रिटायरमेंट में 15 साल, क्या Small Cap में Investment सही है?, Full Video Link - ua-cam.com/video/Mu60jhNzo2M/v-deo.html Mail Us On - ask@bwealthy.co.in Follow Us On - Instagram - instagram.com/swati_bwealthy Facebook - facebook.com/bwealthy.co
Portfolio Review current sip: #Hdfc Index 2k #Quant flexi 4k #Axis small 1k #Quant small 2k #Gold/abroad, etc ETF 1k #Risk appetite - High #Age - 27 #Min - 15yr invest #Objective - wealth creation Q: more diversify or changes required Considering 1.5L PPF+50k NPS invest as debt to save tax Q: Want to invest 25k sip in above MF, pls suggest allocation # Invest direct stocks sometime too Reason for selecting above MF: 1. Index for large cap: Lower expense ratio and target 12% returns. 2. Quant flexi: Allows flexible investing based on Investor banker knowledge and his wisdom. 3. Quant & axis small: Long-term small-cap investment with diversified risk of same fund house and high risk of quant. (Quant funds have a lower AUM as well) 4. ETF: To take exposure to international markets or gold etc. Investing in a lot of MF will lead to a more expense ratio and make it complex sometimes, and on top of that investment systematically for the long term will generate good returns which is more important. Please suggest any changes required and correct allocation as well.
Quant hold a cash of 10% approx. Where as the other two funds have holding in HDFC Bank approx. 8% and performance of HDFC bank in past 4 year is worst.
All 3 are awesome funds very good recommendation Mam Even though mirae else is not performing upto the mark the famous former kotak emerging equity fund manager Mr.Pankaj Tibrewal said if I have to trust someone who will manage my own money instead of me then he will Neelesh Surana 🙏
That is why I said 'currently' as 'currently it is leading all other ELSS Funds as far as returns are concerned. Now whether one should consider one year returns, or 3 or 5 or 10 year returns, it depends entirely on the person, and his outlook to investment, and we should respect that.
Suppose Mera, 5Lak investment kiya hai hai (in 5 year span) and uspe 10 Lak ka profit hai. Abhi mai har saal 50k redeem karu. As per LTCG tax ke tahat 1Lak tak to tax free hai. Then mere har saal 50k ke redeemption pe tax dena hoga ya nahi???? Please reply
Please suggest a good fund to replace Motilal Oswal NASDAQ FOF & UTI Flexicap fund in the Portfolio(monthly SIP): 1. Nippon small cap 10k 2. KOTAK Small cap 11K 3. Motilal midcap 23K 4. UTI NIFTY 50 22K 5. Motilal NASDAQ 100 FOF 5K 6. UTI FLEXICAP 5K
Hello mam Agar me aaj 26 march ko kisi ache elss fund me ek sath kuch amount dalta hu.. To vo 31march se pahle pahle.. Matalb is financial year me count ho jayega na ?
नमस्कार mem, your show very helpful for everyone... My father retired and he is want invest to some money. He is pressing hard m to invest in FD but I am suggesting to invest in Mutual funds are as under. Please advise for your valuable feedback. Nippon Large cap 2500/- Kotak emerging mid cap 2500/- Quant large and mid cap 2500/- Quant small cap 2500/- Hdfc flexi cap 2500/- . Any changes in portfolio? Please approved Portfolio so my father investment start. Thank and regards in advance.
रिटायरमेंट में 15 साल, क्या Small Cap में Investment सही है?, Full Video Link - ua-cam.com/video/Mu60jhNzo2M/v-deo.html
Mail Us On - ask@bwealthy.co.in
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Portfolio Review current sip:
#Hdfc Index 2k
#Quant flexi 4k
#Axis small 1k
#Quant small 2k
#Gold/abroad, etc ETF 1k
#Risk appetite - High
#Age - 27
#Min - 15yr invest
#Objective - wealth creation
Q: more diversify or changes required Considering 1.5L PPF+50k NPS invest as debt to save tax
Q: Want to invest 25k sip in above MF, pls suggest allocation # Invest direct stocks sometime too
Reason for selecting above MF:
1. Index for large cap: Lower expense ratio and target 12% returns.
2. Quant flexi: Allows flexible investing based on Investor banker knowledge and his wisdom.
3. Quant & axis small: Long-term small-cap investment with diversified risk of same fund house and high risk of quant. (Quant funds have a lower AUM as well)
4. ETF: To take exposure to international markets or gold etc.
Investing in a lot of MF will lead to a more expense ratio and make it complex sometimes, and on top of that investment systematically for the long term will generate good returns which is more important.
Please suggest any changes required and correct allocation as well.
You are best and very polite. Very good explanation skills. Please mention some funds for lumpsum for long term
God bless you
Elss fund Kab leana chaiye, ye जरुरी है क्या? , isse tax कैसे save होता है.
Vedio is very nice 👍acchi information dene ke liyee aapka sukriya swati ji 🙏🙏keep going always with these types of information regards🙏🙏
Maam kabhi apna bhi MF portfolio bhi show kijiye without showing the fund value
I have already invested in Quant ELSS and PP Tax Saver Fund.
Vividh bharti ke din yaad aa gaye madam
Please make a video about tax planning for salary person. Including both deduction and investment for tax relief
Good advice in right time
Swati ji, Namaste.
I am already invested in Mirae asset Tax Saver Fund. Good advice for ELSS MF.
Good informative videos..for educational purpose
Reliance Tax saver (Nippon India Tax) G 2006 , Buy NAV Rate Rs 11/Unit , Investment Amount Rs 20000
Madam
Would you make a vdo explaining the process and extent of taxation for SWP schemes.
Quant hold a cash of 10% approx. Where as the other two funds have holding in HDFC Bank approx. 8% and performance of HDFC bank in past 4 year is worst.
All 3 are awesome funds very good recommendation Mam
Even though mirae else is not performing upto the mark the famous former kotak emerging equity fund manager Mr.Pankaj Tibrewal said if I have to trust someone who will manage my own money instead of me then he will Neelesh Surana 🙏
I'm Rohit. My grah nakshtra is "Swati" 😍😍 Hope, I'll do great after seeing your Video....😊
04:00 like this
Hello ...can you please create a video regarding Tax on Gift money and other assets
Mem sbi elss keasa fund hai
Make video on senior सिटीझन how to submit 15H bank, or post ऑफिस
Hello Mam my blessings are always with you
Nice information for tax saving.
I am holding both funds
Mam I want to know that whether the maturity amount received on Maturity from ULIP / ELSS scheme is taxable or not?
Tax saving ke liye ELSS MF me investment karna hai SIP 12000 kitne AMC me investment kare ....?
Nice information.
Mujhe 50/50 thousand ka investment karna he 5 saal k liye ...kisme invest karna chahiye mam
SBI Long Term Equity Fund - the no.1 ELSS Fund currently.
Quant ELSS beats it by 12% additional returns
@@jishnu18
Last one year returns-
Quant elss - 56% approx.
SBI long term - 59% approx.
@@pchako but one year return can't be considered...
That is why I said 'currently' as 'currently it is leading all other ELSS Funds as far as returns are concerned. Now whether one should consider one year returns, or 3 or 5 or 10 year returns, it depends entirely on the person, and his outlook to investment, and we should respect that.
@@pchako ok will definitely check
mam koi family k liye mediclaim policy bataye thanks.
Mirae Asset Global Electric & Autonomous Vehicles ETFs Fund of Fund Direct Growth
Mam which mid cap fund is good for 5 to 7 years.
Kitne investment pr kitna tex sv kr skte please suggest
Yes, upto 1.5l under 80c
Quant my favorite fund hai
Nice👍 video
Suppose Mera, 5Lak investment kiya hai hai (in 5 year span) and uspe 10 Lak ka profit hai. Abhi mai har saal 50k redeem karu. As per LTCG tax ke tahat 1Lak tak to tax free hai. Then mere har saal 50k ke redeemption pe tax dena hoga ya nahi???? Please reply
Mam 10 lakh ko 10 m 1crore bnaane. K liya khaa invest kre ji pllss btaae
Please suggest a good fund to replace Motilal Oswal NASDAQ FOF & UTI Flexicap fund in the Portfolio(monthly SIP):
1. Nippon small cap 10k
2. KOTAK Small cap 11K
3. Motilal midcap 23K
4. UTI NIFTY 50 22K
5. Motilal NASDAQ 100 FOF 5K
6. UTI FLEXICAP 5K
Pl purchase one small,one Midcap, one flexi cap. That's all.
Hello mam
Agar me aaj 26 march ko kisi ache elss fund me ek sath kuch amount dalta hu.. To vo 31march se pahle pahle.. Matalb is financial year me count ho jayega na ?
नमस्कार mem, your show very helpful for everyone...
My father retired and he is want invest to some money. He is pressing hard m to invest in FD but I am suggesting to invest in Mutual funds are as under. Please advise for your valuable feedback.
Nippon Large cap 2500/-
Kotak emerging mid cap 2500/-
Quant large and mid cap 2500/-
Quant small cap 2500/-
Hdfc flexi cap 2500/- .
Any changes in portfolio? Please approved Portfolio so my father investment start.
Thank and regards in advance.
My favorite is quant
Mam new tax regime me kya elss fund valid hai?
No
😊 Thanks
Hi Mam, Could please suggest 3 large cap and 3 flexi cap fund best in their category.
But why to invest in 3 fund's in each category .
ELSS me SIP krna chahiye ya fir lumpsum ...?
Always lumpsum because from investment day it has a locking period of 3 yrs...
So why to invest via sip ...
My strategy is lumpsum.
Bes me toh ma'am ko dekhne keliye he ata hoon😊
Quant elss...❤
Hi, Quant fund house has sebi inquiry, is it still safe to invest?
Quant and kotak best h
Quant ❤
पिछले वीडियो में ELSS का thumbnail दिया पर फंड के नाम ही नही बताए।😄😄😄😄🙏
उसी गलती को सुधारा गया है। 😊
@@BWealthy thanks for reply ma'am 🙏
@@BWealthyMam, Sbi long term equity fund ki kya opinion hai aapki?
Mllika e husn
Love you
Parag parekh elss 🎉
Nice looking beautiful
Hello mam
No Need for New Tax Regime