9819641432 Phone
pankaj@wealthcircle.co.in Email

About Us

Wealth Square is an independent, unbiased financial advisory Services. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, Portfolio Management Services, life and health insurance schemes, fixed deposit schemes, IPO, NCD & Bonds to find the one best suited for your financial goals. As a policy we give equal importance to all our clients irrespective of their investment value.

We are today serving all types of clients – right from “Do it yourself” investors who know what they want, to investors who are looking for a second opinion on their selection, to investors who want to rely on an Expert Financial Planner who will be their ‘Financial Doctor’ and will work with them towards achieving their life time financial goals.

Mr. Pankaj Thakare and Mrs. Ashwini Patil are the two young budding generation entrepreneurs who began the journey of Wealth Square.

Mr. Pankaj Thakare and Mrs. Ashwini Patil both are the Founder of Wealth Square and having experience more than 9 Years in the areas of Fund Management & Financial Advisory.

Driven by their passion for financial well-being of customers & the mission for transforming lives, the founders started this journey of financial wellness. Both believe that the trust of our investors will play a very important role in this journey, and in every step that is going to be taken is with uttermost care & honesty. The desire is to help the masses access the best of the financial products & services and thereby positively transform their lives

1) Financial Planning 

2) Wealth Management

3) Insurance Planning

4) Tax Planning

View More

Features

Family Account

Access your family member's Portfolio
with one single login

Login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Login

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Login

Reports

View your current market value,
your profits & losses.

Login

Calculators

Calculate the amount of wealth
required for your goal

Login

Factsheet

Explore Mutual Fund schemes
and their performance

Login

Focused Funds

Check out our recommended funds
and invest into them

Login

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Login

 

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

View More

Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – September 2020.

  

Key Events:

·         1Q FY21 Real GDP growth contracted by 23.9% YoY, weaker than the street estimates. Led by a strict lockdown and labor migration, construction was the worst hit, followed by trade, hotels, transport and communication. 

 

·         MPC took a pause in the rate easing cycle while refraining from giving any specific forecasts on growth & inflation given heightened uncertainty.

 

·         July’s CPI print of 6.9% (v/s 6.2% in June) drastically reduced chances of a rate cut for the rest of this fiscal year. RBI’s recent policy statement had predicted inflation to stay elevated till Sep and see moderation in 2HFY21.

 

·         India’s trade balance turned to a deficit of ~$4.8bn in July are a rare surplus of ~$0.8bn in June, as gold and other imports started to pick-up. Exports in July were down ~10% in July at $23.6bn while imports at $28.4bn.

 

·         India’s fiscal deficit stood at Rs8.2trn at the end of July, at ~103% of the budgeted target for the current fiscal year. Sharp fall in tax receipts coupled with resilient government expenditure led to the high deficit in the period.

 

·         After an erratic July, August witnessed excess rainfall of 26%, highest print since 1901. Rainfall is already at a record in states of Maharashtra, Madhya Pradesh, Gujarat, and Odisha.

 

·         Indian Equities moved slightly higher (Nifty +2.8%) in August.

Please click here for Monthly Equity & Debt Outlook Presentation – August 2020

 

Key Events: 

·         Nifty (+7.5%) made new highs (breaching 200DMA & 11k for the first time since March fall) in July but more than half of its gains were contributed by just two stocks.

·         After a sharp recovery (>+50%) from April lows, activity levels peaked in early-July and were still >15% below pre-Covid levels.

·         The MPC, unanimously, kept the repo rate unchanged at 4% but retained the ‘accommodative’ stance.

·         Headline CPI moderated to 6.1% for June after peaking at 7.2% in April. Core Inflation at 5.1% was still elevated in June suggesting that despite the subdued demand, the supply disruption led CPI to spike

·         After almost 18 years, India reported a trade surplus of $0.8bn in June driven by broad-based export rebound and still weak import demand. Oil imports were suppressed by low oil, but non-oil trade improved sharply

·         Centre’s fiscal deficit during 1Q of this fiscal stood at ~83% of Budget Estimate. Reports suggested that actual fiscal deficit for FY21 could be as high as 7.6%, almost 2x budget

Please click here for Monthly Equity & Debt Outlook Presentation – July 2020

·       Nifty (up +7.5%) finally decoupled from the US markets (S&P up only +1.8%) and outperformed during June.

 

·       Despite the headwinds, Indian markets continued to rise due to high foreign inflows (+$2.5bn, highest monthly inflows in 2020) and marginal domestic institutional buying (+$0.3bn). In sectorial trends, all sectors were up v/s May with Realty and Banks at the top.

 

·       After the border clash with China led to 20 Indian casualties, the Indian forces deployed along the 3500-km border were given “full freedom” to counter any aggressive Chinese behavior . Later both countries, however, agreed on a “step-wise mutual disengagement” from areas of friction in Ladakh averting further escalation. 

 

·       IMF projected a deeper 4.5% contraction (vs -1.9% in April) for India in FY21 citing a longer lockdown period and slower than anticipated recovery. FY22 growth forecasted at +6% vs +7.4% earlier.

 

·       Moody’s downgraded India’s rating to Baa3, last level of investment grade rating, while keeping outlook as negative. whereas Fitch reaffirmed BBB- rating but changed the outlook to negative. S&P retained BBB- rating with a stable outlook. 

 

·       The gross GST revenue collected in the month of June, 2020 is Rs 90,917 crore.

 

·       The India Manufacturing Purchasing Managers Index (PMI) edged up to 47.2 in June, compared with 30.8 in May.

 

·       May merchandise trade deficit narrowed to a decade low $3.2bn on weak crude and faster recovery in exports vs imports.

 

·       RBI’s FX reserves hit a record $500bn on portfolio inflows and lower trade deficit.

Equity Market Outlook - December 2020 by Mr. Harish Krishnan
02/12/2020 11:40:15
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (English)
01/12/2020 12:29:19
Kotak ESG Opportunities Fund - Invest in a Better Tomorrow.
01/12/2020 12:29:00
 

Contact Us

Phone

9819641432
Email pankaj@wealthcircle.co.in
Address: Opal B1 / 504
Yogi Dham
Kalyan (W) 421301.