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.
Results: Bharti Airtel reported Rs. 23,000 Cr in loss due to the exceptional item (~30,000 Cr) of Annual Gross Revenue (AGR) Fees as described in our previous note.

“Successful Investing takes time, discipline and patience.

Power of Perseverance – Investing is a test of patience & perseverance. we can’t predict the future, we need to stay invested throughout to benefit from the highest-earning periods in markets.
Nifty Total Return Index (Nifty including dividends) earned ~10% Year to date Oct 31 st, 2019 and ~12.3% CAGR in the last 3 years.

Multicap funds invest in stocks across Large, Mid & Small market cap.

Large cap funds invest in the top 100 companies based on market capitalization.
