Knowledge Bites

Turn Your Portfolio into a Force for Good And Great Returns ! Client Story: Profits with a Purpose Meet our client Mr. D , 34, an IT engineer from Pune. In 2021, he decided to shift a part of his investments into sustainable options. He allocated ₹5 lakh into the Axis ESG Equity Fund —attracted by its clean energy exposure and responsible governance standards. By mid-2025, his investment grew to ₹9.1 lakh— an 81% return in four years . But more than the numbers, Mr. D felt a sense of alignment—his wealth was growing, and so was its impact. He wasn’t just funding profits; he was funding progress. Introduction: Profit with Purpose It’s no longer just about how much your money grows—but how responsibly it grows. In 2025, smart investors are shifting focus to ESG investing: a way to grow wealth while backing businesses that care about people, planet, and ethics. If you’ve ever wanted your investments to reflect your values—without sacrificing returns—this is your playbook. What is ESG ...

How One Client Transformed His Investing From Stress-Driven to Strategy-Led 📖 Mr. X: A Story Many Investors Will Recognize In early 2021, one of our clients — let’s call him Mr. X , a 37-year-old Bengaluru-based professional — decided it was time to take wealth-building seriously. He started SIPs in equity mutual funds, picked a few large-cap stocks, and even experimented with mid-caps. Like many first-time investors, he was driven by optimism and momentum. Then the markets corrected. In just a few days, his portfolio value dropped by ₹1.2 lakhs. He panicked. Paused his SIPs. Sold some investments. Shifted to high-risk small-caps, hoping for a quick recovery. Emotion took over logic — a classic behavioral trap. Meanwhile, Ms. A , another client who started at the same time, continued her SIPs without disruption. She reviewed her portfolio quarterly and stayed focused on long-term goals. Fast-Forward Three Years Mr. X : Up just 9% after a cycle of overreaction and poor timing ...