🌟 As 2024 dawns, it’s a special milestone for SNMA—10 incredible years! 🎊 Thank you for a decade of trust and unwavering support. 🙏 Here’s to the journey ahead and the continued success we’ll create together!
Wealth Insights
My article on Multi Asset Funds was published on 2nd Oct 2023, in Hindustan Times- Hindi – Noida Edition.
Stability with Superior Performance, Multi-Asset Funds juggle between different Assets Like Equity, Debt, Gold, and others to generate superior risk-adjusted returns. ICICI Pru & Kotak Multi-Asset funds have been able to beat benchmarks Like SENSEX (100% Equity) by smartly moving within these assets and keeping the Average Equity Exposure low at 45%-60% range. My article on Multi Asset Funds was published […]
Have you heard about UDGAM?
RBI has introduced an innovative centralized platform called UDGAM (Unclaimed Deposits – Gateway to Access Information). It allows you to explore unclaimed deposits across various Indian banks through a unified interface. Its primary objective is to centralise data from different banks, which will make it easier for individuals to search and retrieve their forgotten deposits. PSUs […]
Mr. Yogendra Shah’s Article Published in Hindustan Times, Noida
Large & Mid Cap Fund: A Worthwhile Option for Equity Investment Given the current economic uncertainties amid global challenges relating to political developments and rising tensions across the world, the markets witnessed extreme volatility in the last one year. This is expected to continue in the short to mid-term. But the fact is that India […]
2023 – What Lies Ahead.
Despite massive pessimism around the global economy right since the start of the COVID crisis, the global economy has reshaped and fought back. The year 2022 brought back again fear of recession in developed economies. But investing prudence always lies in looking at the larger picture not only at a chip of the block. […]
Journey Is Unnerving, But Rewards Are Immense.
Ever wondered how Rakesh Jhunjhunwala made Rs 46,000 crore from a humble Rs 5000? He made his First Investment in TATA Tea in 1985 and managed to Triple it up in the next 6 Months, but his BIG bet which helped him strike gold was his Investment in TITAN, he invested in Titan at a time when no one would have known […]
Dynamic Bond Funds can help make High Returns if timed Right
Dynamic Bond Funds are the category of Debt funds that if timed right can match Equity returns. – Mr. Yogendra Shah – Head Advisory, SNMA Wealth article on Dynamic Bond Funds Published in Hindustan Times- NOIDA Edition on 22 Sept 2022. Dynamic bond funds can help navigate through the impact of interest rate cycles. While […]
5 Retirement Blunders you likely to Make.
Off late I came across an elderly in his early 70s, a stage in life when one would want to feel financially secure and depend on his life’s savings. But he suddenly realises that he is left with a meagre retirement corpus that would barely serve him for next 4-5 years if he continues to maintain […]
Gold did’nt deliver what Street was expecting?
📍 Last 10 years (2012-2022) Gold didn’t deliver what it is thought to be. Price in USD term just hovered between 1750-1950. But it’s an Asset which is Known for its lumpy returns. Years of Non-perfomance and then a sudden spurt. 📍 Why did it happen ? Last decade US Equities did phenomenally well, Cryptos […]