Current Sip PP flexi : 5k Quant smallcap = 3k Motilal s&p 500 index =2.5k NiftyBees Etf = 4k JuniorBees Etf=2k NPS =1K Also have some holding in Mirae Bluechip, Motilal smallcap 250 index, MAFANG and MON100 I want to stop SIP in NPS, and relocate mirae Bluechip to pp flexi cap. And motilal smallcap to quant smallcap. Also increase investment in MAFANG etf and MON100 etf. Please review the portfolio and suggest.
Etf you can consider later, increase index funds, don't choose all funds. Uti or groww.less traking error in uti. I gave sugession of my point of view.
Mera portfolio Aditya Birla large cap regular -2000 Nippon India largecap Regular-1000 ICICI prudential midcap regular -2000 ICICI flexi cap regulr-1000 Nippon India small cap-3000 Axis small cap regular-1000 Sbi small cap regular-1000 Quant smallcap direct-1500 Canera roebeco smallcap direct-1500 Kotak midcap direct-1000 Hdfc smallcap direct-500 Tata smallcap direct-500 Mam kon si sip band Karu or konsi jari rakhna chahiye agyanta vash jda sip le Li hai or kya regular plan ko direct me switch kar lu please help me
On the first day of getting a salary, I buy the same MF one time (not using SIP) every month, mostly the same amount but sometimes more and sometimes less according to the budget. It works well for me.
Nice and knowledgeable conversation. Expert guidance is excellent. He is covering all aspects and query reasonably good. One suggestion from me. You have covered on question where you have shown the investor's and his wife's current portfolio. It would be more helpful if you have shown the revised and trimed portfolio as suggested by the expert for ease of viewers. 👍 Good job. Please continue.
Madam I need your opinion regarding my portfolio as follows 1. HDFC Index fund Sensex Plan - 1200/- 2. Mirar Asset Emerging Bluechip fund - 1000/- 3. Axis Midcap fund - 1000/- 4. Parag Parikh Flexi Cap fund - 2000/- 5. SBI Small Cap fund - 1000/- I am inviting since last 3-4 years and I will continue the investment for long term. Now my portfolio delivered 64% return (cagr 17.25%). Now I want to add Nippon India Small Cap fund in my portfolio. My question is whether my portfolio is right for long term horizon or it requires correction? Please suggest me.
Good evening mam 1.Parag pariksha flexible cap fund 2.canara robeco emerging equity direct plan 3.kotak equity opportunity fund 4.mirae asset meeting bluchip fund direct plan For 20 years me kaisa hai abhi start karna hai 1-1 thousand sabhi me sip karni hai
1. Parag parikh flexi cap- 1500/- 2. Kotek equity opportunity fund- 1000/- 3. Sbi multi asset allocation fund- 500 4. Mahindra manulife small cap- 500/- 5. Motilaal oswal nifty microcap 250 index fund- 500/- Please look is it good or required any change Time horizon 15 years
Sir/Madam, Rs 300000 ka investment Kiya hua hai quant small cap fund direct plan growth me .. Is fund me Rs 2000 ka SWP start Kiya hai 10 yrs ke liye on every 1st of every month. My question 1. Kya mei SWP karte hue bich me lumpsum invest kar sakta hu ? 2 kya me bich me Rs2000 swp ke alawa jyada amount bhi withdraw kar sakta hu?3 SWP ki amount Kam ya jyada karni ho online to kaha se karenge? Swp karne pe tax kitna katega 10 yrs me? 10 yrs ke baad me kya vaapas SWP kar sakta hu??
I request you to please explain taxation for senior citizens in detail as to how much do we lose when we invest in different streams like MF,swp, retirement schemes etc. Thanks
Quant midcap 1000 Nippon midcap 1000 Sbi contra fund 1100 Hdfc smallcap 1000 Merai asset emerging fund 1000 Motilal midcap fund 1000 Pgmi midcap fund 1000 parag parikh flexicap fund1000 Mam kya mene portfolio sahi bnaya hai mera corpus 200000 ka hai.mujhe 10sal me 40 lakh chahiye
I m From guwahati and I m 31 year's old.. My SIP sub Total 18000 per month as given below. Nippon India small cap - 5500 Kotak flexicap - 2000 Parag parikh flexi xap - 3500 Mirae assets bluchip fund - 2000 Uti flexicap cap - 2500 Canara rebeco bluchip fund - 2500. Should I meet my goal about 1 cr in 8 year's now already 3 year's cross. Please suggest ma'am
Good evening mam 1.Parag pariksha flexible cap fund 2.canara robeco emerging equity direct plan 3.kotak equity opportunity fund 4.mirae asset meeting bluchip fund direct plan For 20 years me kaisa hai abhi start karna hai
I have 7 sip . sbi focused 5k, sbi small 10k,canara robeco small 5k,axis midcap 5k,mirae asset emerging 5k ,parag parikh flexi 20 k and kotak emerging 5k. should I change anything I have a vision of 20 yrs
Mere pas DSP Tax saver fund hai 2017 se, till now return 22% XIRR. Ye fund kabhi top performer nhi Raha hai but I think kind of consistent performer hai. Kya hume top performer fund me hi investment karna chahiye. Pls review DSP Tax saver fund. Thank you.
Any comment on keeping my saving account balance to arbitrage fund as this fund is not needed for 2yr. As income earned through interest is charged with tax.
I have invested 10L via sip since 2018 currently 1.2- Large & midcap 2.1-contra fund 3.1-Flexicap fund 4. 1-Thematic Fund 5.1-Large Cap fund 6. 2-Small Cap fund Now corpus is 20L should I continue or move out and transfer money to debt as currently market is over weight and wait again for some gud down market in future my goal is to achieve 1 cores upto 2030
@@sukumaridevi3629 Aditya birla psu fund, icici commodities fund, quant infrastructure fund. These are very good funds. Even if the market falls, v get opportunity to invest more in them.
Naresh Jee, there are two options, a mix of debt and equity investment that you do on your own. For Example, you can park 20-22 Lac in SCSS and get your monthly required amount and park the rest in equity. 2nd Option could be - parking the full amount in a Balanced Advantage Fund and setting 15K SWP with 5% annual increment (to cover inflation). But before you take the call, you need to weigh your risk appetite. Stay Blessed, Healthy & B Wealthy
Age 30 Want 10cr at age of 55 I have 5 SIP Nippon india midcap regular 8000 Sundaram midcap regular 7000 Nippon small cap 3000 Sbi small cap 2000 Dsp small cap top50 1000 is it ok or i have to make changes in my portfolio
I am a senior citizen of about 63 years,I am also an HNI recently I sold an asset worth about 10 cr. After clearing some debt and long-term capital gains tax is it ok to invest the residual fund in MF. For 20 years in the name of my son and daughter? Or take the sip mode. ?
Namaste Sir, we will answer your query in our next B Wealthy Help LIVE session, scheduled for coming Sunday @ 7:30 PM. Stay Blessed, Healthy & B Wealthy
Hello Ma'am, I am 46 yrs old and have been investing in mutual funds for around 15 years now and have accumulated around One CR+ portfolio value. As I have grown older, I realized that had I known about investing earlier, I could have accumulated more and lost at least 7-8 years. I want to educate my 16 yo son about investing in market early on. But I am not sure how to proceed with that so that he can reap the benefit of compounding more than what I have achieved. Can you pls share your thought on this? Should I start with an Index fund to be on safer side once he reaches 18 or with a Multicap (or flexicap) fund with which he can experience the volatility of the market and take his own judgement once he starts earning?
This is an extremely relevant question. I have recorded an answer to this for our next B Wealthy Help LIVE session, scheduled for 24/12/2023, Abhijit Jee. May I request you to watch it once and then we can connect over a call and discuss it further. Thank you so much for watching the video. Stay Blessed, Healthy & B Wealthy
Namaskar ji mein bhupesh 48 yrs, jaanana chahta hun ki kaun sa mutual fund investment ke liye sahi rahega, mein 50 k ki sip karna chahta hun, large , midcap aur small cap me koi badiya mutual fund bataye 15 se 20 saal ke ke liye kya mein Nippon ke large, growth aur small cap me invest karke acha return mil sakta hai ya koi aur acha fund suggest kare. Dhanyawad ya phir mahindra manulife ke returns ke hisab se usme invest kare kripya guide karen
Mam mutual funds me jo capital sip karte hai uska jo devidend stocks se ate hai o mutual fund AMC hamara portfolio me add karte hai kya? Agar karte hai to kaise unit me add hota hai?
My age is 36. I am investing 30k per month sip . Parag parekh flexi cap 7500, hdfc sensex plan 7500, Nippon small 4500, tata small cap 3000, kotak emerging 7500. I want to invest 15k more pls suggest funds.
स्वाती मैम आप गया जिला बिहार से हैं, मैं भी गया से हूँ! लेकिन मैम आपकी स्ट्रेटेजी पागल बनाने वाला हैं सायद, आपकी वीडियोज देखकर मैं कन्फ्यूजन जरूर होता हूँ!
Sir, This is K Praveen Kumar from Hyderabad working for NHRC. Please review my portfolio 1) SBI Bluechip Fund Direct Growth 5 k 2) Mirae Asset ELSS Tax Saver Fund -direct 5k 3) HDFC Index S&P BSE Sensex 5k. Total 15k per month I have target of 5 cr and time period is 15 years can it be possible.
Mamam mera FRANKLIN INDIA FOCUSED EQUITY F G. 2000,PGIM FLEXICAP F G 1000 FOR 12/10 year, HAR MAHINA CUTTA HAI 11MONTH HUA , ISKO STAY KORE NA CHANGE KORE PLEASE give reply
Sir Aaj se 10 years baad muje apne equity mutual fund ke corpus ko swp karna hai. Ek sath redeem karne se tax liability aayegi. Aaj se muje kya karna hoga Swp ke liye Jo muje 10 saal baad suru karna
I am 61 government retired (getting pension & medical benifits) I want to invest 40 lakhs in different SWP's, in HDFC flexi cap, HDFC HYBRID EQUITY FUND AND in SBI BALANCE ADVANTAGE FUND. HOW much should I invest in each of these funds ? Would you suggest some alternative proposal ? Should I invest for 5 or 8yrs ? Basic idea is to save I.Tax and get 16 thousand monthly if possible and increase the amount of Principal investment.
Sanjay Jee, we will answer your query in our next B Wealthy Help LIVE session, scheduled for 07/01/2023. Time is 7:30 PM. Stay Blessed, Healthy & B Wealthy
Mdm Namaskar 🙏 . Mai ek army person hun. Agley 2 Sal Mai pension ja raha hun. Age 42 . Main 6000 rupees sip & 200000 lakh lumsum korna chahta hun konsa konsa fund chunhu please guide me. Mera sbi bluechip & flexicap fund chal raha hai. 1000+1000. Jai hind.
I have answered this question in the recording of our next B Wealthy Help LIVE session, scheduled for 24/12/2023. Request you to watch it on 24th and if you have more doubts, please comment or email to ask@bwealthy.co.in. Stay Blessed, Healthy & B Wealthy
ये दिक्कत है गोल नहीं होने का, अगर हम ये कहें कि कम से कम प्रॉफिट बुकिंग कर लें - तो सवाल आएगा कि उस प्रॉफिट का करेंगे क्या? क्या बाज़ार गिरने का इंतज़ार करेंगे और फिर निवेश करेंगे? क्या आप इसको टाइम कर पाएंगे, अगर कर पाए भी तो निवेश किसमें करेंगे - पुराने फंड में या फिर नई स्कीम में? हम आपकी जगह होते, तो गोल ना होने की स्थिती में कम से कम मुनाफा निकाल लेते और उसके बाद, कुछ वक्त इस पर बिताते कि ज़िंदगी का फाइनेंशियल गोल्स क्या हैं, उसके लिए कैसे निवेश करना है , और फिर आगे बढ़ते। Stay Blessed, Healthy & B Wealthy
Mam my age 40 (with wife and mother ) abhi tak koi bhi insurance ya mediclam nahi hai ..konsi mediclaim policy with less premium is best ..please advice
Mam 1lakh k upar agar profit ho tho tax lagta hai par wo calculate kaise hota hai ,jaise agar hum ek amount pichle 3saal se kar rahe ho aur ab uska profit 1L k upar hua tho kya ye saal ka tax consider hoga..jab ki profit tho 3yrs investment k baad hua,aur every year previous profit+current profit k hisab se tax consider hoga ,pls answer, thank you 🙏
शीतल जी, हमने जो अगला बी वेल्दी हेल्प लाइव सेशन रिकॉर्ड किया है, उसमें इस सवाल का जवाब है। वो हम 24 तारीख को अपलोड करेंगे। आप एक बार वो वीडियो देख लिजिएगा, और उसके बाद भी अगर उलझन हो, तो कमेंट करिए या मेल करिएगा - ask@bwealthy.co.in पर। Stay Blessed Healthy & B Wealthy
Madam Plz muje two fund recommend kore ..Jo ki mai 20 sal tok monthly ek fund mai 3000 aur ek fund mai 3000 total 6000 thousand Ankhe bandh korke invest kor soku aur achha returns pa soku ...
Halo sir aap 6000ka sip Neppon small cap Direct plan 2500 Neppon multi cap 1500 Parag Parikh flexi cap direct plan 1000 Sbi magnum mid cap direct plan 1000. Continue 20 years . Best mutual fund skim .u continue and Ya skim mai kavhe kavhe lumsum ve kar na or better hoja. Neppon small cap mai lumsum nahe hoja bake other skim mai lumsum hoja.aap ya continue karna chahiye....if u intrest .ya skim good dyversy fay hoja.
IMJUGRAJ FROM PUNJAB I AM 32 YEARS AGE MARRIAGED NO KIDS I HAVE 8 CRORE RUPEESS IN DIFF BANKS AND POST OFFICE IN GOLD BONDS SAVINGS AD DOING 2 LAKH PER MONTH SIP 58 AGE PE KITNA HOGACOMTINUE RKHU 🙏🙏
SIP New Rules Update, Full Video Link - ua-cam.com/users/live2SgYHy6hgXU
Current Sip
PP flexi : 5k
Quant smallcap = 3k
Motilal s&p 500 index =2.5k
NiftyBees Etf = 4k
JuniorBees Etf=2k
NPS =1K
Also have some holding in Mirae Bluechip, Motilal smallcap 250 index, MAFANG and MON100
I want to stop SIP in NPS, and relocate mirae Bluechip to pp flexi cap. And motilal smallcap to quant smallcap. Also increase investment in MAFANG etf and MON100 etf.
Please review the portfolio and suggest.
Etf you can consider later, increase index funds, don't choose all funds. Uti or groww.less traking error in uti. I gave sugession of my point of view.
Mera portfolio
Aditya Birla large cap regular -2000
Nippon India largecap
Regular-1000
ICICI prudential midcap
regular -2000
ICICI flexi cap regulr-1000
Nippon India small cap-3000
Axis small cap regular-1000
Sbi small cap regular-1000
Quant smallcap direct-1500
Canera roebeco smallcap direct-1500
Kotak midcap direct-1000
Hdfc smallcap direct-500
Tata smallcap direct-500
Mam kon si sip band Karu or konsi jari rakhna chahiye agyanta vash jda sip le Li hai or kya regular plan ko direct me switch kar lu please help me
Small caps are more so volatility will be high, use one. Instead of regular funds use uti nifty index fund.large cap also prefer one not 3 or 4 .
Written chapters is a wonderful idea.thank you sir/ma'am 🙏
Once again super session...... Thanks a lot madam ji......
Thank you Anupam Jee. Stay Blessed, Healthy & B Wealthy
On the first day of getting a salary, I buy the same MF one time (not using SIP) every month, mostly the same amount but sometimes more and sometimes less according to the budget. It works well for me.
Nice and knowledgeable conversation. Expert guidance is excellent. He is covering all aspects and query reasonably good.
One suggestion from me.
You have covered on question where you have shown the investor's and his wife's current portfolio. It would be more helpful if you have shown the revised and trimed portfolio as suggested by the expert for ease of viewers.
👍 Good job. Please continue.
Thank you for all the kind words Manoj Jee. Excellent suggestion. Will keep it in mind. Stay Blessed, Healthy and B Wealthy
Madam I need your opinion regarding my portfolio as follows
1. HDFC Index fund Sensex Plan - 1200/-
2. Mirar Asset Emerging Bluechip fund - 1000/-
3. Axis Midcap fund - 1000/-
4. Parag Parikh Flexi Cap fund - 2000/-
5. SBI Small Cap fund - 1000/-
I am inviting since last 3-4 years and I will continue the investment for long term. Now my portfolio delivered 64% return (cagr 17.25%).
Now I want to add Nippon India Small Cap fund in my portfolio.
My question is whether my portfolio is right for long term horizon or it requires correction? Please suggest me.
Good evening mam
1.Parag pariksha flexible cap fund
2.canara robeco emerging equity direct plan
3.kotak equity opportunity fund
4.mirae asset meeting bluchip fund direct plan
For 20 years me kaisa hai abhi start karna hai
1-1 thousand sabhi me sip karni hai
Add one Small cap fund also after some smallcap correction
Swati sister 🙏 Good evening 🌆. Happy journey 🙏. Safe journey. Thank you 🙏🙏
Thank you Alok Jee. Stay Blessed, Healthy & B Wealthy
Welcome 🙏
1. Parag parikh flexi cap- 1500/-
2. Kotek equity opportunity fund- 1000/-
3. Sbi multi asset allocation fund- 500
4. Mahindra manulife small cap- 500/-
5. Motilaal oswal nifty microcap 250 index fund- 500/-
Please look is it good or required any change
Time horizon 15 years
👍
Very good session- An authentic expert -Happy New Year!
Good
A very good Q/A session, Swati Ma'm. God Bless you beta. Keep it up.
KKAGRAWAL
Thank you so much 🌸
बहुत ही अच्छा Q एंड ए 😎👌,धन्यवाद स्वाति जी और हेमंत जी😊😊🇮🇳🇮🇳🙏🏻🙏🏻,आपकी विदेश यात्रा सुखमय हो🥰🙏🏻🙏🏻
Thank you Deepak Jee. Stay Blessed, Healthy & B Wealthy
😊🇮🇳🙏🏻
Sir/Madam, Rs 300000 ka investment Kiya hua hai quant small cap fund direct plan growth me .. Is fund me Rs 2000 ka SWP start Kiya hai 10 yrs ke liye on every 1st of every month. My question 1. Kya mei SWP karte hue bich me lumpsum invest kar sakta hu ? 2 kya me bich me Rs2000 swp ke alawa jyada amount bhi withdraw kar sakta hu?3 SWP ki amount Kam ya jyada karni ho online to kaha se karenge? Swp karne pe tax kitna katega 10 yrs me? 10 yrs ke baad me kya vaapas SWP kar sakta hu??
Happy New in Advance Year all of you 2024🎉❤🎉
I request you to please explain taxation for senior citizens in detail as to how much do we lose when we invest in different streams like MF,swp, retirement schemes etc.
Thanks
Malini Jee, sure. Will come up with the video soon. Stay Blessed, Healthy & B Wealthy
What a lovely smile 28:42 Lots of love 😘😘
Hello....
ELSS fund ko 3 years me withdrawal krna chahiye
Ya fir
Long term k liye rkhna chahiye
Please guide
Thank you Madam for the wealthy advice.
Thank you for watching the video & I am glad that you found the video informative. Stay Blessed, Healthy & B Wealthy
Mam SBI Small cap fund ke bare me apna soch bataye?????
Quant midcap 1000
Nippon midcap 1000
Sbi contra fund 1100
Hdfc smallcap 1000
Merai asset emerging fund 1000
Motilal midcap fund 1000
Pgmi midcap fund 1000
parag parikh flexicap fund1000
Mam kya mene portfolio sahi bnaya hai mera corpus 200000 ka hai.mujhe 10sal me
40 lakh chahiye
Swati mam thanks for meet to Vijay sir from Mumbai
Thank you for watching that video Vinay Jee. Glad you liked the content. Stay Blessed, Healthy & B Wealthy
Very good
Good session ma'am ans sir!
I m From guwahati and I m 31 year's old..
My SIP sub Total 18000 per month as given below.
Nippon India small cap - 5500
Kotak flexicap - 2000
Parag parikh flexi xap - 3500
Mirae assets bluchip fund - 2000
Uti flexicap cap - 2500
Canara rebeco bluchip fund - 2500.
Should I meet my goal about 1 cr in 8 year's now already 3 year's cross.
Please suggest ma'am
Bro why are you investing in 3 flexi cap funds ? Doesn't makes any sense...
Go for midcap
Thanks for consider my questions🙏
Thanks for watching the video. Stay Blessed, Healthy & B Wealthy
Account holder nominee dono ki mrityu ho jaye tab paisa kise aur kaise milega
Beauty with brains!!
Good evening mam
1.Parag pariksha flexible cap fund
2.canara robeco emerging equity direct plan
3.kotak equity opportunity fund
4.mirae asset meeting bluchip fund direct plan
For 20 years me kaisa hai abhi start karna hai
Thanks
Please Comment on
IDCW Plan.
Very good episode with lot of insights for an investor. By the way really liked the new logo of B Wealthy. Keep growing!!
So glad that you paid attention to the new LOGO. Thank you so much Amey Jee. Stay Blessed, Healthy & B Wealthy
As nifty is making new all time high everyday, shall we do lumpsum investment in mutual funds now or shall wait for some correction?
If I would have been in your place, I would wait Manisha Jee. Stay Blessed, Healthy & B Wealthy
@@BWealthyif you know the answer, pls answer. Why such joke on serious matter
@@kalpananarendra7599 I don't see any joke in my response. I don't know why you wrote this. Stay Blessed, Healthy & B Wealthy
I have 7 sip . sbi focused 5k, sbi small 10k,canara robeco small 5k,axis midcap 5k,mirae asset emerging 5k ,parag parikh flexi 20 k and kotak emerging 5k. should I change anything I have a vision of 20 yrs
Mere pas DSP Tax saver fund hai 2017 se, till now return 22% XIRR. Ye fund kabhi top performer nhi Raha hai but I think kind of consistent performer hai. Kya hume top performer fund me hi investment karna chahiye. Pls review DSP Tax saver fund. Thank you.
Top performer kuchh nhi hota, tum kya return target le k chal rhe ho, woh mil rha hai toh kya top kya low
But tax saver pr 3 yrs ka lock in period h .
this guest was different..quality content ..pls provide link to his channel
Namaste, Hemant Sir does not have any UA-cam Channel. Thank you for watching the video. Stay Blessed, Healthy & B Wealthy
Superb session .. thanku
Thank you so so much. Stay Blessed, Healthy & B Wealthy
U r decent person to hear
Thank you so much Vishal Jee. Stay Blessed, Healthy & B Wealthy
Informative ❤
Thank you so much Prem Jee. Stay Blessed, Healthy & B Wealthy
Thank you
Thanks to you too for watching the video Sharfuddin Jee. Stay Blessed, Healthy & B Wealthy
Very informative video
Sir yono me redeem ko cancel kr sakte hai kya
please clear my doubt expanse ratio kab kitny br katta hai sip or pure mutual fund term me 👆
Any comment on keeping my saving account balance to arbitrage fund as this fund is not needed for 2yr.
As income earned through interest is charged with tax.
I have invested 10L via sip since 2018 currently 1.2- Large & midcap 2.1-contra fund 3.1-Flexicap fund 4. 1-Thematic Fund 5.1-Large Cap fund 6. 2-Small Cap fund
Now corpus is 20L should I continue or move out and transfer money to debt as currently market is over weight and wait again for some gud down market in future my goal is to achieve 1 cores upto 2030
How you feel for thematic fund, is it performing well bro ?
@@pratheepkumar4218 it is just double of my investment u now my entered time in mutual fund was in 2018
All sectoral fund perform very well. I have 4-5 sectoral fund. All performing good
@@PhDLawplz sir name those sectorial funds in which invested
@@sukumaridevi3629 Aditya birla psu fund, icici commodities fund, quant infrastructure fund. These are very good funds. Even if the market falls, v get opportunity to invest more in them.
My age is 65 & how much fund should I have for monthly SWP of 15k? My investment is 14L & fund value is 32L.
32 ke 32 nikal ke senior citizen saving scheme and Pradhan mantri vaya Vandana yojana and post office monthly income scheme mein laga de
As you are old, this will save you from volatility of market and give you a monthly income to lead a dignified life in old age
Naresh Jee, there are two options, a mix of debt and equity investment that you do on your own. For Example, you can park 20-22 Lac in SCSS and get your monthly required amount and park the rest in equity. 2nd Option could be - parking the full amount in a Balanced Advantage Fund and setting 15K SWP with 5% annual increment (to cover inflation). But before you take the call, you need to weigh your risk appetite. Stay Blessed, Healthy & B Wealthy
Age 30
Want 10cr at age of 55
I have 5 SIP
Nippon india midcap regular 8000
Sundaram midcap regular 7000
Nippon small cap 3000
Sbi small cap 2000
Dsp small cap top50 1000
is it ok or i have to make changes in my portfolio
I am a senior citizen of about 63 years,I am also an HNI recently I sold an asset worth about 10 cr. After clearing some debt and long-term capital gains tax is it ok to invest the residual fund in MF. For 20 years in the name of my son and daughter? Or take the sip mode. ?
Namaste Sir, we will answer your query in our next B Wealthy Help LIVE session, scheduled for coming Sunday @ 7:30 PM. Stay Blessed, Healthy & B Wealthy
Hello Ma'am, I am 46 yrs old and have been investing in mutual funds for around 15 years now and have accumulated around One CR+ portfolio value. As I have grown older, I realized that had I known about investing earlier, I could have accumulated more and lost at least 7-8 years. I want to educate my 16 yo son about investing in market early on. But I am not sure how to proceed with that so that he can reap the benefit of compounding more than what I have achieved. Can you pls share your thought on this? Should I start with an Index fund to be on safer side once he reaches 18 or with a Multicap (or flexicap) fund with which he can experience the volatility of the market and take his own judgement once he starts earning?
Index funds bro
This is an extremely relevant question. I have recorded an answer to this for our next B Wealthy Help LIVE session, scheduled for 24/12/2023, Abhijit Jee. May I request you to watch it once and then we can connect over a call and discuss it further. Thank you so much for watching the video. Stay Blessed, Healthy & B Wealthy
@@BWealthy Sure Ma'am...will do
Namaskar ji mein bhupesh 48 yrs, jaanana chahta hun ki kaun sa mutual fund investment ke liye sahi rahega, mein 50 k ki sip karna chahta hun, large , midcap aur small cap me koi badiya mutual fund bataye 15 se 20 saal ke ke liye kya mein Nippon ke large, growth aur small cap me invest karke acha return mil sakta hai ya koi aur acha fund suggest kare. Dhanyawad ya phir mahindra manulife ke returns ke hisab se usme invest kare kripya guide karen
Mam mutual funds me jo capital sip karte hai uska jo devidend stocks se ate hai o mutual fund AMC hamara portfolio me add karte hai kya?
Agar karte hai to kaise unit me add hota hai?
Nahi karte bhai, to acha hain ki direct stock main invest Karo jis se aapko dividend mile
My age is 36. I am investing 30k per month sip . Parag parekh flexi cap 7500, hdfc sensex plan 7500, Nippon small 4500, tata small cap 3000, kotak emerging 7500. I want to invest 15k more pls suggest funds.
Is this the right time to convert equity mutual into a debt mutual fund??
And why this thought Abhishek Jee? Stay Blessed, Healthy & B Wealthy
Biggest fan of you since 2006 . Currently living in japan.. lots of love and respect..just 1 wish take my name kunal once if possible
स्वाती मैम आप गया जिला बिहार से हैं, मैं भी गया से हूँ! लेकिन मैम आपकी स्ट्रेटेजी पागल बनाने वाला हैं सायद, आपकी वीडियोज देखकर मैं कन्फ्यूजन जरूर होता हूँ!
That's really sweet of you Kunal Jee. This was a recorded video. Stay Blessed, Healthy & B Wealthy
Hllo mam....apne doubt kis madhaym se apko bheje?Q KI CMMNT BOX KA DOUBT KAVI LETI NAHI! PLEASE BTAYE..port folio annalies krana hei!
Kya same category me do fund rakha ja sakta hai different AMC ka?
Ex- Sbi midcap and pgim midcap
Nippon India smallcap and Quant smallcap
Overlap ho jayega
Ha...lekin overlap hoga kya check karna b jaruri hai...agar overlap percentage Kam hone se koi problem nai hoga
Axis long term equity fund me kya kare? Bane rahe ya nikal jaye?
Requested to give analysis on pginvit
You really have a sweet face and terrific smile..😊
Bajaj Allianz ka goal assure ke bare mein bataen please
SBI Blue chif me mera 3000 ka sip h 5 salo se ky 20 sal me 1 caror ho gayega
Medam mera monthly SIP 23500.
Usme Mene 39 Fund liye…
Me inko sirf 10-12 fund karne h.
Then Apka advice
In lot of analyst I have heard saying stop sip in small cap since it's over valued and invest in large cap for 2024. Pls suggest
In lot of analyst I have heard saying stop sip in small cap since it's over valued and invest in large cap for 2024. Pls suggest
I am doing some research on this topic. Will try to upload a video on it soon. Stay Blessed, Healthy & B Wealthy
Make the video to english version also for non regional language people.
Let me see, if i can add english audio to the videos Pratheep Jee. Stay Blessed, Healthy & B Wealthy
Madam ji 2 years pahle 3000 SBI wealth builder plan ki sip ki h kya myjh fayda hoga abhi kuch khas fark to dikha nhi
At what do you come live ma'am. I have questions.
Sir,
This is K Praveen Kumar from Hyderabad working for NHRC.
Please review my portfolio
1) SBI Bluechip Fund Direct Growth 5 k
2) Mirae Asset ELSS Tax Saver Fund -direct 5k
3) HDFC Index S&P BSE Sensex 5k.
Total 15k per month
I have target of 5 cr and time period is 15 years can it be possible.
No
Axis elss me bane rahe ya fund cheng kar de please kindly suggest
Mamam mera FRANKLIN INDIA FOCUSED EQUITY F G. 2000,PGIM FLEXICAP F G 1000 FOR 12/10 year, HAR MAHINA CUTTA HAI 11MONTH HUA , ISKO STAY KORE NA CHANGE KORE PLEASE give reply
Uti flexi cap is not performing should I quit it
Worst fund , I exited 80 percent
2022 में ही निकल जाना था
Hlo mam.. aap se 2-3 saal phle bat Hui thi call pr m uttarakhand se hun.. mutual fund me konsa fund me invest shi rhega?
Sir Aaj se 10 years baad muje apne equity mutual fund ke corpus ko swp karna hai. Ek sath redeem karne se tax liability aayegi. Aaj se muje kya karna hoga Swp ke liye Jo muje 10 saal baad suru karna
I am 61 government retired (getting pension & medical benifits) I want to invest 40 lakhs in different SWP's, in HDFC flexi cap, HDFC HYBRID EQUITY FUND AND in SBI BALANCE ADVANTAGE FUND. HOW much should I invest in each of these funds ? Would you suggest some alternative proposal ? Should I invest for 5 or 8yrs ? Basic idea is to save I.Tax and get 16 thousand monthly if possible and increase the amount of Principal investment.
Sanjay Jee, we will answer your query in our next B Wealthy Help LIVE session, scheduled for 07/01/2023. Time is 7:30 PM. Stay Blessed, Healthy & B Wealthy
Children ke name se kaise MF kare.pls live demo video.
ज़रूर नागेंद्र जी। Stay Blessed, Healthy & B Wealthy
Mdm Namaskar 🙏 . Mai ek army person hun. Agley 2 Sal Mai pension ja raha hun. Age 42 . Main 6000 rupees sip & 200000 lakh lumsum korna chahta hun konsa konsa fund chunhu please guide me. Mera sbi bluechip & flexicap fund chal raha hai. 1000+1000. Jai hind.
0:15 क्या आप सीएनसी चॅनल पे क्यो नही दिखाई नही देती..
Hi Ma'am.. discription box mein email id nahi hai..
Namaste mdm aap ki sehat ko kya hua bahut kamjor ho gai hai.
Mere pass sbi bluechip growth fund me 2000 ka sip hai 2018 January se . Avi a fand ka parformens kaisa hai ? Review pls 🎉
sbi bluechip fund acha hai. aap continue kariye.
Kia sbi focused fu d se exit kar dena chahiye
For swp 1cr 50k per month.what is the tax % on swp?
I have answered this question in the recording of our next B Wealthy Help LIVE session, scheduled for 24/12/2023. Request you to watch it on 24th and if you have more doubts, please comment or email to ask@bwealthy.co.in. Stay Blessed, Healthy & B Wealthy
Thanks mam it’s a great source of knowledge how can I personally set up my portfolio do you have any email I’d or where I can contact for this.
Madam good evening mere Nippon growth and lumpshum me 12 lakh ke 20 lakh 5 saalo me ho chuke Bane rahe k nikal Jaye koi goal nahi
ये दिक्कत है गोल नहीं होने का, अगर हम ये कहें कि कम से कम प्रॉफिट बुकिंग कर लें - तो सवाल आएगा कि उस प्रॉफिट का करेंगे क्या? क्या बाज़ार गिरने का इंतज़ार करेंगे और फिर निवेश करेंगे? क्या आप इसको टाइम कर पाएंगे, अगर कर पाए भी तो निवेश किसमें करेंगे - पुराने फंड में या फिर नई स्कीम में? हम आपकी जगह होते, तो गोल ना होने की स्थिती में कम से कम मुनाफा निकाल लेते और उसके बाद, कुछ वक्त इस पर बिताते कि ज़िंदगी का फाइनेंशियल गोल्स क्या हैं, उसके लिए कैसे निवेश करना है , और फिर आगे बढ़ते। Stay Blessed, Healthy & B Wealthy
Mam my age 40 (with wife and mother ) abhi tak koi bhi insurance ya mediclam nahi hai ..konsi mediclaim policy with less premium is best ..please advice
Tata aia ka medical insurance bht achi hai, with less premium..
Where we can ask the question?
मेरे पास इस समय 25 लाख हैं जिन्हें मुझे mf में lumpsum में लगाना है कब और कैसे लगाना चाहिए, किन फंड्स में लगाना है यह मुझे नहीं जानना है।
आने वाले रविवार को आपके सवाल का जवाब देते हैं ( 07/01/2023) . Stay Blessed, Healthy & B Wealthy
Mam 1lakh k upar agar profit ho tho tax lagta hai par wo calculate kaise hota hai ,jaise agar hum ek amount pichle 3saal se kar rahe ho aur ab uska profit 1L k upar hua tho kya ye saal ka tax consider hoga..jab ki profit tho 3yrs investment k baad hua,aur every year previous profit+current profit k hisab se tax consider hoga ,pls answer, thank you 🙏
शीतल जी, हमने जो अगला बी वेल्दी हेल्प लाइव सेशन रिकॉर्ड किया है, उसमें इस सवाल का जवाब है। वो हम 24 तारीख को अपलोड करेंगे। आप एक बार वो वीडियो देख लिजिएगा, और उसके बाद भी अगर उलझन हो, तो कमेंट करिए या मेल करिएगा - ask@bwealthy.co.in पर। Stay Blessed Healthy & B Wealthy
@@BWealthy thank you so much ma'am for your kind reply ❤️
Mera 2000 ka SIP sbi small cap fund me 2019 se chal rha h. Pichle kuch time se return sahi nai h. Kya kujhe ise change karna chahiye?? Kisme ?
Kitna return hai overall
Madam Plz muje two fund recommend kore ..Jo ki mai 20 sal tok monthly ek fund mai 3000 aur ek fund mai 3000 total 6000 thousand Ankhe bandh korke invest kor soku aur achha returns pa soku ...
Halo sir aap 6000ka sip
Neppon small cap Direct plan 2500
Neppon multi cap 1500
Parag Parikh flexi cap direct plan 1000
Sbi magnum mid cap direct plan 1000.
Continue 20 years .
Best mutual fund skim .u continue and
Ya skim mai kavhe kavhe lumsum ve kar na or better hoja.
Neppon small cap mai lumsum nahe hoja bake other skim mai lumsum hoja.aap ya continue karna chahiye....if u intrest .ya skim good dyversy fay hoja.
IMJUGRAJ FROM PUNJAB I AM 32 YEARS AGE MARRIAGED NO KIDS I HAVE 8 CRORE RUPEESS IN DIFF BANKS AND POST OFFICE IN GOLD BONDS SAVINGS AD DOING 2 LAKH PER MONTH SIP 58 AGE PE KITNA HOGACOMTINUE RKHU 🙏🙏
How to consult your expert?
meri age 18 me mutual fund nives karna hai 10 year me 1 crore kitna neves kare aur kisme kare sip
19000
👍
Sir please motilal oswal small cap NFO aa reha hai kesa rehega isme investment
@@ramkishore1148 MF KE BARE MAI SWATI MAM HI APKO BATA SAKATE HAI 🙏🏻
Nce
hay
Kya SBI Small cap fund se nikal jaye kya
क्यु
Jawab nahi dete vidio kyu dekhe
Aap jawab nahi dete vidio dekh ne ka matlab kya????
Mam mere polio mai 2 index funds hai koi problem to nahi
जितेंद्र जी, वो दो इंडेक्स फंड्स कौन-कौन से हैं? Stay Blessed, Healthy & B Wealthy
@@BWealthy 1- sbi nifty index fund, 2- uti nifty 50