7800770044 7310104444 Phone
mutualfund@shagarika.com Email

About Us

 

Shagarika Capital Consultancy Pvt. Ltd. is the name of trust in financial field since 2011, run by senior professionals Shashi Kumar Sharma, Bipin Chandra Pandey & Ravi Sharma.
 
We believe to make way of investment as simple as it can, with the use of technology and present updates.
Our experienced team always enrich customers by educating and guiding peoples for investing in different portfolios as per their need & demand.We always go for more satisfied customers rather than more AUM
 
Vision 
Empower people to interact and transact with diverse financial systems using  Shagarika Capital. Financial solution simplified.
 
Mission
Enhance Customer satisfaction and retention.Confirm to ethical business practices. To motivate continuous and fast paced learning across the organization to enable deliver state-of-the-art solutions.

 

Our Partners 

Navin Kumar Sharma - Bhagalpur

Brajesh kumar keshri - Rampur, Munger

Nitish Agrawal - Rajiv Chowk, Munger

Diwakar Kumar  - Rajla, Jhajha

Hira Mandal - Ekdara, Jhajha

Kumar Rajnishekhar Jha - Jhajha Bazar, Jhajha

Shashikant Kumar - Sultanganj

Chandan Kumar Bharti - Asarganj

Diwesh Kumar - Banka

Sajan Digital Studio - Asarganj

Ankaj Kumar - Kajra

Deepak Kumar - Rahmatpur

Rambha Kumari - Asarganj

Gunjan Kumar Jha - Asarganj

Mohd Shahnawaj  Alam - Jamui,Jhajha

Prafullit Singh -  Asarganj, Bihar

Nikesh Kumar - Asarganj, Munger

Manjay Kumar - Asarganj, Munger

Suman Kumar Gupta - Kauramaidan, Munger

Shatrughan Kumar - Asarganj

Ravi Kumar Sharma - Munger

Vinay Kumar - Asarganj, Munger

Adarsh Raj - Jamui, Jhajha

Rohit Kumar - Dharahra

Subhash Kumar - Dashrathpur, Munger

Ankit Kumar - Sitakund, Munger

Mohd. Shadab Parwej - Khankhq, Bihar

Pintu Kumar Yadav - Asarganj, Munger

Piyush Kumar - Purabsarai, Munger

Prabhash Ranjan - Baank, Munger

Abhimanu Kumar - Jamalpur, Munger

Aditya Kumar - Halimpur, Munger

Shashi Sharma - Prayagraj

Alok Kumar Singh - Naini

Manshi Studio - Mahuari

Jyoti Kumari - Danapur

Anirban Paul - Civil lines, Prayagraj

Jai Prakash Patel - Meja Road

Sarita Kumari - Gaya

Nitesh Pratap Singh - Karchana

Ksihna Chandra Mishra - Naini

Deepak Kumar Singh - Danapur

Nitin Kumar Gupta - Shankardhal, Naini

Dhananjay Kumar Pandey - Balia

Glowin Multi Services Pvt. Ltd. - Patna

Vijay Kesarwani - Bheerpur 

Alok Kumar Upadhayay - Balia

Prince Kumar Sinha - Gaya

Ashish Kumar - Bastar, Prayagraj

Pankaj Kumar - Kulbhasa

Balajee Services - Naini 

Bindu Goswami - George town, Prayagraj

Baburam Shukla - United College, Naini

Sucess Institute of Technology - Kaithi, Prayagraj

Sadhna Kumari - Gaya

Vikash KUmari - Kausmbhi

Vandana Shukla - PAchdewara

Google Internate Cyber Cafe - Naini

Google Browsing Center - Naini

Santosh Kumar - Dheeha

Madhup Kumar - Bharatganj, Prayagraj

Virendra Prasad Pandey - Panasa

Abhay Kumar - Bodh gaya

Rohit Kumar - Nalanda

Ranjan Kumar - Ara

Ramkant Sharma - Jhansi

Karuna Shankar Pandey - Jari 

Raju Kumar yadav - Prayagraj

 

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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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 trust that pools the savings of a number of investors who share a common financial goal. It is essentially a diversified portfolio of financial instruments - these could be equities, debentures/bonds or money market instruments. The corpus of the fund is then deployed in investment alternatives that help to meet predefined investment objectives. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is a suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

You could make money from a Mutual Fund in three ways:

  • Income is earned from dividends declared by Mutual Fund schemes from time to time

  • If the fund sells securities that have increased in price, the fund has a capital gain. This is reflected in the price of each unit. When investors sell these units at prices higher than their purchase price, they stand to make a gain

  • If fund holdings increase in price but are not sold by the fund manager, the fund's unit price increases. You can then sell your Mutual Fund units for a profit. This is tantamount to a valuation gain

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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.

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
An overview of last week's market. #KMFMarketRoundUp (20th November 2020 - 27th November 2020)
01/12/2020 12:28:40
 

Contact Us

Phone

7800770044 7310104444
Email mutualfund@shagarika.com
Address: SHAGARIKA CAPITAL PVT. LTD.
OPP- I.T.I COMPANY, INDUSTRIAL AREA
NAINI, ALLAHABAD PIN - 211010 UTTAR PRADESH