 7 years of Horizon as the value fund needs higher duration than normal equity funds 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 HDFC Bank CMP – 1662 Target – 1999 ( In 12 – 18 Month’s Time Frame) HDFC Bank is a publicly held banking company, the bank was incorporated in August 1994 in the name of ‘HDFC Bank Limited’, with its registered office in Mumbai, India. It is engaged in providing a range of banking and financial services including retail banking, wholesale banking and treasury operations. Strong Long Term Fundamental Strength with an average Return on Assets (ROA) of 1.75% With a growth in Interest of 58.41%, the company declared Very Positive results in Mar 24 HDFC Bank has delivered positive results for last 11 Quarters With ROA of 1.7, it has a Fair valuation with a 2.9 Price to Book Value HDFC Bank has High Institutional Holdings at 72% The Bank has a high Capital Adequacy Ratio of 17.12% signifying high buffers against its risk-based assets The stock is trading at a discount compared to its average historical valuations 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 – Should you switch your Mutual Fund Schemes frequently for High Returns? https://www.youtube.com/watch?v=rAFwSjXcKUkhttps://www.youtube.com/watch?v=Q8Ss6Mv9RTMhttps://www.youtube.com/watch?v=Pjc-Byv38kchttps://www.youtube.com/watch?v=Uj7TCfGWGqchttps://www.youtube.com/watch?v=Ra7fXuKcwqI 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

Fastest Growing AMC – Quant Mutual Fund Company facing SEBI inquiry Read More »

Are Budget and US Elections being Next Biggest Trigger?

Weekly Wealth Report 17th 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 147, Weekly Wealth Newsletter: 17th June 2024 – 24th June 2024 Are Budget and US Elections being Next Biggest Trigger? The Indian equity market, a key player in the global financial landscape, experienced a significant shift in the wake of the Lok Sabha elections. Nifty and Sensex indices made substantial gains, surging over 6 per cent since the close on election results day, June 4. In 2024, Nifty saw a remarkable surge of over 6.98 percent, and Sensex witnessed an uptick of 5.84 percent, reflecting the market’s response to the election outcomes. The newly elected Finance Minister Nirmala Sitharaman is likely to begin the budget preparation process, highlighting the importance of meticulous planning and comprehensive analysis. The Union Budget is expected to improve the Job opportunities, PLI Schemes (Product Linked Incentives). MSME, GST Rationalising and Infra Projects Stock Market will cheer, if the govt continues their spending on Infrastructure and continuity on its Monetary Policies and Fiscal Deficit. All eyes are on the government’s budgetary decisions because it will have a profound impact on the stock market, influencing sector performance, corporate profits, interest rates, inflation expectations and market sentiment. Call us @ 63795 18807 to Handpick High Performing Funds and Stocks for your Portfolio Weekly Market Update World Bank Retains Indian GDP Growth at 6.6% for FY 25 FY 26 and FY 27 growth Forecast is around 6.7% and 6.8% respectively GST Council is expected to meet on 22nd June 2024 Media reports indicates that Fuel Prices could come under GST Due to unusual surge in Gold Imports, govt restricts gold imports again May 2024 CPI Inflation stood at 4.8% unchanged and well below market expectation Core Inflation is reported at 3.1%, which is lowest at the current inflation series from RBI Market cheers with the expectation of a good monsoon, which can push up rural demand, consumption, and eases Agri Inflation. PLI Schemes are expected to create 2 Lakh additional Jobs and to increase the turn over by INR 3 to 4 Trillion in Next 4 Years Mutual Fund Corner Upcoming NFO’s on the Rising Market This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than market. This is managed directly by Mr Shankar Naren, CIO of ICICI Prudential AMC. This fund needs 5 – 7 years of Horizon as the value fund needs higher duration than normal equity funds 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 – 1211 Target –  1399 ( In 12 – 18 Month’s Time Frame) NATCO Pharma Limited (NATCO) is a vertically integrated research and development focused on niche opportunities in the US. Company is focused on high-barrier-to-entry products Natco Pharma is a NIL Debt Company With a growth in Net Profit of 81.62%, the company declared Very Positive results in Mar 24 With ROE of 23.7, it has a Very Attractive valuation with a 3.3 Price to Book Value Natco Pharma has High Institutional Holdings at 25.84% The company has declared positive results for the last 5 consecutive quarters NET SALES(HY) At Rs 1,826.90 cr has Grown at 31.39 % ROCE(HY) Highest at 27.20 % 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 – How Credit Cards can be used wisely and effectively? 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.

Are Budget and US Elections being Next Biggest Trigger? Read More »

Will Prime Minister’s Modi’s 3.0 Economic Agenda will drive Sensex to 1,00,000?

Weekly Wealth Report 10th 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 146, Weekly Wealth Newsletter: 10th June 2024 – 17th June 2024 Will PM Modi’s 3.0 Economic Agenda move Sensex to 1,00,000? Although the Stock Market are concerned with lesser Majority carrying our Prime Minister to carry out large scale Growth Reforms, Analysts are confident that the bull run is intact and even the Sensex will hit 1,00,000 before he completes his third term Investors expect Finance Ministry to carry out Disinvestment, Rationalisation of GST, Regulating Crypto, Sustain Inflation, Revive Farm Sector. Commerce & Industry to accelerate and deepen services export and to continue PLI incentive to spur Foreign Investments Our India’s Infrastructure is fast pacing and investors expect the same to continue and develop NH construction with quality and timely completion. Railways is expected to increase the capacity to move cargo and more passengers. Expediting Vande Bharat and Amrit Bharat are in focus. Power Industry to bring in new private players for improved service Electronics & IT is expected to kick start with new ministries and dominating scale in Laptop & Mobile Manufacturing 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 the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 3.69% and 3.37%, 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 started the week on higher note in the wake of an optimistic election outcome following the exit poll results which indicated a strong majority in favor of the incumbent party alliance at the Centre There was also some cheer on the economic front as government data revealed that India’s GDP growth surpassed all expectations and stood at 7.8% in the fourth quarter of FY24. Domestic equity markets rebounded sharply as investors absorbed the Lok Sabha election results and shifted their focus to fundamentals and developments around government formation. Gains were extended after the RBI left the repo rate unchanged at 6.50% and revised the GDP growth rate of domestic economy upward to 7.2% from 7.0% for FY25. The RBI projected real GDP growth for 2024-25 at 7.2% with Q1 at 7.3%, Q2 at 7.2%, Q3 at 7.3%, and Q4 at 7.2%, with the risks are evenly balanced. The Manufacturing Purchasing Managers’ Index eased slightly to 57.5 in May 2024 compared to 58.8 in Apr 2024 Mutual Fund Corner Upcoming NFO’s on the Rising Market Mutual Fund companies will never cease to introduce NFO’s, especially when the sentiments are positive and when the Stock Markert is at Life Time High. Sundaram Business Cycle Fund Helios Financial Services Fund Mahindra Manulife Manufacturing Fund Motilal Oswal Multi Cap Fund JM Small Cap Fund  But is it worth adding new funds to your existing portfolio?  It is best to continue with the existing schemes for your surplus, because  NFO’s has the risk of Market Timing, No Novel Ideas, No differentiation and of course No Past Performance Track record. 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 – 1113 Target –  1399 ( In 12 – 18 Month’s Time Frame) NATCO Pharma Limited (NATCO) is a vertically integrated research and development focused on niche opportunities in the US. Company is focused on high-barrier-to-entry products Natco Pharma is a NIL Debt Company With a growth in Net Profit of 81.62%, the company declared Very Positive results in Mar 24 With ROE of 23.7, it has a Very Attractive valuation with a 3.3 Price to Book Value Natco Pharma has High Institutional Holdings at 25.84% The company has declared positive results for the last 5 consecutive quarters ROCE(HY) Highest at 27.20 % 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 – Should you switch your Mutual Fund Schemes frequently for High Returns? https://www.youtube.com/watch?v=Ra7fXuKcwqIhttps://www.youtube.com/watch?v=qWB7F1dBz9ghttps://www.youtube.com/watch?v=tz2Cg30iMoYhttps://www.youtube.com/watch?v=3fFIBc3yopY 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

Will Prime Minister’s Modi’s 3.0 Economic Agenda will drive Sensex to 1,00,000? Read More »

Exit Poll Rally.  One Day Returns Vs One Decade Returns

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

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Sensex Hits all time high of 75,000. Are you riding this wave?

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. 

Sensex Hits all time high of 75,000. Are you riding this wave? Read More »

Why SEBI Rings Alarm Bell over Futures & Options?

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

Why SEBI Rings Alarm Bell over Futures & Options? Read More »

Manufacturing Mutual Funds are shining, are they worthy for Investment Portfolio?

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

Manufacturing Mutual Funds are shining, are they worthy for Investment Portfolio? Read More »

Have you Calculated Rolling Returns in your Mutual Fund Portfolio?

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

Have you Calculated Rolling Returns in your Mutual Fund Portfolio? Read More »

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