My thoughts on IAS stocks, most have run up and offer little margin of safety. It will be difficult to put money here. Be careful.

We are also going to be launching 2 model portfolios going forward.
1) Large and Midcap
2) Midcap, Small cap and SME

Yeh drama khatam hi nahi hota: Brightcom Group reports ₹242 crore net loss in Q3 FY24, auditor flags concerns https://www.cnbctv18.com/market/brightcom-group-share-q3-fy24-net-loss-242-crore-agm-trading-suspension-bse-nse-israel-sebi-19465231.htm

Guys I'm not on any social media actively. So best not to message there. You have my number, simply WhatsApp ✅

Guys so model portfolio is doing to be very very simple. No complications. This product is for those people who want to invest on their own and just want a list of stocks.

1) Large and Midcap Model Portfolio will have 15 companies.

2) Midcap-Smallcap-SME will have 25 companies.

Now when you Subscribe to anyone of these, it is best to buy companies in equal allocation. Any exits and new entrants will be informed about.

Unlike in active portfolio advisory, I won't give a call to compulsorily shift in cash here but if markets are looking bearish, you will be informed.

I'm very very happy to launch these at the following FIXED (no variable pricing) prices for 1 year:

A) Stable Compounder (Large-Midcap): ₹30,000/-

B) Hungry for Growth (Midcap-smallcap-SME): ₹50,000/-

We are open to taking inquires from Tomorrow.

Note: one question that may come to mind is about communication. Please note, all changes will be communicated, however, there is no plan to bother you with regular updates as that makes no sense. Whatsapp is the easiest way to communicate with and we will maintain that.

Paperwork still remains due to regulations and hence, we are not 100% digitizing the product.

All new services will go live on September 1.

As promised a lot of retail focused services have been launched in the price range of 10,000-50,000

Only Advisory and Financial Planning start at 1.25 lacs now.

Period from September 2021-March 2023 was a very depressed period for our portfolios. I still remember that new returns in these 18-19 months were -4%. The markets topped out around Diwali of 2021 but the correction started only in March-April 2022. I promised myself that we will not tolerate this and change the entire system to maximise returns while keeping risk low. I lost majority of my clients as well during this period who felt there was no hope with such returns. I blame no one for leaving.

I realised that this was going to be a long learning process where I needed to focus more on technicals and take advantage of the liquidity that market offers. Sell fast and buy faster.

This bull market I definitely improved, and the performance of clients' portfolios also went up significantly.

Key Learnings:
✅ Never be Arrogant. Stay Humble and be open to learning from markets.
✅ Do not deviate when bull is on rage mode. Know that corrections will come.
✅ Stocks can decline by 50% in a market fall of 10-15%, even the good quality ones.
✅ Focus. Limit Distraction. This is why I shut down all non-core services.
✅ Do not listen to people blindly. Many fund managers continue to underperform and people following them blindly have suffered (even a few of my ex-clients).

NIA raids Cochin shipyard over INS Vikrant theft case https://www.onmanorama.com/news/kerala/2024/08/28/nia-cochin-shipyard-ins-vikrant-theft.html

Zen Technologies To Sustain 50% CAGR For Next Three Years: Chairman Ashok Atluri https://www.ndtvprofit.com/business/zen-technologies-to-sustain-50-cagr-for-next-three-years-chairman-ashok-atluri

Hello Everyone, Happy to invite you all to enrol for model portfolios now. This service is aimed at retail and even HNI clients who just want stock names. Quality Stocks ✅ Growth ✅ Complete Package ✅

All new services have been updated at Moneycraft's website as well (www.moneycraft.xyz)

Very Interesting Indeed

Hello Everyone, this is the last month to sign up for portfolio advisory with old charges. We have introduced various services for retail clientele (including model portfolios) and thus, have decided to make some much needed changes to the Flagship Portfolio Advisory Service. From 1st October, Minimum Portfolio Size for Advisory will be 1 crore (from the current 25 lacs). Fee remains same at 2.5% per annum.

If however, you sign up by end of month, you will be able to enrol with much smaller portfolio sizes and can continue with us for as long as you wish to (Fee: 2.5% or 1.25 lacs, whichever is higher).

I wanted to start a trading related service as well but that has too much compliance issue so have decided to skip it altogether.

Our returns have been significantly better with larger capital as we are able to deploy money in SME shares and hence, this decision has been taken. Going forward we will also be capping maximum number of clients in this Advisory Service to maintain quality. Since Portfolio Advisory requires equal commitment and personal attention to all clients, a large base is unmanageable here. Thank you for the faith shown)

Too many people buying swiggy in grey market. These things never end well.

The way AI is evolving, I really don't know how our legacy IT companies are going to do in the future. 10 years down the road, we might see them shrink to a very large extent. Our IT companies have been very happily managing back end for large tech cos which were labour intensive and repetitive tasks. These tasks can be easily done by AI today. Money should shift out from these cos in the future.

A lot of the stocks falling today have low volume. We might only see a big fall if markets feel there is an escalation in Middle East. Israel reported 0 casualties and that has definitely kept things stable.