SARATHI JAROORI HAI !!!

The ace archer.
Winners of many battles.

The most loved disciple of his Guru. Yet even the all-powerful Arjun had self–doubts. He needed Krishna to guide him.

The most talented champion athletes still need coaches.
The higher you go, the lonelier it gets, and the journey often looks more challenging.

All of us need a helping hand in different walks of life, be it health, wealth, religion, spirituality, education, or career. Working through competent processes and seeking the right guidance is not a weakness. It is a strength.

At Akerkar wealth in your wealth-building process, we do handholding through tough times and guide our clients to achieve their financial needs. We are not product peddlers but options providers to your financial problems.

We use a unique approach, ie, a Top-down and cyclical approach on Asset classes to invest for our clients. We strongly believe in the ' Skin in the Game ' philosophy.

Do let us know how we can contribute and help you and your loved ones to solve your financial problems.

 

Blog by Mr.Santosh G Akerkar for educational and knowledge purposes only.

Fund Focus…. DSP Value fund

DSP value fund has a unique investment style. This fund invests 25% in Global stocks and 75% in Indian equities. It’s a good design and complimentary. Strategy to all equity funds in India because it has Zero exposure to lenders (vs 25% in index and funds) and this 25% is deployed globally into good companies at good price.

There is more excitement about newer funds and strategies (Including global fund at gift city).

As human beings, we prefer crossing easy ideas and designs. The portfolio is actually a flexi cap India and the world.
Case study of Global portfolio company DSP value fund,

SK Hynix – (Global Chip Company )
Memory chips demand exploding globally.
Samsung and SK Hynix signed agreements to supply chips and gear for open AI’s star gate supercomputer project, with demand projected at ~ 9, 00,000 wafers /months, more than double current global HBM capacity. Stocks still trade at 5-6x fund pe.DSP value funds hold position in this stock.

Best way to invest in fund - SIP

Bitter Pill – 20% of Doctors obese, 53% diabetic, 24% hypertensive. Yesterday's news regarding Health condition of doctors.

If Knowledge was everything…….

It’s not just knowing that makes us better at anything. Knowledge is only the beginning.

What truly matters is execution and execution demands discipline. Whether it is health or wealth the rule is the same. And when it comes to non –core areas of life, taking help is not a weakness, it is wisdom. Being a doctor does not automatically make someone healthy.

In the same way, knowing about a fiancé does not make one a better investor. For the same level of risk better outcomes require experience and experience comes with a regular guide who brings structure, discipline and perspective.

At Akerkar wealth, we focus on your wealth creation with prudent strategies with our 22 years of experience.

Let us know if you or your friends or colloquies or family need our advice.

 

Blog by Mr. Santosh G Akerkar for Educational and Knowledge purposes only.

Contact Us

FinVanshika Financial Services Pvt Ltd
Office Address:
D-1002, Vantage 21,
BRT Road, Above Max,
Pimple Saudagar,
Pune 411027
Mob No. 8767764402
Email:- vanshikafinserv26@gmail.com

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