Mutual Funds Lumpsum Investment: Is This the Right Time? | ₹25,000 SIP to ₹1 Crore | B Wealthy Live

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  • Опубліковано 5 січ 2025

КОМЕНТАРІ • 94

  • @studypointer5370
    @studypointer5370 2 місяці тому

    Sir ne ab tak ka sabse achha samjhaya. Sab clear crystal no. 1

  • @panwardeepak79
    @panwardeepak79 2 місяці тому +1

    बहुत ही अच्छा वीडियो😎👌,धन्यवाद नितेश जी और स्वाति जी😊😊🇮🇳🇮🇳🙏🏻🙏🏻

  • @dambarudharpatra2192
    @dambarudharpatra2192 2 місяці тому +1

    Thank you ma'am for taking up and discussing my query. Very very useful guidance. I am great full to you. I am a regular viewer of your program and shall continue to watch till I am in MF investment.

  • @sachinkapse6207
    @sachinkapse6207 2 місяці тому

    Excellent informative .. thanks to both 🙏

  • @anilrohra5223
    @anilrohra5223 2 місяці тому +1

    Swati ji Very nice vlog and awesome Q&A session...👌👍

  • @ssprrb7564
    @ssprrb7564 2 місяці тому +1

    Greate informative video.

  • @parthasarathybalasubramani6148
    @parthasarathybalasubramani6148 2 місяці тому +1

    Spot on answers 👏👏👏

  • @lawrencedalmeida8722
    @lawrencedalmeida8722 2 місяці тому +1

    Very good explanation

  • @sitaramshikare5985
    @sitaramshikare5985 2 місяці тому

    Welcome sir

  • @sasisri6690
    @sasisri6690 2 місяці тому +1

    Excellent, straight forward guest

  • @saurabhmodanval
    @saurabhmodanval 2 місяці тому

    Thank you for your guide, help and effort.
    Your video helps us in our investing.

  • @CMSenapati-xc9tf
    @CMSenapati-xc9tf 2 місяці тому

    WELCOME. VERY GOOD MORING.

  • @priyankaguptapgtcompkviim8122
    @priyankaguptapgtcompkviim8122 22 дні тому

    Very nice

  • @manjalilpurushothaman4592
    @manjalilpurushothaman4592 2 місяці тому

    Valuable information Swati Ma'am

  • @ssagrwl
    @ssagrwl 2 місяці тому

    Thank you very much swatiji

  • @deenbandhudwivedi9393
    @deenbandhudwivedi9393 2 місяці тому

    Thank you❤ Happy Karwa chauth🎉

  • @gajendranathdash3143
    @gajendranathdash3143 2 місяці тому

    Welcome 🎉

  • @tanujpra
    @tanujpra 2 місяці тому

    Happy Karwa Chauth Mam!
    Nice information 🙏

  • @ManojChauhan-lw2yy
    @ManojChauhan-lw2yy 2 місяці тому

    Welcome mam &Sir

  • @CMSenapati-xc9tf
    @CMSenapati-xc9tf 2 місяці тому

    thank u nice video.

  • @pareshpopat4267
    @pareshpopat4267 2 місяці тому

    Thank you 😊

  • @swatitomar2384
    @swatitomar2384 2 місяці тому

    Thank you Swati ji

  • @milindpatil6485
    @milindpatil6485 2 місяці тому +2

    Very informative session thank you Swati maam and nitish ji🎉

  • @sudhirmehta3643
    @sudhirmehta3643 2 місяці тому

    Very nice session mam

  • @mahabirchhokar2603
    @mahabirchhokar2603 2 місяці тому

    Thank you

  • @kavypatel4236
    @kavypatel4236 2 місяці тому +4

    Swati ji and Nitesh ji
    Aapka bahot bahot dhanyawad, aapke javab se mera vision aur strategy dono clear ho gaya hai.
    Sach kahu to muje asha nahi thi ki itni details me muje javab milega, aapne bahot vistar se samjhaya dhanyawad
    Jai hind
    From
    Ketan patel

    • @BWealthy
      @BWealthy  2 місяці тому

      Thank you Ketan Jee. Stay Blessed, Healthy & B Wealthy

    • @niteshbuddhadev
      @niteshbuddhadev 2 місяці тому

      Glad you found it insightful

  • @hiteshrabadiya7631
    @hiteshrabadiya7631 2 місяці тому

    Thanks

  • @PrasantaShee-ug9oy
    @PrasantaShee-ug9oy 2 місяці тому

    Superb

  • @sandeept6926
    @sandeept6926 2 місяці тому

    Welcome

  • @HARSHDHV1
    @HARSHDHV1 20 днів тому

    25000 p.m for 10 yrs,to make one crore, interest rate works out to 23% per annum.
    The present ROI IS 15%.

  • @KiaanTech
    @KiaanTech 2 місяці тому

    Thankyou

  • @maheshwarim7061
    @maheshwarim7061 2 місяці тому

    HI YES

  • @viraldesai9376
    @viraldesai9376 2 місяці тому

    Gilt Funds also adjust their tenures basis where Yields are taking into account the interest rate scenario. For long term it’s always prudent to have safety rather than going for 80bps extra in a Credit Risk fund…. There is a risk element and should be avoided

  • @rammilanpandey1458
    @rammilanpandey1458 2 місяці тому +4

    Ab tak ka best guest

    • @niteshbuddhadev
      @niteshbuddhadev 2 місяці тому +1

      Thank you for the compliment. Glad you found it value added

    • @rammilanpandey1458
      @rammilanpandey1458 2 місяці тому +1

      @@niteshbuddhadev thank you sir.

  • @ab30-ws4te
    @ab30-ws4te 2 місяці тому

    Hi mam plz tell about transmission process of mf.
    What time will it takes.

  • @rajeshjaiswal1636
    @rajeshjaiswal1636 2 місяці тому

    Yes

  • @SunilSharma-di9tm
    @SunilSharma-di9tm 2 місяці тому

    👍

  • @mdrahmatalam111
    @mdrahmatalam111 2 місяці тому +1

    Nippon multicap 8000
    HDFC midcap oportunity 4000
    Sbi contra fund 5000
    HDFC smallcap 3000

  • @KiaanTech
    @KiaanTech 2 місяці тому +5

    Mam, Meri age 35 Years hai, Mera av Mutual Fund me Investment 8 Lakh hai aur NPS me 12 Lakh(75% Equity) , mera monthly SIP around 20K(50% Small Cap, 30 Mid & Multi Cap, 20 Large Cap) hai and NPS me around 16K. Mujhe 10 year me 1.5 Cr ki need hai, Kindly Suggest it's possible. Ya mera investment increase krna hoga.
    Mukul Kumar, Gaya, Bihar

    • @Hijibijbijh
      @Hijibijbijh 2 місяці тому

      What job you are doing

  • @xcaliberamanyt1375
    @xcaliberamanyt1375 2 місяці тому +1

    Dear Ma’am,
    Greetings.
    I have been following your videos for the past six months, and they have really inspired me to invest more confidently in mutual funds.
    I have recently increased my investments and have a question regarding my long-term plans. I currently have a few funds in my portfolio, and when I plan to start a Systematic Withdrawal Plan (SWP) after 15-20 years, would it be advisable to consolidate my investments into one fund? If so, which fund type would you recommend for a smooth transition to SWP?
    (e.g, blue chip fund, large fund, large and mid or small)
    I would greatly appreciate your guidance.
    Regards
    Neelima

    • @BWealthy
      @BWealthy  2 місяці тому +1

      Namaste Neelima Jee, I’ve noted down your question for one of the four B Wealthy Help LIVE sessions scheduled for the 3rd, 10th, 17th, and 24th of November (all Sundays). However, at this moment, it’s a bit difficult for me to confirm exactly in which session your question will be answered. I hope you understand, and thank you for your patience! Stay Blessed, Healthy & B Wealthy

  • @SurinderSingh-jo7ft
    @SurinderSingh-jo7ft 2 місяці тому

    Mam🙏,,I have ?, suppose,,my sip date is on 25 of every month,,, market crash on 5 ,,,,how to take advantage of fallen market by investing more,,,plz reply,,, thanks

  • @hsdas0607
    @hsdas0607 2 місяці тому +2

    Not really Swati ji. My wife has over 80 lakhs only in SBIMF ONLY because of easiness. When we go for direct plans, registering with various fund houses is full of hassles. SBI MF kind of huge fund houses has varieties of funds, hence we get varieties to invest. Please advise if there is any other way to invest in different fund houses from one site/registration.

    • @gilla4785
      @gilla4785 2 місяці тому +1

      अरे भाई साहब बहुत तरीके हैं। डैरेक्ट फंड हाउस (AMC) से ले सकते हैं। CAMS, Kfintech के Apps से भी कर सकते हैं।

    • @hsdas0607
      @hsdas0607 2 місяці тому

      Thanks brother, let me try.

    • @raulasharma
      @raulasharma 2 місяці тому

      Mf central

  • @ulhasnimbalkar7276
    @ulhasnimbalkar7276 2 місяці тому

    👌👍

  • @cvsingh
    @cvsingh 2 місяці тому

    Nippon multicap
    Sbi contracap
    HDFC midcap opportunity
    HDFC smallcap

  • @tejaswakankar843
    @tejaswakankar843 2 місяці тому +2

    Hi mam Mera 50000 sip chal ra hai target 2 cr age 34 now portfolio 10lac cross hai possible hoga kya almost 50% small cap hai 30% large 20% mid cap

  • @manishbatham-p6g
    @manishbatham-p6g 2 місяці тому

    Mam meri age 35 hai 40 ki age me retire ho jaunga mere pass abhi saving me 60k hai or mutual fund me 13 lac(7000/month in sip 8 lac lumpsum) stocks me 8 lac etf me 20 lac invested hai or jab me retire hounga tab mujhe 50 lac lumsum milega plus 45 k pension mere monthly expense 30k to mam me retirement ke baad koi job nhi karna chahta or jo 50 lac lumpsum milega use swp me karunga to mam ye btaiye ki mujhe kitna amount ka swp karna chiye per month or mam mujhe home loan bhi lena hai 30 lac to swp se loan amount de sakta hu please guide me

  • @rohannarkar3263
    @rohannarkar3263 2 місяці тому

    hsrsh roongta kr sath aap ki video nahi aa rahi mam?

  • @majideqbal6237
    @majideqbal6237 2 місяці тому +1

    Mam ,I am 51. Needed a corpus of 3Cr for retirement. I have 25 L in FD and 15 L in ULIP. ULIP will mature in Dec 2024. My time horizon is 9 years.
    How much and how to invest to meet the goal. I can invest up to 75 K per month. I don't have any MF now. Pls guide.

    • @prakashtharwanimfinvestments
      @prakashtharwanimfinvestments 2 місяці тому

      @@majideqbal6237 Sir We will guide you for same. Reach to us.

    • @BWealthy
      @BWealthy  2 місяці тому

      I’ve noted down your question for one of the four B Wealthy Help LIVE sessions scheduled for the 3rd, 10th, 17th, and 24th of November (all Sundays). However, at this moment, it’s a bit difficult for me to confirm exactly in which session your question will be answered. I hope you understand, and thank you for your patience! Stay Blessed, Healthy & B Wealthy

  • @jogeshwarsaini4493
    @jogeshwarsaini4493 2 місяці тому

    Swati mam dar gayi❤

  • @deepakhanda4400
    @deepakhanda4400 Місяць тому

    1 lac se hi 1 Cr ban jayege market up jaye ya down no problem just information pharmaid see 50 to 83 now in 7 days let's see it where to stop

  • @gosanskari1653
    @gosanskari1653 2 місяці тому

    Quant funds are giving negative growth for past few months. Should we stop SIP for such funds.

  • @deepakdinkar4297
    @deepakdinkar4297 2 місяці тому

    Maim mera Sip 20 yr ka
    10000 rs of portfolio invest mutual fund
    1 ICICI prudential India opportunities fund growth -2000
    2 ICICI prudential India opportunities fund growth -2000
    3 motilal oswal mid cap fund - 2000
    4 parag Parikh felxi cap fund-2000
    5 Nippon india small cap fund -1000
    6 quant small cap fund- 1000 plz suggest me good ya correction

  • @md.abdussamad7721
    @md.abdussamad7721 2 місяці тому

    Mam Mera 35 years hai Mutual fund me 1year sai Investment kar raha hu sirf SBI me
    SBI Nifty midcap 150Index fund me 5000 mounth
    SBI Nifty SmallCap250 Index me 5000mounth l
    SBI Nifty Index me 3000 mounth
    SBI long term equity fund me 2000mounth kar raha hu
    Sabhi fund 15 years kai hai after 15years 1.5Cr ka need hai kya yai fund long term me Sahi rahe ga Mam plz give Advice mam🙏

  • @MrSonu-k2k
    @MrSonu-k2k 2 місяці тому

    Hiii sir

  • @bernadettepradhan2619
    @bernadettepradhan2619 2 місяці тому

    Good evening mam, my age 45 I have 7funds please review my folios .1canara Robeco Infrastructure Reg one time 1 lakh lump sum 2canara Robeco small cap sip3000.3.bajaj finserv Large and mid cap sip 3000 4 .Sbi Consumption Opportunities sip3000 5.Union flexi Cap sip 3000 6.Hdfc defence sip 3000 7.Tata business cycle sip3000.. 33:30 .total16th thousand Invest hai 10 to 15yers all funds are Regular 6th month ago. for Retirement corpus any changes mam.

  • @vinayandhare6441
    @vinayandhare6441 2 місяці тому

    Hello sir

  • @ishvarbamania2105
    @ishvarbamania2105 2 місяці тому

    Ishvar
    Age 35
    SIP
    1100 Axis small.
    1200 SBI balance advance
    1100 Tata digital India
    3500 nippon India small.
    1500 SBI bluechip
    1500 icici nifty 50 index
    2200 Parag Parikh flexi
    2500 axis midcap
    Total sip amount = 14600
    Can do 10% step up/year
    Total corpus till today = 400000
    Goal 1- 5000000 for girl education and marriage after 12 years
    Goal 2 - 10000000 for retirement after 20 years
    Please advise can I reach my goals on time Or any changes need to do

  • @hariomvarmaverma2327
    @hariomvarmaverma2327 2 місяці тому

    Hi

  • @jitenderkr.6082
    @jitenderkr.6082 2 місяці тому

    10 years Horizon ke liye bhi debt funds de rahe hai. Ye log nahi banne denge paise... 😮 Small Cap, Mid Cap, Large Cap, Multi Cap and Flexi cap best funds hai...

  • @govindshukla4281
    @govindshukla4281 2 місяці тому

    Smart beta ETF se 25000 sip se 10 saal me 1 cr bade aaram se ban jayenge

  • @gautamshaw425
    @gautamshaw425 2 місяці тому

    Hello Mam 500000 lumpsum kon MF me invest kar sakte next 10 years ke liye

  • @anujmittal5285
    @anujmittal5285 2 місяці тому

    Hello Madam

  • @viraldesai9376
    @viraldesai9376 2 місяці тому +2

    # 3 Funds Strategy for 10 years
    1) Nifty 200 Momentum 30 index fund: 35%
    2) Nifty 500 Value 50 index fund: 35%
    Just follow this and start SIP per your appetite, you are done for decade
    3) ICICI GILT Fund: 30%

  • @YogeshGujratiiamyogesh
    @YogeshGujratiiamyogesh 2 місяці тому

    Mam Please dont invite in your channel Sanjay Kathuria fake finance influencer or else will unsubscribe your channel @B Wealthy

  • @harishpal3989
    @harishpal3989 2 місяці тому

    Review my portfolio age 27 hai aur 15+ year Krna h
    Nippon India small cap-2500
    Hdfc small cap fund------2500
    DSP small cap fund - 2500
    Quant small cap fund - 2000
    Nippon India growth(mid)- 3000
    Motilal oswal mid cap.-2000
    Hdfc flexi cap 2000
    Parag Parikh flex. 2000
    Motilal oswal 250 Microcap. -2000
    Total investment 4 lakh kr chuka hu jo badhar 5 lakh ho gya h sip 20000 ka chl rha h mera Portfolio ek bar review kr dijiye

  • @ShreyanSaunak
    @ShreyanSaunak 2 місяці тому +2

    Welcome

  • @rakeshsethi4955
    @rakeshsethi4955 2 місяці тому

    Thankyou

  • @manishbatham-p6g
    @manishbatham-p6g 2 місяці тому +2

    Mam meri age 35 hai 40 ki age me retire ho jaunga mere pass abhi saving me 60k hai or mutual fund me 13 lac(7000/month in sip 8 lac lumpsum) stocks me 8 lac etf me 20 lac invested hai or jab me retire hounga tab mujhe 50 lac lumsum milega plus 45 k pension mere monthly expense 30k to mam me retirement ke baad koi job nhi karna chahta or jo 50 lac lumpsum milega use swp me karunga to mam ye btaiye ki mujhe kitna amount ka swp karna chiye per month or mam mujhe home loan bhi lena hai 30 lac to swp se loan amount de sakta hu please guide me

  • @hiteshrabadiya7631
    @hiteshrabadiya7631 2 місяці тому

    Hi

  • @ANITAPAL-v5n
    @ANITAPAL-v5n 2 місяці тому

    Welcome