I am a subscriber for the last few years. I am happy about the service they provide. Happy that they focus on safety of our funds. Also the support on portfolio analysis and Qand A recently started.
George Mathew , Subscriber
Dubai
It is the only website in india which guide you about the in and out of stock Market. The stock Shastra Manuals are of great inportance to understand Market and Sectors.
Pankaj Kumar Goel , Subscriber
New Delhi
I have been using Moneyworks4me for the last 5 years. Their 10-year x-ray of company financials, business model & historical valuation charts are extremely helpful for analyzing companies....
Superrbbb platform to follow , educate & understand investments as a whole . Many people must have benefitted from the suggestions from MoneyWorks4me team . Special thanks to Mukta Vaze...
Continuity in key people and analysts leads to stable and consistent portfolio performance.
Captain Amol Ajinkya , Subscriber
Pune
MoneyWorks4me.com is the OXFORD Dictionary of the Stock Market. You have devised a very good mechanism. And also you don't try to throw dirt in the eyes of your subscribers.
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Pune
I took a trial initially and in a month made a huge profit. I had read Warren Buffet style of investing but couldn't find any website to use it. This site is closest to the value investing principles.
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Pune
I upgraded from their PRO plan to Superstars plan because the discussions with their counsellor were very insightful in clearing my doubts. I would suggest anyone who wants to start their...
Account opening process is easy & simple. After account opening support from Team very good. Knowledgeable support team who i interact on any investment. They explained where i gone wrong...
I am with moneyworks4me 3 years in a row and I like their quality, service, transparency and depth analysis to build the long term growth. Thank you team. Keep up the quality and customer support.
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Amstelveen
Excellent site for value investing.Long term investors should subscribe to this site.Kudos to the team.
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Amritsar
I initially signed up for the PRO plan but then got excited and switched to core superstars plan. It is fantastic. They have a dedicated investment counsellor as well as recommend stocks for...
The service which I got in last 2 weeks is awesome. My expectation is that it should be maintained in all parameters in near future. Generally it happen during the time of upgrade and renew. They...
Good Customer Service -Regular Updates -No need to refer any other website if you’re following them -They’ll help you to invest better and stay invested. They’ll...
Expert, Genuine and vigilant equity investment advisers.
Deepak Bhopatkar , Subscriber
Pune
Best website to become a long term investor. this provides accurate percentage of particular stock and sip to add in your portfolio. Investable amount can be follow
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Madhya Pradesh
MW4ME provides useful stock information on Buy / Sell.
Panbarasan Vedachalam
MW4ME is a amazing website which I came across. MW4ME given very good fundamental analysis and very call recommendations when to buy and sell a stock. Best website to become a long term investor and very good customer service.
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Bengaluru
I am delighted to check out your new website. The team at MoneyWorks4me must be working very hard indeed.The team deserves our gratitude. Appreciate your boldness in displaying the...
MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and
ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the
various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For
this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10
years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when
the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less
than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the
company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and
generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous
year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange
(between 8 and 14) and Red (less than 8 out of 20).
Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.
Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The
ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number
that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Looking to make the most of market corrections and volatility?
Did you know that market corrections can actually present great opportunities to buy high-quality stocks at discounted prices? By taking advantage of these times of volatility, you can position your portfolio for long-term growth.
At MoneyWorks4me Portfolio Advisory, we specialize in helping investors navigate market fluctuations and build a strong, diversified portfolio. With our collaborative approach, you can maintain control over your investments while benefiting from our expertise and guidance.
If you're interested in learning more and with a minimum portfolio size of 25 L+, we can help you manage your portfolio, no matter the size. let's connect and discuss how we can work together. And as a bonus, we're offering a FREE Portfolio Review using our "Portfolio Manager" tool during our conversation.
So why wait?
Let's get started today and take your portfolio to the next level!
Best Buy Stocks
Do you want to Invest in Undervalued Handpicked stocks and earn high Returns?
Why Buy Quality Stocks
Winning and long lasting portfolio is made of Quality Stocks, but how simple is that?
Important Questions while Buying Stocks
As an Investor most important decision making questions are?
Make an informed decision for Stocks
Invest using an intelligent system with powerful data-driven tools that help you identify opportunities and make informed buy-hold-sell decisions
You can make an informed decision based on:
Q : Quality :- Q Very Good
Q Somewhat Good
Q Not Good
V : Valuation:- V+UnderValued (UV) V Somewhat UV
V Fair Value
V Somewhat OV
V+ OverValued (OV)
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Make an informed decision for Funds
You can make an informed decision based on:
P : Performance (%)* 14 Very Good
14 Somewhat Good
12 Not Good
Less than 5 year data
Q : Quality of Holding Q Very Good
Q Somewhat Good
Q Not Good
*Color code for outperformance consistency
*Number is average 3 year rolling returns
Want to invest successfully in stocks?
How the heck do you select a solution that ensures it?
Does it get you focused on meeting your financial goals?
Does it get you focused on meeting your financial goals?
Investing is to means to funding your goals. Your solution must help you get clarity of your goals and how you should invest to reach them. Does your solution include Financial Planning?