Monthly Income From Investment | Passive Income Investment | Monthly Income | B Wealthy Help LIVE

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  • Опубліковано 10 лип 2024
  • अब सबको मिलेगा हेल्थ इंश्योरेंस, Full Video Link - • IRDA Health Insurance ...
    Investment, Playlist Link - • investing
    B Wealthy Gyan, Playlist Link - • Bwealthy Gyan
    Learn Investment In Mutual Fund, Playlist Link - • म्युचुअल फंड में निवेश...
    Share Market, Playlist Link - • शेयर बाजार/ Shares
    Join us this Sunday for a LIVE Q&A session on the B Wealthy UA-cam channel with Personal Finance Expert Poonam Rungta.
    We will cover essential topics including the best investment fund for a 6-month-old baby, why an investor's return may differ from the fund's return, and the process to completely close a fund house folio number.
    Discover alternatives to SWP for generating regular income from investments, where international funds are investing now, and whether new investors should include 3 small-cap funds in a 5-fund portfolio.
    Learn how to generate monthly income from investments, and how to get regular monthly income from lump sum investments.
    Don't miss this opportunity to get valuable insights on how to earn monthly income from investments in India!
    Mail Us On - ask@bwealthy.co.in
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    Time Stamp
    0:00 Intro
    0:33 Investment for daughter
    6:45 Investment Returns
    10:23 Folio number delete kaise kare
    11:50 Regular Income from Investment
    17:15 International Mutual Fund Investment
    21:34 New Investor in Mutual Fund
    24:48 SWP for Monthly Income
    #mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy #monthlyincome #regularincome #incomestreams #passiveincome

КОМЕНТАРІ • 77

  • @BWealthy
    @BWealthy  Місяць тому +2

    अब सबको मिलेगा हेल्थ इंश्योरेंस, Full Video Link - ua-cam.com/video/TtjAtypbkJg/v-deo.html
    Investment, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PCK4qWytrYQUR0z0rXutJik.html
    B Wealthy Gyan, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PCDR39nrEY64Bzyfv9u-TMG.html
    Learn Investment In Mutual Fund, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PBErT7FvpeAKXT5euwF5mri.html
    Share Market, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PCEkDhXSH8eIEI3cAnCaOHN.html
    Mail Us On - ask@bwealthy.co.in
    Follow Us On -
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    Facebook - facebook.com/bwealthy.co

  • @SanjayKumar-hc9ry
    @SanjayKumar-hc9ry Місяць тому +3

    आज madam swp वाले मुद्दे पर दिल खुश हो गया 🙏🙏

  • @pradipkumarchakrabarty3614
    @pradipkumarchakrabarty3614 Місяць тому +1

    Dear swatijee, pls explain the process of investment in SWP. Also suggest a good fund for SWP.

  • @drrks1965
    @drrks1965 Місяць тому +3

    Please explain how the capital grows with SWP when you are regularly selling units.
    Rajesh

    • @poonamrungta
      @poonamrungta 7 днів тому

      very nice question. first of all its a strategy for long term of appx 10 years. So, after withdrawing a fixed amount through swp, your balance capital stays invested in the fund and gradually over a period of time you will see that ur capital is growing.

  • @koppewar
    @koppewar Місяць тому

    Thanks to swathi for the videos and information she give. Me too got boosting to invest in mutual funds at corona time when the market was falling.❤

  • @lintopaul1032
    @lintopaul1032 Місяць тому

    Thank U so much all your help from last 10 Years, This thanks from me and also from my NRI friends
    I have sent special mail to you with my portfolio

  • @prakashraghunathan2685
    @prakashraghunathan2685 Місяць тому +1

    Thank you poonam madam and swati madam.

  • @anupritamatekar6689
    @anupritamatekar6689 Місяць тому +1

    नमस्ते पुनमजी ... नमस्ते स्वातीजी 🙏 अभि देखती हु ...👍😊

  • @AmitSharma-ch8oc
    @AmitSharma-ch8oc Місяць тому

    Thank you so much Mam for your kind guidance

  • @ArunKumar-rl3rp
    @ArunKumar-rl3rp Місяць тому +2

    Kya guest madam ne BAF hi recommend kiya hai SWP ke liye ?

  • @SudhakarPalve-hq2fi
    @SudhakarPalve-hq2fi Місяць тому +1

    🙏 Namaskar 🌹

  • @ashishsao8434
    @ashishsao8434 Місяць тому +1

    Swati ji you are doing great job 👍
    Bhagwan aapko dher sari khushiyan de
    Query k liye mail kar sakte hai

  • @nathusinghchouhan2798
    @nathusinghchouhan2798 Місяць тому +2

    Thanks mam.

  • @dineshkanojiya2136
    @dineshkanojiya2136 Місяць тому +1

    Excellent video maam

  • @PatRocks2284
    @PatRocks2284 Місяць тому +1

    Mam, Is Large and Midcap Fund better than Flexi Cap Fund?

  • @ratanchatterjee1655
    @ratanchatterjee1655 Місяць тому +1

    I am yr great fan watch every video and push like button.I beg yr advice for wealth creation being a retired person I like to invest lumsum 25 lacks in 2-3 mutual fund to make it 50 lacs within 6yrs risk high to moderate.

    • @poonamrungta
      @poonamrungta 7 днів тому

      Thank you. 50 lakhs in 6 years is achievable if markets give return of 12-13%. you could divide ur funds across Multi asset fund, Balanced funds and Balanced advantage fund to take a safe route. But if you could take more risk then one the fund can be or 15% in large and midcap space as well.

  • @niharikaverma1640
    @niharikaverma1640 Місяць тому +1

    Namaste ma'am 🙏🎉

  • @padmashankar3430
    @padmashankar3430 Місяць тому

    Ms Poonam is excellent in her explanation. Thank you.

  • @manshi4919
    @manshi4919 Місяць тому

    Kindly suggest the best small cap funds ?

  • @gopalpawar9157
    @gopalpawar9157 Місяць тому +1

    Jai Mata di didi

  • @user-wf8ee5qf9r
    @user-wf8ee5qf9r Місяць тому +1

    Mam JCB expert ko bulae uski qualification ke bare mein jarur baat Karen

  • @aksket2000
    @aksket2000 Місяць тому +1

    Instead of SWP, can we redeem units as and when required?

    • @poonamrungta
      @poonamrungta 7 днів тому

      yes you can. SWP is a mandate you register for regular income in a particular date. But if you dont require that, you can redeem as and when you want as most of the Mutual fund schemes are open ended with no lock in as such.(other than close ended funds, ELSS ). Redemption before 1 year of investment will attract short term capitalgain and exit load.

  • @harrysingh121
    @harrysingh121 Місяць тому +1

    Hi Mam, I have invested in more than 20 funds. Should I withdraw from all 15 funds in one go to reinvest it in 5 dedicated funds? Or should I withdraw only the funds which have return upto 1 lac to save the tax on long term capital gain?? What will be the good strategy to grow the portfolio in long term and reduce over diversification ??

    • @poonamrungta
      @poonamrungta 7 днів тому

      You can definitely look at Profit harvesting and slowly consolidate ur schemes.

  • @shilpisoni4093
    @shilpisoni4093 Місяць тому +1

    Hi Poonam and Swati

  • @vdhat2007
    @vdhat2007 Місяць тому

    Thank you Swati and Poonam maam, I am your regular UA-cam video watcher and Thanks for hosting experts in all shows. I have shared my PF for your review via. e-mail. Request you to kindly review my PF and suggest to cutdown my PF to 5/6 MFs.

  • @pg4098
    @pg4098 Місяць тому

    Hi, can you please advise or compare on deferred annuity plans from life insurance companies. I'm planning to invest for next 10 years and then get a pension annuity

    • @vidyasagardixit6711
      @vidyasagardixit6711 Місяць тому

      Please don't go for any annuity plan, it is not worth. I invested in HDFC Life Guaranteed Pension scheme. I invested 15 L, now after 10 year my fund is 18 L 20 thousand. Now they are giving me an Annuity of only 1 L 10 thousand per year. It is less than the interest one can earn from a Bank FD.

  • @rathodtejpal4531
    @rathodtejpal4531 Місяць тому +1

    Sab se bast insurance

  • @barunroy1440
    @barunroy1440 Місяць тому +2

    मैडम, 20 साल में 50 लाख का लक्ष्य है...क्या स्मॉल कैप सही है..अगर है तो स्मॉल कैप फंड ले और इसके लिए प्रति माह कितना निवेश करेगा? कृपया उत्तर दीजिए महोदया

    • @Marwadi_Men
      @Marwadi_Men Місяць тому

      ​@@sunapilaकिसी को गलत सलाह मत दो।

    • @poonamrungta
      @poonamrungta 7 днів тому

      barely 5k ki sip se bahut aram se 50 lakh bana sakte hai. iske liye ek multicap fund me nivesh kar sakte hai.

  • @deepamehra5964
    @deepamehra5964 Місяць тому

    Mam office se jo share issues hotey h please make video on that as to how to redeem it

  • @ulhasnimbalkar7276
    @ulhasnimbalkar7276 Місяць тому

    👍❤️👌

  • @Anmol.96
    @Anmol.96 Місяць тому +1

    Namastay❤

  • @sushilkumarmishra8025
    @sushilkumarmishra8025 Місяць тому

    Hi maim 10 lack lumpsum karna hai MF suggest kare . Pahle ka investment hai 10 lack ka HDFC midcap , SBI small cap , parakh Parikh , mirai asset, axis bluchip

    • @The_Sucess_Visson
      @The_Sucess_Visson Місяць тому

      Quant active fund multicap

    • @poonamrungta
      @poonamrungta 7 днів тому

      all existing funds are good and diversified. you can top up in the same

  • @harshjoshi3204
    @harshjoshi3204 6 днів тому

    Is this safe investment through demet broking app like angel one or through distributor or Direct amc office? difference between this kind of route.
    1 Angel one fund investment
    2 distributor through fund investment
    3 direct fund office
    4 other apps mf central kuvera ..
    What difference in this way
    Like expense ratio any charges
    Because so much things.

  • @sunilprasad5751
    @sunilprasad5751 10 днів тому +1

    Hello mam good morning Sunil I'm a retired person I need SWP mutual funds

  • @ajaysinghyadav6298
    @ajaysinghyadav6298 Місяць тому

    Madam, Aaj bhi Mera question nahin liya. Main pichhle 3 mahine se apna question har week email karta hun please mujhe batao Mera question Lene mein aur kitna time lagega.

  • @sureshbhagatkar2976
    @sureshbhagatkar2976 27 днів тому

    Madam, what's the best time and day to redeem mutual funds

    • @poonamrungta
      @poonamrungta 7 днів тому

      when ur goal period is nearing is the best time. Do not time the market.. rather give time to market

  • @spbhabanishankarmishra8797
    @spbhabanishankarmishra8797 Місяць тому

    Mam me 10 ke liye goal he Retaiedment ke liye my age 43..me sip karna chahata hu 8 k uti nifty fifty + 2 k motiwal oswal midcap + 2 k quint mid cap + 1.5 k quint small cap + 1.5 nippon small cap. Total 15 k ka suru karna chahatamu. Meri monthly income 32 k. Monthly expenditure 17 k. Retaied ment goal he

    • @poonamrungta
      @poonamrungta 7 днів тому

      if retirement goal then ur time horizon should be 17 years. ideal portfolio would be quant small cap -4000, motilal mid cap -4000, nippon multi cap - 4000, icici blue chip fund - 3000. Active funds create better alpha in long run.

  • @azharansari3623
    @azharansari3623 22 дні тому

    Dear mam plz review my portfolio
    Nippon small cap:- 6k
    Tata Small Cap:- 6k
    Mahindra small cap:- 6k
    Canara Robecco Small cap:- 6k
    Motilal Oswal Mid Cap:-6k
    Canara Robecco mid cap:- 6k
    Nippon flexi cap:- 6k
    Mahindra Bussiness cycle Fund:- 6k
    Hdfc Defence Fund:- 6k
    Tata digital fund:- 6k
    Total:- 60k per month
    Y sare fund shi h mam for upcoming 15 year and my target is 10cr is this ok..
    Ya kuch change krne ki jrurat h ya sip r bdhane ki plz btaye taki m apna 10cr ka target pura kr sku.

    • @poonamrungta
      @poonamrungta 7 днів тому

      goal achievement can be a challenge. take ur sip to 1.5 lakhs gradually to reach ur goal or increase the time horizon to 20-22 years and increase upto 1 lakh. diversification is not proper in the proper. its only small cap, midcap and theme fund. can be a risky bet. ideal portfolio would be
      Nippon small cap - 10k, Motilal oswal mid cap - 10k. Hdfc defence fund - 10k( keep monitering this), quant active fund - 10k, parag parikh flexicap-10, icici blue chip fund- 10k

  • @luckysehgal9608
    @luckysehgal9608 Місяць тому +1

    Swp regular ki jagah Direct me kare

    • @poonamrungta
      @poonamrungta 7 днів тому

      Direct investment has to be self managed and there is no hand holding. For maintaining dicipline and getting professional guidance, regular mode is recommended.

  • @lintopaul1032
    @lintopaul1032 Місяць тому

    Hi...

  • @MohanSingh-ld8gi
    @MohanSingh-ld8gi Місяць тому

    hi

  • @user-re3rw8gg6e
    @user-re3rw8gg6e Місяць тому +1

    Hi. Mam Meri beti 7 year ki h kaun fund lu 3000 k liye

    • @tuneersharma9875
      @tuneersharma9875 Місяць тому

      Parag parikh flexi cap direct fund ek achhi choice hai..agar aap 15 saal tak continue invest kare toh.

    • @Marwadi_Men
      @Marwadi_Men Місяць тому

      ​@@sunapilaभाई तुमको पता भी है कि तुम कितनी गलत सलाह दे रहे हो।

    • @user-re3rw8gg6e
      @user-re3rw8gg6e Місяць тому

      @@tuneersharma9875 1.quant small cup 1500
      2. SBI nifty index fund 1000
      3.sbi automotive opportunity 500
      4.HDFC mid cup 1000
      5 HDFC defence fund 1000
      Kaisa h portfolio

    • @tuneersharma9875
      @tuneersharma9875 Місяць тому +1

      Parag parikh flexi cap investment ratio is 50:25:25 I.e. (₹1500 in large cap: ₹750 in Mid cap: ₹750 in small cap). It's pretty good for long term investment. Why pay the expense rate and exit load in 3 different funds when you can get almost the same in one single fund. Just my opinion..

  • @sanjaykumar44
    @sanjaykumar44 Місяць тому

    Mai government teacher hu mere salary 54000 monthly hai Mai ppf mein paise na daalkar kaise tax saving kar sakta hu plz suggest fund jisme tax rebate mile

    • @koppewar
      @koppewar Місяць тому

      Elsa funds are. Good

    • @koppewar
      @koppewar Місяць тому

      1.50 lakh per year we can invest. 3 years lockin will be there. No long-term capital gain tax need to pay.

    • @sanjaykumar44
      @sanjaykumar44 Місяць тому

      @@koppewar sir please suggest some good elss fund

    • @koppewar
      @koppewar Місяць тому

      U can take any elss fund I am investing in quant elss tax saver and motilal oswal elss direct growth.

    • @sanjaykumar44
      @sanjaykumar44 Місяць тому

      @@koppewar what about HDFC and SBI elss fund sir should I invest 50-50 k yearly

  • @AnilMishra-qp9gg
    @AnilMishra-qp9gg Місяць тому

    SWP kya hota h

  • @AbhishekRoy-no7br
    @AbhishekRoy-no7br Місяць тому +12

    Shocked to hear a so called expert giving advice to a person to take a loan in a condition who lost his job !!..seriously avoid these so called "experts".. youtube is now just a place for making money by views.. careful from these experts

    • @holypunk12
      @holypunk12 Місяць тому +3

      She is saying temporily like 1-2 months until he gets job against security of his mutual fund...and she gives this bad situation as example for people to have an emergency fund so they can survive in such situations with that fund !

    • @Redmirealme1234
      @Redmirealme1234 15 днів тому +1

      Purane samay me humare parents gold ko girwi rakhna pasand krte the bjae ke sell krna ...
      Kyuki udhar toh aap mehnat krke utar loge but saving ki compunding ager disturb hui toh poori life disturb ho sakti h...
      Hope you understand....

  • @sc7783
    @sc7783 Місяць тому

    This "expert" seems a bit delusional. Some of the things she says is absurd and nonsensical
    PS. I couldn't get through the whole video because of her. No time to waste on her

  • @aksket2000
    @aksket2000 Місяць тому +1

    Frankly speaking those experts who say the Indian economy is growing are biased with bjp and Modi. The growth of single digit industrialists and businessmen is not the growth of India. Unfortunately most if experts are अंध भक्त.

    • @holypunk12
      @holypunk12 Місяць тому

      What are you doing here if you are not investing in any and just being a spectator of the market ?! The number of startups alone is a prood that overall there is a good momentum...ofcourse financial literacy still some way to go for all sectors of people...but slowly but steadly it will come !!

    • @sachindivakar632
      @sachindivakar632 15 днів тому +1

      U r right I too bjp voter ,an andhbhakt .pls u Don,t invest.