Well Narendra Modi causes extreme reactions in some quarters; one needs to only view the NDTV news panel to get a glimpse of this. However, he has been anything but good news for the Stock Markets. Ever since the May 16th victory and the strong mandate to the strongman, the markets are acting like they are on steroids.

The markets touched 25,375 during the close of market on May 16th and the rumour doing the rounds is that the market could touch 1 Lakh by 2020. Well to borrow a phrase from Modi himself "sabke ke mooh me ghee shakkar"! Well, a strong leadership and some efficient policy decisions are a good start to provide momentum to this stalled economy, a sustained return of 12-14% by our companies could in a relatively short span of a decade provide us with a stock market that is inching towards the 1 Lakh mark.

What does all this mean to you? Well, I personally feel it is time to shrug off the uncertainties and slowly start investing into an equity mutual fund. My personal investments (although not very big) has been showing sustained good returns, and I could say that I have received 10-12% dividend returns even during these past worst years of 2008-13. If anything my dividends and units would only multiply from hereon. Hence the advice from me would be to do away with skepticism and increase equity exposure in the coming months and years. Sustained growth will also bring with it sustained inflation, and this will kill all your savings if a reasonable exposure to Equity investments is lacking in your portfolio.