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| At the beginning of the month | Received during the month | Resolved during the month | Pending at the end of the month | Reasons for pendency |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | – |
Note: Our elite equity portfolio has generated a 26.74% CAGR (excluding dividend and bonus) in the last decade (10 years) as on 31st December 2023. Where in equity (Flexi-Cap) Mutual Funds 16.39% return and Nifty 500 Index has delivered a CAGR of 16.03% respectively. However, to be conservative, we are expecting around 15% CAGR(excluding dividend and bonus). There is no guarantee of returns and it is subject to prevailing market conditions.
You get more control over your portfolio in terms of stock selection, purchase cost, exit price, sector allocation, etc. by buying shares directly
Here are simple ways that will help your child learn about money
Many investors buy gold on Akshaya Tritiya in the belief that they will accumulate wealth over time. But there are better ways to build wealth, equities being one among them.
Although cryptocurrencies have caught the world’s attention, they are hardly a substitute for stocks trading on exchanges that have been around for over 200 years
Quality companies don't hesitate to play around with their pricing power during inflation
Buying a house when you aren't ready for it financially, will only give you more stress than joy.
An expert fee-only advisor will always follow a long-term approach to building wealth. Therefore, you end up saving a lot of money.
The odds of losing money in IPOs are much higher. Retail investors must instead focus on building a quality portfolio.
Quality stocks have always traded at high P/E ratios for years and have still continued to rise in valuations
