I'm convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed NVIDIA? I have $200k in a HYSA and want to invest. What are the best opportunities now?
I find it more productive and safe to buy growth/blue-chip stocks rather than etfs. It's advisable to work with a fiduciary advisor for well-diversified portfolios instead of relying solely on speculations.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
My CFA is Melissa Elise Robinson experienced advanced lady and also consults for a N.Y based brokerage hence is independent and can be a fiduciary to you.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria.
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria
Very nicely explained all things about financial planning. The one statement I really liked is "If you can hold it, hold it for long term". Patience is the key in wealth creation. Easier said than done.
Just to give the history info... Bharati Telecom was the initial company which Sunil Bharati mittal owned. He was first smart company owner to make the use of "Delisting" . Then they built equity and relaunched with new name called "Bharati Airtel" where singtel became one of the major investor. Face value of ₹5. With premium of around ₹40 per share.
People are coming here to advertise themselves and content are being created, real valuable people are not even bothering to this point whether RE / Gold / Equity. Please focus on each assets. Asset to park money 1. MF 2. ETF 3. REITs 4. Stocks 5. RE: residential 6. RE: Commercial 7. Physical Gold 8. GOLD ETF 9. Land 10. SGB 11. NPS 12. EPF
Hi, nishant, I keep a track of these wonderful insights your interviews bring out. Simple truths of life yet so crucial for our well being. Keep bringing us these insightful talks.
Better fail in the beginning when it comes to Equity as the corpus is less your learnings will be huge. I still remember loosing my two half yearly bonuses of 30k each which were huge when I started 5 years back, now I am glad that I did. Never touched trading afterwards as it doesn't suit my psychology.
like why the video is of only 15 minutes? hes such a guy with full of knowledge you should have made a one hour video...totally disappointed with wint this thime.
Phek rahe hai. Brigade millennium 30 lakhs in 2012 no ways is possible, it was close to 85 lakhs + taxes but then who cares. Runs in the family I guess
Airtel never gave any bonus since listing dates.. I don't know why gentle man can't remember how many shares he had when he sold out. I don't understand why people bluff...
The amount of knowledge and awareness of everything about money that this channel brings to the table is top-notch! Great to know about the valuable insights from a person who has seen all that India has thrown at him. Kudos to the entire team behind this creation 👏
how about borrowing the money and buy the property then giving it to the rent that can clear your emi if the rental cost is ok - inspired by robert kiyosaki
Loved the interview! Short and crisp. Caught my attention throughout the video, since I am a beginner investor, who has just started to earn, with only a modest corpus. The insights shared here are tremendously helpful for people like me. Please keep posting @Wint Wealth!
No Education. Peon to Purchase manager. Incredible achievement, i thought. Then I googled which caste Udupa belongs to. Now, I think he could've been CEO easily.
Defence stocks compounded really well , and defence budget will touch 100 bn dollar , so defence stocks will also grow , ev is also good along wirh hydrogen and ethanol
![2.5 Lakhs VS 1 CRORE Annual Expense? [Minimalist VS Spender]](http://i.ytimg.com/vi/A3DA8FB1bIw/mqdefault.jpg)
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Well Son-Dad Duo is just so superb. Fan of Uncle ✨✨
I'm convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed NVIDIA? I have $200k in a HYSA and want to invest. What are the best opportunities now?
I find it more productive and safe to buy growth/blue-chip stocks rather than etfs. It's advisable to work with a fiduciary advisor for well-diversified portfolios instead of relying solely on speculations.
I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.
Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.
My CFA is Melissa Elise Robinson experienced advanced lady and also consults for a N.Y based brokerage hence is independent and can be a fiduciary to you.
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria.
2:00- Indeed People keep crying for anything new. Well put Sir. Jobs are going nowhere, just shifting 👍
I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?
The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.
I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with Melissa Elise Robinson for years and highly recommend her. Look her up to see if she meets your criteria
Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.
Very nicely explained all things about financial planning. The one statement I really liked is "If you can hold it, hold it for long term". Patience is the key in wealth creation. Easier said than done.
Great insights from Shashank's father
Pls try to cover atleast 30min video of his entire finance journey.he is such a powerful man @wintwealth team
Just to give the history info... Bharati Telecom was the initial company which Sunil Bharati mittal owned. He was first smart company owner to make the use of "Delisting" . Then they built equity and relaunched with new name called "Bharati Airtel" where singtel became one of the major investor. Face value of ₹5. With premium of around ₹40 per share.
People are coming here to advertise themselves and content are being created, real valuable people are not even bothering to this point whether RE / Gold / Equity.
Please focus on each assets.
Asset to park money
1. MF
2. ETF
3. REITs
4. Stocks
5. RE: residential
6. RE: Commercial
7. Physical Gold
8. GOLD ETF
9. Land
10. SGB
11. NPS
12. EPF
Hi, nishant, I keep a track of these wonderful insights your interviews bring out. Simple truths of life yet so crucial for our well being. Keep bringing us these insightful talks.
His way of explaining is awesome. It is very nice to listen to him.
Shashank's Father Son duo is simply amazing. Uncle is so insightful 🤯
Better fail in the beginning when it comes to Equity as the corpus is less your learnings will be huge. I still remember loosing my two half yearly bonuses of 30k each which were huge when I started 5 years back, now I am glad that I did. Never touched trading afterwards as it doesn't suit my psychology.
He is so good, have a happy retirement life
like why the video is of only 15 minutes? hes such a guy with full of knowledge you should have made a one hour video...totally disappointed with wint this thime.
That's Shashank's dad, isn't it?
That one live session definitely gave the idea that he is a bigger bull than Shashank himself.
Who is shashank
Yes
Just love him❤
Probably yeah even they look similar
Shashank Udupa
Please make a analysis video on early retirement plan.divided income?debt income? Rent income? Equity real estate gold allocation?
This guy beast mode love it great insights
3000 shares @ Rs 45 is above 1 lakh. How come he invested only 15k?
Phek rahe hai. Brigade millennium 30 lakhs in 2012 no ways is possible, it was close to 85 lakhs + taxes but then who cares.
Runs in the family I guess
Baki Saab black money
@@swaynecruztrue
can you guys please do a podcast instead of these short videos, I would so much like to know more in depth about the people you feature here.
Airtel never gave any bonus since listing dates.. I don't know why gentle man can't remember how many shares he had when he sold out. I don't understand why people bluff...
Shashank is an angel investor of Wint wealth right?
Very inspiring interview indeed❤❤❤
The amount of knowledge and awareness of everything about money that this channel brings to the table is top-notch!
Great to know about the valuable insights from a person who has seen all that India has thrown at him.
Kudos to the entire team behind this creation 👏
Proud of you Sunil 👏👏
how about borrowing the money and buy the property then giving it to the rent that can clear your emi if the rental cost is ok - inspired by robert kiyosaki
Best from wint!❤
Absolute legend
Every youngster 18-25 start investing now till2030
Loved the interview! Short and crisp. Caught my attention throughout the video, since I am a beginner investor, who has just started to earn, with only a modest corpus. The insights shared here are tremendously helpful for people like me. Please keep posting @Wint Wealth!
3000 shares @ Rs 45 is above 1 lakh. How come he invested only 15k?
This man❤
Thanks
Excellent.
Omg this uncle is super cool. Kids won a lottery.
Good insights
Keyword 'Active Retirement'
Hi from Mangalore!!!!
This video was good, but why are you guys so much obsessed with passive income. Please make more videos like this one
We need more learning from him
3000 shares at 45rs = 135000rs
But 20x thing was right
Dashing guy
Please tell me
Cost of living in Bengaluru
Bachelor- rent 10- 15K. Food - 6-7 K. Transport- 5 K ..miscellaneous 2k
Minimum 40 to 50k
No Education. Peon to Purchase manager. Incredible achievement, i thought. Then I googled which caste Udupa belongs to. Now, I think he could've been CEO easily.
super ❤
Nice
This is true. Virar local will teach you alot of finance and other life's lessons.😅
Step 2: Investing for 30 years
Step 1: Staying alive for 30 years
Thank you sir
South Indian - Buy a House 😂 Ulti 🔥
❤❤
❤❤❤
"Active retirement life"
What if he had bought Vodafone...would have been literally paper
1350000 Airtel share❤
25 ki umAr me 15 hazar he milte hai muskil se 😂
Shashank Udupi ka father
Yes, he is (:
Lost interest when sir said defence and EV
But you decided to waste your time commenting 😂
Defence stocks compounded really well , and defence budget will touch 100 bn dollar , so defence stocks will also grow , ev is also good along wirh hydrogen and ethanol
Business man ko lao
greedy people like this are the problem
paisa hai to........
You lose your finance touch