Indian equity markets have continued their bull run in July 2021, supported by strong buying from domestic mutual funds despite FIIs being net sellers. Experts feel the bull run may continue but with some consolidation ahead. Investors are advised to book partial profits and rebalance portfolios by increasing allocation to banking, infrastructure and IT sectors through selected funds. The newsletter also profiles the investment journey of Mr. Murthy, who created a retirement corpus of Rs. 1.68 crores through SIP in mutual funds and has opted to receive monthly payments of Rs. 85,000 through a dynamic asset allocation fund.
The monthly newsletter by seeman fiintouch LLP april 21 editionAshis Kumar Dey
READING THE MARKET PULSE DURING THIS COVID CRISIS
CASE STORY OF RAMESH, 37 YRS,WHO STARTED INVESTMENT HABIT AT THE AGE OF 27 ONLY
WHAT IS FUND OF FUND ( FOF) SCHEMES ? IS IT GOOD FOR ASSET ALLOCATION ?
Wallet4wealth delivering you a monthly newsletter to manage your personal finance. When we are out with our latest issue of NEWSLETTER by the end of February 2022, world is watching yet another crisis ! Russia - Ukraine war.
As Indian stock market tanked around 5% on Thursday 24th Feb 2022 amidst Russia - Ukraine war situation, most investors got into panic and fear grip. By the time we are publishing this newsletter, the WAR crisis is more intensified and the peace talk is looking dim. The Crisis seems to take an ugly turn if NATO members unite together and push Russia to take some dangerous turn.
There are many political and expert comments available in free media which are providing live updates on the situations. However we have shared a special note related to this WAR situation and key reasons behind this Crisis. Understanding the key reason for any crisis gives you better control on your emotional decisions related to such event.
If you want to give any feedback you can suggest us in the comment box. Also do like and share to motivate us so that we will provide you latest information in our next Newsletter. For more update visit our website https://wallet4wealth.com/ . Thank You.
The monthly newsletter by seeman fiintouch LLP February 2022Ashis Kumar Dey
- The document discusses the Russia-Ukraine war and its impact on the stock market. It saw an initial dip of around 5% but has since stabilized.
- It encourages investors to not panic and liquidate investments during the crisis. Rather, it suggests using the opportunity to buy more at lower prices.
- Historically, markets have rebounded after crisis events end. The newsletter suggests remaining invested and using SIP to benefit from downturns.
The monthly newsletter by seeman fiintouch LLP December 2021Ashis Kumar Dey
The document provides an overview of promising investment themes and market indicators for 2022 based on a newsletter from Seeman Fiintouch LLP.
It identifies digitization as one of the most promising themes, highlighting the strong performance of digital companies that went public in 2021 like Zomato, Paytm, and Nykaa. It also notes technology/digital funds provide exposure to this theme through mutual funds.
Market indicators for December 2021 show the Sensex and Nifty indices were up for the year. The document also profiles a case study of an investor who reached his Rs. 1 crore goal through disciplined SIPs and now aims to double it to Rs. 2 crore. Finally, it outlines resolutions
The newsletter provides an overview of the stock market performance from the previous Diwali to the current Diwali. It notes that the Nifty grew 45% and Sensex grew 41% over this period. While most analysts believe the bull run will continue for the next 4-5 years, returns may not remain as high and investors should focus on choosing the right mix of stocks and funds. The newsletter discusses ESG funds, flexicap funds, and business cycle funds as good investment options. It also profiles an inspiring case study of an individual who achieved his financial goal of Rs. 1 crore by consistently investing in SIPs over 10 years. The newsletter emphasizes managing emotions and remaining invested in equities through this market rally
The document discusses the performance of various assets in August 2021. It notes that major Indian stock indices Nifty and Sensex continued their upward momentum from April. Some investors are fearful while others are greedy in the current scenario. It also reports that SBI Mutual Fund's new fund offer of SBI Balanced Advantage Fund collected Rs 14,500 crore, making it the largest NFO in India so far. This signals growing acceptance of mutual funds among retail investors in India. The editorial discusses maintaining steady growth in investments by selling when the world becomes greedy and buying when fearful, as per Warren Buffett's advice. It asks what the current market situation implies for equity allocation.
The newsletter discusses the steady growth in the Indian equity market due to declining COVID cases and rising GST collections. It notes that SBI Mutual Fund's new fund offer 'SBI Balanced Advantage Fund' collected Rs 14,500 crore, making it the largest NFO in India. The editorial discusses maintaining a steady growth in investments by selling when the world becomes greedy and buying when fearful. It also covers asset allocation strategies and managing emotions during market fluctuations. The chapters discuss dynamic asset allocation funds and how they help avoid emotional investing. It shares the story of an investor who used such funds to generate a monthly annuity and beat inflation over the long term. The product focus is on key factors to consider when choosing a
Indian equity markets have continued their bull run in July 2021, supported by strong buying from domestic mutual funds despite FIIs being net sellers. Experts feel the bull run may continue but with some consolidation ahead. Investors are advised to book partial profits and rebalance portfolios by increasing allocation to banking, infrastructure and IT sectors through selected funds. The newsletter also profiles the investment journey of Mr. Murthy, who created a retirement corpus of Rs. 1.68 crores through SIP in mutual funds and has opted to receive monthly payments of Rs. 85,000 through a dynamic asset allocation fund.
The monthly newsletter by seeman fiintouch LLP april 21 editionAshis Kumar Dey
READING THE MARKET PULSE DURING THIS COVID CRISIS
CASE STORY OF RAMESH, 37 YRS,WHO STARTED INVESTMENT HABIT AT THE AGE OF 27 ONLY
WHAT IS FUND OF FUND ( FOF) SCHEMES ? IS IT GOOD FOR ASSET ALLOCATION ?
Wallet4wealth delivering you a monthly newsletter to manage your personal finance. When we are out with our latest issue of NEWSLETTER by the end of February 2022, world is watching yet another crisis ! Russia - Ukraine war.
As Indian stock market tanked around 5% on Thursday 24th Feb 2022 amidst Russia - Ukraine war situation, most investors got into panic and fear grip. By the time we are publishing this newsletter, the WAR crisis is more intensified and the peace talk is looking dim. The Crisis seems to take an ugly turn if NATO members unite together and push Russia to take some dangerous turn.
There are many political and expert comments available in free media which are providing live updates on the situations. However we have shared a special note related to this WAR situation and key reasons behind this Crisis. Understanding the key reason for any crisis gives you better control on your emotional decisions related to such event.
If you want to give any feedback you can suggest us in the comment box. Also do like and share to motivate us so that we will provide you latest information in our next Newsletter. For more update visit our website https://wallet4wealth.com/ . Thank You.
The monthly newsletter by seeman fiintouch LLP February 2022Ashis Kumar Dey
- The document discusses the Russia-Ukraine war and its impact on the stock market. It saw an initial dip of around 5% but has since stabilized.
- It encourages investors to not panic and liquidate investments during the crisis. Rather, it suggests using the opportunity to buy more at lower prices.
- Historically, markets have rebounded after crisis events end. The newsletter suggests remaining invested and using SIP to benefit from downturns.
The monthly newsletter by seeman fiintouch LLP December 2021Ashis Kumar Dey
The document provides an overview of promising investment themes and market indicators for 2022 based on a newsletter from Seeman Fiintouch LLP.
It identifies digitization as one of the most promising themes, highlighting the strong performance of digital companies that went public in 2021 like Zomato, Paytm, and Nykaa. It also notes technology/digital funds provide exposure to this theme through mutual funds.
Market indicators for December 2021 show the Sensex and Nifty indices were up for the year. The document also profiles a case study of an investor who reached his Rs. 1 crore goal through disciplined SIPs and now aims to double it to Rs. 2 crore. Finally, it outlines resolutions
The newsletter provides an overview of the stock market performance from the previous Diwali to the current Diwali. It notes that the Nifty grew 45% and Sensex grew 41% over this period. While most analysts believe the bull run will continue for the next 4-5 years, returns may not remain as high and investors should focus on choosing the right mix of stocks and funds. The newsletter discusses ESG funds, flexicap funds, and business cycle funds as good investment options. It also profiles an inspiring case study of an individual who achieved his financial goal of Rs. 1 crore by consistently investing in SIPs over 10 years. The newsletter emphasizes managing emotions and remaining invested in equities through this market rally
The document discusses the performance of various assets in August 2021. It notes that major Indian stock indices Nifty and Sensex continued their upward momentum from April. Some investors are fearful while others are greedy in the current scenario. It also reports that SBI Mutual Fund's new fund offer of SBI Balanced Advantage Fund collected Rs 14,500 crore, making it the largest NFO in India so far. This signals growing acceptance of mutual funds among retail investors in India. The editorial discusses maintaining steady growth in investments by selling when the world becomes greedy and buying when fearful, as per Warren Buffett's advice. It asks what the current market situation implies for equity allocation.
The newsletter discusses the steady growth in the Indian equity market due to declining COVID cases and rising GST collections. It notes that SBI Mutual Fund's new fund offer 'SBI Balanced Advantage Fund' collected Rs 14,500 crore, making it the largest NFO in India. The editorial discusses maintaining a steady growth in investments by selling when the world becomes greedy and buying when fearful. It also covers asset allocation strategies and managing emotions during market fluctuations. The chapters discuss dynamic asset allocation funds and how they help avoid emotional investing. It shares the story of an investor who used such funds to generate a monthly annuity and beat inflation over the long term. The product focus is on key factors to consider when choosing a
- The domestic equity market has continued its bull run from April 2021, with the Nifty rising from 14,867 to 15,763 over this period. Surprisingly, FIIs have been net sellers over these months while domestic mutual funds have purchased shares to sustain the market.
- Experts suggest the equity market rally will continue but with some consolidation. Investors should choose an appropriate asset allocation strategy and book some profits from equity schemes to lower costs and invest in dynamic allocation funds.
- The newsletter profiles the story of Mr. Murty who invested Rs. 50,000 per month via SIP and accumulated Rs. 1.68 crore over 10 years. He has opted to invest this corpus in dynamic allocation funds
- The document discusses that Indian stock markets are in a bull zone and domestic fund managers are regularly buying equities due to high liquidity. Debt markets are also performing well due to improved corporate debt ratings.
- Hybrid and dynamic asset allocation funds have outperformed many equity funds in recent months. During bull markets, investors tend to take high risks for high returns but should remain cautious.
- The newsletter provides advice on managing investments and behavior during bull markets, including booking partial profits and balancing portfolios across sectors and fund types. It also shares a story of an individual who created a retirement corpus through disciplined SIP investments over time.
OUR NEWSLETTER FOR AUGUST, 2021 IS ON STANDS. THIS NEWSLETTER MAGAZINE GOOD IDEA TO PLAN FOR FINANCIAL WELL BEING. THIS MAGAZINE ADDS VALUE TO ALL READERS !! THIS MAGAZINE IS COMPLIMENTARY TO ALL READERS !!
The document provides an overview of promising investment themes and stocks for 2022, along with market indicators and an inspiring case story.
Key points include:
- Digitization is expected to remain a top investment theme in 2022, with sectors like IT, digital companies, and payments platforms performing well.
- The market indicators section reviews the 1-year movement of key indexes like Sensex and Nifty for the month of December 2021.
- An inspiring case story highlights how a shopkeeper reached his investment goal of 1 crore through disciplined SIPs in mutual funds over 10 years and now aims to double his corpus.
The document discusses asset allocation and recommends dynamic asset allocation funds for retail investors. It notes that dynamic asset allocation relies on fund managers adjusting the mix of assets as markets change. For retail investors in India, balanced advantage funds are recommended as they aim to achieve returns by selling declining assets and purchasing increasing assets. Multicap funds are also highlighted as a trending category that provides diversification across large, mid, and small cap stocks.
The document discusses recent market volatility and provides investment advice. It notes that both Indian indices and mutual funds saw declines of around 5% in November due to large sales by foreign institutional investors. It advises playing cautiously due to concerns around the new Omicron variant. However, it recommends remaining invested in equity for long-term growth, given India's economic growth and consumption trends. It also suggests dynamic asset allocation funds for better risk management. The rest of the document discusses various investment categories and funds.
The monthly newsletter by seeman fiintouch LLP January 2021Ashis Kumar Dey
This document summarizes a monthly newsletter from Seeman Fiintouch LLP. It discusses the Union Budget 2022 and its focus on long-term growth through infrastructure investment. It highlights the PM Gati Shakti master plan and its role in facilitating integrated infrastructure planning. It also notes budget initiatives for sectors like banking, manufacturing and renewable energy. The newsletter then summarizes market indicators like GDP growth, inflation, fiscal deficit. It includes an inspiring case story of an individual who invested in ELSS funds for tax benefits and higher returns than PPF. It recommends top SIP themes for 2022 like infrastructure, banking and ESG sectors that may benefit from government policies.
The document is a newsletter from Wallet Finserve Pvt Ltd providing information on investments and personal finance.
It discusses that 2022 may see a focus on stock picking over broad market rallies. Digitization is highlighted as a top investment theme, with examples of digital companies that had successful IPOs in 2021. The newsletter also provides market indicators for the month and an inspiring case story of an investor who reached his investment goal of 1 crore rupees through disciplined SIP investments over 10 years. It concludes with suggestions for new year investment resolutions, including choosing an investment advisor, diversifying one's portfolio, and regularly rebalancing.
The monthly newsletter by seeman fiintouch LLP November 2021Ashis Kumar Dey
This monthly newsletter provides investment advice and recommendations. It discusses dynamic asset allocation funds as the best option for retail investors to achieve their goals and maintain peace of mind. An inspiring case study highlights how a medical representative used insurance and SIP investments to manage expenses during an accident-related absence from work. The newsletter also notes that hybrid funds and multicap funds saw high inflows last month, making them trending categories. It recommends multicap funds as providing good diversification through exposure to large, mid and small cap stocks.
-YEAR For Stock Pickers
-Market Indicators - Check
the important numbers
-Digitization of the Economy was the predominant theme during CY21
and indicators of the
month
Wallet4wealth newsletter-jan-2022. In this news letter we have highlighted Union Budget 2022, Inspiring case stories, 5 must do SIPs for 2022, Market indicators etc. Finance minister Nirmala Sitharaman presented her Budget which was based on 7 key priorities.
The document is a newsletter from '7KCR Financial Services' discussing developments in the stock market in September 2021. Some key points:
- The SENSEX index touched 60,000 marks for the first time, reflecting growing investor confidence in Indian businesses.
- It was a relatively flat month for SENSEX overall with high volatility. Foreign institutional investors were net buyers in Indian equities after months of selling.
- High-risk sectors like realty, infrastructure, energy and automobiles performed well, benefiting midcap and smallcap stocks.
- The newsletter provides market indicators for September, featured articles on investment topics, and a case study on the benefits of long-term SIP investments.
This newsletter discusses the market reaction to rising COVID cases in April 2021. It summarizes that key indices like Nifty and Sensex saw high volatility as some investors believed cases would peak soon while others feared rising deaths. Overall, indices ended about where they started. It notes that while foreign investors were net sellers, domestic investors were net buyers, indicating greater local faith in managing the crisis. The newsletter also provides an inspiring case study of a 37-year old investor who started SIP at age 27 and has accumulated around Rs. 82 lacs, emphasizing the power of compound interest and disciplined long-term investing. It recommends dynamic asset allocation funds to help navigate volatility.
"most important thing to understand is that every CRISIS is
temporary and is bound to end – hence there is a saying ‘ Fall is temporary but Growth is permanent’
1.EDITORIAL
2.INSPIRING CASE STORY
3.INVESTING DURING CRISIS
4.MARKET INDICATORS
A MONTHLY NEWSLETTER TO MANAGE YOUR PERSONAL FINANCE
The newsletter discusses the strong growth in the stock market from the previous Diwali to the current Diwali. It notes that analysts believe the bull run will continue for the next 4-5 years, though returns may slow. It advises remaining invested in equities but choosing the right mix of stocks and funds. It also profiles ESG funds, flexicap funds, and business cycle funds as good investment options in the current market. It highlights the inspiring story of an investor who achieved his goal of accumulating over Rs. 1 crore through systematic SIP investments over 10 years for his daughter's education.
The document discusses the performance of the Indian stock market in November 2021. It notes that foreign institutional investors sold around 39,000 crores worth of stocks, which was partially offset by purchases of around 30,000 crores by domestic institutions. The Nifty and Sensex indexes declined around 5% for the month. It also mentions the new Omicron variant is making the market nervous and volatile in the coming days. Investors are advised to remain invested in equities for long-term growth and consider dynamic asset allocation funds for better risk management.
why FIIS Selling ?
Which funds/stocks did investors choose?
-Add Units in SIP Folio
-3 SMART MOVES to take in this Market
-Domestic Institutional Investor's buying overpowered the selling
of FIIs and FPIs
June '22 was an action packed month....
Both SENSEX & NIFTY was highly volatile through out the month.
Domestic Institutional Investor's buying overpowered the selling
of FIIs and FPIs. Current resilience in the Equity Market is only on
the back of domestic institutional investors and also the average
retail investor.....read more about this new strength of Indian
Equity Market !
The document summarizes the performance of the Indian equity market as of May 31, 2023. It states that the Nifty closed at 18,534.40 and the Sensex closed at 61,112.4 for the month of May, representing gains of 2.6% and 3.6% respectively. However, year-to-date returns from January 1st to May 31st were approximately 2% for both indices, suggesting the market has remained stagnant since the beginning of the year despite ups and downs in between.
Doubleplus_Finserve_Newsletter_June22.pdfBhavesh Shah
- The document is a monthly newsletter from an investment firm that discusses trends in mutual funds.
- It summarizes that in June 2022, both domestic and global markets saw high volatility due to factors like inflation, geopolitical tensions, and rising interest rates.
- However, the Indian market has remained resilient due to strong buying from domestic institutional investors and retail investors countering foreign investor selling.
- The Nifty closed at 18,534.40 and the Sensex closed at 61,112.4 for the month of May 2023, representing monthly gains of 2.6% and 3.6%, respectively. However, year-to-date returns from January to May 2023 have been approximately 2% for both indices, suggesting the market has remained stagnant since the beginning of the year.
- Actively managed large cap and mid cap mutual funds have outperformed the Sensex and Nifty on a year-to-date basis, reiterating that "mutual funds are good." A balanced approach combining large and mid-cap funds can provide the best investment option.
- Investors are advised to
- The domestic equity market has continued its bull run from April 2021, with the Nifty rising from 14,867 to 15,763 over this period. Surprisingly, FIIs have been net sellers over these months while domestic mutual funds have purchased shares to sustain the market.
- Experts suggest the equity market rally will continue but with some consolidation. Investors should choose an appropriate asset allocation strategy and book some profits from equity schemes to lower costs and invest in dynamic allocation funds.
- The newsletter profiles the story of Mr. Murty who invested Rs. 50,000 per month via SIP and accumulated Rs. 1.68 crore over 10 years. He has opted to invest this corpus in dynamic allocation funds
- The document discusses that Indian stock markets are in a bull zone and domestic fund managers are regularly buying equities due to high liquidity. Debt markets are also performing well due to improved corporate debt ratings.
- Hybrid and dynamic asset allocation funds have outperformed many equity funds in recent months. During bull markets, investors tend to take high risks for high returns but should remain cautious.
- The newsletter provides advice on managing investments and behavior during bull markets, including booking partial profits and balancing portfolios across sectors and fund types. It also shares a story of an individual who created a retirement corpus through disciplined SIP investments over time.
OUR NEWSLETTER FOR AUGUST, 2021 IS ON STANDS. THIS NEWSLETTER MAGAZINE GOOD IDEA TO PLAN FOR FINANCIAL WELL BEING. THIS MAGAZINE ADDS VALUE TO ALL READERS !! THIS MAGAZINE IS COMPLIMENTARY TO ALL READERS !!
The document provides an overview of promising investment themes and stocks for 2022, along with market indicators and an inspiring case story.
Key points include:
- Digitization is expected to remain a top investment theme in 2022, with sectors like IT, digital companies, and payments platforms performing well.
- The market indicators section reviews the 1-year movement of key indexes like Sensex and Nifty for the month of December 2021.
- An inspiring case story highlights how a shopkeeper reached his investment goal of 1 crore through disciplined SIPs in mutual funds over 10 years and now aims to double his corpus.
The document discusses asset allocation and recommends dynamic asset allocation funds for retail investors. It notes that dynamic asset allocation relies on fund managers adjusting the mix of assets as markets change. For retail investors in India, balanced advantage funds are recommended as they aim to achieve returns by selling declining assets and purchasing increasing assets. Multicap funds are also highlighted as a trending category that provides diversification across large, mid, and small cap stocks.
The document discusses recent market volatility and provides investment advice. It notes that both Indian indices and mutual funds saw declines of around 5% in November due to large sales by foreign institutional investors. It advises playing cautiously due to concerns around the new Omicron variant. However, it recommends remaining invested in equity for long-term growth, given India's economic growth and consumption trends. It also suggests dynamic asset allocation funds for better risk management. The rest of the document discusses various investment categories and funds.
The monthly newsletter by seeman fiintouch LLP January 2021Ashis Kumar Dey
This document summarizes a monthly newsletter from Seeman Fiintouch LLP. It discusses the Union Budget 2022 and its focus on long-term growth through infrastructure investment. It highlights the PM Gati Shakti master plan and its role in facilitating integrated infrastructure planning. It also notes budget initiatives for sectors like banking, manufacturing and renewable energy. The newsletter then summarizes market indicators like GDP growth, inflation, fiscal deficit. It includes an inspiring case story of an individual who invested in ELSS funds for tax benefits and higher returns than PPF. It recommends top SIP themes for 2022 like infrastructure, banking and ESG sectors that may benefit from government policies.
The document is a newsletter from Wallet Finserve Pvt Ltd providing information on investments and personal finance.
It discusses that 2022 may see a focus on stock picking over broad market rallies. Digitization is highlighted as a top investment theme, with examples of digital companies that had successful IPOs in 2021. The newsletter also provides market indicators for the month and an inspiring case story of an investor who reached his investment goal of 1 crore rupees through disciplined SIP investments over 10 years. It concludes with suggestions for new year investment resolutions, including choosing an investment advisor, diversifying one's portfolio, and regularly rebalancing.
The monthly newsletter by seeman fiintouch LLP November 2021Ashis Kumar Dey
This monthly newsletter provides investment advice and recommendations. It discusses dynamic asset allocation funds as the best option for retail investors to achieve their goals and maintain peace of mind. An inspiring case study highlights how a medical representative used insurance and SIP investments to manage expenses during an accident-related absence from work. The newsletter also notes that hybrid funds and multicap funds saw high inflows last month, making them trending categories. It recommends multicap funds as providing good diversification through exposure to large, mid and small cap stocks.
-YEAR For Stock Pickers
-Market Indicators - Check
the important numbers
-Digitization of the Economy was the predominant theme during CY21
and indicators of the
month
Wallet4wealth newsletter-jan-2022. In this news letter we have highlighted Union Budget 2022, Inspiring case stories, 5 must do SIPs for 2022, Market indicators etc. Finance minister Nirmala Sitharaman presented her Budget which was based on 7 key priorities.
The document is a newsletter from '7KCR Financial Services' discussing developments in the stock market in September 2021. Some key points:
- The SENSEX index touched 60,000 marks for the first time, reflecting growing investor confidence in Indian businesses.
- It was a relatively flat month for SENSEX overall with high volatility. Foreign institutional investors were net buyers in Indian equities after months of selling.
- High-risk sectors like realty, infrastructure, energy and automobiles performed well, benefiting midcap and smallcap stocks.
- The newsletter provides market indicators for September, featured articles on investment topics, and a case study on the benefits of long-term SIP investments.
This newsletter discusses the market reaction to rising COVID cases in April 2021. It summarizes that key indices like Nifty and Sensex saw high volatility as some investors believed cases would peak soon while others feared rising deaths. Overall, indices ended about where they started. It notes that while foreign investors were net sellers, domestic investors were net buyers, indicating greater local faith in managing the crisis. The newsletter also provides an inspiring case study of a 37-year old investor who started SIP at age 27 and has accumulated around Rs. 82 lacs, emphasizing the power of compound interest and disciplined long-term investing. It recommends dynamic asset allocation funds to help navigate volatility.
"most important thing to understand is that every CRISIS is
temporary and is bound to end – hence there is a saying ‘ Fall is temporary but Growth is permanent’
1.EDITORIAL
2.INSPIRING CASE STORY
3.INVESTING DURING CRISIS
4.MARKET INDICATORS
A MONTHLY NEWSLETTER TO MANAGE YOUR PERSONAL FINANCE
The newsletter discusses the strong growth in the stock market from the previous Diwali to the current Diwali. It notes that analysts believe the bull run will continue for the next 4-5 years, though returns may slow. It advises remaining invested in equities but choosing the right mix of stocks and funds. It also profiles ESG funds, flexicap funds, and business cycle funds as good investment options in the current market. It highlights the inspiring story of an investor who achieved his goal of accumulating over Rs. 1 crore through systematic SIP investments over 10 years for his daughter's education.
The document discusses the performance of the Indian stock market in November 2021. It notes that foreign institutional investors sold around 39,000 crores worth of stocks, which was partially offset by purchases of around 30,000 crores by domestic institutions. The Nifty and Sensex indexes declined around 5% for the month. It also mentions the new Omicron variant is making the market nervous and volatile in the coming days. Investors are advised to remain invested in equities for long-term growth and consider dynamic asset allocation funds for better risk management.
why FIIS Selling ?
Which funds/stocks did investors choose?
-Add Units in SIP Folio
-3 SMART MOVES to take in this Market
-Domestic Institutional Investor's buying overpowered the selling
of FIIs and FPIs
June '22 was an action packed month....
Both SENSEX & NIFTY was highly volatile through out the month.
Domestic Institutional Investor's buying overpowered the selling
of FIIs and FPIs. Current resilience in the Equity Market is only on
the back of domestic institutional investors and also the average
retail investor.....read more about this new strength of Indian
Equity Market !
The document summarizes the performance of the Indian equity market as of May 31, 2023. It states that the Nifty closed at 18,534.40 and the Sensex closed at 61,112.4 for the month of May, representing gains of 2.6% and 3.6% respectively. However, year-to-date returns from January 1st to May 31st were approximately 2% for both indices, suggesting the market has remained stagnant since the beginning of the year despite ups and downs in between.
Doubleplus_Finserve_Newsletter_June22.pdfBhavesh Shah
- The document is a monthly newsletter from an investment firm that discusses trends in mutual funds.
- It summarizes that in June 2022, both domestic and global markets saw high volatility due to factors like inflation, geopolitical tensions, and rising interest rates.
- However, the Indian market has remained resilient due to strong buying from domestic institutional investors and retail investors countering foreign investor selling.
- The Nifty closed at 18,534.40 and the Sensex closed at 61,112.4 for the month of May 2023, representing monthly gains of 2.6% and 3.6%, respectively. However, year-to-date returns from January to May 2023 have been approximately 2% for both indices, suggesting the market has remained stagnant since the beginning of the year.
- Actively managed large cap and mid cap mutual funds have outperformed the Sensex and Nifty on a year-to-date basis, reiterating that "mutual funds are good." A balanced approach combining large and mid-cap funds can provide the best investment option.
- Investors are advised to
The document provides a performance snapshot of the Indian equity market as of May 31, 2023, noting that the Nifty and Sensex indices gained around 2.6-3.6% for the month but have delivered only around 2% returns year-to-date, suggesting the market has remained stagnant overall since the beginning of the year. It also discusses the performance of various mutual funds, finding that actively managed large cap and mid cap funds have generally outperformed the indices year-to-date, and recommending a blend of large and mid cap funds for optimal returns.
The newsletter provides an overview of the Indian stock market performance from the previous Diwali to the current Diwali. It notes that the Nifty grew 45% and Sensex grew 41% over this period. While analysts believe the bull run will continue for the next 4-5 years, returns may slow and investors should focus on choosing the right mix of stocks and funds. The newsletter discusses ESG funds, flexicap funds, and business cycle funds as good investment options. It also profiles a case study of an individual who achieved his financial goal of accumulating Rs. 1 crore through consistent SIP investments over 10 years.
The document provides a summary of the performance of the Indian equity market as of May 31, 2023. It notes that the Nifty closed at 18,534.40 and the Sensex closed at 61,112.4 for the month of May, representing gains of 2.6% and 3.6% respectively. However, year-to-date returns from January 1st to May 31st were approximately 2% for both indices, suggesting the market has remained stagnant since the beginning of the year despite ups and downs in between.
Wallet4Wealth delivering you a monthly news letter to manage your personal finance. In our previous issue we discussed about India being in a Sweet Spot! Amidst current Global disturbances, FIIs are looking at India as a safe zone for investments; our stringent trade policies and huge consumer base is an unsaid attraction for every investor. Hence most of the investment experts are bullish about Indian equity market.
However the key thing to understand here is - where to invest? It looks promising but costly, Energy & Infra looks cheaper and attractive, large Cap is safe but unable to create enough alpha (returns)...... so a perfect Asset Allocation is must to be followed by every investor. Read more about some SMART Mutual Fund schemes or categories which provides easy maneuvering between the Assets, Sectors and Securities.....
If you want to give any feedback you can suggest us in the comment box. Also do like and share to motivate us so that we will provide you latest information in our next newsletter. For more update visit our website https://wallet4wealth.com/
Thank you.
Doubleplus_Finserve_Newsletter_April_22.pdfBhavesh Shah
- India's large-cap equity market indices (Nifty and Sensex) were down around 2% year-to-date in April 2022, causing large-cap focused mutual funds to also be in the red.
- However, experts say not to worry as India has performed well relative to other economies, with the World Bank noting India's integration into the global economy and average 7% GDP growth.
- Investing strategies have evolved beyond just large-caps - themes like energy, infrastructure, and ESG are emerging wealth creators, so maintaining a diversified portfolio remains important.
Best Mantra during fluctuating market!
In this issue we'll be sharing some investment mantra to manage your emotions of fear during such volatile market. The best one is "Invest or Ignore"
The monthly newsletter by seeman fiintouch LLP APRIL 2022Ashis Kumar Dey
STAY FIRM - INDIA IS DOING WELL
Trending MF Themes
Equity Market is at a pause – NIFTY &SENSEX is down by almost 2% from its 31st March closing.
What is the best method to create good wealth ?
STAY FIRM - INDIA IS DOING WELL!
Investing is not the same like before. Its not the Large-cap story alone. There is a large list of themes and wealth creating strategies in the world of Mutual Funds. Remain invested in the one which is most suitable to you and remain positive. The best is yet to come.
Read our monthly newsletter to manage your personal finance!
Why Mutual Fund
Sahi Hai?How do you get the Retu
rns in
Mutual Funds?
What is Systematic
Investment Plan (SIP)
in Mutual Fund ?
Nifty started with a dull note at 16887, on 3rd October 2022 but closed at 18012
This monthly newsletter from Navkar Financial provides information on investments, market indicators, and an inspiring investment story. It includes sections on investment knowledge discussing staying invested during volatility and different asset classes. The market indicators section shows the performance of equity markets, gold, and debt over the past month. It also provides the one-year returns of different mutual fund categories. The inspiring story describes how a client doubled his investment in equity funds over six years, outperforming the alternative of investing in gold or fixed deposits. The newsletter aims to educate investors about long-term investing for growth.
The newsletter discusses the rising COVID cases in India during April 2021 and the resulting volatility in the stock market. It provides analysis of key market indicators like foreign and domestic institutional investments. It also features an inspiring case story of Ramesh, who started systematic investment of Rs. 25,000 per month at age 27 and now has a mutual fund portfolio worth Rs. 82 lacs through the power of compound interest and discipline. The newsletter recommends dynamic asset allocation funds to help navigate market volatility.
In February 2024:
- Indian stock market indices performed well, with oil & gas and power sectors being top performers.
- Large cap and sectoral/thematic funds like PSU, Pharma, Technology, and Infrastructure secured top positions among mutual fund categories.
- PM Modi outlined India's ambitious plans to meet its doubling energy demand by 2045 through innovation, renewable sources and infrastructure development. Significant budget was also allocated towards energy sector.
This document provides an investment update for the month ending January 2024. It discusses the performance of key sectors such as PSU, Pharma, Infrastructure and Energy which performed well despite an overall market correction. PSU and Pharma sectors are highlighted as top performing themes. The document delves into opportunities within PSU and Pharma sectors, noting strong growth for PSU funds and an emerging bull signal for Pharma. It also provides market indicators such as category-wise fund performance and an inspiring investment story highlighting strong long-term returns from equity mutual funds compared to other instruments.
The document provides an overview of the positive economic developments and outlook for India in 2023 and going into 2024. It discusses how India emerged from 2023 with increased stability and optimism for growth following a successful moon mission and hosting the G20 summit. Key factors contributing to India's strong position include growth in manufacturing attracting global companies, efforts to reduce logistics costs to participate more in global supply chains, and policies to enhance infrastructure and attract investment. Economic indicators like GDP growth, the stock market, and the manufacturing PMI were positive. The outlook for 2024 remains optimistic, though some volatility is possible due to global factors like elections and inflation.
The document discusses Chandrayaan 3, India's lunar exploration mission, and draws parallels to mutual fund investments. It notes that both require meticulous planning, calculated risks, and long-term vision. Diversification and risk management are important aspects for both domains. The document encourages readers to reflect on the shared spirit of exploration and determination between space exploration and mutual fund investments.
This monthly newsletter provides information on investments, market indicators, and an inspiring investment story. It discusses the positive performance of equity markets in October, with the Nifty growing over 6% during the month. It also provides education on mutual funds, explaining what they are, the different types of funds, how to invest through SIP, and how returns are calculated. Market indicators show the performance of different asset classes and fund categories. The inspiring story highlights how one investor doubled his investment in just 6 years by allocating funds to diversified equity mutual funds instead of gold or fixed deposits.
The document provides an investment newsletter with information on the Indian stock market and mutual funds. It discusses the market declines seen in November due to sales by foreign institutional investors that were partially offset by domestic buying. It recommends that investors maintain a long-term perspective in equity markets given India's growth. It highlights dynamic asset allocation funds as providing a better way to manage risk. It also includes a case study of an individual who used insurance and SIP investments to manage risks and expenses from an accident. The newsletter concludes with sections on trending mutual fund categories and highlighting multicap funds.
The document discusses the performance of various assets in August 2021. It notes that equity indices in India like Nifty and Sensex continued their upward momentum from April, gaining around 6% each in August. It also mentions that SBI Mutual Fund collected Rs 14,500 crore for its new fund offer SBI Balanced Advantage Fund, making it the largest NFO in India so far. This signals growing acceptance and understanding among retail investors of the advantages of mutual funds. The document also tracks India's GDP growth of 20.1% in the April-June quarter due to a low base effect from last year when GDP contracted sharply. It notes that further economic recovery will require continued fiscal and monetary policy support.
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Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
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How Non-Banking Financial Companies Empower Startups With Venture Debt Financing
Shrambal distributors newsletter_february_22
1. BUDGET
WAR &
ELECTION
BUDGET
WAR &
ELECTION
A MONTHLY NEWSLETTER TO MANAGE YOUR PERSONAL FINANCE
INVESTMENT KNOWLEDGE CENTER
FEBRUARY 2022
MARKET OFFERS VOLATILITY & OPPORTUNITY
INSIDE EDITORIAL
INSPIRING CASE STORY
INVESTING DURING CRISIS
MARKET INDICATORS
Disclaimer : Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
2. As Indian Stock market tanked around 5% on Thursday 24th Feb 2022,
amidst Russia – Ukraine war situation, most investors got into panic and
fear grip. By the time we are publishing this Newsletter, the WAR Crisis is
more intensified and the peace talk is looking dim. The Crisis is looking to
take an ugly turn if NATO members unite together and push Russia to take
some dangerous turn.
There are many political and expert comments available in free media
which are providing live updates on the situation. However we shared a
special note related to this WAR situation and key reasons behind this
Crisis. Understanding the key reason for any crisis gives you better control
on your emotional decisions related to such event.
For our readers, most important thing to understand is that every CRISIS is
temporary and is bound to end – hence there is a saying ‘ Fall is temporary
but Growth is permanent’ . If you look at similar other WAR CRISIS
situations in past and see how Nifty50 performed after it , you can find an
interesting pattern :
When we are out with our latest issue of NEWSLETTER by
the end of February 2022, world is watching yet another crisis !
Russia – Ukraine WAR
Any WAR is bad for people and universe, but as an investor one should control their emotional behaviour and actions
to get the best advantage of such CRISIS. We have used a special chapter in this Issue – “Every CRISIS is an
opportunity - learn how to grab it ”
Keep reading our Newsletter and also do share with your friends and relatives who are interested in managing their
personal Finance
Editor
Vikash Didwania
FEBRUARY 2022 02
Mr. Vikash Didwania
Managing Director
Shrambal Distributors
3. GDP
CHAPTER 01 CRISIS VS OPPORTUNITY
FEBRUARY 2022 03
Every WAR , INVASION or CRISIS brings in lot of human pain and financial damage. However it is
bound to end ! Hence in simple words - " CRISIS is temporary, it is bound to end "
We have dedicated this special section for your confidence and clarity about wealth creation
through Equity Mutual Funds :
- if you have invested right, then just sit tight to reap maximum benefit
- SIP or STP is the best method to reap the benefit of any unseen CRISIS
- Never sell on Fall - try to buy instead
If you look at the pattern of Stock Market during this WAR CRISIS -
1st Feb 2022 : SENSEX was 58,862
24th Feb 2022 : SENSEX was 54,529 (Start of WAR)
4th Mar 2022 : SENSEX was 54,333 ( 10th Day of the WAR)
If you look at the pattern of this Fall, on 24th Feb
'22, actual WAR starting day, SENSEX came
down by around 7-8% from its month beginning.
However, it is stagnant at same point since last
10 days !
Stock Market always acts in advance. It later settles down when the event takes place - and it rises
upwards when the event closes. In case of RUSSIAN - UKRAIN war also, the market has behaved in
similar pattern :
7-8 % fall : On the event Day
Settled Down : During the event period ........so it will certainly give a sharp rise , as the event closes !
So the words of WISDOM is " Don't redeem or liquidate any of your Equity investments in current
scenario or any negative speculations" . Rather top up some of your SIPs or other investments by
way of additional purchase.
Ask us for easy to invest Online link to add funds to your existing folios.
4. 04
Source : valueresearchonline.com
Disclaimer : The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or
assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Mutual Fund investments are subject
to market risks, read all scheme related documents carefully before investing.
Some of of our Readers have requested to post the chart of Equity Fund categories which can be used
for additional purchase or even fresh purchase under the recent discount due to WAR Crisis
In short term, there can be some immediate upside in metal or energy stocks, due to price rise;
however, as a long term investor one should not deviate from their existing investment objective
and folios. As a new scheme, you may select from any of the above mentioned fund categories.
What to do in GOLD or SILVER funds ?
Of Course Gold is an hedge against inflation ! And we clearly see inflation pressure ahead; may be
due to high Fiscal deficit of our country or rising interest rates across the Globe or any other reason
like WAR etc. Hence experts believe that Gold could be a good addition to the portfolio. Since
Mutual Funds have also launched SILVER based FOF , this has opened a new windows of
opportunity for investors in this category.
FEBRUARY 2022
7. CHAPTER 02
07
Source - Morning Star as on 28th FEB 2021
NOTE: This is not a single scheme Fund Performance, this is an Avg. Performance of all the funds in same Category across
the MF Industry. However Performance may be different for different scheme under same category, Pls check with your
advisor for the TOP Performing funds in above category for various periods.)
FEBRUARY 2022
8. GDP
RUPEE
CHAPTER 03 INSPIRING STORY
O F M R . S A N J A Y J A I N
08
Disclaimer : The name of the Schemes shown in above table are specific to this case story of Mr. Neeraj; and it should not be
taken as recommendation or advice from our side. You are advised to select your SIP according to your risk profile and
investment tenure. Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.
A SIMPLE YET SUCCESSFUL METHOD FOR KIDS EDUCATION KITTY
This is yet another success story of a good SIP ( Systematic Investment Plan). This unique way of
investing has really become an easy method for retail investors to achieve all their financial Goals or
dreams. In this story of the month, we are sharing the real example of Sanjay Jain, our esteemed
customer who smartly used this SIP tool to create a successful Kitty for her daughter's education
How did Sanjay started his Investment Plan for education Kitty ?
He started his investment plan around 10 years back, in 2012 when his daughter was of 9 yrs of ,
when he was aged 38 Yrs. When he realised in 2012 that her daughter is more inclined towards
IT/Softwares and she may would pursue her career internationally. hence he estimated to taarget a
corpus of around Rs 50 Lakhs to be created by 2022.
What did Sanjay chose for investing ?
Sanjay chose to invest in Equity MFs. He set aside his savings of Rs 20K per month and requested
us to estimate the Future value of this Rs 20K per month , after 10 Years i.e by 2022.
We presented following simple table of presentation to him about his investments of Rs 20K:
approximately Rs 36 Lakhs if the ROI is 8% | approximately Rs 46 Lakhs if the ROI is 12% |
approximately Rs 55 Lakhs if the ROI is 15%
So as per the above presentation, Sanjay choose to select Equity Mutual Fund for higher Risk
Reward proposition. Since his investment tenure was long and the Risk appetite under his Goal was
also comparatively high; because he could anytime take education loans against the deficit, if any.
Hence Sanjay chose to go for Equity Mutual Funds.
And see what ! His Risk paid due reward - see the table below for the latest value of his monthly
SIPs started in 2012 :
FEBRUARY 2022
9. GDP
09
Note : We are an AMFI registered Mutual Fund Distributors. We work closely with our customers to help them achieve their
Financial dreams by way of savings motivation, correct estimations and quick investment execution. We help you select the SIP
according to your risk profile and investment tenure.
WHAT ARE THE KEY TAKEAWAYS IN THIS STORY ?
Every savings story is inspiring ! And every smart saver invest their funds with a purpose; they fix
their financial Goals smartly, before choosing their investment plan. Let us see some very important
learning points in the success story of Sanjay Jain's investment.
#1 : Visualising the Goal
#2 : Creating correct and realistic Goal Value
#3 : Choosing the correct Risk - Reward proposition
for your investments
#4 : Sticking to the plan under all weather conditions
#5 : Starting Early
We provide complete support to you in terms
of fulfilling all your investment objectives or
financial plans, by way of motivation - correct
calculations and more ! Just call and Fix a
formal discussion session with us - we are
here to help you.
Mind it !
SIP Zaroori Hai
FEBRUARY 2022
10. Disclaimer : Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of
the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations
in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the
schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to
the availability and adequacy of distributable surplus.
CHAPTER 04 SOME HISTORIC SIP
VALUES - 20 YRS
As the name suggest - Systematic Investment Plan ( SIP) is not a product but it is a method ! A
nice method to use your regular savings. A nice method to capture the downside of equity
market.....and of course, a nice method to accumulate units to avail the power of compounding.
There are many blogs and videos to guide investors for choosing a good SIP or suggesting
schemes for SIP. But please make sure to keep following two things in mind, before choosing
your SIP scheme :
a. The purpose and tenure of your SIP ( perpetual is a default option)
b. The Risk - Reward proposition suitable to your profile or Goal
We have listed SIP returns of last 20 Years, from some leading Equity Mutual Fund Schemes (
Top 20 as on 4th March 2022) :
10
FEBRUARY 2022
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