SIP is the 8th wonder in the world. Compounding will kick in during the later stages of accumulated wealth.
Did you know? Warren Buffet wealth started skyrocketing after 25–30 years. The solution here is
to start investing early and be consistent with the investments.
Which can be seen from the above table. We have seen investors stopping the SIPs if they have not
seen returns for 2-3 years. The trend is changing off late, but last 4 years, we have seen markets
just going up. The data may not be accurate.
Like any investment, they will not keep performing year on year, there will be challenges or
hurdles in between, but our job is to choose the right funds, good asset allocation, and continue to
believe in the story of India and equity returns in the long run. In our next article, we shall publish,
the rolling returns of the different funds by taking different time horizons.
Equity in the long term, has been the best-performing asset class.
We at Vika Wealth, do a comprehensive Income-Expense study of the individuals and map them to long-term goals. In that way, planning can be diligently done.
Our job is also emotionally managing the investors’ expectations during good and bad times in the
market. Not just selecting the funds and allocating money and leaving it forever. We also try to, if
the opportunity provides during the investment journey, to get the funds or profit book.
Equity investment is like a roller-coaster ride, you will have ups and downs. Choose an advisor who
can be with you during thick and thin, and also have a good investment process. Rather than
investing your hard-earned money blindly.
Our goal is to make you a better investor, keeping Risk vs Return in Mind.
Best Regards
Sri Subhash Yerneni,
Founder,
Vika Wealth.
Disclaimer: All the above views are for educational purposes and are not given as investment advice.
Sri Subhash is an astute banking and finance professional with 14 years of real-world experience in wealth management, advisory of financial instruments such as mutual funds-equity and debt-alternate investment funds ( AIF)-structure and offshore products-private equity-venture capital/debt-bonds and MLDs-priority banking-cash management-team management-and working with various cultures in various nations.
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Plot No. 104, Usha's The Felicity, Fourth Floor, Road No. 2, Kakatiya Hills, Jubilee Hills, Hyderabad, Telangana 500033
Copyright © 2025 VIKA WEALTH – All Rights Reserved.