WEEKLY WEALTH REPORT
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The headlines are getting louder!
Crude above $ 100.
Gold at record highs!
Markets turning volatile, Falling and going southwards
When events like this unfold, investors start asking the same question: What should I do now?
Let’s take a look at history and see how markets have behaved when there is blood on the streets.
“There are many questions running through investors’ minds right now. Let me address the top three at this point.”
1. My Portfolio is at Red due to US – Iran War and I have not made any money for last 18 Months?
Ans - Stock markets move in cycles. From 2020 to mid-2024, markets experienced a strong and continuous bull run, while since July 2024 the market has largely been range-bound. Historically, the stock market rewards patient investors who stay invested through such phases.
History shows that despite wars and crises, markets have consistently recovered with time.
WEEKLY MARKET PULSE
Indian equity benchmarks ended sharply lower this week, weighed down by escalating tensions in the Middle East, which pushed crude oil prices higher and triggered foreign investor outflows. The BSE Sensex fell by 4.03% last week.
Almost all the major sectors ended lower with Realty, Oil & Gas and Bankex losing the most.
Broader markets also remained under pressure as investors adopted a risk-off approach amid geopolitical uncertainties and cautious sentiment ahead of key global macroeconomic data.
Food Prices and Gas Demand push up the Retail inflation to 3.2%. But it stays with in the comfort limit of RBI
Silver gained ₹1,500 per kg, settling at ₹2.8 lakh per kg, while 22K gold saw a slight decline this week, closing at ₹14,750 per gram.
US markets posted notable declines, with the Dow Jones fallen around 2%, while the S&P 500 and Nasdaq slipped about 1.6% and 1.3% respectively.
The situation also disrupted energy supply after an attack on Saudi Arabia’s Ras Tanura refinery and the closure of the Strait of Hormuz, pushing crude oil prices sharply higher.
Oil prices surged above $100/bbl recently as geopolitical tensions threaten supply routes such as the Strait of Hormuz, which carries about 20% of global oil shipments
PRODUCT OF THE WEEK
INVESCO INDIA BALANCED ADVANTAGE FUND
This fund generates long-term capital appreciation with lower volatility through automatic active asset allocation
Investment Strategy
• Follows a Dynamic Asset Allocation approach automatically
o Increases Equity Exposure when valuations are attractive
o Reduces Equity Exposure when markets are expensive
• Allocates between:
o Equity
o Debt
o Cash / Arbitrage
Ideal For Investors looking for:
o Equity-like returns with lower volatility
o Automatic asset allocation
o Tactical exposure in uncertain markets
Suitable especially for Beginners and Conservative Equity clients
STORY OF THE WEEK
EARN SAME,LIVE DIFFERENT: THE POWER OF FINANCIAL HABITS
Same Income. Different Life. ₹80,000/month. Two people.
Gautham
EMIs first
Spends randomly
No plan
Result: Stress. No savings. No growth.
Harish
Invests first (SIP)
Emergency fund ready
Insurance in place
Goal-based investing
Result: Wealth. Security. Clarity.
Truth:
Income doesn’t build wealth. Habits do.
Do this:
Invest before you spend
Protect with insurance
Plan with purpose
Start small. Stay consistent. Think long-term.
ALL YOU WANT TO LEARN ABOUT
MUTUAL FUNDS
STOCK MARKET
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
Describe one of your services
Describe one of your services
Describe one of your services
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
MIDDLE CLASS TO MILLION DOLLAR
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
TO BUY MY UNTOLD WEALTH SECRET
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 Us – 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. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means are prohibited.