Perfect Wealth

Perfect Wealth, led by @ashishkila with 20+ yrs of expertise, offers PMS/AIF, mutual fund, advisory solutions.

Enquire:

[Perfect Wealth @PerfectWealth_]

Your wealth deserves more than just products, it needs a plan

At Perfect Wealth, we craft personalized strategies backed by research & experience

MFs | PMS | AIFs | Custom Advisory

📧 [email protected]
📱 [phone]

[Perfect Wealth @PerfectWealth_]

Finance Cheat Sheet

[Perfect Wealth @PerfectWealth_]

If you earn ₹12 lakh a year and have no term insurance, here is what you have done.

You have left your family financially exposed to the single biggest risk in personal finance — your absence.

The math is simple:

◆ Age 30. Non-smoker. ₹1 crore term cover — as low as ₹8,000 per year
◆ That is ₹667 per month to protect ₹1 crore for your family
◆ Delay to age 40 — same cover costs ₹15,000–20,000 per year

Every year without a term plan is a year your family's financial security depends entirely on you staying alive.

Buy the cover. Then invest the rest.

[Perfect Wealth @PerfectWealth_]

Rajesh Exports Fake Revenue Exposed by SEBI

[Perfect Wealth @PerfectWealth_]

Top 10 largest stock market in the world

[Perfect Wealth @PerfectWealth_]

How to read an Annual Report

[Perfect Wealth @PerfectWealth_]

Two new SIF funds launched in May 2026:

◆ Union Mutual Fund — Arthaya Equity Long Short Fund (May 4, 2026)
◆ Tata Mutual Fund SIF — Titanium Equity Long Short Fund (April 27, 2026)

Also new ETFs in May 2026:
Groww Nifty Private Bank ETF (May 7, 2026)
◆ Edelweiss Nifty Next 50 ETF (May 4, 2026)
◆ Axis Nifty Capital Markets Index Fund (May 4, 2026)

The product universe in India is expanding rapidly — from pure equity to long-short strategies, sector ETFs, and capital markets index funds.

More options mean more choices. But the basics still win: stay diversified, keep costs low, stay invested.

[Perfect Wealth @PerfectWealth_]

DCF Cheat Sheet

[Perfect Wealth @PerfectWealth_]

The market fell 9% in March 2026.

Most people felt like selling.

The right move was the opposite.

◆ Every major correction since 2000 has recovered fully — and gone higher
◆ Nifty 50 CAGR from 2000 to 2025: approximately 13% per year
◆ Every investor who stayed invested through every crash is up

The market does not reward the smartest person in the room.

It rewards the most patient one.

[Perfect Wealth @PerfectWealth_]

Finance Mind Map

[Perfect Wealth @PerfectWealth_]

Warren Buffett's Must Read Books

Credit - @Vivek_Investor

[Perfect Wealth @PerfectWealth_]

Morgan Housel

[Perfect Wealth @PerfectWealth_]

One fund. ₹1.41 lakh crore AUM. Built without a bank backing it.

Parag Parikh Flexi Cap Fund became the first active mutual fund in India to cross ₹1 lakh crore AUM in May 2025.

What makes it different:

◆ Only flexi cap fund allowed to invest up to 35% in international stocks
◆ Can hold large cash positions when markets look expensive
◆ 5-year annualised return — 15.77% as of May 2026
◆ ₹10,000 invested at launch in 2013 grew to ₹85,396 by September 2025

Built on value investing. Managed by the same team since inception.

The biggest active fund in India does not come from HDFC or SBI. It comes from a house that let performance do the talking.

[Perfect Wealth @PerfectWealth_]

Finance Mind Map

[Perfect Wealth @PerfectWealth_]

The Net Worth Cheat Sheet

[Perfect Wealth @PerfectWealth_]

India's unclaimed financial assets run into thousands of crores.

The reason is almost always the same: no nomination, or outdated nomination.

◆ Mutual fund folios without nomination — family cannot claim without lengthy legal process
◆ Bank accounts without nomination — treated as estate, requires succession certificate
◆ Insurance policy with wrong nominee — claim goes to wrong person or gets disputed

Takes 10 minutes to fix. Most people have not done it in years.

Checklist for this weekend:
◆ Update nominee in all MF folios (online via AMC portal or platform)
◆ Update nominee in bank accounts
◆ Check insurance policy nominees are current

Wealth without the right nomination is not your family's wealth. It is paperwork waiting to happen.

[Perfect Wealth @PerfectWealth_]

6 Asset Allocation Mistakes sabotaging your SIP

[Perfect Wealth @PerfectWealth_]

“In 2008, we tried 4 times to get 20% of Satyam Computers $1 Billion cash in our liquid fund, but they refused.”

“We got suspicious, never bought the stock and finally when the fraud came out, we were so happy”

“So in India, if you have a situation where Cash is greater than the Market cap, you have to doubt it and do a lot of stewardship.”

- S. Naren

H/t - @CAronitpereira

[Perfect Wealth @PerfectWealth_]

₹5,000 SIP started at age 25 vs ₹10,000 SIP started at age 35.

Same retirement age. Same fund. Same returns.

◆ Age 25 investor — ₹5,000 × 35 years at 12% = ₹3.24 crore
◆ Age 35 investor — ₹10,000 × 25 years at 12% = ₹1.89 crore

Investing double the amount. For 10 fewer years. Still 41% less wealth.

Time is the only thing money cannot buy back.

Start early. Even small.

[Perfect Wealth @PerfectWealth_]

Stock name is Fiem Industries

Co. enjoys a significant market share for supply of automotive lighting & signaling equipment and rearview mirrors to Two-wheeler and Four-wheeler OEMs[

[Sachin Chaudhari @suryachaudhary1]

See the confidence of HDFC Small cap fund in this stock

Complany belongs to Auto anc.

[Perfect Wealth @PerfectWealth_]

@Mf360WW For Wealth Management related enquiries - https://t.co/6PLIuhoe8P

Disclaimer: Investments in the securities market are subject to market risks. Please read all scheme-related documents carefully.

[Perfect Wealth @PerfectWealth_]

Why is the Indian Rupee Falling

Credit - @Mf360WW