Should you invest your retirement corpus in a single fund?

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  • Опубліковано 2 гру 2024

КОМЕНТАРІ • 143

  • @ashokchanda4778
    @ashokchanda4778 9 днів тому +1

    Inflation ka difference bachane k liye aap ka jindegi ka style bahoot hi simple hona paraga, Jo sab se achha hai...simple life is the best life !!!!

  • @sabbydsouza4915
    @sabbydsouza4915 11 місяців тому +6

    Brilliant analysis Sir as always and I recommend your channel to anyone who invests in MF

  • @ps20
    @ps20 5 місяців тому

    हां पकंज सर ऐसा भी करते लोग हम आपको टी वी पर सुनते है और आपका चैनल भी यूट्यूब पर भी देखते है

  • @shankar5849
    @shankar5849 21 день тому

    Very well explained concept

  • @gagubharathod6814
    @gagubharathod6814 2 місяці тому +2

    Excellent, sir.

  • @shriprakashgupta1911
    @shriprakashgupta1911 11 місяців тому +6

    Sir,can I put in more money in Hdfc Balance Advantage Fund Idcw scheme so that I can get more dividend every month as I have already put in two lakh.Please advise me in this regard. Thanks.

  • @akhandbha
    @akhandbha 11 місяців тому +4

    There is no such thing as capital protection.
    Even FD loses your money due to the inflation.
    Best to just go ahead with balanced advantage funds.
    Equity hi Naiya paar lagayega, rest is own bhagya

  • @manjalilpurushothaman4592
    @manjalilpurushothaman4592 11 місяців тому +2

    Valuable information sir 🙏

  • @SantoshKumar-en4vh
    @SantoshKumar-en4vh 11 місяців тому +2

    Thanks for the great video sir..i am from andhra and i really appreciate your efforts.

  • @SanjaySharma-pc9gt
    @SanjaySharma-pc9gt 7 місяців тому +5

    Sir You are confusing Senior citizen scheme is giving 8.2% is it beating inflation compared to balance advantage fund which is regularly creating alpha 😮😮😮😮😮😮😮😮😮😮😮😮

  • @muditsinghal5454
    @muditsinghal5454 11 місяців тому

    Thank you Sir for taking my question and I will work on your advice.

  • @jayantachakraborty8161
    @jayantachakraborty8161 4 місяці тому +1

    Sir apne please Different Conservative Hybrid Advantage funds lequr akto video programme kijia,toa Retired logo ko bahut suvidha hoga.

  • @ravibhatt2192
    @ravibhatt2192 10 місяців тому +1

    5 sal hold ke baad swp krna ho to flexi or multicap fund good choice

  • @satishkuchankar4594
    @satishkuchankar4594 11 місяців тому +1

    Hello my dear pankaj sir very good morning your advice to very helpful to my life for investing mony and God bless you

  • @rajuroy4347
    @rajuroy4347 Місяць тому

    Sir maine 49 saal ki hu, maine hdfc click 2 wealth me ₹3000 ki SIP ki thi aur 5 saal pura hogaya abhi isme discovery fund and opportunities fund me invest hai 15 saal ka sun assured ₹360000 hai. Abhi isme bane rahu na ki nikaal jana chahiye. Please bataye

  • @MrSngBoy33
    @MrSngBoy33 11 місяців тому +1

    HDFC balanced Advantage fund me
    Qn (-) show kr rha he
    For Example:-
    SBI = -164Cr
    Infosys. -225Cr
    ITC. -34Cr
    -------------------;
    Iska kya mtlb hai??????
    Plz 🙏🙏🙏 reply??

  • @jyoti2k10
    @jyoti2k10 3 місяці тому

    Dear Sir, kaunsa type ka fund sab se best hota hey SWP for a Retired person? Kripiya ish bare main batayein 🙏

  • @AVIKNANDI
    @AVIKNANDI 4 місяці тому

    Which are best conservative hybrid funds?

  • @SanjaySharma-pc9gt
    @SanjaySharma-pc9gt 7 місяців тому +1

    Sir as you are saying 6% inflation and suggesting senior citizens scheme which is giving 8.2 % will it beat inflation what is your advice ❤❤❤❤❤❤❤

  • @satyaprakashsajlan7354
    @satyaprakashsajlan7354 11 місяців тому +2

    Sir, I m viewing your videos regularly from last one month. I like your video's. I m beginner in MF. My age is 58 yrs. I m a banker going to retire @ 60. I have started 4 SIP's direct funds in last month, as under: 1 Nippon India small cap 3000/- 2. PP flexi cap 3000/- 3. Kotak emerging equity fund 4000/- 4. HDFC Mid cap opp 5000/-. Time horizon 10-12 yrs. Pls review my portfolio. Thank you sir. I m waiting........

  • @Ravindrayadav-bl1xq
    @Ravindrayadav-bl1xq 11 місяців тому

    Sir elss funds ko sell karne par Jo profit hota hai kyal vo annual income me bhi add hota hai please bataye

  • @shyamaldey2848
    @shyamaldey2848 3 місяці тому

    Hdfc balance advancement funnd me one time investment kor sekta hu?

  • @PremSingh-fk8ow
    @PremSingh-fk8ow 11 місяців тому

    Good opening

  • @debashisbhattacharya4582
    @debashisbhattacharya4582 9 місяців тому

    Which one is better tata balanced advantage fund or ICICI balanced advantage fund or Edelweiss balanced advantage fund

  • @harilalbapodra6226
    @harilalbapodra6226 9 місяців тому +1

    I am a retired person and can take the list , which is good fund to invest Rs 50 to 75 lakh lump sum?

  • @nirupamadas9196
    @nirupamadas9196 2 місяці тому

    Sir, I am 5 years which mf me invest karungi?

  • @yogendrasinghbhadauria4590
    @yogendrasinghbhadauria4590 11 місяців тому

    Nice information sir

  • @sandipbose4236
    @sandipbose4236 8 місяців тому

    Sir mera senior citizen scheme ka 20500 evry month sip me invest hora mera large cap 43%, mid cap fund 33%, and small cap me 18% 10 se 12 years me approx kitna banega amount.

  • @user-yj1fu2bb8k
    @user-yj1fu2bb8k 11 місяців тому

    Sir, many many many thanks you sir, for such an eary n unfailing advice from your greatness, this is first in myl life, but sir what is the name of conservative hybrid fund n its return, better advise me how much n where to invest, thankfully,

  • @ananthasadawarte4325
    @ananthasadawarte4325 11 місяців тому

    Sir
    Tata small cap & Quant small cap fund dono me investment kar sakte hai?

  • @bhojpuriyarajaofficial5152
    @bhojpuriyarajaofficial5152 9 місяців тому

    ICICI prudential value discovery kebare me bataye sir

  • @vinayshukla2306
    @vinayshukla2306 11 місяців тому

    Sir mai vinay Shukla up Sultanpur se hoo sir mai September 15 2022 ko maine SBI contra fund me 3 lakh
    SBI bluechip me 2 lakh
    Sbi small cap me 2 lakh
    Nivesh kiya hai is samay value 946000hai aage kya kre margdarsan kre

  • @abhishekmall515
    @abhishekmall515 11 місяців тому

    Hello Pankaj ji
    Portfolio mai jyada fund hone se kya nuksan hai. When I can track all my funds. Jyada diversion se kya problem hai?

  • @raghwendrakumarsingh2959
    @raghwendrakumarsingh2959 5 місяців тому

    Eska expaince ration kitna h

  • @syed1072
    @syed1072 11 місяців тому

    Sir expense ratio kis amount pe rehta hai capital pe ya gain pe

  • @dineshkumar-wb9oc
    @dineshkumar-wb9oc 8 місяців тому +1

    HDFC Balance Advantage और SBI Equity Highbridg में क्या अन्तर है , ICICI prudential Multi Asset
    इन तीनों स्कीम में रिटायरमेंट के बाद बराबर पैसा डालकर कर 8% वार्षिक के दर से SWP लेना क्या समझदारी होगी

  • @AmandeepSingh-vb4vr
    @AmandeepSingh-vb4vr 11 місяців тому +1

    Sir main 30 lakh invest karna chahta hun multi asset fund main aur waha se 1 saal baad swp karna chahta hun 18500 monthly to ICICI prudential multi asset kaisa rahega aur kotak multi asset fund kaisa rahega

    • @pankajmathpal
      @pankajmathpal  11 місяців тому

      ua-cam.com/video/0X25FZZVFwc/v-deo.htmlsi=g91oHtzF5xMurUZl

  • @rajendrasonawane9925
    @rajendrasonawane9925 11 місяців тому

    What about Bajaj finance FD scheme? Is it safe

  • @afzalkhan7419
    @afzalkhan7419 7 місяців тому +1

    Sir mujhe mf start krna hai 20 years mera goal hai mujhe koi 4 schemes batayen jiske small mid and large caps ho

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      Invest in below funds through SIP
      Index Funds
      Flexi cap fund
      Small cap fund
      Hybrid aggressive fund

  • @naveenasati9054
    @naveenasati9054 11 місяців тому

    Hi..how is tata small cap?

  • @abhijitsarkar6341
    @abhijitsarkar6341 11 місяців тому

    Sir
    Icici pru value discovery fund
    HDFC Balance advantage fund
    Sip ke liye eak sath tik hi....for long 15 yrs ke liye.
    Plz sir answer me.
    Abhijit Andaman Nicobar Island.

  • @umaranisampathkumar7619
    @umaranisampathkumar7619 11 місяців тому

    How to fill the tax for swp investment plan in ITR 2

  • @debabratadutta9656
    @debabratadutta9656 7 місяців тому

    ICICI balance advantage fund me HDFC balance advantage fund se expense ratio jada hai

  • @slokanath4943
    @slokanath4943 7 днів тому

    HDFC BALANCED ADVANTAGE FUND - see their presentation. It is told that if the fund is held for more than 15 years, likelyhood of return of 10% is 100%. On my retirement if I invest in this fund and make a monthly SWP of 0.67%, (it works out to 8% annually), I think I get a handsome income, probably more than what I get from Bank deposit or any Govt scheme, Lifelong, without Capital depreciation.

  • @jayantachakraborty8161
    @jayantachakraborty8161 4 місяці тому

    Sir please also do some video with Some very Large cap funds,which is safe for the retired person.

  • @savita4538
    @savita4538 11 місяців тому +1

    Hello sir
    Very good information
    Plz samco and quant both fund house ke dynamic asset allocation funds ko compare kare.... which one is safer and why quant or samco dynamics asset allocation fund. I want to invest for 5yrs in this category
    One more thing sir
    Plz take fresh interview with sandeep tandon ji... quant fund management
    Thanks in advance.

  • @amlanvishnu728
    @amlanvishnu728 9 місяців тому

    Sir
    Kindly review and suggest on my portfolio
    1.Mirae asset midcap fund SIP 3000 from last 3months
    2. Quant Small cap 2000sip 1year
    3.Quant mid cap 2000sip 1year
    4.UTI Nifty 50 index fund 8000 sip 1year
    5. HDFC BAF 2000 sip 6 months
    6. SBI BAF 2000 6months
    7.Tempeleton value fund 2000 sip 6months
    8.Nippon small cap 2000 sip 3 months
    9. Parag parikh flexi cap 6500 sip 6 months
    10.Mirae asset midcap and largecap fund 3000 sip 3months
    Regards
    Amlan Vishnu

  • @rcdalai2497
    @rcdalai2497 5 місяців тому

    Lumsum?

  • @smukherje2959
    @smukherje2959 5 місяців тому

    Sir please suggest some good quality conservative hybrid fund 10:04

    • @pankajmathpal
      @pankajmathpal  5 місяців тому

      ICICI prudential Regular Savings Fund.

  • @rameshbiswas3607
    @rameshbiswas3607 4 місяці тому

    Hdfc bal fund swp 10 lak monthly7500 last 6corre is it

  • @everythingchannel2
    @everythingchannel2 7 місяців тому

    Sir, mujhe swp ke liye invest karna hai lump-sum. ye fund mere liye achha hai retirement ke liye (20000 hajar per month swp)
    1/ canarw robeco conservative hybrid fund. (5 lakh)
    2/ state bank of India conservative hybrid fund.(10 lakh)
    3/bank of India aggressive hybrid fund.(5 lakh)
    4/ icici bank aggressive hybrid fund.(10 lakh)

  • @malakartapash8640
    @malakartapash8640 11 місяців тому

    What are P/E ratio, P/B ratio, ROE, alpha & Bita? Which are best for purchase SIP, Swp & Stock?

  • @vinaykumarsingh6929
    @vinaykumarsingh6929 11 місяців тому

    Mujhe 1 crore milega retirement me SCSS ke always kisme invest karu?

  • @rajavines9028
    @rajavines9028 11 місяців тому

    Sir mai sip kar raha hu
    1.Motilal oswal midcap fund direct plan growth=1500 ka
    2.Hdfc balance advantage fund growth plan direct plan growth.=1000ka hai
    Kiya ye dono fund sahi hai ki nahi
    Aur mai isme 15to20 years sip karne wala hoo
    So please suggest me sir
    Thankyou...

    • @pankajmathpal
      @pankajmathpal  11 місяців тому

      ua-cam.com/video/0ugFbgdlYGc/v-deo.htmlsi=V3KWQeORz0rjiYYA

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      Good.
      Suggest
      Add one small cap funds if you have vision for long-term

  • @goswamighanshyambharti4883
    @goswamighanshyambharti4883 3 місяці тому

    Lic k muchulfand Lena chai

  • @prafullkumarpatel3400
    @prafullkumarpatel3400 11 місяців тому +1

    Thanks for your explanation. I am NRI and want to invest in senior citizen scheme. Can I invest in that scheme?

  • @raghwendrakumarsingh2959
    @raghwendrakumarsingh2959 5 місяців тому

    Sir HDFC ka sampoorn nivesh plan kaisa h

  • @kaushalendramsingh3985
    @kaushalendramsingh3985 11 місяців тому

    Hii sir, myself Kaushal. Plz review my portfolio...
    SBI small cap fund - 2000
    Axis small cap fund -3000
    Nippon india small cap fund -1000
    Quant small cap fund -3000
    Mirae asset large and midcap fund -1000
    Mirae asset focused fund-3000
    Mirae asset tax saver ELSS -1500
    Motilal Oswal midcap fund -3000
    Pgim India midcap opportunity fund-2500
    Kotal flexi cap fund -2000
    Parag Parikh flexi cap fund -5000
    UTI nifty 50 index fund -2500
    HDFC index s & p BSE sensex fund- 1000...
    Isme kuch change to nhi karna hai.. target 20 years.. monthly sip- 30500
    Step up 10% every year.. plz guide me

  • @shyamaldey2848
    @shyamaldey2848 8 місяців тому

    Sir, I want to invest 1.5 lakh as lumpsum for 7 yrs in hdfc defence fund your advise is solicited

  • @heeralalmeena8266
    @heeralalmeena8266 11 місяців тому

    Good evening sir ji 🙏
    Aapke video bahut hi achhe lagte hai ❤
    Plz sir review my portfolio
    SBI small cap direct fund 2000
    Axis small cap 3300
    Canara small cap 1600
    Quant midcap 3000
    Mahindra menu life multicap 2700
    Tata large and mid cap 2400
    Motilal Oswal large and mid cap 1500 Hdfc Sensex index fund 1000
    HDFC small cap 500
    Target 1.5 cr in 12 se 13 years me
    10% step up yearly
    Koi change karna hai ya nahi plz suggest me

  • @vijaykumar-rr3ef
    @vijaykumar-rr3ef 10 місяців тому

    Sir how to send questions to you

  • @goswamighanshyambharti4883
    @goswamighanshyambharti4883 3 місяці тому

    Meri age 56 hai 40lach invest karna hai ap portfolio bana dete hai

  • @amitdave4787
    @amitdave4787 11 місяців тому

    Sir,
    Mere papa ka retirement fund 90 lakh aaya & sir hame new home buy krna h 82 lacs ka.... Sir hum loan le ya direct pay krde?
    Any suggestions sir

  • @kimikkashyap7911
    @kimikkashyap7911 10 місяців тому

    Sir, meri age 63 yrs hai.. Maine SBI Elite insurance policy mai 150000/- per year since 2014 se five yrs ke liye deposit kiya ab 10 yrs hone hone wala hai .meri policy march 2024 mai mature ho rahi. Fund just double ho gaya. Pl.suggest mujhe ye paisa abhi nikal lena chahiye ya kisi aur fund mai switch karna chahiye. Pl.suggest any fund scheme jisme mai 1 yr ke baad SWP kar saku.

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      Sir, u can invest 10L each in..
      Hybrid funds or aggressive Hybrid funds.
      10L in index fund or large cap fund
      10L in SCSS
      Rest fund you can keep in FD as liquidity..

  • @pchako
    @pchako 10 місяців тому +7

    Which is better - ICICI Balanced Advantage Fund or ICICI Equity and Debt Fund ?

    • @hazrathvali2684
      @hazrathvali2684 9 місяців тому +6

      Icici equity and debt fund

    • @arvindsharma6074
      @arvindsharma6074 8 місяців тому +2

      Equity and debt

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому +1

      Hdfc balance advantage fund is best.

    • @sonumatharu6529
      @sonumatharu6529 2 місяці тому

      Both work on different strategy , you can invest in both

    • @Dreamtrue619
      @Dreamtrue619 Місяць тому

      Both are good you should invest in both mutual fund according to your risk management

  • @medhimintu123
    @medhimintu123 5 місяців тому

    Sir, I am regular viewer. I have HDFC Balance Adavantage fund in my portfolio. My age is 36 years. My investment horizon is 10-15 years. Should I exit HDFC Balance Advantage fund and go other pure equity fund? My portfolio is
    1. Quant flexi cap :3000,
    2. HDFC Balance Advantage fund : 2000,
    3. Tata Small Cap : Rs 2000,
    4. Nippon Large Cap fund: Rs 3000 ,
    5. Nippon Small Cap fund: Rs 1000,
    6. Motilal Oswal midcap fund: Rs 2000.
    7. PPF: Rs 5000 per month
    8. NPS: approx 20-22 k per month with 50% my share and 50% by company
    Is there any change required? Please suggest.

  • @hareramsingh7205
    @hareramsingh7205 11 місяців тому

    Kaise pata chalega ki ye aapka actual channel hai

  • @dingdong9277
    @dingdong9277 11 місяців тому +1

    Conservative hybrid fund has regular taxation unfortunately.. Equity savings fund is better option??? Return are similar..

  • @ChandertheWanderer
    @ChandertheWanderer 11 місяців тому

    Icici balance में down साइड किस तरह से protect है कृपया समझाये

    • @pankajmathpal
      @pankajmathpal  11 місяців тому +1

      ICICI Prudential Balanced Advantage Fund को समझने के लिए कृपया यह वीडियो देखें: ua-cam.com/video/aNPcuZSH1ik/v-deo.html

    • @ChandertheWanderer
      @ChandertheWanderer 11 місяців тому

      @@pankajmathpal thanks, yes strategies to हर balance fund की होंगी या होनी चाहिए, मैं समझा shayad icici का कुछ special है down side protection जैसे कि minimum NAv या aisa कुछ. क्या मै सही हू

  • @dianamonteiro3452
    @dianamonteiro3452 7 місяців тому

    Hello sir...I want to invest lump sum amount in MF around 12 lakhs for 10 years and more..I am 41 years..pls suggest to me MF also confirm what Average rate of interest i will receive..also confirm it will be the right time to invest or i shld wait for correction

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      Sir, you can invest as below:
      Index Funds 4L
      Hybrid and debt funds 5L
      Small cap fund 1L
      Flexi cap fund 2L

  • @gagubharathod6814
    @gagubharathod6814 2 місяці тому

    Pankajji,
    Sir, namste.
    Market is much higher. My investment is more than fifty lakhs. I am earning more than ten lakhs. Should I redeem?

    • @pankajmathpal
      @pankajmathpal  Місяць тому

      आपके सवाल का जबाव जानने के लिए देखिए ये वीडियो: ua-cam.com/video/LKP8s1xN298/v-deo.html

  • @kvrvprasad340
    @kvrvprasad340 11 місяців тому

    Thank you 🎉

  • @praveenpattar6422
    @praveenpattar6422 10 місяців тому

    Sir I am Praveen pattar recently i started sip investment tata small cap fund 2500 and lump sum of f Rs 10000 in HDFC small cap and yearly I am getting 1 lakh I have to invest this amount in lumpsum so kindly guide me where I have to invest this amount yearly present my age 37

    • @pankajmathpal
      @pankajmathpal  8 місяців тому

      ua-cam.com/video/I9Rh966ZSMU/v-deo.htmlsi=WJdlKxsIB2GkiEWO

  • @SK-sq8fs
    @SK-sq8fs 11 місяців тому

    Sir mai SHIVENDRA KUMAR Bihar se hoo . Mere paas 5- 6 saal samay hai. Mere paas 10 lakh rupees hai. Kahaan invest karu.please suggest me.

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      For safe..
      Invest in large cap fund or index fund or Flexi cap fund
      And Hybrid funds
      Balance advantage fund
      Debt funds..

  • @yogeshpandya5932
    @yogeshpandya5932 10 місяців тому +3

    Disagree with your views.
    For darpok people's Nifty Index fund is safe, which gives average 10% + returns.
    Secondly HDFC Balanced advantage fund average return observed 15%+ which is good & safe returns. SWP should be keep maximum 7 to 7.5% of balanced Corpus.

  • @rudrachakraborty3071
    @rudrachakraborty3071 11 місяців тому

    Sir please take my question.I am planning to sell my equity shs worth RS 25 Lakh and this amount I want to park in balance adv fund for Monthly income.my salary is not so high so I want SWP income and that SWP monthly income I want to invest for next 25 years via SIP in large small mid cap equally.is this strategy is good?my SIP capacity is 20k kindly advise ratio for each large small or mid cap. Regards Rudra

    • @pankajmathpal
      @pankajmathpal  11 місяців тому

      ua-cam.com/video/0X25FZZVFwc/v-deo.htmlsi=g91oHtzF5xMurUZl

  • @manojmeena5262
    @manojmeena5262 11 місяців тому

    Sir review
    Nippon india large 4000
    Parag Parikh flaxi 10000
    Sbi magnum.mid 5000
    Quant small. 3000
    Nippon small 3000
    Total 25000/m
    Time 15 years

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      Nice portfolio. Just want to add ELSS fund
      Secondly, u can switch one small cap , one is enough and invest that amount in Hybrid aggressive fund. Thanks.

  • @nirajshah-v8b
    @nirajshah-v8b 11 місяців тому

    Thank U Sir

  • @TajinderSingh-vg2kl
    @TajinderSingh-vg2kl 11 місяців тому

    Sir please Review my portfolio..
    Icici nifty index - 1k
    Kotak emer equity - 1k
    Sbi magnum mid - 1k
    Tata small cap - 1k
    Axis small cap - 1k

  • @pakshala3457
    @pakshala3457 11 місяців тому

    55 year me scss me invest kar sakte hai kya

  • @akshaykathwate8204
    @akshaykathwate8204 11 місяців тому

    Kya main 5 lakhs ka lumsum invest karu Quant small cap me 3 yrs ke liye? Ya market girne ka intazaar karu? Ya fir aur konse small cap fund ya funds ache hai lumsum ke kiye?

    • @pankajmathpal
      @pankajmathpal  11 місяців тому

      ua-cam.com/video/0X25FZZVFwc/v-deo.htmlsi=g91oHtzF5xMurUZl

  • @SanjaySharma-pc9gt
    @SanjaySharma-pc9gt 7 місяців тому +2

    SMALL CAP NIPPON INDIA SMALL CAP has given great return 😮😮😮😮😮😮

  • @thebestmatch1634
    @thebestmatch1634 11 місяців тому

    I want to gift shares to my wife is it taxable income for her

  • @acharyah9082
    @acharyah9082 11 місяців тому

    I have hdfc life pension plan hi where I pay 3 lakh every year for 5 years and they pay 75000/- every year as bonus it looks it is v poor pay out

    • @vivekshankar2780
      @vivekshankar2780 5 місяців тому

      Very Poor return. Already invested 15 lac. Post office gives 7.7% return with capital protection. Atleast one lac interest should come.

    • @KPFinancialservices
      @KPFinancialservices 4 місяці тому

      Avoid

  • @makhanlalteli9759
    @makhanlalteli9759 6 місяців тому

    Hello, sir. I am 46yr old and till retirement my goal is make 3cr. I have SBI Magnum children investment Direct fund growth 5000 SBI contra fund direct growth 5000 hdfc flexicap midcap opportunities icici prudential value discovery bluechip infrastructure fund direct growth 5000 monthly sip and in SBI dividend yield contra long-term equity hdfc top hundred balanced advantage icici prudential multi asset bluechip equity and debt & india opportunities fund direct growth approx lumpsum 12 lakhs in my portfolio for time horizen 15 yr. So Sir, you are requested to give me advice that there is any need of portfolio diversification. Thanks

  • @sahadkammana3527
    @sahadkammana3527 11 місяців тому

    Aap kyom sbi ke bare me kuch nahi boltha he?

  • @sunilsaraswat1730
    @sunilsaraswat1730 3 місяці тому

    Hdfc flaxi lumsum 20k
    Sbi psu lumsum 20k
    Hdfc bal adv. 10k
    Icici multi asset. 10k
    Icici value discove 10k
    Icici bharat 22 fof. 10k
    Uti nifty200 momentum 30 10k
    Sip icici value discovery. 1k
    Hdfc multi cap. 1k
    Hdfc focused 30. .5k
    Hdfc defence. 1k
    Icici infrastructure lumsum. 5k
    Pls mera portpolio set kar do

  • @mithileshkumar35
    @mithileshkumar35 11 місяців тому +3

    Sir please review my portfolio
    1. HDFC Mid : ₹ 3000
    2. SBI Small : ₹ 2000
    3. HDFC Defence : ₹ 500
    4. Kotak Small : ₹ 2000
    5. Parag Flexi. : ₹ 3000
    6. Nippon Small : ₹ 2000
    7. DSP Small : ₹ 2000
    8. Mirae Large & Mid : ₹3000
    Total : ₹ 17500/ Month.
    Time Period : 15 Yrs

    • @pankajmathpal
      @pankajmathpal  11 місяців тому

      ua-cam.com/video/0X25FZZVFwc/v-deo.htmlsi=g91oHtzF5xMurUZl

  • @PremSingh-fk8ow
    @PremSingh-fk8ow 11 місяців тому

    After retirement invest in scsss

  • @GuptaRam-yw3cl
    @GuptaRam-yw3cl 5 місяців тому

    Jeevan kuchh jivan bima agent ulip ko mutual fund bata kar bhej rahe hi

  • @nirupamadas9196
    @nirupamadas9196 2 місяці тому

    65 not 5

  • @shishirsur7496
    @shishirsur7496 11 місяців тому

    How long it will run like today's performance.

  • @sonumeena6878
    @sonumeena6878 11 місяців тому

    Only 4 funds ,
    1 HDFC mid. 5000
    2 SBI Small cap. 5000
    3 parag parik. 5000
    4 SBI gold. 2500

  • @rajendrakatake6431
    @rajendrakatake6431 11 місяців тому

    सर मेरी मा की उम्र 70 साल है, और मंथली उसको अपने मेडिकल और दुसरे खर्चपांनी के लिये कम् से कम मंथली 30000, हजार की जरुररत् है SWP, करणे के लिये एकसाथ 4000000,लाख MF. दालने के लिये तयार है. तो कोणसे MF इन्व्हेस्मेंट करे, और इतनी रकम इन्व्हमेन्ट करणे के लिये कोई टॅक्स भरणा पडता है.

    • @pankajmathpal
      @pankajmathpal  11 місяців тому

      ua-cam.com/video/vF1O_ebWXK8/v-deo.htmlsi=VSoOIZ1TOORrI9Ms

  • @abrarfarooq3836
    @abrarfarooq3836 11 місяців тому +1

    Sir kindly reviw my portfolio
    My age 28, investment horizon in 3 goals 5yrs, 10 yrs, 20 yrs
    Total sip 13k
    Sbi contra 2k
    Hdfc bal adv fund 4k
    Nipon large cap 1k
    Nipon small cap 2k
    Motilal midcap 1500
    Quant mid cap 1500
    Thematic tata digital/kotak infrastructure 1k on after other basis
    Kindly review plllzzzzzzz 11k sip total with yearly 8 peecent increase expected 11:42 11:42

  • @thebestmatch1634
    @thebestmatch1634 11 місяців тому +2

    I want to gift shares from my Zerodha Demat account to my wife Zerodha Demat account kindly make a detail video on this topic

    • @ChandertheWanderer
      @ChandertheWanderer 11 місяців тому

      क्या इस समय lumpsum. किया जा सकता है market काफी ऊपर है

    • @jugalkashyap4614
      @jugalkashyap4614 11 місяців тому

      SEBI has implemented a new rule regarding this subject. Take a look .

  • @shivshankarpal9035
    @shivshankarpal9035 11 місяців тому +1

    Hello sir
    Mein apna swaal panaj sir se puchna chahta hu jankari ke abhav me mene sip suru ki or bhaut sare fund le liye sir me aapko regular sunta hu or follow bhi karta hu aap bhaut achi advice dete ho sir mera portfolio review kijiye sir me jda pda likha nhi hu aapko UA-cam me Kai bar comment bheja but aapne reply hi nhi kya sir me sbji ki dukan laga kar paise jma karta hu plz sir margdarshan kijiye mera portfolio review karne me
    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
    Sir 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

    • @thedefender2191
      @thedefender2191 11 місяців тому

      Why have you investing in so many small cap funds.if you are not sure which fund will perform better than go for hdfc 250 small cap index fund.in the long term no active fund outperform index fund.

  • @HariOm0111
    @HariOm0111 11 місяців тому

    कम से कम अंग्रेजी शब्द एवं अधिक से अधिक हिन्दी बोलें तब बात समझ में आ सकती है । यह भाषा समझ से परे है ।

  • @sarh4241
    @sarh4241 10 місяців тому

    Hi Sir, I'm from Assam, a regular viewer of your videos. I want to invest in SIP for 20 to 25 yrs and my Target is 3 cr. I have already invested in
    1. UTI Nifty Next 50 Index Rs.2k since 2023
    2. ICICI Pru US Bluechip Equity Rs.2k per since 2023
    3. Tata Small Cap Rs. 1k since 2023
    4. Nippon India Small Cap Rs. 1k since 2023
    5. NPS Rs. 11k per month since 2017
    Sir, I want you to reviewed my portfolio and suggest me what fund to add or stop to achieve my Target or I have increase my investment amount. I will stepup my investment by 10% every year.

  • @atulkumar-gm3eo
    @atulkumar-gm3eo 6 місяців тому

    ho sakta hai, kar sakte ho, sirf ye ho sakta hai ,wo sakta hai itna hi analysis hota hai is langoor mathpal ka 😛