The Formula for Growing Wealth and what it tells us about Investing
We invest to grow our savings to meet our financial needs and goals of the future. And some invest to create wealth; which is a goal in itself.
Practical, research-backed lessons on stocks, funds, markets and building a portfolio for the long term.
More than 950 articles published since 2009 by MoneyWorks4Me, a SEBI-registered investment adviser.
We invest to grow our savings to meet our financial needs and goals of the future. And some invest to create wealth; which is a goal in itself.
Foundations for new investors — how to start, prepare and think.
Deeper method, guru lessons and the books worth your time.
Find, value and hold good Indian stocks the MoneyWorks4Me way.
Choosing funds, building a portfolio and avoiding the usual mistakes.
Goals, surplus and the plan your investing should serve.
Build, manage and rebalance wealth around your financial plan.
IPO and FPO reviews — what the numbers say before you subscribe.
Where the market stands and what it means for your holdings.
Behaviour, psychology and the traps that quietly cost you returns.
Bonds, deposits and the safer end of the portfolio.
Alternative and specialised investment funds.
Gold, real estate and income-producing real assets.
Retirement, NPS and building a lasting income.
Term, health and the cover to buy before you invest.
Tax on investments — capital gains and keeping more of your returns.
Rates, inflation, currency and the economy behind the market.
Are you wondering why do you need to invest in debt funds or Fixed Income assets even Fixed Deposits when they barely provide inflation-beating returns?

Purpose of IPO: Fresh Issue for repayment of debt & working capital requirements.

Let’s embark on a fascinating thought experiment to unravel the secrets of selecting the right fund for your systematic investment plan (SIP).

What is the most important criteria or filter for selecting the best mutual funds? Rolling returns should be used especially for mutual funds and how to shortlist funds in accordance with it.
How to choose mutual funds for SIP is a question most investors approach incorrectly. The typical method is to look at top-performing funds based on past returns and invest in them.

Discover how to invest in and identify top mutual funds for your portfolio. Learn key evaluation measures and find the best funds with MoneyWorks4Me’s Alpha MF color-coded performance ratings.