Sohum Wealth

Call Directions Website Contact the business

Sohum Wealth We Help People Achieve Financial Freedom!

30/10/2026

“Silver is down 55% from its recent highs… but heres the interesting part!”
When silver was going up, there were two big stories
Story number one — EV.
Everyone said EV are the future. More EV means more batteries, and more batteries means more silver demand.
And guess what?
EV pe*******on increased. Battery production increased.
But silver still fell 55%.

Then came Story number two — AI.

AI is the future, so we need more data centres, more semiconductors, and therefore more silver.

And again… everything happened!
But silver still fell.

So what went wrong?

Nothing!
The problem was that these expectations were already priced into silver.

When everyone already knows the good news, prices don't necessarily go up.

For prices to move higher, you need something better than what the market is already expecting.

And a similar story may be playing out in AI-related investments today.
AI is definitely the future — no doubt about it.

But the question is:
“What is the next surprise that the market hasn't already priced in?”

Because in investing, being right about the future is not enough.

You also have to ask:
“How much of that future is already reflected in todays price?”
Thats the real investment lesson.
DM Sohum Wealth for more information

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

29/10/2026

“Could Indians soon lose the freedom to invest in US stocks? 👀

A proposed RBI change could make overseas investing more difficult.”

“Currently, under the Liberalised Remittance Scheme, or LRS, an Indian resident can remit up to $250,000 per financial year for permitted purposes, including overseas investments.”

🎬 PROPOSED CHANGE
“But there’s an important development.
Under the proposal being discussed, overseas investments could require prior RBI permission, potentially removing the automatic route available today.”

“Why does this matter?

Because most Indians already have their income, assets and investments concentrated in India.

Global investing can provide diversification across countries, currencies and economies.”

“But remember—this is still a proposal.

The existing $250,000 LRS limit remains available under the current rules.”
“So, should Indian investors have greater freedom to diversify globally?

Before making any overseas investment decision, understand the rules, risks and your overall asset allocation.

Follow Sohum Wealth for more investor-focused insights.”

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

28/10/2026

“What if your salary stopped tomorrow?
Would your financial life still continue smoothly?”
“AI is changing the way companies
work.
For tech professionals, yesterdays skills may not be enough for tomorrows opportunities.”

“Thats why financial security cannot depend only on your monthly salary.

Start with an emergency fund covering 6 to 12 months of expenses.
Keep upgrading your skills to stay relevant in the AI era.”

“And be careful with lifestyle inflation.
Unnecessary EMIs, expensive gadgets, frequent vacations and rising expenses can quietly reduce your savings.”

“The goal is simple:
Don’t just increase your salary—
build financial stability beyond your salary.”

“Upgrade your skills, not your lifestyle.
Build savings, invest with a purpose, and prepare for change before it affects your income.

If you know someone working in the IT sector, share this reel with them.
Plan today for a secure tomorrow.”

“Your salary creates income. Your investments can build financial freedom.
Lets plan for your future—DM Sohum Weallth today.

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
MFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

27/10/2026

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

26/10/2026

“Is your money actually growing… or is inflation silently reducing its value?”

“Lets say your monthly expenses are ₹1 lakh today.
At just 6% inflation, the same lifestyle could cost around ₹1.79 lakh in 10 years, and around ₹5.74 lakh in 30 years.
Thats the hidden impact of inflation.”

“So the real question is not simply, ‘Am I saving money?’
The real question is:
Is my wealth growing faster than inflation?
If your money grows at 5%, but inflation is higher, your purchasing power falls.
But investments that generate higher long-term returns can help your wealth grow in real terms.”

“Wealth creation is not just about earning more.
Its about three things:
Income. Savings. Investments.
Your income creates the opportunity.
Your savings create the capital.
And your investments give that capital the potential to compound.”

“And remember—the biggest advantage you have is time.
Regular investing, compounding, discipline and a suitable asset allocation can make a significant difference over the long term.”

“So don’t just ask, ‘How much money do I have today?’
Ask yourself:
‘Will my money be enough for the lifestyle and goals I want tomorrow?’
Start with a purpose.
Invest with discipline.
Grow with patience.”
“Want to know whether your investments are keeping pace with inflation? Connect with Sohum Wealth.

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

freedom

23/10/2026

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

#

22/10/2026

“Large Cap, Mid Cap or Small Cap — where should you invest?
The answer is… it’s not about choosing one. It’s about choosing the right mix.”

“Large Cap companies are generally established businesses with strong market presence and relatively stable earnings.
They can provide a strong foundation to your portfolio, with comparatively lower volatility and steady long-term growth.”

“Mid Caps sit between Large and Small Caps.
They offer higher growth potential than Large Caps, but with moderate volatility.
That makes them suitable for investors looking for a balance between growth and risk.”

“Small Caps can offer the highest growth potential, but they also come with higher volatility and risk.
They may suit investors with a higher risk appetite and a long investment horizon.”

“A simple thumb rule could be:
50–70% Large Cap, 15–30% Mid Cap, and 5–15% Small Cap.
But remember — there is no one-size-fits-all allocation.”

“Your allocation should depend on your goals, risk profile and investment horizon.
Don’t chase returns. Build the right portfolio mix.

Want to know what allocation suits you? Connect with Sohum Wealth.”

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

21/10/2026

Should a market correction make you nervous… or should you trust your investment strategy?”

“Recently, the market has fallen almost 14% from its peak.
And to recover from a 14% fall, the market needs to rise approximately 16%.”

“But heres an important example
Despite this market correction, our investors’ portfolio is still more than 12% positive.”

“So, while the market has corrected sharply, their overall portfolio continues to remain in positive territory.”

“What makes the difference?
Long-term patience, compounding, proper asset allocation, goal-based investing and discipline.”

“And most importantly, our investors are continuing to pursue their current goals and dreams, even during market corrections.”

“This is not the first correction we have experienced.
We have stayed disciplined through multiple corrections, including COVID.”

“Market corrections are temporary.
Your financial goals are long-term.
Stay invested. Stay disciplined.
Connect with Sohum Wealth for a portfolio review.”

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

17/10/2026

“Are you investing your money without knowing what each rupee is actually supposed to do?
Here’s a simple framework—the 3-Bucket Approach to Wealth Creation.”

“Bucket 1 is for Safety & Liquidity.
This is money you may need soon—like your emergency fund, medical expenses, or short-term commitments.
Ideally, keep around 6 to 12 months of essential expenses here, depending on your situation.”

“Bucket 2 is for Stability & Financial Goals.
Think about children’s education, buying a home, retirement planning, or other medium-term goals.
Your investment strategy should match the time you have before the goal.”

“Bucket 3 is for long-term wealth creation—money you don’t need in the near future.
This could include equity mutual funds, direct equity, PMS, AIFs and other growth-oriented investments.
The key here is time, discipline and staying invested through market volatility.”

“The idea is simple:
Safety provides stability. Goals provide direction. And growth creates wealth.”

“So don’t just ask, ‘Where should I invest?’
Ask, ‘What job should each rupee do?’
If you want help structuring your investments into the right buckets, connect with us Sohum Wealth.”

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

16/10/2026

“What happens to your PMS investments when the market goes through a correction?
Should you panic—or stay invested?”

1. Portfolio Value May Fall
“During a correction, falling stock prices can temporarily reduce your PMS portfolio value.
Remember, this is a paper loss unless you exit the investment.”

2. Volatility Increases
“You may see sharper daily and weekly fluctuations in your portfolio.
But volatility is simply part of the journey toward long-term returns.”

3. Quality Holdings Matter
“A well-researched PMS portfolio focuses on fundamentally strong businesses.
Quality companies can often withstand short-term market pressure and participate strongly when markets recover.”

4. Corrections Can Create Opportunities “A market correction is not only a risk—it can also create opportunities to accumulate quality businesses at more attractive valuations.”

5. Stay Focused on the Long Term
“Markets go through corrections, recoveries and growth cycles.
A long-term approach helps investors look beyond short-term volatility.”

“So, when markets correct, don’t panic.
Stay invested. Stay focused. Stay ahead.
“Want to know how your PMS portfolio could respond during a market correction? DM ‘PMS REVIEW’ to start the conversation.”

Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing.
Mahendra Ashtekar
AMFI Registered Mutual Fund Distributor
ARN: 99800
AMFI Registered PMS Distributor
APRN: 00026
Mutual Fund Analyst
📞Contact : 8828351568

Address

Kandivali West
Mumbai
400067

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+919325507125

Alerts

Be the first to know and let us send you an email when Sohum Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sohum Wealth:

Shortcuts

Share