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Tag: 2023 Review

Quarterly Update – October 2023

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 from China, Europe, and the

Quarterly Update – July 2023

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 was then stuck in a

Quarterly Update – April 2023

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 going through a pressure situation

What is comfortable is rarely profitable!

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 tell that SIPs are one