The financial markets provide a unique opportunity for businesses to tap into institutions & individuals who are holding capital.
This capital can be deployed aptly to generate sustainable returns.
Fig 1. Capital Deployment 
This seems to be a sustainable model but in this world not everything functions ideally!!
We all remember the various frauds & insider trading instances which have caused rapid fluctuation in securities leading to massive loss to the investors.
Owing to this, investors especially retail normally shy away from investing in the financial markets to beat inflation.
So, how can this be overcome??
By striking a balance……
Striking a Balance
This methodology involves the following prior to investing
- Check the financials
- Avoid Believing in Hype
- Do not go as per recommendation or tips of ‘experts’ which are not backed by rationale
- Do factor in volatility
- Do set a target for exit
Now, all the other steps are based on individual discretion.
Let us dig further with regards to point 1
Check the Financials
This can be done by an individual/retail investor as follows
- Company’s Website, Orderbook & Balancesheet
- Reports from Rating Agencies
India Ratings etc……
- Websites of Analysis Companies
- Money Control
- Value Research
- Economic Times
- NDTV Profit etc……
- Websites of Financial Services Companies
- Motilal Oswal
- SBI Cap Securities Ltd.
- Prabhudas Lilladher
- L&T Capital etc……
Fig 2. Investor with detailed analysis 
This should give a good estimate regarding any listed security to an investor.
Fig 3. Empowered Investor
PS: This post is meant to empower investors & not to endorse any specific brand
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