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What and Why?
  • A strong and stable foundation ensures your portfolio can withstand economic and market down turns and recover fast. At the same time it ensures robust returns in times of economic growth.
  • Core Portfolio is portfolio of these stocks.

What and Why?

What makes Core Stocks a Class Apart?

Performance of Core Stocks

Performance of Core Stocks

How to build a Core Portfolio?

With Core Superstars- because it covers the best top quality company stocks.
From Day 1, start building your Core Portfolio using two methods.
With Core Superstars- because it covers the best top quality company stocks.
From Day 1, start building your Core Portfolio using two methods.
1. Quality-at Reasonable-Price
We recommend the Core Stocks when they available at reasonable prices. This ensures very good returns.
2. Core - SIP
We recommend a set of Core Stocks for SIP. This will generate inflation/FD beating returns over a 5+ year period. This list is reviewed every month.

What You Get?

Everything to build and manage a Core Portfolio
What You Get?

1: Core Superstar Dashboard
See recommendations and take decisions.

2: Company 10-Year X-Ray
See Important Details to Build Conviction

    1. Financial Analysis over 10 years, colour-coded to understand company performance.
    2. Management X-Ray, Shareholding and Promoter pledging
    3. Latest Financials: Key quarterly results-latest
    4. Valuation related: Price Calculator, Price chart with MRP, DP lines, key ratios
    5. Analyst Notes, Updates, News
    Ten year X ray
    You can view the Demo to learn about to use this better.

3: Multi-asset Portfolio manager
Manage Risk and Enhance Returns

    1. Snapshot: Total and asset class-wise performance. See-through Stock Portfolio.
    2. Asset-class wise: See stock, equity mutual funds, debt and gold portfolios separately
    3. Risk Report: Know which of the 7 risk are present in your portfolio and manage it better
    4. Add and upload transactions with ease. Retrieve history with ease
    5. Boughtlist: To know stock-wise total and day's gain, total realised and unrealised gain/loss
    Ten year X ray

4: Financial Planning Tool
MoneyWorks4me Financial Planning Tool to find

    1. The future cost of your goals
    2. Monthly investment required
    3. Allocate current lumpsum saving to goals
    4. Allocate to Debt & Equity
    5. Make changes with ease
    Financial Planning Tool

5: 3-day Online Course
3-day Online Program that gets you ready to invest successfully with

    1. Your Personal Financial Plan
    2. Your Risk Profile and Model Asset Allocation
    3. Know-how of how to invest in stocks and mutual funds
    4. Using the MoneyWorks4me Platform
    5. Build and Manage your Multi-asset Portfolio
    6. Manage yourself better for success in investing
    3-day Online Course

6: Risk Profile
Know you Risk Profile and Asset Allocation

    1. Know your Risk taking ability & Willingness to take risk
    2. Know how much to allocate to Equity, Debt and Gold
    3. Know what Investment Strategy will suit you
    Risk Profile

7: MoneyWorks4me Transact
Act on your decisions with ease

    Ten year X ray

8: Puccho Befikar
Get answers to your queries

    Ten year X ray

Proof of Performance


Disclaimer: The Proof of Performance seen here is based on the recommendations for stocks only, and includes all stocks covered by MoneyWorks4me.
Our focus is to deliver healthy returns over the long term while managing risk that ensures clients stay invested and benefit from it.

Past Winners

Divis labs returns

Divis Labs - 2017

+515%

Asian Paint Stock Returns

Asian Paints - 2013

+410%

Titan Stock Returns

Titan - 2016

+339%

Bharat Electronics Stock Returns

Bharat Electronics - 2014

+300%

Pidilite Stock Returns

Pidilite - 2013

+300%

ICICI Bank Stock Returns

ICICI Bank - 2018

+118%

Bharti Airtel Stock Returns

Bharti Airtel - 2019

+53%

Cipla Stock Returns

Cipla - 2019

+76%

Syngene Stock Returns

Syngene - 2020

+89%

Maruti Suzuki Stock Returns

Maruti Suzuki - 2013

+143%

CRISIL Stock Returns

CRISIL - 2013

+90%

TCS Stock Returns

TCS - 2017

+182%

Infosys Stock Returns

Infosys - 2017

+198%

HCL Tech Stock Returns

HCL Tech - 2016

+125%

SUBSCRIBE

Best 50 Core Stocks
Suitable for all investors

1-Year Subscription
₹ 8,259
₹ 5,999*
*Limited period offer
Best 100 Core Stocks
Recommended for investors with large portfolios
who need a wider coverage
1-Year Subscription
₹ 14,159

Trusted By

2,60,000+
Registered Users
7,000+
Paid Subscribers
400+Cr
Assets managed by Subscribers

Trusted By

2,60,000+
Registered Users
7,000+
Paid Subscribers
400+Cr
Assets managed by Subscribers

What Customers Say

Some Commonly Asked Questions

Puchho Befikar
SEBI Registered: Investment Adviser - INA000013323

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