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How many schemes you should have in your Mutual Fund Portfolio?

Issue 135, Weekly Wealth Newsletter: 25th Mar 2024 – 1st Apr 2024 Mutual Funds have become increasingly popular and have established themselves as an investment product of choice for High Net Worth as well as Retail Investors. Mutual funds offer the professional expertise of the fund manager and are diversified instruments, transparent in terms of management and offer investors simple and seamless access to capital markets. Diversification is one of the most critical principles of investing and even with Mutual Funds. The objective of diversification is to avoid concentration of any single investment or asset class in your portfolio, thereby reducing overall risk and optimally positioning your portfolio for long-term wealth creation. While there is no precise answer for the number of funds one should hold in a portfolio, 8 – 10 funds across asset classes may be considered optimal depending on the financial objectives and goals of the investor. Further, higher allocation of portfolio to the right fund is of crucial importance. Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Indian equities recovered positively after the Stress Test and fall in Mid and Small cap Indices Stock Markets managed to end in green this week despite the heavy volatility triggered by global factors. NIFTY IT, however, tanked more than 6% this week amid global growth concerns. The FMCG index was another loser. On the other hand, auto, realty, metal, and oil and gas indices were major gainers this week. Paytm Shares made a sharp recovery of 16% last week Heavy losses in Tata Consultancy Services (TCS) as its promoter Tata Sons offloaded a minor 0.65% stake for around ₹9,300 crore in block deals also hit the investor sentiment. Stock markets took comfort from the US Federal Bank holding its interest rates and sticking to its three rate cuts plan this year. The policy announcement reined in dollar strength. SENSEX and NIFTY closed more than 0.7% higher on Thursday following gains in realty, auto and metal shares. The US Federal Reserve is sticking to its three rate cuts forecast for the current year brought relief to wary investors. 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 CDSL CMP – 1787 Target –  2099 ( In 12 – 18 Months Time Frame) CDSL facilitates holding and transacting securities in electronic form and facilitates the settlement of trades executed on stock exchanges. These securities include equities, debentures, bonds, units of mutual funds, Certificates of deposit (CDs), commercial papers (CPs), Treasury Bills (TBills), and others. Other services include e-Voting, M-Voting, Myeasi Mobile App and e-Locker. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.14% With a growth in Net Sales of 51.91%, the company declared Very Positive results in Dec 23 High Institutional Holdings at 39.49% Healthy long term growth as Net Sales has grown by an annual rate of 28.95% and Operating profit at 21.19% 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 – Easy way to plan your Retirement with Mutual Funds. https://www.youtube.com/watch?v=nQMfnMUa9vQhttps://www.youtube.com/watch?v=tB0MRPT8wWYhttps://www.youtube.com/watch?v=EFm5pUy9h5Qhttps://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. 

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Is your Mutual Fund Portfolio Underperforming?

Issue 134, Weekly Wealth Newsletter: 18th Mar 2024 – 25th March 2024 Is your Mutual Fund Portfolio Underperforming? This week stock market experienced a significant decline, wiping off 14 lakh crore rupees from Dalal Street. The Sensex crashed 1100 points intraday, dropping below the 73,000 mark, and the Nifty was under 22,000. Although the Sensex recovered slightly by next day, it was still down 906 points. Most of the investors fear underperformance, when market falls. It is more emotional, It is completely normal for the market to fall up to 5% from its peak or 52 week high. It is okay to lose 2 -3% overall profits, especially when your portfolio delivering 20% XIRR. Some things are out of our control. Just like you cannot control the actions of others, you can’t control the market. Remember investing is for mental peace and not for high returns. Call us @ 63795 18807 to Review your Mutual Fund Portfolio Weekly Market Update Indian equities ended lower on Friday because of weak global cues. There are concerns on Federal Reserve Rate cut timing and hotter than expected US Inflation data. Finance minister Nirmala Sitharaman said despite huge fluctuations globally, the Indian stock market has maintained “a certain level of sanity” and the market should be allowed to play on its own Indian Q3 GDP Growth at 8.4% beats market expectation and estimates Indian Economy grows at fastest pace in 6 Quarters Retail inflation for February remains almost unchanged at 5.09%

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Is your Mutual Fund & Stock Portfolio yielding Best Returns?

Issue 133, Weekly Wealth Newsletter: 11th Mar 2024 – 18th March 2024 Is your Mutual Funds and Stock portfolio yielding Best Returns? Alpha is the measurement of an investment portfolio’s performance against a certain benchmark –usually a stock market index. In other words, it’s the degree to which a investor has managed to ‘beat’ the market over a period of time. The alpha can be positive or negative, depending on its proximity to the market. The Question is, when was the last time you reviewed your Mutual Fund and Portfolio and calculated Alpha on your portfolio? Investing is dynamic, Stock Markets are dynamic, Mutual Fund performance is dynamic. It is always advisable to review your portfolio in every 3- or 4-Months’ time to check your Portfolio Performance. Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio Weekly Market Update Indian equities ended flat but at a record high on Thursday. The gains led by financials and after the United States (US) Fed Chair, in congressional testimony, signalled a rate cut this year, were trimmed due to stock-specific sell-offs. Mutual Fund Corner ICICI Prudential Multi Asset Fund 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 Indus Towers CMP – 255 Target – 299 ( In 12 – 8 Months Time Frame) Indus Towers is a provider of tower and related infrastructure sharing services. It is one of the largest telecom tower companies in India based on the number of towers and co-locations operated by the Company. It has over 211,775 towers and 360,679 co-locations and a nationwide presence covering all 22 telecom circles Healthy long term growth as Net Sales has grown by an annual rate of 32.68% and Operating profit at 17.06% With a growth in Net Profit of 18.99%, the company declared Very Positive results in Dec 23 With ROCE of 13.4, it has a Attractive valuation with a 2 Enterprise value to Capital Employed DEBT-EQUITY RATIO(HY) Lowest at 0.87 times For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications Middle Class to Million Dollar Book 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.

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Can your 1 lakh investment in Mutual Fund, yield 5 lakh in 10 years?

Issue 132, Weekly Wealth Newsletter: 4th Mar 2024 – 11th March 2024 For wealth creation, one of the first rules that investors must know is the magic of Compounding. This means if you want to make your wealth grow by leaps and bounds, one of the key principles that you are supposed to adhere to is to remain invested. Warren Buffett attributes his wealth creation to compounding, among other factors. Albert Einstein called compounding the eighth wonder of the world. Nippon India Value Fund delivered an annualised return of 17.75 percent in the past 10 years. The benchmark index (Nifty 500 TRI) returned during the same period lower than this and stood at 15.20 percent. This is a popular fund with a total asset under management (AUMs) of ₹5,763 crore. In fact, it is not only this fund – Many such funds have delivered such Steller performances, but the question is – Are you investing for a long term and is your portfolio is enjoying the compounding? This is a doctrine that appeals to every investor who is in the market for a long haul. Call us @ 63795 18807 to know High Performing Mutual Funds Weekly Market Update Domestic equity markets rose for the third consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 0.82% and 0.57% respectively, however, both the midcap segment and small-cap segment closed the week in red. Domestic equity markets reached fresh high after domestic economy surprised the markets with a faster-than anticipated growth rate in the December quarter of FY24. Government data showed that Indian economy grew by roust 8.4% in the Q3 of FY24, with an upward revision in the numbers of Q1 and Q2 data for this fiscal. Sentiments were further boosted following the slower growth of the U.S. personal consumption expenditure price index in Jan 2024 in nearly three years. Government data showed that Indian economy grew by roust 8.4% in the Q3 of FY24, with an upward revision in the numbers of Q1 and Q2 data for this fiscal. Sentiments were further boosted following the slower growth of the U.S. personal consumption expenditure price index in Jan 2024 in nearly three years. On the BSE Sectoral front, S&P BSE Capital Goods surged 3.72% following the robust growth of domestic economy during Oct-Dec quarter of FY24. S&P BSE METAL experienced gain of 1.83% following the growth in the manufacturing sector S&P BSE Health Care witnessed a fall of 2.94% following the Supreme Court’s discovery of the discrepancy in costs between government and private hospitals for different medical procedures following a public interest lawsuit brought by an NGO Mutual Fund Corner Quant Flexi Cap Fund Flexi Cap Fund : The fund has 87.21% investment in domestic equities of which 29.63% is in Large Cap stocks, 16.81% is in Mid Cap stocks, 27.38% in Small Cap stocks. The fund has 4.89% investment in Debt, of which 4.89% in Government securities 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 Mahanagar Gas CMP – 1538 Target –  1800 ( In 12 – 8 Months Time Frame) Mahanagar Gas Ltd is engaged in the business of City gas distribution (CGD), presently supplying natural gas in the city of Mumbai including adjoining areas and the Raigad District in the state of Maharashtra. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.27% The company has declared Positive results for the last 5 consecutive quarters Healthy long term growth as Net Sales has grown by an annual rate of 18.82% Company has a low Debt to Equity ratio (avg) at 0 times With ROE of 27.6, it has a Very Attractive valuation with a 3.2 Price to Book Value 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://tinyurl.com/yfe6m7dl This week Media Publications Middle Class to Million Dollar Book 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.

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Can Small Cap Mutual Fund Deliver Big Returns in 2024?

Issue 131, Weekly Wealth Newsletter: 26th Feb 2024 – 4th March 2024 The fascination of investors in India for small caps seems to be unending. The optimism about India’s economic prospects, smaller companies participating in India’s growth story, the remarkable outperformance of the small-cap indices, the kind of returns generated, and increased investor awareness are some of the key factors behind the inflows into Small Cap Mutual Funds. Seeing this performance, it is important to have Small Cap Participation in your Portfolio, at the same time when Small Cap Benchmark itself has delivered 37% of CAGR for last 3 years, these kinds of returns are difficult in the coming days. Call us @ 63795 18807 to Review your Mutual Fund 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 0.99% and 0.78% respectively The rally in the market was broad-based as the mid-cap segment and the small-cap segment also closed the week in green. Domestic rose during the week following the improvement in PMI Services flash data of Feb 2024 from Eurozone along with impressive earning report from a major U.S. tech company. Sentiments were boosted after PMI flash data of Feb 2024 for both manufacturing and services activities increased for the domestic economy. However, rising U.S. Treasury yields along with growing tensions in the Middle East, restricted the gains. On the BSE Sectoral front, S&P BSE Realty experienced gain of 4.07% supported by positive sentiments by the investors in anticipation of growth in the sector. S&P BSE Oil & Gas fell 1.92% during the week as investors preferred to book profits to accumulate the gains from recent rally Mutual Fund Corner Quant Flexi Cap Fund Flexi Cap Fund : The fund has 87.21% investment in domestic equities of which 29.63% is in Large Cap stocks, 16.81% is in Mid Cap stocks, 27.38% in Small Cap stocks. The fund has 4.89% investment in Debt, of which 4.89% in Government securities 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 ICICI Bank CMP – 1022 Target –  1200 ( In 6 – 12 Months Time Frame) CICI Bank is a Second largest private sector bank in India offering a diversified portfolio of financial products and services to retail, SME and corporate customers. The Bank has an extensive network of branches, ATMs and other touch-points. Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 16.76% Healthy long term growth as Net profit has grown by an annual rate of 63.01% The company has declared Positive results for the last 21 consecutive quarters High Institutional Holdings at 90.16% With ROA of 2.2, it has a Fair valuation with a 3.2 Price to Book Value For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications At this week Nanayam Vikatan – Business Vs Mutual Funds – Where to Invest your Money? Pick up your copy, magazine is at your nearest stands. Middle Class to Million Dollar Book 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.

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Is your Mutual Funds are being High Performing? Check out my 130th Edition of Weekly Wealth report

Issue 130, Weekly Wealth Newsletter: 19th Feb 2024 – 26th Feb 2024 Economic Times has analysed that 76% of Mutual Fund underperform benchmark for last 7 Year. 157 Equity mutual fund schemes that have completed seven years in the market and found that 119 equity schemes have failed to beat their respective benchmarks. In other words, 38 equity schemes have managed to outperform their respective benchmarks in a seven-year horizon. These 119 equity schemes were from midcap, large & midcap, focused fund, large cap, flexi cap, ELSS, value fund, small cap fund, and contra fund categories. It is very important to Review your Mutual Fund Portfolio for every 4 Months. When was the last time you reviewed your portfolio with respect to Fund Performance and your Goal Alignment? Call us @ 63795 18807 to Review your Mutual Fund Portfolio Weekly Market Update Domestic equity markets rose during the week after witnessing a fall in the previous week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 1.16% and 1.19% respectively The rally in the market was broad-based as the mid-cap segment and the small-cap segment also closed the week in green. Domestic equity markets rose following the ease in domestic retail inflation data of Jan 2024, which remained under the RBI’s upper tolerance level for fifth consecutive time. Sentiments were improved following the lower than-expected inflation data from U.K. of Jan 2024. Gains were extended following the weaker U.S. retail sales data along with below than expected industrial production data of Jan 2024 that raised the expectations of rate cuts by the U.S. Fed in near future. On the BSE sectoral front, S&P BSE AUTO rose 4.97% following the encouraging sales data released by the Society of Indian Automobile Manufacturers that showed Passenger Vehicles, Three Wheelers and Two Wheelers posted growth of 14%, 9% and 26% in Jan 2024 compared to Jan 2023, respectively. S&P BSE Oil & Gas rose 3.15% as analysts expected healthy marketing margins of oil marketing companies in FY25 due to possibility of increase in prices by these companies after the General Election 2024. Mutual Fund Corner SBI Energy Opportunities Fund – NFO India’s energy sector is on a trajectory towards self-sufficiency, aligning with the Aatmanirbhar Bharat vision. Positioned as one of the largest and fastest-growing energy markets globally, the country is witnessing a shift from conventional combustion to electrification. Projections indicate a robust 6.4% CAGR in energy consumption, excluding coal and oil, until 2050. With a natural advantage in green energy, India is expected to transition from an energy-deficient state to being energy self-sufficient. 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 ICICI Bank CMP – 1022 Target –  1200 ( In 6 – 12 Months Time Frame) CICI Bank is a Second largest private sector bank in India offering a diversified portfolio of financial products and services to retail, SME and corporate customers. The Bank has an extensive network of branches, ATMs and other touch-points. Strong Long Term Fundamental Strength with Tier 1 Capital Adeqacy Ratio of 16.76% Healthy long term growth as Net profit has grown by an annual rate of 63.01% The company has declared Positive results for the last 21 consecutive quarters High Institutional Holdings at 90.16% With ROA of 2.2, it has a Fair valuation with a 3.2 Price to Book Value For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications At this week Nanayam Vikatan – Business Vs Mutual Funds – Where to Invest your Money? Pick up your copy, magazine is at your nearest stands. Middle Class to Million Dollar Book 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.

Is your Mutual Funds are being High Performing? Check out my 130th Edition of Weekly Wealth report Read More »

Stop Speculating and Start Investing!!!

Issue 129, Weekly Wealth Newsletter: 12th Feb 2024 – 19th Feb 2024 There are too many Young Indians are getting into Intraday, Futures and Options. Many people feels that they are an expert when their calls go right for short time and then they make money. Sebi released a detailed study on the P&L of individual traders in Futures & Options. Stop Speculating and Start Investing wisely!! Call us @ 63795 18807 to Invest in Mutual Funds and Stock MarketTake advantage and grow with Indian Stock market Weekly Market Update Domestic equity markets fell during the week after witnessing a rise in the previous week as key benchmark indices S&P BSE Sensex and Nifty 50 fell 0.68% and 0.33% respectively The small-cap segment also closed the week in red, however, the mid-cap segment closed the week in green with healthy gains. Domestic equity markets fell following the reports of better-than-expected U.S. non-farm payrolls figures in Jan 2024 that raised doubt on the likelihood of an early interest rate cut by the U.S. Fed. Even though the RBI held the policy repo rate at 6.50% for the sixth time in a row at its monetary policy meeting that concluded on Feb 08, 2024, the losses were extended in the lack of any significant indication of a rate reduction. On the BSE sectoral front, S&P BSE Oil & Gas experienced a rise of 3.80% supported by a persistent rally in oil marketing companies. The sector held a modest advance as the market weighed down geopolitical risks in the Middle East. S&P BSE FMCG fell 2.26% because of lower than-expected earnings of some leading companies in Q3FY24. Mutual Fund Corner Investment Strategy – HSBC Multi Asset Allocation Fund 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 ITC CMP – 415 Target –  480 ( In 12 – 18 Months Time Frame) Established in 1910, ITC is the largest cigarette manufacturer and seller in the country. ITC operates in five business segments at present — FMCG Cigarettes, FMCG Others, Hotels, Paperboards, Paper and Packaging, and Agri-Business Nil Debt Company with Strong Long Term Fundamental Strength Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 23.77% However, Flat Financial results for 2023 is a concern for ITC High Institutional Holdings at 85.29% Healthy long term growth as Net Sales has grown by an annual rate of 8.27% Stock is providing a good dividend yield of 3.07%. Company has a good return on equity (ROE) track record: 3 Years ROE 25.0% For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications Top 4 Best Stock Pick for 2024 Where to Invest, Business Vs Mutual Funds?   ITC Stock has fallen by 20%, Should you invest now? 3 Golden Rule to Create 1 Crore Corpus Safe Investment Option for Beginners. 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 Follow us on social media https://www.youtube.com/channel/UCSORk6rz3re4qx2IXQr5o2A To Join in Free whats app Group https://chat.whatsapp.com/CGCtfJIYLdLH5YfGWG3b58 https://www.facebook.com/sathishskumarspeaks https://www.instagram.com/sathishspeaks/ https://www.linkedin.com/in/sathish-kumar-m-6ab2706/ 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. 

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Expanding the Horizons – 2024

The quote which comes to mind by Vladimir Ilyich Lenin “There are decades, where nothing happens; and there are weekswhere decades happen” 2023 was a year of Turbulent. There were many Reg Flags like… But still 2023 was a robust year beating all the sentimentsand emerged as a noteworthy winner. No one can bet against India If you think, you need any help in investing, reach us@ 63795 18807 Market Outlook for 2024 The bull-run in Indian financial markets is likely to continue in 2024 as foreign interest remains robust, with heavy buying expected in both equity and debt markets, said several analysts and industry watchers. Domestic equity benchmarks Nifty 50 and BSE Sensex rose around 20 per cent in 2023, their second-best year since 2017, and were among the top-performing stock indexes globally. The broader small- and mid-caps gained about 55.62 per cent and 46.57 per cent in 2023, far outperforming the blue-chip indexesdespite valuation concerns. On the last trading session of 2023, the Nifty 50 settled at 21,731.40and Sensex closed at 72,240. The BSE Mid cap and Small cap indices hit their fresh record highsof during the session. Equity Valuation Zone Key Macro Metrics for 2024 Challenges for 2024 How and where to Invest in 2024? 1. Follow STP – Approach for Lumpsum 2. Follow SIP Approach for Long term Investments 3. Mutual Funds are the best bet among all products 4. Invest in Large Cap & Mega Caps 5. Follow Asset Allocation ( Diversify your Assets ) Hope you will find this helpful in your wealth creation journey. Pls call us @ 78100 79946 to Multiply your wealth This News letter 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.DisclaimerMutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an 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 are prohibited.

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What if I say, picking the wrong mutual fundsCould Cost You 1 Crore?

The difference between winning and losing mutual funds couldpossibly stretch to Rs 2.5 crore in 20 years. I’m talking only about a small Rs 50,000 monthly SIP @ 15% over 20 Years. The difference between 12% of returns and 15% of returnsover 20 year period is 2.5 Crore. And how much damage it could possibly make to your financialfortunes in the long term. Before putting even a single rupee in mutual funds, I strongly urgeyou to have a Strong & Fool Proof Investment Process If you think, you need any help in investing, reach us@ 63795 18807 Weekly Market Update Mutual Fund Corner Nippon Multi Cap Fund http://www.assetplus.in/partner/sathishkumar Stock of the Week Persistent Systems CMP – 576 Target – 670 ( In 6 – 12 Months Time Frame) For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This News letter 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.DisclaimerMutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an 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 are prohibited.

What if I say, picking the wrong mutual fundsCould Cost You 1 Crore? Read More »

Global Macro Trends for 2024

Call us @ 6379518807 to Invest in Mutual Funds and Stock MarketTake advantage and grow with the Indian Stock market Weekly Market Update Mutual Fund Corner Nippon Multi Cap Fund http://www.assetplus.in/partner/sathishkumar Stock of the Week Persistent Systems CMP – 8639 Target – 10,500 ( In 6 – 12 Months Time Frame) For your Equity recommendation – open a De Mat account with Angel Broking with this link https://tinyurl.com/yfe6m7dl This week Media Publications This News letter 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.DisclaimerMutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an 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 are prohibited.

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