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Weekly Wealth Report

                                                                April 8, 2024

(Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)

                                                                               Curated by

Mr. Sathish Kumar

Founder – Creating Wealth Company

Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber

Phone – 9841058689   
Mail –     
 Web –

Issue 137, Weekly Wealth Newsletter: 8 th Apr 2024 – 15th Apr 2024

Where to Invest, when the market is at 52 week’s High?

image about stock market
Building a Portfolio is complex, especially when the Stock Markets are at 52 Week High

As we know, equity as an asset class can deliver best returns, but when you foresee volatility in short term, especially when elections are at the corner. What are the options for an investor?

Multi-asset funds, which invests in a blend of Equity, Debt, Gold, Real Estate and International Funds may be suitable for investors with a modest risk appetite and even for seasoned players in the market as a healthy mix of assets would be desirable at present times for both beginner and for Seasoner Investor

Multi-asset allocation funds offer diversification across different asset classes and active management, which can be attractive to investors. Most Multi Asset funds exceed Equity Long term Average return of 12% and its about the time for you to review and rebalance your Portfolio

Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio

Weekly Market Update

  • Domestic equity markets rose for the third consecutive week as key benchmark indices S&P BSE Sensex and Nifty 50 rose 0.81% and 0.84% respectively.

  • The rally was broad-based as the mid-cap and small-cap segments also closed the week in green with healthy gains.

  • The Manufacturing Purchasing Managers' Index rose to 16-year high to 59.1 in Mar 2024 compared to 56.9 in Feb 2024 supported by production and sales that rose at fastest rates since Oct 2020

  • India’s Services Purchasing Managers’ Index (PMI) rose to 61.2 in Mar 2024 as compared to 60.6 in Feb 2024 on the back of strong demand that spurred sales and business activity.

  • The Monetary Policy Committee (MPC) in its first bi-monthly monetary policy review of FY25 kept key policy repo rate unchanged at 6.50% with immediate effect for the seventh consecutive time

  • On the BSE sectoral front, S&P BSE METAL rose 4.75% in response to the rapid expansion of the Chinese manufacturing PMI data for Mar 2024, indicating the strength of the economic recovery.
  • Mutual Fund Corner

    What are multi-allocation funds? Why are they popular? Should you invest?

    Don’t put all your eggs in one basket’ is perhaps the most popular adage in financial planning

    With the Indian equity market reaching new all-time highs, investors are now seeking to diversify their portfolios beyond equities, considering assets like debt and gold.

    Multi-Asset Funds offer a solution by automatically rebalancing allocations, ensuring timely adjustments to maintain a balanced investment approach. This proactive approach helps investors navigate changing market dynamics while optimizing their asset mix.

    Winners Rotate, hence jack of all trade should be part of your portfolio to minimise your RISK and optimize your returns.

    To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 7810079946 )

    Stock of the Week

    Natco Pharma

    CMP – 997

    Target –  1199 ( In 12 – 18 Month’s Time Frame)

  • NATCO Pharma Limited (NATCO) is a vertically integrated, research and development focused pharmaceutical company engaged in developing, manufacturing, and marketing complex products for niche therapeutic areas.

  • Company is focused on high-barrier-to-entry products that are typically characterized by one or more of the following: Intricate Chemistry, Challenging delivery systems, Difficult or complex manufacturing process

  • Natco Pharma is a Nil debt company

  • The company has declared Positive results for the last 4 consecutive quarters

  • With ROE of 21.3, it has a Very Attractive valuation with a 3.4 Price to Book Value

  • High Institutional Holdings at 24.97%
  • For your Equity recommendation – open a De Mat account with Angel Broking with this link

    This week Media Publications

    Middle Class to Million Dollar Book

    Man and his struggle to generate and preserve wealth is eternal. One thing which is common among everyone in this society, that everyone has financial dream and aspiration to become Crorepati.

    Middle Class to Million Dollar is a guide to understand how simple and common sense in Personal Finance can help you to get wealthy Corpus.

     Click here to purchase the book from Amazon

    Buy Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Book Online at Low Prices in India | Middle Class to Million Dollar / மிடில் கிளாஸ் முதல் மில்லியன் டாலர் வரை Reviews & Ratings –

    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

    Visit – for More Details.


    Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.

    This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited. 

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