21/11/2025
Gold - more than hedging
In a broadcast whatsapp to our customer's on 07-03-2021, we advised them to Invest in Gold with a target of 70000=00, with an horizon of 3 years.
Gold was around 46000 from a High of 58000 in Aug 2020.
Target was achieved by March 2024, but we decided to hold Gold till Sep 2024, to avail benefit of LTCG.
By July 2024, it had crossed 76000. Many clients wanted to exit and book profit and participate in the Equity Market which in the same period had risen almost 75%.
On 17-09-2024, after a month-long study we decided to book profit 's from Equity and invest in Gold and Debt Funds as per client's needs and requirements.
Markets started crumbling from 26-09-2024, simultaneously Gold started to grow stronger.
Writing this article with the grace and blessings of a client who had consulted us for planning expenses for her Daughter's wedding and today an investment of 11 lakh was redeemed for more than 30 lakh, more than what was expected.
Usually such cases are rare, and predicting and timing the market is impossible. But in times of distress there are opportunities to be taken with calculated risks for unexpected returns.
Note: Article is written to share investment beyond Equity Markets and is not an advice to speculate.