Equity

Liberation Day – Not for the Investors!! As we start a new financial year, we wish all our readers good health, prosperity and happiness. The Tariff announcements by the US President Donald Trump on 2nd April was awaited by the entire world. Stiff reciprocal tariffs

Union Budget – An act of Fine Balance, as Government tries to shift focus from Capex to Consumption! Though the importance of the budget for taking investment decisions has come down over the years, it gives us insights into the Government’s thought process with regard

Marina Wealth Yearly Update – Jan 2025 Reading Between The Lines! We would like to wish all our clients and our readers a very Happy New Year with best wishes for a healthy and prosperous 2025! The year 2024 was an action-packed year with elections

Marina Wealth – Election Season Market Update – November 2024 2024 has been the biggest ever election year, with 3.7 billion voters (half of the world’s population) having a chance to vote in more than 70 countries. The recent US presidential election was keenly followed,

Learning from the Master Warren Buffett Annual Letter 2023 Feb24 Warren Buffett is the most famous investor in the world. In addition to his legendary track record of picking winners and holding on to them over time, he is also well known for his annual

Yearly Update Jan 2024 We wish all our readers a very Happy New Year and a wonderful 2024. After a tremendous 2023 for the equity markets, we start a new year full of hope and expectations. As always, this hope is mixed with fears about

Quarterly Update – October 2023 Tread with Caution! As always, the last three months has been action packed with rapid equity market movements in India, Interest rate tightening in the US and Europe, geopolitical uncertainty in Europe and Asia as well as weak economic data

Quarterly Update – July 2023 Excellent Quarter To Enjoy The Fruits Of Equity Investing!! When we wrote the last quarterly update in April 2023, there was a sense of despair & irritation among the investors after a lackluster 18 months, starting October 2021. The market

Quarterly Update – April 2023 It’s time to sow! "To be a successful investor, you have to have a philosophy and process you believe in and can stick to, even under pressure." Howard Marks We are writing to you when almost all the investors are

What is comfortable is rarely profitable! We all agree that the purpose of investing in equities through mutual fund schemes is to generate wealth in the long term. One of the most popular ways to invest is through Systematic Investment Plans or SIPs. We can