8961224725 7003417573 Phone
mrinmoybasak87@gmail.com Email

About Us

Know About M B Wealth

MB Wealth is promoted by a team of long serving financial service experts having an excellence experience Mutual fund,Insurance,Capital &Debt Market and allied services. Our team cater solutions for the investment and financial requirements of  Middle class, High Net Worth and Corporate clients.

In a world of unlimited alternatives and standardized offerings, M B Wealth holds the belief that the customer should be given a window of opportunity to define their own space.

MB Wealth provide the customers financial solutions which have been designed bearing each and everyone’s unique needs in mind.

MB Wealth is the ultimate destination for customized choices and personalized service.

 

MB Wealth provides you a new edge of technology.

M B Wealth Investment App is the SMARTEST way to track investments, the FASTEST way to access your Financial Advisor, SIMPLEST way to manage portfolio and COOLEST way to stay ahead. This app allows clients to be updated about their live investments – 24*7 on the go. With this app enjoy the digital power of transacting, scheduling reports, viewing and much more

Download M B Wealth Investment App:- https://play.google.com/store/apps/details?id=com.mbwealthinvest.app.mbwealthinvestment 

Key features of M B Wealth Investment App:

· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View – News and Videos
· Schedule tasks for your Advisor
· Alerts – SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies

Download M B Wealth Investment App:- https://play.google.com/store/apps/details?id=com.mbwealthinvest.app.mbwealthinvestment 

Product and Service Offered

Mutual Fund

Life Insurance & Health Insurence

Equity, Derivative, Currency, & Commodities Trading  

Fixed Deposit, NCD etc.

Advisory Service 

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

What Is a Mutual Fund?

A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

 

KEY TAKEAWAYS

  • A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities. 
  • Mutual funds give small or individual investors access to diversified, professionally managed portfolios at a low price.
  • Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek.
  • Mutual funds charge annual fees (called expense ratios) and, in some cases, commissions, which can affect their overall returns.
  • The overwhelming majority of money in employer-sponsored retirement plans goes into mutual funds.

View More

Market Views

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

 

Key Events:

 

  • Nifty (+11.4%) rallied sharply in November, as a global risk-on triggered by a Biden victory, positive vaccine developments and dollar weakness (DXY fell by ~2.3% in Nov) led to strong inflows into EM markets
  • FIIs pumped in ~$9.4bn into India equities (highest ever monthly net inflows) partly driven by MSCI rebalance, as >$2bn of passive inflows were expected due to increase in Foreign Ownership Limits in various stocks
  • DIIs on the other hand, continued to remain net sellers including Domestic MFs as equity funds witnessed fourth consecutive month of net outflow in October as redemptions grew 20% vs September
  • Deceleration in real GDP growth moderated to -7.5% y/y in 2Q (vs -23.9% in 1Q). Rebound was led by manufacturing (+0.6% y/y vs -39.3% in 1Q) while subdued govt. spending dragged growth
  • CPI spiked to 7.6% in October, highest print since May’14 while core CPI also rose slightly to 5.8%. While inflationary pressures were broad based, food items led the sharp jump, partly due to unseasonal rains
  • Govt’s latest measures focused on urban consumption, infrastructure and Covid-affected sectors. Moreover, loan guarantee scheme was extended to 26 stressed sectors and healthcare
  • RBI released a pro-growth monetary policy decision. Kept Repo and Reverse Repo rate unchanged

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

Daily Podcast as on 23rd August 2021
24/08/2021 14:39:25
Weekly Podcast 16th - 20th August 2021
24/08/2021 14:39:12
Daily Podcast as on 13th August 2021
16/08/2021 09:41:20
 

Contact Us

Phone

8961224725 7003417573
Email mrinmoybasak87@gmail.com
Address: Biresh Pally South
Madhyamgram
Kolkata -700129