PERSONALISED INVESTMENT MANAGERS

Vol. 6, Jan 2022

06 January, 2022


          
            Vol. 6, Jan 2022

As the year 2021 goes by with the sonic boom of the SENSEX having initially crossed 50k right after the 2nd COVID wave, and then spectacularly leaped to the 60k landmark, we take a look back at how it impacted all of us and how Sinhasi made a difference wisely at every significant moment.

At a glance, here's a timeline of 2021 from our perspective.

Do read on to get a comprehensive view on how 2021 panned out for the Sinhasi Investor Community and catch up on key points of impact.

 


MAKING SENSE OF THE SENSEX
Zen of Investing & the Markets

At 45k, the market was poised at an all-time high from Dec '20 after the previous year’s roller coaster ride from Jan '20 through the market crash in March 2020 and eventual re-consolidation of the stock market due to Covid 19.

2021 was poised interestingly and the below graph is how it played out.


THE SINHASI IMPACT:
Due to much awaited correction at the end of Dec, 2021, lump-sum investments into Equity MF & PMS from debt MF were done in a timely manner to ensure the health of your wealth.


 

DYNAMIC BALANCE & MARKET TURBULENCE
The 60K CONUNDRUM

Post the 2nd unlock, everyone had questions.

"What would happen next?"
"What should we do?"


To allay concerns and help chart a way forward, we conducted Sinhasi Thought Leadership Webinars with Market Experts/Fund Managers on Bulls vs. The 3rd Covid Wave in the months of June and July '21.

 

The Key Questions that needed Answers

  • Should we book profits or take a cash call now that the market has hit a high?

    READ THE ANSWER & TIPS SHARED BY GIRIK CAPITAL

  • How will the US Market dynamics impact the global bourses especially India?

    READ THE ANSWER & REASONS SHARED BY ICICI PRU ASSET MGT.

The positive response to this initiative spurred us into creating more insightful content on sinhasi.com.
SCROLL DOWN TO KNOW MORE

 

KNOWLEDGE IS THE KEY TO HOLISTIC WEALTH
Sinhasi for You

Monthly Updates
HEALTH OF YOUR WEALTH

As a monthly action, apart from keeping all clients informed on the status of their investments, the Sinhasi Team also undertakes a detailed analysis called "Health of your Wealth" that covers

  1. Key Impact Factors and Events (positive, negative, or neutral for the month).
  2. Key risks for Equities. Key Events & Takeaways
  3. Actions - What one must do going forward for sustainable alpha returns
  4. Customized Portfolio Assessment report (sent via email)

READ RECENT ARTICLES
OCTOBER 2021NOVEMBER 2021

 

Should you need more information on this, please let us know.


 

Track your Portfolio anytime, anywhere.
THE SINHASI CLIENT PORTAL

Informed Investment Decisions
SINHASI BLOGS

We entered in year 2021 with the hope – 'Covid will go away, life will resume, etc…'However, we experienced a far more severe impact of covid, the market corrected, but rebounded back to a new high. And here we are, ending the year with some concerns but also a way forward. And to ensure you are always well-informed, we've curated a variety of articles on www.sinhasi.com (Click to Visit).

We start the New Year 2022 with new hope. We will remain calm and balanced. Panic or euphoria only disturb the set financial goals.

In line with our experiences over the last year, we have selected some other key articles that should help us all prepare for the coming year too.

Explaining Registration and Probate of a Will
READ NOW

Can I time my Investments in Equity Markets?
READ NOW

The importance of discussing your Financial Investments with your Family Members
READ NOW

Are we too critical of our children's ability to plan their finances?
READ NOW

Securing our Financial Accounts: Cyber Security
READ NOW




SINHASI & SOCIAL RESPONSIBILITY
Stepping up for the larger good

Sinhasi and Sri Krishna Wellness Yoga Centre supported the efforts put into Bangalore during the second wave. Over a 1000 ration kits, were distributed to people who had lost jobs and truly needed the support for their survival.

Our sister concern Sri Krishna Wellness Yoga Centre underwent a renovation last year. During the second lockdown, we had around 15 migrant labourers from various parts of India working with us who were worrying about moving back versus staying back amidst uncertainty.

We offered them a simple plan.
Stay with us on-site and we will provide you the required infrastructure facility, food etc. so that you can continue your job.

They all opted to stay and continue to earn so that they could help their families back home, during the hard times.

LOOKING AHEAD TO 2022
As the year comes to a close, we hope that the Zen of Investing continues to pave the way for all of us towards the eternal goal of Holistic Wealth.


Mimi Partha Sarathy & Team Sinhasi