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πŸ“Š FiSC CAPITAL Performance Dashboard – November 2024 πŸ“ˆ

🌟 November Highlights:

1️⃣ 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.

πŸ’‘ Key Insight: Low-budget investors benefit more from mutual funds due to better diversification and lower volatility.


2️⃣ Strategic Decision:
To prioritize results for small investors:

  • We’re phasing out the β‚Ή1500 subscription plan.
  • Small investors can join our free mutual fund investment plan, which provides diversified, low-volatility options.

3️⃣ Pre-IPO Success – Swiggy Shares:
We made our first move into the unlisted space, securing Swiggy shares for our clients:

  • Arranged shares at β‚Ή490 and β‚Ή410 (CCPS) for investors.
  • Current market value: β‚Ή517, delivering immediate profits!
  • Why FiSC CAPITAL? We don’t suggest random stocksβ€”our recommendations are backed by industry research and confidence in future growth.

πŸ›’ Analysis: The Food Delivery & Quick Commerce industry shows growth potential, making Swiggy a promising bet alongside Zomato.


4️⃣ Performance Update:

  • Total AUA: β‚Ή6 Cr – a significant rebound despite low inflows during Diwali and wedding season.
  • Stock AUA: β‚Ή4 Cr – 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.

πŸ’‘ 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.

πŸ“’ Feedback Time: What details would you like us to include in future updates? Comment below!

Invest smart, invest with FiSC CAPITAL. πŸš€

πŸ“Œ Statutory Disclaimer: Investments are subject to market risks. Please read all documents carefully.

#FiSCapital #NovemberPerformance #StockMarket #MutualFunds #PreIPO #SwiggyShares #InvestmentGrowth #FinancialFreedom

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