Bharath Sudharsanam-NISM Certified

Helping one build wealth with disciplined MF SIPs. DM to get Started.
Bharath Sudharsanam
AMFI registered MF Distributor
ARN-357677.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

You don’t wait until you’re rich to start investing. You invest so you can Reach being "rich".
At @ReachRichez , we believe the smallest step (a ₹500 SIP) is better than the longest wait. 🏔️

Let's take first step towards riches today.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

Want to share Mr. Thakkar’s take on INR-USD. Worth watching.

#SIP #Mutualfund

[Bharath Sudharsanam-NISM Certified @ReachRichez]

AI specific developments and companies are definitely a game changer.Japan and Korea saw their ATH intraday last day, Primarily driven by tech and industrial stocks. There are ETF and funds in India investing in these markets. #Investing #SIP #Mutualfund . DM to consult today.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@MashraniVivek Yes. I did and enrolled myself in the course. Will check it out by week end.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

Sharing something interesting that I read.
Continuing SIP for 5 years - 67.8% chance of getting 12% returns.
Another 2 years - Probability increases to 74%
Another 8 years - Whopping 98% chance of beating 12%. - Patience & Discipline definitely rewarded.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

Out of total Equity AUM,
Large Cap - 3.65 LCR
Mid cap - 4.17 LCR
Small Cap - 3.33 LCR.

Mid & small caps inching near or overtaking large caps. Usually the go to funds remained Large caps, but is seen a change. I think it is because of the reward the risk gives. Thoughts?

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@MashraniVivek Power is what I was watching. Good to see others as well.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@iamankitpande I would say, this is a better understanding. What you have explained is a very old mistake we have been doing for years. Add on top of your plan, some backup, do calculations with bit more conservative returns and go for it.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@monikahalan Great. My wife doing SIP's in her name. I follow your podcasts and videos.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@nehanagarr So different. Never had a thought like this. After reading, feels true.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@smksrikanth @sunilgurjar01 I’m unaware of EPACK, others looks decent selections.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

How the funds have fared the recent slump. Definitely, this will recover and should reach/overtake the benchmarks. Good chance to enter.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

Cash held in MF’s are getting deployed aggressively. Yet few funds like PPFAS flexi and SBI small caps still hold more than 10% cash. Signals there are opportunities taken and few more yet to be. There is entry point for everyone.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@dmuthuk FD's still has its part. 😆😆

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@BaluGorade Saying one as "Investment" and "Insurance" is misleading. A product can be either of those but not both. They are altogether different world's.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@ThetaVegaCap I believe, these people will come back after seeing the runs past 3/4 days.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@monikahalan It covers few more essentials like Hospital room rent, consultant fees. There is NCB also. Only thing is, It doesn't cover OPD.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@Atulsingh_asan MF's allows to spread the money among multiple large cap stocks. Instead of taking the bet on one single stock, we have a pool of large cap stocks now, on hope that even if one lets us down, other may compensate. MF way is still better I believe. Just my opinion.

[Bharath Sudharsanam-NISM Certified @ReachRichez]

@Atulsingh_asan Few would have entered without knowing what they are doing. Also a possibility that, one having multiple accounts closed one or two. Irrespective patience is needed.