π FiSC CAPITAL Performance Dashboard β November 2024 π
π November Highlights:
1οΈβ£ Market & Portfolio Recovery:
- After October’s downturn, markets have bounced back, and so have our investors!
- Gains: Investors who utilized the dip are already up 7-10%.
- Recovery: Most portfolios are near their all-time highs, while some smaller, low-diversification portfolios will require longer durations.
π‘ Key Insight: Low-budget investors benefit more from mutual funds due to better diversification and lower volatility.
2οΈβ£ Strategic Decision:
To prioritize results for small investors:
- We’re phasing out the βΉ1500 subscription plan.
- Small investors can join our free mutual fund investment plan, which provides diversified, low-volatility options.
3οΈβ£ Pre-IPO Success β Swiggy Shares:
We made our first move into the unlisted space, securing Swiggy shares for our clients:
- Arranged shares at βΉ490 and βΉ410 (CCPS) for investors.
- Current market value: βΉ517, delivering immediate profits!
- Why FiSC CAPITAL? We donβt suggest random stocksβour recommendations are backed by industry research and confidence in future growth.
π Analysis: The Food Delivery & Quick Commerce industry shows growth potential, making Swiggy a promising bet alongside Zomato.
4οΈβ£ Performance Update:
- Total AUA: βΉ6 Cr β a significant rebound despite low inflows during Diwali and wedding season.
- Stock AUA: βΉ4 Cr β reflecting higher interest in equity investments.
- Big 5 Portfolios:
- Outperforming the market in stocks.
- Maintaining positive alpha in mutual funds.
- Recovery: Most MF portfolios affected in October have either fully recovered or are nearing recovery.
π‘ Key Takeaways for Investors:
- Diversify to manage risk effectively.
- Strategic investing during market dips drives long-term profitability.
- For small budgets, mutual funds offer optimal growth with low volatility.
π’ Feedback Time: What details would you like us to include in future updates? Comment below!
Invest smart, invest with FiSC CAPITAL. π
π Statutory Disclaimer: Investments are subject to market risks. Please read all documents carefully.
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