Income From Mutual Fund | Monthly Income From Mutual Fund | SWP In Mutual Fund | B Wealthy Help Live
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- Опубліковано 30 лип 2024
- क्या 2024 में Large Cap से होगी कमाई?, Full Video Link - • Large Cap Fund | Large...
Joined by Personal Finance Expert Pankaj Mathpal, I, Swati, the founder of the b Wealthy UA-cam channel, hosted an exciting LIVE Q&A session last Sunday!
We tackled your burning financial questions, discussing strategies like diversifying investments across different types of funds for various goals, deciding where to park a lump sum of ₹50,00,000 to cover monthly expenses, guidance on SIP amounts for buying a 2BHK home and educating two children, and understanding portfolio overlap tolerance.
Plus, we explored options for short-term investments like arbitrage funds versus low-volatility equity savings funds, and offered advice for a 53-year-old investor looking to maximize returns, including considerations like NPS or international funds.
It was an insightful session that empowered many on their financial journey!
Mail Us On - ask@bwealthy.co.in
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Facebook - / bwealthy.co
Time Stamp
0:00 Intro
2:44 Investment for traveling
5:32 Taxation on mutual funds
6:29 Monthly income from mutual fund
9:44 Best fund for SWP
11:20 Balanced advantage fund
11:55 How to register SIP in quant mutual fund
13:53 Switch fund in mutual fund
15:46 SWP kaise kare
16:32 How to invest for 5 years
19:02 Portfolio review
21:25 Can I pause funds?
22:14 How much should I invest in SIP
25:35 How to make 1 crore in 10 years in mutual funds
27:29 Portfolio review
29:06 Best returns in mutual funds
30:56 Contra fund in mutual funds
#mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy
क्या 2024 में Large Cap से होगी कमाई?, Full Video Link - ua-cam.com/video/v9KUvFs1Qlk/v-deo.html
Mail Us On - ask@bwealthy.co.in
Follow Us On -
Instagram - instagram.com/swati_bwealthy
Facebook - facebook.com/bwealthy.co
Q1
Swatiji nice session..
But I miss live..
I'm read a recorded video, it's so helpful, and our guest also wonderful person..
You are the always great Swatiji..
Thanks
Please be continue...
Amazing content, Swatiji, Pankaj ji💚
Thank you so much mam & Pankaj sir for clarifying my query. 🙂
Very useful sessions for the investors❤
Hello swati ji, you are doing a great job, really appreciate 👍
Thank you madam for the good video.
Valuable edition Madam 🙏
Thank you very much.
Get well soon ma'am
Yes in weekend will be better
Yes perfectly audible
Nice Session
Yes madam
Yes
Namate ji ,me NJ fund se 15000/pm investment kar rahe hai kya NJ fund se investment sahi hai
Clear
Ok
Aap hum retail investors ka bahut khyal rakhti hain isliye mai video dekhte time beech me aane wali kisi bhi ad ko skip nahi karta hu. Baki viewer se bhi meri guzarish hai k ad skip na karein aur is channel ko grow karne me yogdan dein.
अख्तर जी, बहुत शुक्रिया। बहुत मायने रखता है आपका ये gesture. Stay Blessed, Healthy & B Wealthy
₹40 lakh invest karne hain. Lumpsum me karen ya ₹2-2 lakh ki sip Karu. Nippon india growth fund, Nippon india passive Flexicap FOF aur Nippon india small cap 250 me invest karna kaisa rahega. Prabhat Kumar Mishra
2 2 ya 4 4 ki sip me krna. Mrket me correction ho rhi h
Don't go for single AMC divide in 4-5 amc fund
Madam Very Beautiful Informative information ....😊👍
Thank you so much Anil Jee. Stay Blessed, Healthy & B Wealthy
Beautiful session..
I have as of today 96 lakhs in my portfolio.
I am looking for monthly returns too .in now 62 i want this in thred years ..i have many funds.
Shoul i switch to only four funds lkke hdfc Balance advantage fun..
And 3mord
Shoil i start switch now
Or leave the funds just take money from them
Madam regular viewer suggest me pure equity funds for swp and as well for wealth creation in long term
Hi Madam, I am new user last 6 months Mr Mohammed Khan year 40 , Maine 6 different sip liya hai hai, 3 small cap & 1 mid cap, 1 index funds of total sip amount Rs 14500. Total invested amount Rs 97000 hai. Currently mujhe ek emergency aa gayi hai. Agar mai sip Stop kar deta hu abi without redeem. Mujhe ye ek knowledge hai ki ye amount lumpsum mein ho jata hai.Toh isme kya Koi nuksan hai mujhe, aur agar ye 10 years hold karta hu toh kya expected corpus hoga. Please suggest
You should check overlapping since you have 3 small cap in your portfolio.
Small cap sabse jyada hai companies so overlap nhi hota@@human__being
Dear medam, i want to invest in sip index fund in nifty fifty rs 1500 per month in zerodha app can you suggest me step by step process. I am senior citizen. Waiting thanks
Which is best Index plus or SIIP in LIC return k purpose se
Kya 10%anual return milega
Yes..index aapko 12% easily dega
Swati ji mujko mutul fund mai Niwesh karna chahta hun but mujko mutual fund ka kuch bhi knowledge nahi hai aur mai 50000 ka Niwesh karna chahta mujko kuch sujawu do kismet niwesh karnu around 10 years ya 15 years ke liye
Ma'am is there any website we can upload my pdf folio and check how much I have small cap mid and large cap stock I have in my all mutual fund schems 🙏
Groww
MF Central App
Jay hind maam. Iam a Army pesron and iam a dally vewer in your channel. Maam pls revew my portfoli. All are direct plan. Very aggrasive invester. Monthly total 13000 ka sip. Sip date 10/15/20/25/30....
1year complite sip or same skim mai lumsum ve kartahu. Total 500000 invest in 1 year. Investment horizon total 20 years.
Neppon small cap 3000
Tata small cap 3000
Mahindra manulife multi cap 2000
Motilal OSWAL mid cap =2000
Quant value fund=2000
Icici pudential NASDAK100 =1000
Portfolio kaisa hai. Stp mai nahe kar sakta. Or koi changement ka jarurat hai kya pls revew maam
Kya market abhi bahut jada crash hone wala hai??
Asset allocation: Equity 87.57
index fund-12.43
Tata small cap fund 3000rs per month
Quant small cap fund 2000rs---
Sbi magnum mid cap fund 2500rs---
ICICI prudential nifty midcap150 index fund 1700rs---
Parg parekh flexy cap fund 2000rs---
15 years investment horizon
11200rs per month
Sirji 👆 portfolio सही है ? 🙏🙏
Apna portfolio share kre madam
Thanks mam for this session
I have a question
Can you explain about international funds
How to convert Direct MF to Regular MF .. If possible, then same units will be transferred or any changes will happen???
The current value of investment (amount of money) should be transferred
Direct is better than regular .. don't switch
Swatiji, please advise your viewers to mention at least their name, while asking for investment help.
Madam ji 5 Lakhs invest karna hai. 5 year ke baad pension chahiye konsa fund le. Please batana. My age 45 hai
Mahine ka kitna chahiye ?
Good night mam
आवाज़ सही है
Good evening mam 🙏 mujhe 2000000lskh investment karna hai swp m jisey mujhe monthly 15000ki income ho saky kon sa fund m investment karna hai plj batay
12000 hogi
Hi
Investing 1Lac PM in SIP almost in 25 funds and in 10 fund houses. I want to retire after 8 years with a corpus of 2.5cr and monthly SWP OF 1.30 LACS. Currently investing in MF 100K per month and Currently having portfolio of 32 lac. How much I should invest? Currently I'm having 25 SIP running, should I reduce it? HDFC, Quant, Parag parekh, ICICI, SBI, Nippon small cap, Sundaram,Tata technologies, PGIM India, MIRAE ASSETS, Aditya Birla MF my portfolio is diversified.. 40 percent in Mid cap, 40 percent in small cap and 20 percent in large&Mid cap. I'm 40 years old with no financial liabilities
Hi..i watch recording...but lots of ads inbetween... it's so irritating....why this ??
पहली बात विशाल जी, बहुत शुक्रिया - रिकॉर्डिंग देखने के लिए। बीच में एड आता है, उसी के ज़रिए हमें कुछ कमाई होती है, यूट्यूब चैनल से। Stay Blessed, Healthy & B Wealthy
मुझे २५ लाख एस बी आय हायब्रीड equity म्युच्युअल फंड मे हर महिना २५ हजार swp करना है अच्छा रहेगा क्या मार्गदर्शन करना
6% to fd me bhe mil jayaga uske liye mf lagana he ku he.
Capital appreciation ki possibility rahegi
20 lakh invest Kiya 2019 November mein present Fund value 30 lakhs . Kitne sal mein 1 crore ban sakta hai ? SBI hybrid fund.
In next 20 Years
Kaun se fund mein invest kiye they
Sbi hybrid fund regular growth
सवाल गलत है बकुल पाल जी। आपको खुद से ये पूछना है कि आपको कितने साल में 1 करोड़ की ज़रूरत है? और उसके हिसाब से निवेश की स्ट्रैटेजी बनानी है। Stay Blessed, Healthy & B Wealthy
next 15th years
❤❤❤❤❤❤
Bank nifty kya hai
Daily paise deposit karke daily withdrawal kar rakte hai
आपका पहला सवाल तो समझ आ गया, लेकिन दूसरी लाइन हम समझ नहीं पा रहे हैं, थोड़ा डीटेल में समझाएँगे? Stay Blessed, Healthy & B Wealthy
@@BWealthy daily paise Bank nifty jitna paise deposit karke hai
Kab withdrawal kar sakte hai
Pls review my portfolio
Parag parikh flexicap
Nippon small
Axis small
Kotal midcap
Pgim midcap
3000 in each sip
Switch 1 mid cap to large cap or multi cap fund
What is the tax structure for Birla Nasdaq 100 FOF
Kaushal Jee, About the taxation of the fund mentioned in your comment, this is written on the website of Aditya Birla Mutual Fund: "Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at normal rates of tax applicable to the assesse. Long Term Capital Gain Tax would be applicable. Gains/profits are taxed at 20% with indexation." Another site says -
If investment is made on or after 1 April 2023:
Entire amount of gain is added to the investors'
income and taxed according to the applicable slab
rate.
If investment is made before 1 April 2023:
Sold within 3 years from the date of
investment: Gains are added to the
investors' income and taxed according to
the applicable slab rate.
Sold after 3 years from the date of
investment: Gains are taxed at the rate of
20% after providing the benefit of inflation
indexation.
Stay Blessed, Healthy & B Wealthy
Sir midcap m kon se fund m sip kare 10 years k leye
Motilal Oswal mid cap
This👆 is exactly what Mathpal sir will say😂
Quant Mid Cap Fund - Direct Plan - Growth
Nippon India Growth Fund - Direct Plan - Growth
HDFC Mid-Cap Opportunities Fund - Direct Plan - Growth
Quant mid cap for 2024 one year
I want to invest 10lk lumsum
Kindly guide me where to invest safe nd secure nd well returns
आपको सुन पा रहे है
Good evening Madam. I am waiting your replay. I sent email
सुन पा रहे हैं
Dear Madam, Good Evening.
My self Akshaya and now i am investing in
Axis Small cap 1000/-
Axis Growth opportunity 2000/-
Canara robeco smallcap 1000/-
Hdfc defense fund 1000/-
Icici flexicap 2000/-
Icici smallcap 2000/-
Quant small cap 1000/-
Sip monthly continues last 3 years. Plese Advise for good return for 15 years
Ma'am
U have 4 small cap categories funds in your portfolio, its very risky. Switch 1 small cap fund to large cap. Nippon and large or Hdfc hybrid funds or balance advantage fund me invest kare.
२५ लाख investment Krna kai
Mathpal sir......NIPPON SMALL CAP FUND MEIN ALMOST 200+ STOCKS HAI
HDFC balance advantage fund me 300+ stocks/ debt instruments hei
Plz mera Port foliyo le
Enhance your voices
ETF INVESTING MEANS ALWAYS PROFIT ,,,,NO LOSS
What about ETF mutual finds?
Why would you say that Arun Jee? Stay Blessed, Healthy & B Wealthy
@@BWealthy BY experience !!!! In ETF you sale on 3 to 5 % profit !!!! stay invested until you get profit . Because you invested big amount like MF . sometime even 1% is also good . because you sale at your price not like waiting until MF closing average price !!! plus once you sale you get 75% amount right away in your trading account for futher BUYING !!! you can buy another ETF . SO MORE TURN OVER AND TOTAL PROFIT
Hai madam I am ur subscriber my name Mahadev please review my portfolio
My age now 30 .next 30 year ke 2 crore corpus
Quant largemidcap 3000
Parag parik flexicap 2500
Edelweiss midcap momentum 3000
Quant small cap 4500
Sbi cotra 2000
After 30 yrs aapko approx 9crore ka wealth milega❤❤
Mujhe 30 lacs investment karna hai 3 saal ke liye kin kin funds me invest karien
Age 47 retirement ho gaya hai
Pension mil rahi hai
स्वाती जी मैने आपको मेल किया है, गौर किजीएगा प्लिज ... Thank you..😊
Mutual fund se abhi tak kaun wealth banaya hain. Mughe nam bato. Ak per loog bhi nehi banaya hoga. Lekin mutual fund company wala jarur banaya hain.
Mein 7 -8 saal se kar Raha hoon ...paise Bane hain ...fd rates se jyada
@mutualfund10 अपने रिस्क apetite को पेहचान के ऊस तरिके का निवेश करे तो पैसे बनते है. ये कोई जादू की छडी नही है, समय देना पडता है.
Bahut log hai jo sabar rakh ker long time invested rehte hai bhai
Swati ji these are not Name 😂😂😂😂😂😂 I think these are probably MODEL NUMBER 😂😂😂😂
Hi...sir I am new user I wish to plan for my daughter higher education money currently she is in grade 10 and her wish to become Dr. OR engineer for that I need around 50 Lakh over a period of 2 years after
You are beautiful mam
मराठीत माहिती मिळाली पाहिजे
ICICI BALANCE ADVANTAGE FUND
HDFC BALANCED ADVANTAGE FUND
QUANT BALANCE ADVANTAGE FUND
Swati mam : sheekh kar samajh kar chori kar chori kara. team zee biznusis.
मुझे नहीं समझा कि आप क्या कहना चाह रहे हैं प्रहलाद जी। Stay Blessed, Healthy & B Wealthy
Very amateur and unprofessional way of conducting a session
Yes
Ok
Hi
Yes
Yes
Yes
Ok