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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Answers to doubts and fears that prevent you from investing now when prices are attractive!
What is the government doing to contain the issues? Is Auto Slowdown very severe? Why has equity not delivered good returns yet?
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July 2019: MoneyWorks4me Outlook
We do not believe every crisis leads to a 2008 kind of crash. Equity is volatile and still generates the highest returns versus other asset classes.
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Magic of Compounding – How it works?
Successful investing means growing your money through the magic of compounding—your entire Investable Surplus – and not taking high risks, making bets on finding multi-baggers and big winners.
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Union Budget 2019: Overview
In our special research report Explosive returns Portfolio 2.0 – Stocks to own under Modi 2.0 we had written that many analysts who are speculating big bang reforms are up for disappointment.
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June 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 9.4% Year to date 2019 and ~14% CAGR in last 3 years.
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Is Omega Expensive? And other price related questions
Investors often judge advisory services by headline fees. But in investing, cost only makes sense when evaluated alongside structure, incentives, and long-term outcomes.
