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.
Learn how to invest,
not what to buy.
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.
The learning hubs
Learn
- Basics of Investing62 articles
Foundations for new investors — how to start, prepare and think.
- Advance Investing46 articles
Deeper method, guru lessons and the books worth your time.
Invest in
- Stock Investing348 articles
Find, value and hold good Indian stocks the MoneyWorks4Me way.
- Mutual Funds & ETFs64 articles
Choosing funds, building a portfolio and avoiding the usual mistakes.
Plan
- Financial Planning36 articles
Goals, surplus and the plan your investing should serve.
- Portfolio & Planning49 articles
Build, manage and rebalance wealth around your financial plan.
Markets & Economy
- IPO127 articles
IPO and FPO reviews — what the numbers say before you subscribe.
- Market Outlook113 articles
Where the market stands and what it means for your holdings.
All 16 hubs (8 more)
Learn
- Behavioural Investing51 articles
Behaviour, psychology and the traps that quietly cost you returns.
Invest in
- Fixed Income & Bonds4 articles
Bonds, deposits and the safer end of the portfolio.
- AIF & SIF1 article
Alternative and specialised investment funds.
- Gold, REITs & Real Assets4 articles
Gold, real estate and income-producing real assets.
Plan
- Retirement Planning6 articles
Retirement, NPS and building a lasting income.
- Insurance6 articles
Term, health and the cover to buy before you invest.
- Tax Planning10 articles
Tax on investments — capital gains and keeping more of your returns.
Markets & Economy
- Macros119 articles
Rates, inflation, currency and the economy behind the market.
Latest
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November 2022 Stock Market Outlook
The Sensex posted its biggest monthly gain since the last 3 months in October, up by 5.8% in the month. The rally was led by PSUs, Banks, and Capital Goods.
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September 2022 Stock Market Outlook
The Sensex surged another ~3.5% in Aug’22 after experiencing a strong rebound of ~9% in the previous month. Mid and Small Caps outperformed Large Caps.
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Axis Bank Annual Report- Key Takeaways
explore axis banks fy22 annual report key takeaways. learn about the gps strategy, citibank acquisition, and digital banking growth fueling retail expansion.
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June 2022 Stock Market Outlook
As we write this note in June, we are staring at a 0% return by Sensex in the last 12 months. However, in the last 3 years, Sensex is up 33% a 10% CAGR.
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How to Invest in Stocks Systematically & Succeed?
When you want to invest in a stock you need a way of making sound decisions and implementing it.
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How to Identify Quality Stocks: A Framework for Consistent Investing
When asked why something was purchased, the common answer is “good quality.” But quality without definition is meaningless.
