MoneyWorks4Me · Learning Centre
Learn to invest with confidence
Expert insights on stocks, funds and ETFs from MoneyWorks4Me — grounded, practical, and jargon-free.
Where to begin
Explore the learning hubs
Learn
Basics of Investing
Foundations for new investors — how to start, prepare and think.
Advance Investing
Deeper method, guru lessons and the books worth your time.
Behavioural Investing
Behaviour, psychology and the traps that quietly cost you returns.
Invest in
Stock Investing
Find, value and hold good Indian stocks the MoneyWorks4Me way.
Mutual Funds & ETFs
Choosing funds, building a portfolio and avoiding the usual mistakes.
Plan
Financial Planning
Goals, surplus and the plan your investing should serve.
Portfolio & Planning
Build, manage and rebalance wealth around your financial plan.
Markets & Economy
IPO
IPO and FPO reviews — what the numbers say before you subscribe.
Market Outlook
Where the market stands and what it means for your holdings.
Macros
Rates, inflation, currency and the economy behind the market.
Fresh from the desk
Latest insights
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September 2019: MoneyWorks4me Outlook
This month saw very volatile movements in equity. Hon. Finance minister announced bumper reform of lower corporate tax for large companies and for new manufacturing plants. This led to steep climb in stock price of potential beneficiaries from lower tax rate. However,…
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IRCTC IPO
Issue Open date: 30 th Sept 2019 Issue Close date: 3 rd Oct 2019 Equity shares offered: 2.01 Cr Price Band: 315-320 Issue Size: 645 Minimum lot size: 40 Retail investor discount: Rs. 10 (less than Rs. 2 lac) The proceeds of…
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Why is beginning of Modi 2.0 the right time to invest in equity?
We see a lot of people, for various reasons, making small investments in stocks compared to the allocation they should be making based on their net worth.
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Asset Allocation Strategy: Why It Works Better Than Other Investment Strategies
“The stock market is filled with individuals who know the price of everything, but the value of nothing.” – Phillip Fisher Different investors follow different approaches in the market, often believing strongly in their chosen strategy.
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August 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned ~2.5% Year to date 2019 and ~9% CAGR in the last 3 years.
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Stock Market Correction: 3 Smart Strategies Every Investor Must Know
Currently, we are experiencing a market correction in the stock market which is a normal part and a temporary phenomenon in a business cycle.