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TheWealthWisher (TW2)

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Stocks

What Nifty PE Ratio Tells You About Present Nifty Valuation?

by Madhupam Krishna

Nifty, PE Ratio, Price to Earnings ratio, stock market

PE ratio

The full form of PE ratio stands for price to earnings ratio and it is one of the most simple but very helpful buy/sell indicators for all investors who believe in buying good companies at throwaway prices. It is used to analyse valuation. It helps in judging how cheap or expensive a particular stock orRead More

Concept of Profit Booking…When Markets are All Time High

by Madhupam Krishna

agents, high market, profit booking, stay invested

profit booking

The 3 most immature advice by so-called matured (by age or experience only) agents in favor of profit  booking when markets are all time high are: Markets are no one’s relative, You should run what you have and exit. Stop your investments. STOP YOUR SIPs for the moment. Let’s switch investment to liquid fund. WeRead More

Learning Value Investing

by Madhupam Krishna

investment, investor, Investor Awareness, savings, value investing

learning value investing

I have been reading about Value Investing for about 8 years now, and with risking that you may doubt my credibility to write on this website, I would say that finally, it has started sinking in me. It took long because I had to unlearn a lot to learning value investing. It really tested whatRead More

What Is Blue Chip? Infographic

by Madhupam Krishna

blue chip, blue chips, bluechips, large cap

blue chip

Oliver Gingold, who worked at Dow Jones, coined the phrase ‘Blue Chip’ in 1923. This term came into vogue after Gingold, while standing near the stock ticker at a brokerage firm, noticed that several stocks traded at $200 or more per share. He called them ‘Blue Chip Stocks’ and wrote an article on them. That’sRead More

Best Investment in Long Term – Equity Investment

by Madhupam Krishna

equity, equity investment, market, mutual funds, returns

best investment long term

The recent returns from MFs and equity are mouth watering. Pundits have started digging history to show that its danger zone ging ahead. And this gives rise to question – Is Equity – Your best investment long term? If yes how to invest more and make money? Or simply a long-term investment in mutual fundsRead More

Equity Performance – What Lies Ahead In 2017-18

by Madhupam Krishna

equity, equity investment, FDI, FII, Fiscal Deficit, GDP, GST, market, mutual funds, PE Ratio, sensex

equity performance

The financial year is ending, and yes if you have invested in Equity – the performance must have delighted you. But as the old saying goes “what goes up, comes down too”, the equity markets with opportunities calls for caution too. So we thought to analyze what will drive the equity performance in coming years.Read More

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WealthWisher Financial Advisors (Also referred as The wealthwisher.com or TW2) is an Advice platform, where we help an individual, managing personal finance in easy and smart manner & taking informed decision . The person managing WealthWisher Financial Advisors Mr. Madhupam Krishna is a SEBI registered Advisor. Post advise, one can execute transactions with your banker, stock broker or agent/ financial intermediary. We also offer transaction services through various associations, at a substantially lesser cost to our clients, as compared to other financial intermediaries, so that you start your financial plan with savings. WealthWisher Financial Advisors may earn commission or distributor incentives for providing transaction services or referring customers with third party service providers as per customer’s agreement. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by WealthWisher Financial Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The products discussed or recommended here may not be suitable for all investors. Investors must make their own informed decisions based on their specific objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, customers may please note that neither WealthWisher Financial Advisors nor any person connected with any third party companies or service providers of WealthWisher Financial Advisors, accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an action. Stocks in the equity portfolios are filtered at various levels. Initially, the stocks are filtered on the basis of the size of the company and the sector of the company. The company's fundamental parameters are tested using various parameters related to inventory days, employee cost, power cost, taxation etc. Finally, the volatility in the price performance as well as the future growth prospect is viewed and accordingly the stocks are classified in various portfolios. While building Mutual funds portfolio, factors like size of the funds, the historical performances (return) of the schemes, expenses ratio ,the sector in which the scheme invests and volatility are considered.
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