Start your investing journey with investing in All Weather Investing smallcase here: bit.ly/3u0is0I Here are some smallcases, that help you invest in ideas: Brand Value by Windmill: bit.ly/3wTJ31n Rising Rural Demand: bit.ly/3u0otKX The Great Indian Middle Class: bit.ly/3NHoBGT Digital Inclusion Smallcase: bit.ly/3wUDXSn Quality Smart Beta: bit.ly/36HWRkZ Here are the two small cases I personally invest in: Smallcase Weekend Investing - Mi_NNF10 - bit.ly/3LD68t4 Smallcase Capitalmind Momentum - bit.ly/3j0oBnn This video comes with notes, check them out here: bit.ly/3JHjgNn Open your demat account in Zerodha: bit.ly/3iYKROh
If I start investing in all weather investing smallcase, can I start an SIP from next month with ₹1000/- or do I need to pay ₹5.3k every month as an SIP amount??
in my view small case is useful only for subscriptions otherwise it's useless as they charge Rs. 100/- for every transaction and re balancing. For eg All whether investing buys Units of Nippon mutual funds which you can do otherwise as well without the unnecessary extra cost of Rs. 100/-+GST.
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
Well if you planning on investing in large cap current situations should not affect you much but the small cap has huge chance of going down soo i advice against doing much small cap
9:28 Correction : We don't connect our DEMAT a/c with smallcase, we connect our Trading a/c with smallcase. We don't ONLY open DEMAT a/c with Zerodha / UpStox / Groww ..(and any other stock broker)....we open trading a/c with them and along with that they (stock broker) create our DEMAT a/c with their depository participant (CDSL or NSDL)...so we have our trading account with broker and DEMAT a/c with either CDSL or NSDL. Trading a/c is ac which is used for all trading transactions and DEMAT a/c is for storing the actual shares in their Digital (De-materialized) form . You may create a separate video on this topic itself ! 17:36 - Funds are stored in Trading a/c, Demat is only used to store stocks / ETFs / Mutual Fund Units (in Demat format) :( 18:46 - The screen which we are looking at right now is Trading account ! For Zerodha users, their Demat a/c is with CDSL. You can use their 'easi' service to see your demat account status. 20:09 - Not only Demat charges , but also charges from exchanges and SEBI + taxes + stamp duty 21:26 - (addition) Ye Depositories hai jaha hmare DEMAT accounts hote hai jismai hamare stocks actually rest karte hai :) There is a clear difference between a trading account and DEMAT account and I saw many UA-camrs mistakenly combine this both and use as similar words. I do get value from your videos and hence wanted to point this out. Thank you :) !
THANKS FOR YOUR COMMENT...... be sure to contact me with the line 🔝🔝above, for more info and consultation on investment, I have a new investment that pay better. l'm sure you will like to participate thanks.
You are amazing Ankur. Very knowledgeable yet so humble. Also the topics you choose are so relevant that despite making long videos I don't think anyone would skip any part of the videos. Thank you for educating us 👍
You should only invest in smallcase if the charges there are 5% of your investment amount. Then only it's worth it, otherwise your money gets eaten up by the the fee. Mutual fund is better if you have less capital.
Not sure if anyone is reading the comments, but subscriptions are for each smallcase and not the manager. As in, one has to buy subscription for each smallcase separately.
in my view small case is useful only for subscriptions otherwise it's useless as they charge Rs. 100/- for every transaction and re balancing. For eg All whether investing buys Units of Nippon mutual funds which you can do otherwise as well without the unnecessary extra cost of Rs. 100/-+GST.
The ₹100 + GST is a one time fee you pay when you start any smallcase (subscription or free). I personally invest in All Weather and Equity + Gold, have paid that amount only once. Yes, Zerodha does charge a number of different fees, which Ankur has already pointed out in this video.
I invested in four small cases after watching your videos. all weather, 100 top stocks, Wright Momentum, Teji Mandi. All of them are in the RED. From a TA perspective I knew that the market was over extended and should not have invested but now regretting my decision. whatever profit I make in the cash market buying amd selling of shares without leverage is getting nullified by the negative returns in small case.
After my experience in 2017 of slow emotional torture here is my strategy i don't hold minor companies except i want faster profits at that time or when i get greedy i then opt for them through a Pro only because being very much more profitable it is riskier too and i can't handle Lol.
@@Brussardjnr Don't know if this is wrong. I work with "Sandra Yvonne Webster" She's quite popular and a director with NTS. You can look her up online. in all honesty, she is an Angel.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health.
The best way to find that balance between saving and living is by investing. This way you get to have your saving intact and then live comfortably off the revenue coming in from your investments. Financial freedom is possible, you just need to know what to do and when to do it. I am a living testimony.
The market is so volatile now to be depending on bull run to make profit,I advice everyone to trade now with a working program with like that of Kathy Genelle Britton so far she is helping me find investment that has significant growth potential.
i was taught early in life to try as much as i can to stay one step ahead of my peers and i have always abided by that rule as much as i can, to stay ahead in the market and always win, you need a pro who knows the market well. i wish you all goodluck in your investments
tomorrow has always been more important than today for me , that is why i have always studied and done analysis on what best to invest and when to invest. I learnt along the way that the best strategy to invest is to do it with a pro who knows the market structure. invest wisely and secure your future.
When some people think of successful stock traders, they think of multimillionaires lounging in a beach town, making trades and relaxing. That reality is rare, and stock trading isn't as easy or lucrative as it might seem from the outside. Despite challenges, some people elect to stock trade as a part-time job, or they take on stock trading as their full-time gig. If you know your stuff and follow a strategy, you can make money over time through stock trades by adopting the signal of a licence broker
One video for Insurance for students and other any government schemes to benefit students or for required to do things as a college student for future Please 🙏💛
Hi Ankur, your inputs are very valuable,i was struggling to decide whether i should go for paid or free smallcases, you clarified it for me.thank you so much. You are like an elder bro whom i can totally trust for investment advices,thanks alot!! ❤️
Sir, I read your book today and I found it a mind blowing one. Thanks to you Sir, for giving such an inspirational quotes through out all the pages. Thanks again. This book will be my most treasured possession.🙏👌👍🥰
1. When can I withdraw the money? Will there be any deduction from the minimum amount. 2. What does 3year CARG mean? 3. How does rebalancing work? How often do I have to do? Will I have to pay any money for it? How often do I have to do in a year. 4. Does smallcase comes with lock-in period?
The only thing which is very confusing about Smallcase is the taxation. Please elaborate on that part. What is the tax impact of each rebalancing? Does it get deducted at source or you have to separately pay for it?? How exactly to track such tax liabilities round the year?? Please help on this..
Keep a record of all the buys and sells, as you will need those details for your IT returns at the end of the relevant Financial year. FYI losses on sales are adjusted against the gains. The important thing is that overall there is gain on the whole portfolio…and which is the thrust of rebalancing. Hope this helps.
Sir.. aapko mene first time sandeep ji ke show me suna tha.. fir aapke utube video dekhe.. fir aapka time manegment ka course buy ki.. now i see your video.. aap ne muje bhot kuch chnage kr diya.. one day i will video call you and thank you.. sir..
Thank you so much for this detailed video. I think you should make a video along with @Akshat Shrivastava wherein you both Fin fluencers can talk about your investment strategies. The advantage will be knowledge sharing which will help many investors within the Indian market investment segment.
THAVE INCURRED SO MUCH LOSSES TRADING ON MY OWN...I TRADE WELL ON DEMO BUT I THINK THE REAL MARKET IS MANIPULATED... CAN ANYONE HELP ME OUT OR AT LEAST TELL ME WHAT I'M DOING WRONG?
Video thoda lamba tha , but time kaise gaya pata hi nahi chala, thank you beyond words for the content, it means a lot for us small town rural areas😊😊😊
As a beginner who don't understand how bitcoin trade really work and you really want to make profit from it, I will advise you to first start working with a professional broker
I will recommend expect Mr Nicolas Barron trading services for you her strategies is working for me at the moment and am making good profit from Bitcoin
My first investment with expert mister Nicholas Barron give me a profit of $13,500 and ever since then he has has the most reliable sincere broker I know
I can't believe I was able to have $30000 worth of Bitcoin in just one month and half of trading with expert Mr Nicholas Barron trading services. Come across some nice comments about him on UA-cam and I give it a shot. I don't believe in Bitcoin before
By only watching this first video I've realized that I need to subscribe to this channel. So beautifully explained, very quality content, honest opinions, and true advice. Well done Sir! ✨❤
1. @16:40 What if I add balance amount and buy all the remaining stocks on the very same day? what will happen the rest 20% of the selling amount? will it be credited to my bank balance? 2. @19:50 Regarding charges, do we need to pay the charge (that 100+GST) for every smallcase we buy? 3. @21:00 how is that demat charge be deducted? is it considered while rebalancing? how even that Zerodha charge also be deducted? Are these charges considered in the smallcase price, or Zerodha separately deduct the cost from fund balance? @warikoo and last, please tell us the taxation for smallcase investment as well...since it involves rebalancing, do we need to file ITR for this investment even if we dont sell the entire smallcase?
Hey Warikoo ! Why don’t you tell about the charges which are implement while investing in smallcase. If your capital is below 3-5 lakhs, I would say stay out of smallcase as fees and expense ratio will eat you up.
Thank you so much for such a detailed analysis of smallcase product. A great must watch video for people looking out to start investing in smallcase products!
Hello Sir I have a question. Suppose I start a SIP in all weather investing. Now I have understood that the stocks that we buy in this smallcase can change in X period of time. So when we invest in it monthly will it keep a track of all the different stocks bought/sold at different times for REBALANCING. Basically want to understand how would Rebalancing work in SIP
So crisp and to the point explanation but a phrase where Hindi speaking is spoken about ( ufff itna Hindi) could have been avoided … thanks for all the info💪😇
One video for Insurance for students and other any government schemes to benefit students or for required to do things as a college student for future Please 🙏💛
Thanks you for sharing detailed information. After doing SIP in smallcase for 5 yrs, if I want to redeem (Like in mutual Funds), how can I do it. Please share the redeem process in smallcase.
Hey Ankur, Loved your video :) There is one problem though that I have faced with frequent rebalancing, I had a smallcase with a weekly rebalancing, and every time I rebalanced (majorly consisted of selling stocks) I incurred losses. Over the period of 3 months and 12 rebalances I have lost almost ₹4000 (just by rebalancing) while the profit & loss interest % from the smallcase itself were a completely different case. I feel nobody acknowledges this issue, and I was constantly in a state of FOMO when I used to ignore the rebalancing notification. I have exited an excellent smallcase just because of these frequent rebalance losses. Could you please address this issue?
Who is Ankur Warikoo.....?????? At the beginning I was done by seeing your ads on YT aur me ye soch raha tha ki ye Ankur Warikoo he kon???? Me ads dekh kar thak gaya aur channle visit Kiya......!!!!!! And i realised your content is good....!!!! No no it's best😃😃😃😃
**STAY AWAY FROM SMALL CASE**. Even I was thrilled when all the influencers or UA-camrs were talking only good about small case. when I started my own research, I understood there are lot of expenses to incur, like rebalancing charges, STCG, and subscription charges. when rebalancing happens you might loose some money aswell. Mutual funds with less expense ratio is better than small case any given day. Please stay away from small case. Better to invest in some good stocks and invest some time to learn how to pick good stocks, learn Fundamental analysis, technical analysis and invest your money in stocks.
“Entering trades is like a real battle - if you want to win it, you need to be ready and prepare for it. Markets are unpredictable, and you can’t predict every possible scenario, but what you can control is yourself.”-----BRIAN HARDING DAWAHARE. I’ll always remember your teachings sir Brian Harding, your guidance and what you achieved for me through trading. Thanks for getting me out of poverty sir.
This is very impressive, meeting this man has been a blessing, i never thought i would make so much profits in a short period of time, that's why i call him a wizard most times or Savior
His intriguing strategy works every time, cutting losses and ensuring winning, I love the ease of communication he offers with his swift response to emails. Not even a single glitch when time comes to withdraw. What else could I hope to have in a contract trader.
Nothing to worry when trading with Mr Brian, i'm so glad to see different people who are his students here it gives me joy. still short of words to thank you sir
One of the secret i have got in the market was the realization of a professional skills, with it no need to of self trading to avoid losses, thanks to Stella marris for improving my portfolios.
Wow! I'm so surprised and at the same time excited to see someone here who knows Ms Stella marris. My life changed for good after my investment with her.
Excellent Ankur. Great knowledge imparting about Smallcase. Very crisp and easy to understand manner explanation...Thank you for your time and noble effort.
Yes sir please make your smallcase but not the premium one the free one for the beginners because we belongs to lower middle class family so pls dont charge commission and put other charges try as low as possible so we can invest in your small cases and start our journey in the stock market Please Sir This is only Favour I Want From You Thank You
if i am not wrong, juniour bees , nifty next 50 ke etf ko hi kahte hain, (any one can correct me , if i am wrong..) see ankur warikoo on 12:04 time frame, where he said , nifty juniour bees represents smallcaps stocks, which is wrong..
Hi Ankur, I think there's even a bigger chunk of cost coming from rebalancing. And it is coming in the form STCG taxes (15% of gains) which will be levied from us on every rebalancing that occurs!
Hi Ankur Wariko!! Thanks for your videos and suggestions. I've been following your channel for financial planning... Can you please clarify below quiries related to smallcase. 1. How to escape LTCG in smallcase 2. If we rebalance smallcase everytime as per suggestion, then equity DP and brokerage, etc.. charges will impact on returns? 3. If any free based small case converts paid, then waht hapen to my investments like I'm investing in SIP mode on it
Thankyou sir, i dont know you will see my comment or not, your videos are amazing, my first step towards investing begins with your informative videos on investing, i think my life is going to change in the next 10 years, faridabad jada door nahi h, i hope one day i will meet you and will gain more knowledge in the field of investing from you..till then keep posting new videos on smallcase and also on "kite", i would also like to know about the "option chain" if you can highlight that is that good or not, i feel it very risky, please guide me on this
Please make a dedicated in details video on IND Money.. with its Mail Permission feathers , how its safe or not how can we de-activate mail permission. online FD - Crypto .. etc..!!!
Thanks a lot Ankur sir for clearing doubts and special thing I learn is to take care of expense within 1-2% adi have bought many subsciptions but invested amount is less. Will take care of next time.
THANKS FOR YOUR COMMENT...... be sure to contact me with the line 🔝🔝above, for more info and consultation on investment, I have a new investment that pay better. l'm sure you will like to participate thanks.
Maine bhi smallcase khareed liya tha aapka video dekh kr but I was really scared to think about how will I get out of this with profit. I guess Rebalancing was missing. So here it is 🤗 a video on how to successfully start using smallcase and throw panic in the dustbin 😂❤️
Ankur sir i am 23 student from India i want to invest 500rs per month in sip but dont know in which mutual fund to buy please make a proper video for sip in India or answer it in comments i am your big fan sir.
Start your investing journey with investing in All Weather Investing smallcase here: bit.ly/3u0is0I
Here are some smallcases, that help you invest in ideas:
Brand Value by Windmill: bit.ly/3wTJ31n
Rising Rural Demand: bit.ly/3u0otKX
The Great Indian Middle Class: bit.ly/3NHoBGT
Digital Inclusion Smallcase: bit.ly/3wUDXSn
Quality Smart Beta: bit.ly/36HWRkZ
Here are the two small cases I personally invest in:
Smallcase Weekend Investing - Mi_NNF10 - bit.ly/3LD68t4
Smallcase Capitalmind Momentum - bit.ly/3j0oBnn
This video comes with notes, check them out here: bit.ly/3JHjgNn
Open your demat account in Zerodha: bit.ly/3iYKROh
If I start investing in all weather investing smallcase, can I start an SIP from next month with ₹1000/- or do I need to pay ₹5.3k every month as an SIP amount??
My train of investment has just left the station for a very very long ride😀
in my view small case is useful only for subscriptions otherwise it's useless as they charge Rs. 100/- for every transaction and re balancing. For eg All whether investing buys Units of Nippon mutual funds which you can do otherwise as well without the unnecessary extra cost of Rs. 100/-+GST.
Thanks much Ankur sir, great video and clarity 🙏 more power and strength to you 🤗
What is copy trading? What are its pros and cons? Haven't come across a video on this by any big UA-camr in your field!
His humorous way of tackling his mistakes is what sets him apart from other influencers. Ankur Warikoo - sir : you are a class apart!
Well Said, True
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
Well if you planning on investing in large cap current situations should not affect you much but the small cap has huge chance of going down soo i advice against doing much small cap
9:28
Correction : We don't connect our DEMAT a/c with smallcase, we connect our Trading a/c with smallcase. We don't ONLY open DEMAT a/c with Zerodha / UpStox / Groww ..(and any other stock broker)....we open trading a/c with them and along with that they (stock broker) create our DEMAT a/c with their depository participant (CDSL or NSDL)...so we have our trading account with broker and DEMAT a/c with either CDSL or NSDL. Trading a/c is ac which is used for all trading transactions and DEMAT a/c is for storing the actual shares in their Digital (De-materialized) form . You may create a separate video on this topic itself !
17:36 - Funds are stored in Trading a/c, Demat is only used to store stocks / ETFs / Mutual Fund Units (in Demat format) :(
18:46 - The screen which we are looking at right now is Trading account ! For Zerodha users, their Demat a/c is with CDSL. You can use their 'easi' service to see your demat account status.
20:09 - Not only Demat charges , but also charges from exchanges and SEBI + taxes + stamp duty
21:26 - (addition) Ye Depositories hai jaha hmare DEMAT accounts hote hai jismai hamare stocks actually rest karte hai :)
There is a clear difference between a trading account and DEMAT account and I saw many UA-camrs mistakenly combine this both and use as similar words. I do get value from your videos and hence wanted to point this out. Thank you :) !
Excellent explanation
Thanks for this detailed clarification and explanation.
Thanks dear....... 🌹🌹
well written and explained - thanks for taking the time to do this
Great information ! Thank you !
INVESTING MAKE UP THE TOP-NOTCH HEMISPHERE OF WEALTH, THAT IS MORE REASON ONE SHOULD SAVE AND INVEST TO SECURE MORE PROFIT AND ENSURE SUCCESS
THANKS FOR YOUR COMMENT......
be sure to contact me with the line 🔝🔝above,
for more info and consultation on investment,
I have a new investment that pay better.
l'm sure you will like to participate thanks.
That is true I've been trading for years and it has been my source of income,
I earned $64,400 on every 19,000 I invested with 7days trading,
Don't remain poor out of ignorance forex trading is lagit and it's pays
And I think the better day has finally come invest in forex trading and ragain your balance.
You are amazing Ankur. Very knowledgeable yet so humble. Also the topics you choose are so relevant that despite making long videos I don't think anyone would skip any part of the videos. Thank you for educating us 👍
Value Bombs. Well said
You should only invest in smallcase if the charges there are 5% of your investment amount. Then only it's worth it, otherwise your money gets eaten up by the the fee. Mutual fund is better if you have less capital.
feedback🖕🖕appreciated, WatsApp me for more info, insight and advice on crypto trading /investment.
thanks you for watching...
Not sure if anyone is reading the comments, but subscriptions are for each smallcase and not the manager. As in, one has to buy subscription for each smallcase separately.
in my view small case is useful only for subscriptions otherwise it's useless as they charge Rs. 100/- for every transaction and re balancing. For eg All whether investing buys Units of Nippon mutual funds which you can do otherwise as well without the unnecessary extra cost of Rs. 100/-+GST.
The ₹100 + GST is a one time fee you pay when you start any smallcase (subscription or free). I personally invest in All Weather and Equity + Gold, have paid that amount only once. Yes, Zerodha does charge a number of different fees, which Ankur has already pointed out in this video.
@@SouvikSays Hey so you are saying if we invest next time no charges will be deducted?
Exactly even for subscription based the fees should only be 1% of your capital not more. smart marketing gimmick.
I invested in four small cases after watching your videos. all weather, 100 top stocks, Wright Momentum, Teji Mandi. All of them are in the RED. From a TA perspective I knew that the market was over extended and should not have invested but now regretting my decision. whatever profit I make in the cash market buying amd selling of shares without leverage is getting nullified by the negative returns in small case.
After my experience in 2017 of slow emotional torture here is my strategy i don't hold minor companies except i want faster profits at that time or when i get greedy i then opt for them through a Pro only because being very much more profitable it is riskier too and i can't handle Lol.
Avoid picking random stocks unless you are actually willing to research the company.
Smart Strategy! Pls where can i check ROIC, Market Cap, e.t.c. And again who is the Pro you work with? Can i hire or work with him?❤️
@@thehunter9853 exactly
@@Brussardjnr Don't know if this is wrong. I work with "Sandra Yvonne Webster" She's quite popular and a director with NTS. You can look her up online. in all honesty, she is an Angel.
@@kathleenstoner.n7499 share her link please
The way you are narrating things about small case it is very amazing.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health.
The best way to find that balance between saving and living is by investing. This way you get to have your saving intact and then live comfortably off the revenue coming in from your investments. Financial freedom is possible, you just need to know what to do and when to do it. I am a living testimony.
The market is so volatile now to be depending on bull run to make profit,I advice everyone to trade now with a working program with like that of Kathy Genelle Britton so far she is helping me find investment that has significant growth potential.
i was taught early in life to try as much as i can to stay one step ahead of my peers and i have always abided by that rule as much as i can, to stay ahead in the market and always win, you need a pro who knows the market well. i wish you all goodluck in your investments
tomorrow has always been more important than today for me , that is why i have always studied and done analysis on what best to invest and when to invest.
I learnt along the way that the best strategy to invest is to do it with a pro who knows the market structure. invest wisely and secure your future.
When some people think of successful stock traders, they think of multimillionaires lounging in a beach town, making trades and relaxing. That reality is rare, and stock trading isn't as easy or lucrative as it might seem from the outside. Despite challenges, some people elect to stock trade as a part-time job, or they take on stock trading as their full-time gig. If you know your stuff and follow a strategy, you can make money over time through stock trades by adopting the signal of a licence broker
I was searching for smallcase... Video on right time...
Sir please make a video for new people......who have just started investment.......mainly for college students......plz sir.....humble request
How should they know about different companies or coins.......
Yes sir and sir plz plz school students ke ley bhi plz ek video banaiye plz sir
Same
Bhai see playlist of personal finance... You will get everything there
One video for Insurance for students and other any government schemes to benefit students or for required to do things as a college student for future
Please 🙏💛
I think this is the sole destination of getting all the finance gyaan, really really helpful thank you!!
Hi Ankur, your inputs are very valuable,i was struggling to decide whether i should go for paid or free smallcases, you clarified it for me.thank you so much.
You are like an elder bro whom i can totally trust for investment advices,thanks alot!! ❤️
You hit the nail. Cheers
Boy how crisp and clear and with a live demo. Seedhi baath no bakwas. Thank you ankur sir
Investing in binary options now is very cool especially with the current rise in the market now
Most especially having an expert trader like Mrs Grace
Most intelligent words I've ever heard binary is the gold
Talking about expert Mrs Grace I think she is the best trader I have ever met
I invested $3000 and she made profit of $28,000 for me just in 15 days, her success story is everywhere
Well, this's not my first time of seeing her name on the social platform
बहुत-बहुत धन्यवाद आप बहुत अच्छी तरीके से समझाया आपका सदैव अनुसरण करते रहते hai.🙏🏼
Sir, I read your book today and I found it a mind blowing one. Thanks to you Sir, for giving such an inspirational quotes through out all the pages. Thanks again. This book will be my most treasured possession.🙏👌👍🥰
Can I know book name, how to contact wariiko
Which one,
Pass on some idea please
1. When can I withdraw the money? Will there be any deduction from the minimum amount.
2. What does 3year CARG mean?
3. How does rebalancing work? How often do I have to do? Will I have to pay any money for it? How often do I have to do in a year.
4. Does smallcase comes with lock-in period?
Wonderful sir, ek-ek chiz point by point aap bahut achhe se samjhate h aur apki video dekhne k bad koi confusion nhi rehti h..
The only thing which is very confusing about Smallcase is the taxation. Please elaborate on that part. What is the tax impact of each rebalancing? Does it get deducted at source or you have to separately pay for it?? How exactly to track such tax liabilities round the year?? Please help on this..
It's the same tax implications as direct equity. You pay LTCG and STCG at end of FY
Keep a record of all the buys and sells, as you will need those details for your IT returns at the end of the relevant Financial year. FYI losses on sales are adjusted against the gains. The important thing is that overall there is gain on the whole portfolio…and which is the thrust of rebalancing. Hope this helps.
Thank you Mr. Warikoo ...my wife JAHNAVEE telling me thank you after watching your video..Because I told her about your channel.. Thanks 🙂
Thanks Ankur for making this video, super helpful in understanding the cost attached to smallcase investing and how rebalancing works.
Sir.. aapko mene first time sandeep ji ke show me suna tha.. fir aapke utube video dekhe.. fir aapka time manegment ka course buy ki.. now i see your video.. aap ne muje bhot kuch chnage kr diya.. one day i will video call you and thank you.. sir..
Thank you so much for this detailed video. I think you should make a video along with @Akshat Shrivastava wherein you both Fin fluencers can talk about your investment strategies. The advantage will be knowledge sharing which will help many investors within the Indian market investment segment.
Starting smallcase journey starting today. Thank you so much! Lots of respect to you and your content.
- A proud subscriber
feedback🖕🖕appreciated, WatsApp me for more info, insight and advice on crypto trading /investment.
thanks you for watching...
Thank you so much sir for this video. In the evening only I was looking for this type of video. Super happy that you uploaded it today. Thanks a lot.❤
Hello sir!
I am a student of class 11th .i always watch your vdo which i needs .
THAVE INCURRED SO MUCH LOSSES
TRADING ON MY OWN...I TRADE WELL ON
DEMO BUT I THINK THE REAL MARKET IS
MANIPULATED... CAN ANYONE HELP ME
OUT OR AT LEAST TELL ME WHAT I'M DOING
WRONG?
Same here, My portfolio has been going
down the drain while l try trading.I just
don't know whatI do wrong.
I strongly advise you against self
trading, it's really dangerous and had
brought so many investors down, you
need someone with the kn... Read more
I'm just shock you
mentioned and recommended Expert
Mrs Alisa Herbert,l thought I'm the only
trading with her
You don't need to be
shock because I'm also a huge
beneficiary of expert Mrs Alisa.
with my four
I remember friends calling me crazy
when I started but i now shut up them
.. Read more
Video thoda lamba tha , but time kaise gaya pata hi nahi chala, thank you beyond words for the content, it means a lot for us small town rural areas😊😊😊
Hello what is the best way to get started with bitcoin investment or Forex trade cos I have been making my personal research for a while now
As a beginner who don't understand how bitcoin trade really work and you really want to make profit from it, I will advise you to first start working with a professional broker
I will recommend expect Mr Nicolas Barron trading services for you her strategies is working for me at the moment and am making good profit from Bitcoin
My first investment with expert mister Nicholas Barron give me a profit of $13,500 and ever since then he has has the most reliable sincere broker I know
I can't believe I was able to have $30000 worth of Bitcoin in just one month and half of trading with expert Mr Nicholas Barron trading services. Come across some nice comments about him on UA-cam and I give it a shot. I don't believe in Bitcoin before
Please how do I reach this Mr Nicholas Barron I've already lost enough of money treating myself
By only watching this first video I've realized that I need to subscribe to this channel. So beautifully explained, very quality content, honest opinions, and true advice. Well done Sir! ✨❤
Thanks sir🙏🙏... Your vedios always help us to invest any amount in Efficient way..
1. @16:40 What if I add balance amount and buy all the remaining stocks on the very same day? what will happen the rest 20% of the selling amount? will it be credited to my bank balance? 2. @19:50 Regarding charges, do we need to pay the charge (that 100+GST) for every smallcase we buy? 3. @21:00 how is that demat charge be deducted? is it considered while rebalancing? how even that Zerodha charge also be deducted? Are these charges considered in the smallcase price, or Zerodha separately deduct the cost from fund balance? @warikoo and last, please tell us the taxation for smallcase investment as well...since it involves rebalancing, do we need to file ITR for this investment even if we dont sell the entire smallcase?
We would love to hear more about free quality small cases where no subscription charges are required. In-depth video please
@♜ Pinned_by warikoo bhai jaaana..... kise murkh banaa raha he............kuch toh seekh le sir se
I would say try the top 100 as it's very similar to investing in an index
really more information we get from such high quality content before signing off
Hey Warikoo !
Why don’t you tell about the charges which are implement while investing in smallcase. If your capital is below 3-5 lakhs, I would say stay out of smallcase as fees and expense ratio will eat you up.
feedback🖕🖕appreciated, WatsApp me for more info, insight and advice on crypto trading /investment.
thanks you for watching...
You should only invest when the charges are less than 5% of your investment. Otherwise your money gets eaten up by the charges.
Bhai iin youtubers ka kaam h luttna iinki sponsorships mill jaati h aur logo ka paisa lagva dete h
@@sabka_rajvir New people don't start with big investments. They are in fickle state. Therefore these certain things should be mentioned.
@@MrSpikey007 Yeh Sudhanshu I totally agree.
Also 53% returns are not realistic.
Thank you so much for such a detailed analysis of smallcase product. A great must watch video for people looking out to start investing in smallcase products!
Hello Sir
I have a question. Suppose I start a SIP in all weather investing. Now I have understood that the stocks that we buy in this smallcase can change in X period of time. So when we invest in it monthly will it keep a track of all the different stocks bought/sold at different times for REBALANCING. Basically want to understand how would Rebalancing work in SIP
So crisp and to the point explanation but a phrase where Hindi speaking is spoken about ( ufff itna Hindi) could have been avoided … thanks for all the info💪😇
One video for Insurance for students and other any government schemes to benefit students or for required to do things as a college student for future
Please 🙏💛
Warikoo sir, is the best out there regarding investing!!! Namaskar sir! 😊😊🙏🙏
Thanks you for sharing detailed information. After doing SIP in smallcase for 5 yrs, if I want to redeem (Like in mutual Funds), how can I do it. Please share the redeem process in smallcase.
feedback🖕🖕appreciated .
Happiness is what we deserve in this platform,
feel good about crypto trading/investment's 📊 for more, info and sight's☝️☝️
Perfect and easy to understand what is smallcase investing .Wow
Thanks for clear thoughts.
Hey !! Ankur ...can u please make the same video on "MUTUAL FUNDS "
They don't pay him ,😀
kya hindi bolte hai aap... :D
we love the subtle humor in all your video :)
ᴀʟᴡᴀʏs ᴀᴄᴛɪᴠᴇ ᴏɴ ᴡʜᴀᴛsᴀᴘᴘ👆🇮🇳✍️..
Hey Ankur, Loved your video :)
There is one problem though that I have faced with frequent rebalancing, I had a smallcase with a weekly rebalancing, and every time I rebalanced (majorly consisted of selling stocks) I incurred losses. Over the period of 3 months and 12 rebalances I have lost almost ₹4000 (just by rebalancing) while the profit & loss interest % from the smallcase itself were a completely different case. I feel nobody acknowledges this issue, and I was constantly in a state of FOMO when I used to ignore the rebalancing notification. I have exited an excellent smallcase just because of these frequent rebalance losses. Could you please address this issue?
You are right thats why i invested around 7 lakhs then only this 2% ratio is maintained .
True
Who is Ankur Warikoo.....??????
At the beginning I was done by seeing your ads on YT aur me ye soch raha tha ki ye Ankur Warikoo he kon????
Me ads dekh kar thak gaya aur channle visit Kiya......!!!!!!
And i realised your content is good....!!!!
No no it's best😃😃😃😃
DESPITE THE ECONOMIC CRISIS,THIS IS STILL A GOOD TIME TO INVEST IN STOCK AND CRYPTO,
Making money is the plan and with Bitcoin your plans can be accomplish,
I really appreciate Mr Sam Justin influence during this global pandemic lock down,
Bitcoin trading is the best when you are on a profitable based platform,
I started with 7000usd then increased to 13000usd after receiving my profit,
That is true I've been trading for years and it has been my source of income,
Mujhe aapki knowledge and baat khne ka tareeqa bhut accha lagta hai ..
Thanks
**STAY AWAY FROM SMALL CASE**. Even I was thrilled when all the influencers or UA-camrs were talking only good about small case. when I started my own research, I understood there are lot of expenses to incur, like rebalancing charges, STCG, and subscription charges. when rebalancing happens you might loose some money aswell.
Mutual funds with less expense ratio is better than small case any given day.
Please stay away from small case. Better to invest in some good stocks and invest some time to learn how to pick good stocks, learn Fundamental analysis, technical analysis and invest your money in stocks.
Thanks bro for your advice
One of my favourite creator ❤️ Ankur warikoo, signing off !
“Entering trades is like a real battle - if you want to win it, you need to be ready and prepare for it. Markets are unpredictable, and you can’t predict every possible scenario, but what you can control is yourself.”-----BRIAN HARDING DAWAHARE. I’ll always remember your teachings sir Brian Harding, your guidance and what you achieved for me through trading. Thanks for getting me out of poverty sir.
Exactly man! Brian is the man, the brain and everything. God should bless that man for me.
Brian keeps helping lives.
This is very impressive, meeting this man has been a blessing, i never thought i would make so much profits in a short period of time, that's why i call him a wizard most times or Savior
His intriguing strategy works every time, cutting losses and ensuring winning, I love the ease of communication he offers with his swift response to emails. Not even a single glitch when time comes to withdraw. What else could I hope to have in a contract trader.
Nothing to worry when trading with Mr Brian, i'm so glad to see different people who are his students here it gives me joy. still short of words to thank you sir
Explained very well, Anyone can articulate these terms easily in their investing journey. Today I started mine. Thank you sir.
feedback🖕🖕appreciated .
Happiness is what we deserve in this platform,
feel good about crypto trading/investment's 📊 for more, info and sight's☝️☝️
One of the secret i have got in the market was the realization of a professional skills, with it no need to of self trading to avoid losses, thanks to Stella marris for improving my portfolios.
Wow! I'm so surprised and at the same time excited to see someone here who knows Ms Stella marris. My life changed for good after my investment with her.
loved this video, will definitely invest in smallcase soon!
thankyou so much.
Am thinking 🤔 of getting into cryptocurrency but am afraid of losing my money because the last time I traded on crypto I made a very hug lost😢
Very useful and detailed explanation on small case investing which I was looking for. Thank you. Keep it up.
Excellent Ankur. Great knowledge imparting about Smallcase. Very crisp and easy to understand manner explanation...Thank you for your time and noble effort.
Yes sir please make your smallcase but not the premium one the free one for the beginners because we belongs to lower middle class family so pls dont charge commission and put other charges try as low as possible so we can invest in your small cases and start our journey in the stock market Please Sir This is only Favour I Want From You
Thank You
It's April, great time to go through this video, I'll have to come back again may be in a day or two .. thanks a lot for this valuable explanation ..
One word - comprehensive!
Kudos Ankur & team.
Suggestion: Why the double subtitles? Please remove if possible.
What a great way to explain !
Loved it Warikoo ❤️
Thank you so much for your wonderful videos. You are so passionate and so knowledgeable. Thanks for guiding me through my investment journey
Aajkal ankur achi video bana raha hai ♥️♥️♥️
Hi , very nicely explained , thanks
I am a new investor and would definitely like to invest through smallcase
Awesome work and thanks for sharing with us.Hope more info soon....
Brother was waiting for this video maja aa Gaya
You are really amazing Warikoo...Very interesting concept..and the way you explain us is superb. Thank you very much
Very helpful video. Thank you Mr Ankur Warikoo.
You are most welcome
⬆️⬆️Thanks for your feedback,,for more informations and maximum investment 📩🇮🇳.
Intro ekdam kadak Bana hai sir🔥🔥🔥
if i am not wrong, juniour bees , nifty next 50 ke etf ko hi kahte hain, (any one can correct me , if i am wrong..)
see ankur warikoo on 12:04 time frame, where he said , nifty juniour bees represents smallcaps stocks, which is wrong..
sir your voice is very sincerity and confidence to invest
Always a delight watching your informative & easy to understand vidoes. PK
Hi Ankur,
I think there's even a bigger chunk of cost coming from rebalancing. And it is coming in the form STCG taxes (15% of gains) which will be levied from us on every rebalancing that occurs!
Sir Great Video!!
Was Waiting For This Since Long Appreciate Your All Efforts :)
Hi Ankur Wariko!! Thanks for your videos and suggestions. I've been following your channel for financial planning...
Can you please clarify below quiries related to smallcase.
1. How to escape LTCG in smallcase
2. If we rebalance smallcase everytime as per suggestion, then equity DP and brokerage, etc.. charges will impact on returns?
3. If any free based small case converts paid, then waht hapen to my investments like I'm investing in SIP mode on it
I loved the way you said:
Tata Group se aapko bahut pyar hai 🤓
That was awesome explanation Sir. Thanks do much!. I've subscribed to your channel just because the way you narrate the concept really well.
Thankyou sir, i dont know you will see my comment or not, your videos are amazing, my first step towards investing begins with your informative videos on investing, i think my life is going to change in the next 10 years, faridabad jada door nahi h, i hope one day i will meet you and will gain more knowledge in the field of investing from you..till then keep posting new videos on smallcase and also on "kite", i would also like to know about the "option chain" if you can highlight that is that good or not, i feel it very risky, please guide me on this
👆🏽 👆🏽 Thanks for watching. Reach out I have a project that you will find interesting.
Watch Stock Pro UA-cam channel for options chain 😅
Thank you Ankur. Learnt it furst time today!
Lots of LOVE and RESPECT for you Ankur.
What an outstanding work you are doing.
Making investing so simple for a layman.
Cheers 🍻👍
Please make a dedicated in details video on IND Money.. with its Mail Permission feathers , how its safe or not how can we de-activate mail permission. online FD - Crypto .. etc..!!!
Sir, You always make video on the topic which I want.
Thanks a lot
Very good explanation.. its good to know about small case investment
Thanks a lot Ankur sir for clearing doubts and special thing I learn is to take care of expense within 1-2% adi have bought many subsciptions but invested amount is less. Will take care of next time.
THANKS FOR YOUR COMMENT......
be sure to contact me with the line 🔝🔝above,
for more info and consultation on investment,
I have a new investment that pay better.
l'm sure you will like to participate thanks.
Maine bhi smallcase khareed liya tha aapka video dekh kr but I was really scared to think about how will I get out of this with profit. I guess Rebalancing was missing. So here it is 🤗 a video on how to successfully start using smallcase and throw panic in the dustbin 😂❤️
Sir PF tax pe ek complete video banado....kaafi confusion hai
Or konsa PF thik rhega future saving ke liye ?
1st time in your channel... Subscribed... 👌🤝
Thank You Sir, I started with my own List of stock, you guided well 😊🙏
The best Knowledge given by you Sir..
Thanks 🙏
Sir, your 'Do epic shit' cleared a lot of misconceptions about life for me. Thank you very much.
Ankur sir i am 23 student from India i want to invest 500rs per month in sip but dont know in which mutual fund to buy please make a proper video for sip in India or answer it in comments i am your big fan sir.
Brilliant video, thank you so much Mr.Warikoo!!
Just a couple of hours back I am searching for a video of yours based on which application is providing demat account with lowest possible charges.
Very informative video. Thanks a lot for your efforts! May God bless you!
Bahut achcha se explain karte hain aap thank u so much,