Wise Wealth Advisors

D.Muthukrishnan (Muthu), Certified Financial Planner- Personal Financial Advisor

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9th year

Posted by Muthu on January 1, 2015

Wishing you and your family a wonderful 2015.

We’ve completed eight years in this profession and entering the 9th year today.

Just to refresh; I got relieved from my employment on December 12th 2006 and formally started our organisation on January 1’st 2007.

I would like to take this opportunity to convey my gratitude for helping us grow by placing your trust on us.

Thanks a lot.

In Chennai, among the IFA (Independent Financial Advisors) category, we’ve the largest SIP book. We are maintaining this position for the last 4 years. We also understand from industry sources that even for entire Tamilnadu, among the IFA category, our SIP book size is the largest. We are proud of this as we believe that every SIP makes a meaningful change in someone’s life. Many of you who have been investing for last few years or in some cases for even last 7 or 8 years through SIPs have already started experiencing its benefits.

On this occasion, as always, we request you to stay the course with your SIPs and investments. SIP is a very good habit for wealth building. Focus on strengthening this habit in 2015. Keep increasing your SIP contribution at least once in 2 years and continue maintaining the long term orientation.

We became active on social media (Twitter) last year and now have 1041 followers. We get around 40,000+ views every month.

I’ve been writing regularly to our clients, friends and some fellow professionals for many years. As of now, the mail goes to around 400 people. I’m thankful to some of you who asked me to start posting these mails as blog posts. This has ensured that our mails are being shared with many outside this group of clients and friends. Many visitors have mentioned that they find our posts useful and inspire them to have long term orientation, develop patience and to stay the course. The blog has also helped us to get professional visibility and has even brought new clients. Starting the blog to post the emails was your idea and I’m thankful to you for the same.

This would be the 405th post in our blog. We now get around 10,000 to 12,000 views every month. At the time of writing this piece, we have a total of 2,39,417 views. The page which has got maximum number of views is ‘SIP Crorepathi’; with 18,519 views and counting. It’s no coincidence that we passionately focus and promote SIPs.

Sensex as on December 31’st 2013- 21170

Sensex as on December 31’st 2014- 27499

Sensex has provided a return of 29.89% for the calendar year 2014. Last year has been very good. As we repeatedly mention, we are in a secular growth story and would continue to make many new highs in the years and decades to come.

We believe that the ‘personal’ component in ‘personal finance’ is very important; basically working on one’s behaviour and approach towards money, savings, spending, investing, risk etc. I focus more on this in our professional relationship.

The more we help you shape your behaviour the better would be your success rate.

We want our clients to be amongst the minority who create huge wealth from equity by having strong long term orientation, high conviction, enormous patience and staying the course ignoring ups and downs.

You’ve done extremely well so far and we would continue to reinforce and assist you in shaping your attitude and behaviour towards investing and over all personal finance.

Thanks again.

Wishing you the very best for 2015.

4 Responses to “9th year”

  1. Nishanth Muralidhar said

    Muthu, your articles are informative and help boost conviction and focus.Wish you all the best in 2015 and all the years to come.

  2. J Ayyappan said

    Muthu – Congratulations and all the best. Wish you a very happy new year. Ayyappan

  3. Dear Sir,
    Wish you a very happy new year to u and ur family members…………
    U have a best place in my financial life …………Please keep it up,Sir………..

  4. ratnakumar72 said

    nice article…

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