Newsletter

Weekly Wealth Report Issue 195, Weekly Wealth Newsletter: 2nd June 2025 – 9th June 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com India becomes 4th Largest Country,What it Means to Stock Market? Download this NewsLetter as a PDF DOWNLOAD AS PDF To go from being the 10th largest economy in 2014 to fourth largest in 11 years is no mean featIndia’s Gross Domestic Product (GDP) has almost doubled during this time frame According to International Monetary Fund (IMF) data, in 2014, India’s GDP was estimated at $20 trillion which went up to an estimated $39 trillion in 2024. This represents a significant increase of roughly 19 trillion over the decade. The IMF report also said that India’s economy is expected to grow by 62 per cent in 2025 and 63 per cent in 2026, maintaining a solid lead over global and regional peers. Historically, when economies like the US in the 1960s, Japan in the 1990s, and China in the early 2000s crossed similar thresholds, their stock markets experienced significant booms over several years With India’s growing consumer spending power and expanding businesses catering to local demand, we believe the Indian stock market is well positioned for strong performance in the coming years This presents an exciting opportunity for retail investors to capitalise on the nation’s economic rise and build on the progress achieved so far. India’s growth story remains compelling If current trends hold, the country is poised to overtake Germany within the next 2–3 years and become the world’s third-largest economy But scale alone is not the goal The real measure of success will be how effectively this growth is translated into higher incomes, better jobs, and broader economic security for the millions still on the margins. All eyes on the RBI and it is widely expected to cut the rates by 25 basis points for third successive time and continue to provide liquidity when its monetary policy meeting on June 6th 2025. Also GST Collections for May 2025 rose to 2,01,050 for the first time since Oct 2022 In the coming days Repo Rate Cut and Tariff talks will drive the Dalal Street. India’s rise to the position of the fourth-largest economy is an important milestone, but it is not the destination To truly lead on the global stage, the country must ensure that its economic expansion is not only fast, but fair— and that its growth narrative includes every Indian, not just the fortunate few. We recommend increase your Lumpsum and SIP and to Stay Invested for Long Term Successful Investment Strategy requires Regular Reviewing and Choosing Best Funds. Reach us @ 7810079946 for Your Portfolio Review and Best Performing Mutual Funds Weekly Market Pulse Domestic equity markets fell for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 033% and 041%, respectively.Domestic equity markets began the week on a positive note, supported by optimism over India’s growth outlook and the RBI’s record Rs 269 lakh crore dividend to the government. However, gains were later reversed due to delays in the US – India trade deal, rising COVID-19 cases in Southeast Asia, and mounting concerns over US economic stability and tariff-related legal uncertainties in the USOn the BSE sectoral front, BSE FMCG fell 170%, led by a sell-off in ITC LtdShares after British American Tobacco plc sold a 25% stake in the company, thereby relinquishing its veto power in the diversified Indian conglomerate. BSE Bankex rose 031%, led by public sector banks, driven by stronger-thanexpected Q4 FY25 results and attractive valuations. Investor sentiment was further lifted by growing expectations of an RBI interest rate cut, which could boost credit demand and support banking sector growth Mutual Fund Corner EDELWEISS MIDCAP FUND Midcap’s Historically have outperformed the large caps by 832% over 5 Years in CAGR Why to Invest in Edelweiss Mid Cap Fund? 1 Ability to Grow into Large Caps of Tomorrow2 Seek Opportunities from Growth – Predominantly invests in growthstocks with exposure of few value opportunities3 Alpha Generation – This fund aims to generate returns from StockSelection and Sector Allocation4 Bottom Up Approach – Cherry Picking the right stock by doing in depthanalysis for wealth creation5 Long Term Capital Appreciation6 Opportunities for the Investors to invest in New and Emerging Sectors To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications This Week @ Nanayam Vikatan! What Are The Best Alternatives To Fixed Deposits? Click here My Book Publications Middle Class to Million Dollar Book

Weekly Wealth Report Issue 194, WeeklyWealth Newsletter: 26th May 2025 – 2nd June 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Sensex Can Hit 1,00,000? Morgan Stanley Report! Download this NewsLetter as a PDF DOWNLOAD AS PDF The recent correction in the Indian stock market from the September 2024 highs presents a compelling opportunity to invest in the country’s long-term growth story, according to global brokerage Morgan Stanley. While the firm has revised its base case Sensex target for June 2026, it also predicts the index reaching the 1,00,000 mark under its bull case scenario.  In its latest outlook, Morgan Stanley has set the Sensex base case target of 89,000 by June 2026, reflecting an 8% upside from current levels. However, under its bull case scenario, which it assigns a 30% probability.  This assumes sustained improvements in India’s macroeconomic stability through fiscal consolidation, rising private sector investment, and a positive real growth-real interest rate gap. A stable domestic growth outlook, absence of a US recession, and moderate oil prices are also factored into the forecast.  In the bull case, Morgan Stanley envisions a more favourable macro and policy environment, leading to the Sensex reaching 1,00,000 by June 2026.  Key assumptions include crude oil prices remaining consistently below $65 per barrel, allowing for further monetary easing by the RBI, and a resolution of global trade tensions through reversals in tariff policies. Additionally, unexpected policy reforms—such as GST rate cuts and progress on agricultural reforms—could provide further tailwinds.  The report highlights that the current environment is likely to be a “stock pickers’ market”, diverging from the macro-driven rallies observed since the onset of the Covid-19 pandemic.  The brokerage is overweight on Financials, Consumer Discretionary, and Industrials, while maintaining an underweight stance on Energy, Materials, Utilities, and Healthcare.  However, What Can Go Wrong With Equities? Morgan Stanley assigns a 20% probability to its bear case, in which the Sensex drops to 70,000 by June 2026. This scenario assumes a sharp rise in crude oil prices above $100 per barrel, leading to monetary tightening by the RBI to maintain macroeconomic stability. It also factors in a significant global growth slowdown, including a recession in the US. Under these conditions, earnings growth is expected to moderate to 15% annually through FY28, with a noticeable deceleration in FY26. Equity valuations are also likely to compress in response to deteriorating macro fundamentals.   We recommend to increase your SIP and to Stay Invested for Long Term   Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us@ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Indian equity benchmarks ended higher on Friday, supported by gains in FMCG stocks and easing US Treasury yields that reduced concerns about a potential US Federal Reserve rate hike. India has overtaken Japan to become the world’s fourth-largest economy, NITI Aayog Chief Executive Officer (CEO) BVR Subrahmanyam said, citing data by the International Monetary Fund at a press conference of the 10th NITI Aayog Governing Council Meeting on Viksit Rajya for Viksit Bharat 2047. Domestic equity markets rose after witnessing a fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 8.36% and 8.21%, respectively for the Year 2025. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in the green. Domestic equity markets rallied as sentiment improved following an agreement between India and Pakistan to cease all military actions on land, air, and sea, effective immediately from May 10, 2025 and improved trade sentiment with US and China. Mutual Fund Corner Invesco Large Cap Fund Given the current volatility in the markets, large cap stocks are appearing attractive thanks to their resilience and relative stability. Invesco India Large Cap Fund invests in companies that can steer growth through all market conditions and potentially deliver consistent results and stay ahead in the long term. Why to Invest in Invesco Large Cap Fund?1. Diversified Portfolio – Atleast 80% of Net Assets will be Invested in Large Cap Companies2. Seek Opportunities from Growth – Predominantly invests in growth stocks with exposure of few value opportunities 3. Alpha Generation – This fund aims to generate returns from Stock Selection and Sector Allocation4. Potential ROE – Seeks to Invest in companies with potential Return on Equity (ROE – Industry Leading Companies) To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This

Weekly Wealth Report Issue 193, Weekly Wealth Newsletter: 19th May 2025 – 26th May 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Sensex Zooms 4700 Points in 4 days, will this Rally Sustain? Download this NewsLetter as a PDF DOWNLOAD AS PDF Indian Stock Market breathing a sigh of relief after the Indo Pak Ceasefire announced last weekend. Which started the rally on last Monday. It was an adrenaline packed trading session, while Sensex has zoomed 4700 points and Nifty has zoomed 6.5% snapping all key resistance levels. What started as a rebound is now threatening to turn into a full-blown rally, with both price action and investor sentiment firmly in bullish territory. FII’s has contributed Rs. 15,000 Crore into the stocks while DII’s were net buyers with Rs. 9557 Crore. Surprisingly the Rally in the stock outside the large caps was even stronger. What contributed to this Rally? And importantly, how to approach this Rally Many Investors are waited on the sidelines of the Market and left out on the sharp Market Rally. They are grappling with a tough question which is “To Invest now or Not?” When flows drive the Equity Market (Both the double engines FII and DII are firing up) This Market belongs to the investors who thinks beyond immediate. A valuation-based approach will give an investor about clear answers on what to do. A Staggered Approach of deploying money may help investors to navigate the valuations and flow centric market. Most of the stock indicators are poised for the long-term growth. Ceasefire between India and Pakistan Easing of Trade Deals Sentiment between US and China Better than expected Corporate Earnings for this Quarter Oil at $ 64 per barrel Appreciating INR Vs Dollar Low Inflation for Rate Cuts Improved Micro and Macro Fundamentals Stock Market Overall sentiment looks very positive and as long as the Nifty stays above 23,300, the market could move towards 24,100 and potentially even test 24,550. For now, we believe “buy-on-dips” and Investing in Staggered Approach is the strategy to play with. We recommend to increase your SIP and to Stay Invested for Long Term Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us@ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose after witnessing a fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 3.62% and 4.21%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in the green. Domestic equity markets rallied as sentiment improved following an agreement between India and Pakistan to cease all military actions on land, air, and sea, effective immediately from May 10, 2025 Gains were extended as the softening of domestic retail inflation in Apr 2025 boosted investor optimism about the possibility of further rate cuts by the RBI in the coming months. Investor sentiment improved amid growing optimism over a potential U.S.- India trade agreement Additionally, stable Q4 FY25 earnings reported so far by Indian companies have continued to support market confidence. Additionally, investor sentiment was supported by India’s strong response to U.S. tariffs on metal imports, including a proposed retaliatory tax plan submitted to the World Trade Organization On the BSE sectoral front, BSE Realty surged 10.66% as Apr 2025 retail inflation dropped to a near six-year low of 3.16%, driven by lower food prices, strengthening expectations of another rate cut by the RBI in its upcoming monetary policy review next month. Mutual Fund Corner Invesco Large Cap Fund Given the current volatility in the markets, large cap stocks are appearing attractive thanks to their resilience and relative stability. Invesco India Large Cap Fund invests in companies that can steer growth through all market conditions and potentially deliver consistent results and stay ahead in the long term. Why to Invest in Invesco Large Cap Fund?1. Diversified Portfolio – Atleast 80% of Net Assets will be Invested in Large Cap Companies2. Seek Opportunities from Growth – Predominantly invests in growth stocks with exposure of few value opportunities 3. Alpha Generation – This fund aims to generate returns from Stock Selection and Sector Allocation4. Potential ROE – Seeks to Invest in companies with potential Return on Equity (ROE – Industry Leading Companies) To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article @ Nanayam Vikatan – 7

Weekly Wealth Report Issue 192, Weekly Wealth Newsletter: 28th April 2025 – 5th May 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Worried about India & Pakistan Escalated Conflict? Download this NewsLetter as a PDF DOWNLOAD AS PDF Markets expect an escalation in India-Pakistan tensions  In the aftermath of the Pahalgam attack that left 26 dead earlier this week, India has launched a series of retaliatory measures targeting Pakistan’s diplomatic and strategic interests, which includes expulsion of Pakistani military attachés, closing the Attari border, and suspending the Indus Waters Treaty.  At the bourses, meanwhile, the Sensex lost over 800 points deals to hit a low of 78,797 levels on Friday. From a level 71,425 on April 7, 2025 on tariff Sensex jumped close to 80,000. “Investors are nervous due to the developing geopolitical situation with Pakistan after the Pahalgam attack. Markets expect an escalation in the tensions between India and Pakistan, and there is no doubt about this.  Lessons from history Historically, equity markets have generally seen a knee-jerk reaction on account of geopolitical risks in the near-term, but have found their feet soon.  The Kargil confrontation between India and Pakistan, for instance, saw a sharp market correction in mid-1999. However, the markets rallied sharply as realisation dwelled that the conflict would not last long. There is not much need to panic at this stage. A full-fledged war is ruled out, but tensions, the markets feel, between India and Pakistan will rise. The markets should be able to live with that and will eventually bounce back, as seen in the past as well. As an investment strategy, investors should buy the dips from a long-term perspective.  Indian Stock Market currently with combination of Robust Earnings, FII inflows, improving macros (inflation cooling, policy stability), and global tailwinds (such as the softer dollar and Fed pause hopes) have poised for long term growth. The financial sector, particularly private banks and NBFCs, continues to exhibit earnings resilience and strong credit growth, suggesting potential sustainability. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the second consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.84% and 0.79%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in the green. Domestic equity markets rose as the postponement of U.S. tariffs and newly announced exemptions on certain products sparked hopes for possible negotiations that might ease the strain on global trade. Gains were extended buoyed by expectations of a robust domestic economic outlook. However, gains were restricted after the recent terrorist attack in Pahalgam, Jammu and Kashmir, and India’s subsequent downgrading of diplomatic relations with Pakistan, including suspending the Indus Waters Treaty In response, Pakistan closed its airspace to Indian flights and suspended the Shimla Agreement. On the BSE sectoral front, BSE IT rallied 5.87% after HCL Technologies reported better-than expected Q4 FY25 earnings, with an 8% increase in net profit and $3 billion in new bookings. Mutual Fund Corner Top Dynamic Balanced Advantage Funds for 2025 Balance Advantage Funds invest in a mix of stocks and FD-like instruments. However, they keep changing this allocation based on the market conditions to provide you optimal returns with minimal risk. Balance Advantage Funds also known as Dynamic Asset Allocation Funds. Advantages of Dynamic Asset Allocation funds Model-based triggers which tell the fund manager adjustments needed to deliver consistent and stable returns Books profit when markets rise and invest more when markets correct Suitable for an investment horizon of 3+ year To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article @ Nanayam Vikatan – 7 Financial Rules to Multiply your Money. Grab your copy at your Nearest Shop! Click here https://www.youtube.com/watch?v=GmQW80wqmyMhttps://www.youtube.com/watch?v=Tzstnonpb_Yhttps://www.youtube.com/watch?v=-BZ1kRu16fwhttps://www.youtube.com/watch?v=f3SDCMW5fYI My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls

Weekly Wealth Report Issue 191, Weekly Wealth Newsletter: 21st April 2025 – 28th April 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Trump’s Tariff’s and It’s Trade War Fear Download this NewsLetter as a PDF DOWNLOAD AS PDF If there is one thing that does not change in the topsy-turvy world of investing is Black Swan events and global events to trigger market panic and by creating Negative Sentiments. The latest illustration of this timeless pattern comes courtesy of the trade war unfolding between the US and almost everyone else. As tariffs fly back and forth like diplomatic hand grenades, the Indian markets display their customary nervousness, with the Sensex performing what financial journalists call a ‘nosedive’. Consider what’s happening: President Trump imposes sweeping tariffs, markets plunge, China retaliates, markets plunge further, a 90-day pause is announced (except for China), markets rallied 4700 points in 4 Market Sessions and investors obsessively refresh their portfolio apps and most of the investors did miss this rally. But step back for a moment. What has changed about the fundamental nature of the Indian economy since last month? Are Indians suddenly consuming less?  Has our technological prowess diminished overnight? Will we stop needing homes, healthcare, or financial services because of tariffs? Of course not. The market reaction reflects uncertainty, not fundamental economic collapse.  History offers a compelling perspective. Think about what India has weathered in the past few decades: wars, currency crises, political upheavals, demonetisation, banking scandals, a global pandemic, and previous rounds of trade tensions. Yet, through it all, disciplined investors who maintained regular investments and diversified portfolios have done remarkably well. The noise of daily news eventually fades, but the underlying growth trajectory remains.  This brings us to many investors’ questions: “What should I do now?” My answer might disappoint those hoping for sophisticated market-timing strategies or sector rotation advice: For most people, the best course of action is to do absolutely nothing.  Shut up and Wait! Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose after witnessing a fall in the previous weeks as key benchmark indices BSE Sensex and Nifty 50 rose 4.52% and 4.48%, respectively The rally was broad based as the mid-cap segment and the small-cap segment both closed the week in the green Domestic equity markets rallied following the U.S. President’s announcement of tariff exemptions for smartphones and computers, along with a suggestion of a potential halt on auto tariffs. The U.S. President mentioned that he was contemplating changes to the 25% tariffs on foreign auto and auto parts imports from Mexico, Canada, and other nations, which has alleviated concerns about a potential trade war. Additionally, the positive sentiment was bolstered by foreign institutional investors being net buyers during the week, also contributed to the positive mood ahead of a long weekend. On the BSE sectoral front, BSE Realty surged 7.08% as investors assessed the impact of rate cut by the RBI on real estate demand Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks Fund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines   Invests in a combination of both growth and value stocks Bottom up and top-down approach to select stocks No cash calls – fully invested approach (Target 95%)1 No. of holdings – 50-70 Stocks Capital appreciation over long-term Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article @ Nanayam Vikatan – 6 Financial Lessons that will Multiply your Money. Grab your copy at your Nearest Shop! Click here https://www.youtube.com/watch?v=-BZ1kRu16fwhttps://www.youtube.com/watch?v=f3SDCMW5fYIhttps://www.youtube.com/watch?v=may97mK-eLEhttps://www.youtube.com/watch?v=uGCLwb_FAUk My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read

Weekly Wealth Report Issue 190, Weekly Wealth Newsletter: 14th April 2025 – 21st April 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Trump’s Tariff’s and It’s Trade War Fear Download this NewsLetter as a PDF DOWNLOAD AS PDF India’s central bank cuts policy rate to 6% to boost slowing growth, signals further easing ahead As you may have heard, the RBI recently announced rate cuts, bringing the repo rate from 6.25% to 6%.  This is the second rate cut in three months, which is quite recent considering the last time it happened before February was five years ago. So, why did this happen? Well, the RBI lowers the repo rate to increase the money supply and encourage economic growth, especially when inflation is stable.  For the financial year 2025–26, it expects inflation to be around 4%, well within its 2–6% target.     How will you benefit?  When the repo rate is reduced, the bank can borrow the money from RBI at cheaper rate. This can lead to lower interest rate at Home Loans, Auto Loans and Personal Loans.  A rate cut, especially by the Reserve Bank of India (RBI) in India, primarily benefits individuals by making borrowing cheaper, which can lead to lower loan interest rates and increased purchasing power. This can translate to savings on home loans, auto loans, and personal loans, making them more affordable  This also comes as the U.S.′ reciprocal tariffs kicked in at midnight stateside (9.31 a.m. India time) with a 26% levy slapped on goods coming in from India.   Interest Rates and the Stock Market  This means companies can access loans at lower costs, making it easier for them to invest in new projects, expand their operations, or fund innovation. By lowering the lending rate to banks, the RBI can nudge banks to do the same, i.e., lower interest rates across the economy. This will act to stimulate economic growth. The Economy will get Multiplier Effect in Growth. The central bank hopes this rate reduction ensures liquidity for businesses in a time of uncertainty, so that they can continue investing in the real economy even as they attempt to diversify their exports. RBI’s lowered GDP growth estimates for the current fiscal, from 6.7% to 6.5% due to Tariff’s and Trade war. But still 6.5% is good enough growth comparing other Emerging Markets. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Last week was a roller coaster ride in Dalal Street with Reciprocal Tariff’s from US, China’s Counter Tariff’s and RBI Rate Cuts. Initially, Indian Stock Market on Monday registered 3% Fall, while most of the Asian Peers were down by 7% to 10% on 7th April. On 11th April, Nifty 50 Jumps Nearly 2% in Early Trade on Friday, Indian benchmark indices, Sensex and Nifty, surged nearly 2% to end in the green after the U.S. paused steep reciprocal tariffs.  However, gains were limited by ongoing U.S.- China trade tensions, Still there is Tariff and Cold War 2.0 happening between US and China. The Indian Rupee made a strong comeback in early trade on Friday, opening 46 paise higher at ₹86.22 against the US Dollar and further appreciating to ₹86.17, registering a gain of 51 paise from its previous close of ₹86.68 A decline in global crude oil prices added momentum to the Rupee’s upward movement. Lower oil prices reduce India’s import bill and support the local currency, especially in a high-import economy like India. The Dollar Index weakened considerably, dropping by 0.81%. The US Dollar fell to multi-decade lows against the Swiss franc, further aiding the Rupee’s rise. While, FIIs offloaded ₹4,358 crore worth of equities, while DIIs provided some support with net buying of ₹2,976 crore. Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks Fund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines Invests in a combination of both growth and value stocks Bottom up and top-down approach to select stocks No cash calls – fully invested approach (Target 95%)1 No. of holdings – 50-70 Stocks Capital appreciation over long-term Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications https://www.youtube.com/watch?v=7WhVNRHbjIYhttps://www.youtube.com/watch?v=f3SDCMW5fYIhttps://www.youtube.com/watch?v=may97mK-eLEhttps://www.youtube.com/watch?v=uGCLwb_FAUk My Book Publications Middle Class to Million Dollar Book

Weekly Wealth Report Issue 189, Weekly Wealth Newsletter: 7th April 2025 – 14th April 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Trump’s Tariff’s and It’s Trade War Fear Download this NewsLetter as a PDF DOWNLOAD AS PDF Good Things Takes Time!  Trump digs in on tariffs as global stock markets go into freefall  Taiwan’s benchmark TAIEX and Hong Kong’s Hang Seng plunged about 10 percent on Monday ( 7th Apr ) , while Japan’s Nikkei 225 dived nearly 9 percent, Singapore, the Straits Times Index tumbled more than 7 percent.  In Contrast, India is down by 3.7%. With limited export dependence and strong domestic demand, India remains on track to be the world’s fastest-growing major economy.  Not a time to panic sell, Just wait and watch how things unfold. If any surplus left always focus on deploying more investments gradually in this market.  India’s long-term story remains intact. India is likely to gain share in global output in the coming decades driven by strong foundational factors including robust population growth, a functioning democracy, macro stability influenced policy, better infrastructure, a rising entrepreneurial class and improving social outcomes.   We think the market is underestimating the impact of tax cuts for the consumer sector as well as RBI’s policy pivot (regulatory easing, rate cuts, liquidity boost, MFI relaxations etc.). Current Nifty valuations are close to the long-term average which gives us a lot of comfort and supports a positive long-term return outlook.  Have you missed covid crash? this might be your second chance. Market corrected and waited because of Pandemic Crisis. This may not be the bottom of this crisis. But Crises, corrections, or negative sentiment always gives us attractive market valuations and undervalued opportunities. Uncertain times bring good prices. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets fell after witnessing rise in the previous two weeks as key benchmark indices BSE Sensex and Nifty 50 fell 2.65% and 2.61%, respectively. The fall was broad-based as the mid-cap segment and the small-cap segment both closed the week in the red.  Domestic equity markets fell triggered by the U.S. President’s imposition of tariffs on over 180 countries, which heightened concerns about a potential global trade war that could impede worldwide economic growth.  Indian equity markets showed some resilience as the U.S. administration’s 26% duty on Indian exports positioned India as one of the least-tariffed Asian exporters.  On the BSE sectoral front, BSE IT plunged 8.44% as investors reacted to global uncertainty following the U.S. President’s latest tariff announcement. Major IT stocks experienced a decline due to fears of a recession in the U.S., prompting significant selling  Yield on the 10-year benchmark paper (6.79% GS 2034) fell by 12 bps to close at 6.46% from the previous week’s close of 6.58%. Mutual Fund Corner Edelweiss Business Cycle Fund The Edelweiss Business Cycle Fund evaluates businesses combining Momentum with Value ( PE, PB, EBITDA, Div Yield ) Quality ( ROE, ROCE) and Growth ( EPS, Operating Margin ) This fund invest in a factor-based approach to capture trends in business cycles. Why to consider Edelweiss Business Cycle Fund? Filter from top 300 stocks by market cap for investable universe. Market-cap bias – Aims to maintain equal allocation between large caps and mid/small caps. Key factors used in the model – Growth, Quality, Value & Momentum. Construct portfolio of 60 stocks across large cap and mid/small cap universe. Select top ranked stocks from each factor combination based on their scores (Value+Momentum; Growth+Momentum; Quality+Momentum) To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article in Nanayam Vikatan. How to Plan your Retirement against Inflation? Click Here https://www.youtube.com/watch?v=may97mK-eLEhttps://www.youtube.com/watch?v=uGCLwb_FAUkhttps://www.youtube.com/watch?v=Rjb7nS5XM_Ehttps://www.youtube.com/watch?v=snWpj_8LIUA My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not

Weekly Wealth Report Issue 188, Weekly Wealth Newsletter:  31st Mar 2025 -7th April 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Are you Checking the Red Flags in Investing? Download this NewsLetter as a PDF DOWNLOAD AS PDF A key shift in March 2025 was the return of Foreign Institutional Investors (FIIs) as net buyers after some profit-booking in February which helped drive fresh liquidity into the markets.  In April’25, the markets will closely monitor Jan-March quarter results.  Also, tariff implementation may be another factor impacting the markets. We expect consumption recovery to get broad-based as the income tax cuts propel urban demand, coupled with the buoyant trend in rural consumption levels.   Within investments, we see public and household capex driving growth while private corporate capex recovers gradually.  India’s long-term story remains intact. India is likely to gain share in global output in the coming decades driven by strong foundational factors including robust population growth, a functioning democracy, macro stability influenced policy, better infrastructure, a rising entrepreneurial class and improving social outcomes.   We think the market is underestimating the impact of tax cuts for the consumer sector as well as RBI’s policy pivot (regulatory easing, rate cuts, liquidity boost, MFI relaxations etc.). Current Nifty valuations are close to the long-term average which gives us a lot of comfort and supports a positive long-term return outlook.  Globally, markets will keep an eye on economic data from the US and China, oil price movements and any fresh geopolitical tensions, all of which could sway sentiment. So overall, April looks like a month where earnings, policy and global cues will all be pulling the strings  we expect FII flows to at least stabilize in the next quarter and eventually turn positive over time. For this to happen, our earnings will need to show substantial improvement from current levels. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse India’s stock benchmarks represented by the BSE Sensex and Nifty 50 ended lower by 0.25% and 0.31% respectively on Friday, and IT stocks declined amid caution over upcoming US tariffs, though foreign fund inflows and growth optimism limited the losses.  India’s current account deficit (CAD) rose to $11.5 billion, or 1.1% of GDP, in the October-December quarter of 2024-25, mainly due to a higher trade gap. Centre’s fiscal deficit between April and February 2025 has come in at Rs 13.5 lakh crore.  Domestic equity markets rose amid a broad-based buying across sectors following better than-expected retail sales data in the U.S. and China for Feb 2025.  The Union Cabinet approved the Production-Linked Incentive (PLI) scheme aimed at boosting domestic manufacturing of electronics components.  India approved a major defence deal worth Rs 62,000 crore to acquire 156 Light Combat Prachand helicopters from Hindustan Aeronautical Limited for the Indian Army and Air Force. Mutual Fund Corner Edelweiss Business Cycle Fund The Edelweiss Business Cycle Fund evaluates businesses combining Momentum with Value ( PE, PB, EBITDA, Div Yield ) Quality ( ROE, ROCE) and Growth ( EPS, Operating Margin ) This fund invest in a factor-based approach to capture trends in business cycles.  Why to consider Edelweiss Business Cycle Fund?  Filter from top 300 stocks by market cap for investable universe. Market-cap bias – Aims to maintain equal allocation between large caps and mid/small caps. Key factors used in the model – Growth, Quality, Value & Momentum. Construct portfolio of 60 stocks across large cap and mid/small cap universe. Select top ranked stocks from each factor combination based on their scores (Value+Momentum; Growth+Momentum; Quality+Momentum) To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article in Nanayam Vikatan. How to Plan your Retirement against Inflation? Click Here https://www.youtube.com/watch?v=uGCLwb_FAUkhttps://www.youtube.com/watch?v=Rjb7nS5XM_Ehttps://www.youtube.com/watch?v=snWpj_8LIUAhttps://www.youtube.com/watch?v=rNW2Fz-K5no My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund

Weekly Wealth Report Issue 187, Weekly Wealth Newsletter:  24th Mar 2025 -31st March 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Are you Checking the Red Flags in Investing? Download this NewsLetter as a PDF DOWNLOAD AS PDF A Red Flag is a warning or indicator, suggesting that there is a potential problem or threat with a company’s stock, Financial Statement or news reports. Red flags may be any undesirable characteristic that stands out to an analyst or investor.  One of the best examples is IndusInd Bank which dropped by 27%, erasing over ₹19,000 crore of investors’ wealth.  Here how it is, assume that you own a shop and you buy iPhones from Apple in the US. Apple sells you each iPhone for $1000 (for example) around ₹83,000, but since you live in India, you need to pay in dollars regardless of dollar fluctuation in future.  To avoid losses, you make a deal with a bank like IndusInd Bank to lock the exchange rate at ₹83/dollar for the next 6 months. This deal is called a Forex Derivative.  IndusInd Bank also does a lot of forex derivative deals with companies to protect against currency fluctuations, where they promised companies a fixed dollar-rupee conversion rate. But the INR/dollar went from ₹83/USD to ₹88/USD as Trump came into power.   This means the bank started losing money because they had promised a lower rate earlier.   This is applicable in Mutual Fund Investing as well, Regular Reviewing your Mutual fund portfolio shall help you to check the Red Flags indicators like Valuations, Asset Allocation, Cash Calls and Profit Booking if needed.  Financial Markets and Investing are becoming dynamic and Regular Reviewing in at least once in 4 Months will help you to grow your Mutual Fund Portfolio at optimum levels. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose after witnessing a fall in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 4.17% and 4.26%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in the green, with significant gains  Domestic equity markets rose amid a broad-based buying across sectors following better than-expected retail sales data in the U.S. and China for Feb 2025.  Sentiment was bolstered by a declining dollar and a positive outlook on China’s economy, driven by recent economic stimulus measures aimed at increasing consumption.  Gains were extended after the U.S. Federal Reserve, in its Mar 2025 monetary policy meeting, maintained the interest rate and signalled the possibility of two rate cuts by the end of the year, given the increased uncertainty around the economic outlook.  Moreover, the rupee’s rebound from its recent record lows, coupled with new inflows of foreign capital, further bolstered the gains. Mutual Fund Corner Edelweiss Business Cycle Fund The Edelweiss Business Cycle Fund evaluates businesses combining Momentum with Value ( PE, PB, EBITDA, Div Yield ) Quality ( ROE, ROCE) and Growth ( EPS, Operating Margin ) This fund invest in a factor-based approach to capture trends in business cycles.  Why to consider Edelweiss Business Cycle Fund?  Filter from top 300 stocks by market cap for investable universe. Market-cap bias – Aims to maintain equal allocation between large caps and mid/small caps. Key factors used in the model – Growth, Quality, Value & Momentum. Construct portfolio of 60 stocks across large cap and mid/small cap universe. Select top ranked stocks from each factor combination based on their scores (Value+Momentum; Growth+Momentum; Quality+Momentum) To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn: 1. A-Z of Mutual Funds 2. Master the Art of SIP’s 3. Build Wealth Like a Pro 4. Recorded session contains 8 Chapters in Tamil Language 5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest? • Selecting wrong Stocks? • Selecting wrong mutual funds? • Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/- Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock Market Kickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market 2. 6-point filter to select a high-performing stock 3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article in Nanayam Vikatan. How to Plan your Retirement against Inflation? Click Here My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report

Weekly Wealth Report Issue 186, Weekly Wealth Newsletter:  17th Mar 2025 -24th Mar 2025 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Sensex to Cross 1,05,000 By Dec 2025? Download this NewsLetter as a PDF DOWNLOAD AS PDF Despite the recent uncertainties and fall in the stock market for last 5 Months. Despite the challenges like Trade wars, Tariff Rise, Dollar Strengthening will Sensex Hit 1,05,000 by Dec 2025? Morgan Stanley have not changed their guidance despite all the above challenges in the world of Stock Investing. They feel there is 30% probability of Sensex hitting 1,05,000 by Dec 2025. Morgan Stanley Analysts and Economists led by Ridhan Desai, mentioned that Indian Earnings are turning up positive and India is a stock picking market, where the valuations are attractive after covid pandemic levels. India’s low share of marketing exports and high services exports are saviour in the world of High Tariffs. RBI Rate Cuts, Strong Budget spending with Tax exemptions on this budget are positive developments since early Feb 2025 are the sentiment indictor and making India is in strong buying territory. What can derail this bull run up will be Trade and Tariff policy from US, USD Vs Indian Rupee Movements, and any other Geo Political Interventions.   Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Retail Inflation cools down to a seven-month low in Feb as food prices eased. This will enable RBI to lower the Interest rates in April 2025. India annual inflation rate eased to 3.61% in February 2025 from the downwardly revised 4.26% in January 2025. Industrial Growth improves to 5% in Jan as manufacturing rebounds.  Indian equity benchmarks ended lower this week, as IT stocks fell on US growth concerns while uncertainty about tariffs persisted. Moody’s Ratings said India’s real Gross Domestic Product (GDP) growth is projected to exceed 6.5% in the fiscal year ending March 2026. Mutual Fund Corner Edelweiss Balanced Advantage Fund The fund dynamically changes asset allocation across equity, debt, cash and derivatives (including hedges), based on valuation cycles The Fund manager will increase the exposure to equity when market valuations are attractive and will prune the equity exposure by increasing cash or debt exposure and/or through hedging when equity markets get expensive or experience volatility. Allocation to equities and debt & money market instruments can be in the range of 0% – 100%. Asset allocation is determined based on proprietary model combining valuation parameters like P/E & P/B along with the yield gap to determine net equity allocation. The model may use qualitative overlay of fund management team from time to time to arrive at final equity allocation To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Mutual Fund Course All you want to learn about Mutual Funds Kickstart your Investment Journey of 2025 from here What You will Learn:1. A-Z of Mutual Funds2. Master the Art of SIP’s3. Build Wealth Like a Pro4. Recorded session contains 8 Chapters in Tamil Language5. Lifetime Access Join Mutual Fund Course My First 1 Crore Club Still Wondering how a salaried person/professionals can make 1cr? Why do you have to join this Community? • Having money but still doesn’t know how & where to invest?• Selecting wrong Stocks?• Selecting wrong mutual funds?• Invested in all possible ways still money haven’t doubled? Join our First 1cr Club Webinar by payingjust 499/-  Join the ONE CRORE Club Stock Simplified Course All you want to learn about Stock MarketKickstart your Investment Journey of 2025 from here Key Highlights: 1. Key entry and exit points of the stock market2. 6-point filter to select a high-performing stock3. Learn macro-economic trends in stock picking Join the Stock Market Simplified Course This Week Media Publications My Recent Article in Nanayam Vikatan. Growth Vs Dividend Stocks, which is better for your Portfolio? Click Here https://www.youtube.com/watch?v=rNW2Fz-K5nohttps://www.youtube.com/watch?v=1T4QnZS7Fcchttps://www.youtube.com/watch?v=Hitg6xQICgEhttps://www.youtube.com/watch?v=yBsFb9EMeqc My Book Publications Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book Buy Now Top 10 Mutual Funds to Invest in 2025 Buy Now Download this NewsLetter as a PDF by clicking the below button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only 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.