You choose the way you want to invest and we will help you do it successfully
Whether you prefer to invest on your own using intelligent online tools, want inputs from expert equity analysts or work
collaboratively with an Investment Advisor, we have a solution for you
What is this?
Financial Planning
Stocks
Mutual Funds
Portfolio Management
Alpha Plus System-guided Investing
What is this?Easy to use intelligent, data-driven decision-enabling tools to create your plan and invest in stocks and mutual funds
Financial PlanningFinancial Planning Tool
StocksAlpha Stocks (A)
Mutual fundsAlpha MF for SIP
Portfolio ManagementSelf-managed with Portfolio Manager
A Complete Investing Solution delivered through an Integrated System
Platform
Everything available on a unified platform. Learn investing, access data, information, analysis, analyst insights and tools to take informed decisions and even execute them.
All these points are covered and explained in the e-book Check Now
Proof of Performance
Our focus is to deliver healthy returns over the long term while managing risk that ensures clients stay invested and benefit from it.
What does it mean?
Detailed Performance
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Assets managed by Subscribers
What Customers Say
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He has 40+ years experience in Sales, Marketing, Manufacturing,
Training & Consulting. Alumnus of IIT Kanpur (1978-83),
HLL (1983-86), Castrol (1986-97).
Chose to go on his own to explore dimensions
not explorable in corporates
Sreeram Thiagarajan
REC Trichy, IIM Ahmedabad, Co-founder
He has 37+ years experience in Sales, Marketing,
Training & Consulting. Alumnus of REC Trichy (1979-84),
Batliboi (1984-85), IIM Ahmedabad (1985-87), Castrol (1987-01).
Opted out of Corporate life shunning the rat race to pursue his
passion for Simplifying Business
We never planned getting into this. Since 2000, we run a Business Consulting and Training company out of Pune. Thanks to a very bad experience of investing in MF and ULIPs using the services of an MNC bank in 2008,
we decided on our mission to make wealth-creation thru' investing safe and simple for Retail Investors like us.
It turned out to be more difficult than, we imagined! Simple was not simple enough, and making equity-investing safe was like grappling with the ultimate paradox.
Also, the markets went from deep despair to irrational euphoria... We used this opportunity, for our advantage, to test our models. We have continuously evolved our models and products to suit individual
Customers' profiles & needs. Now, with our unique-fundamental research and Smart Investment Solutions like Portfolio Manager (Free), Omega (Paid) and Superstars (Paid), we can truly say that we have made
investing—Safer, Smarter, and Simpler!
Our mission
Partner 1 million Indians to invest successfully and reach their goals!
MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and
ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the
various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For
this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10
years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when
the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less
than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the
company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and
generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous
year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange
(between 8 and 14) and Red (less than 8 out of 20).
Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.
Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The
ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number
that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Looking to make the most of market corrections and volatility?
Did you know that market corrections can actually present great opportunities to buy high-quality stocks at discounted prices? By taking advantage of these times of volatility, you can position your portfolio for long-term growth.
At MoneyWorks4me Portfolio Advisory, we specialize in helping investors navigate market fluctuations and build a strong, diversified portfolio. With our collaborative approach, you can maintain control over your investments while benefiting from our expertise and guidance.
If you're interested in learning more and with a minimum portfolio size of 25 L+, we can help you manage your portfolio, no matter the size. let's connect and discuss how we can work together. And as a bonus, we're offering a FREE Portfolio Review using our "Portfolio Manager" tool during our conversation.
So why wait?
Let's get started today and take your portfolio to the next level!
Best Buy Stocks
Do you want to Invest in Undervalued Handpicked stocks and earn high Returns?
Why Buy Quality Stocks
Winning and long lasting portfolio is made of Quality Stocks, but how simple is that?
Important Questions while Buying Stocks
As an Investor most important decision making questions are?
Make an informed decision for Stocks
Invest using an intelligent system with powerful data-driven tools that help you identify opportunities and make informed buy-hold-sell decisions
You can make an informed decision based on:
Q : Quality :- Q Very Good
Q Somewhat Good
Q Not Good
V : Valuation:- V+UnderValued (UV) V Somewhat UV
V Fair Value
V Somewhat OV
V+ OverValued (OV)
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Make an informed decision for Funds
You can make an informed decision based on:
P : Performance (%)* 14 Very Good
14 Somewhat Good
12 Not Good
Less than 5 year data
Q : Quality of Holding Q Very Good
Q Somewhat Good
Q Not Good
*Color code for outperformance consistency
*Number is average 3 year rolling returns
Want to invest successfully in stocks?
How the heck do you select a solution that ensures it?
Does it get you focused on meeting your financial goals?
Does it get you focused on meeting your financial goals?
Investing is to means to funding your goals. Your solution must help you get clarity of your goals and how you should invest to reach them. Does your solution include Financial Planning?