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Mumbai
An excellent organization with an excellent team with pure motive to help you to realize that "Money works for you". Had learned a lot about equity investment through Investment...
Its guiding the small retail investor like me to make decision before investing in stocks. There are very few avenues which exist for people like us to get intelligent investment analysis...
I am really impressed with the information you provide on the website,while trying to search on the google i found your website and i browse your website for just 30 minutes and i am really...
Great experience overall. Seasoned in their approach and recommendations, with a personal touch that makes it different. Over the years I have also seen how they have refined and improved their...
Have been taking advantage of MW4me services for some years. Have an overall good experience of their recommendations. It was only Pharma sector which did not do as per expectations though it has...
I like their concept of MRP to arrive at a fair value of a stock. I have benefitted a lot from their systematic valuation framework.
Mr Bala Subramanium , Subscriber
Vellore
Your website is the best fundamental analyst I have come across. I have sold many stocks on MRP price; the share prices still went up and then crash down in between MRP and discount price. I have...
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New Delhi
Account opening process is easy & simple. After account opening support from Team very good. Knowledgeable support team who i interact on any investment. They explained where i gone wrong...
Moneyworks4me stick to their process & make small changes if required to increase returns.They reply to your queries clearly.Good for investors who are thinking for longterm horizon...
I am the subscriber for more than 10 years and the fundamental recommendations of their's are reliable and one can safely follow the same.
Vijaysri Lakshmanan , Subscriber
Chennai
Your Stock Shastra gives good guidelines for new as well as existing investors to correct their mistakes.
Ch V Satyanarayana Raju , Registered User
Hyderabad
Top 50 Superstars is good, useful and gives clear information for every Nifty 50 stock. It’s very simple to find out current status for each stock. MRP and Discount Prices are very...
Been subscriber of MoneyWorks4me for a year now and have renewed the subscription this month.Being a working professional , the analyst reports and Monthly Investor query mailers lets me keep...
The analysis done is good indeed. Valuations made are OK.
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Pune
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Chennai
I am with you since 2013.Very good site giving excellent unbiased views and recommendations. Only site that gives last 10 years data ( one full cycle) and we can immediately take view whether to...
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Singapore
Their thought process, risk analysis and projectionswork really wonderful and match well with the process I have been following myself too for the last 25 years
Mr Jawahar , Subscriber
Chennai
Create stable, long-term investment portfolio with strong, consistent stocks.
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?