How To Invest 25 Lakhs Rupees | Make 50 Lakhs In 6 Years | Mutual Fund Queries | B Wealthy Help LIVE
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- Опубліковано 10 лип 2024
- 4 June के निवेश पर 5 June का NAV मिला?, Full Video Link - • How To Invest 25 Lakhs...
Investment, Playlist Link - • investing
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Learn Investment In Mutual Fund, Playlist Link - • म्युचुअल फंड में निवेश...
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Join me, Swati, the founder of B Wealthy UA-cam channel, for an exciting LIVE Q&A session this Sunday! I'm thrilled to host Hemant Rustagi, the CEO of Wiseinvest Pvt Ltd, as we dive into a range of investment topics.
We'll discuss the potential of quant small cap funds, the risks of over-diversification in mutual funds, and strategic plans for a 25 lakh investment.
Plus, we'll cover short-term capital gains tax, the benefits of investing in equity, and conduct a detailed portfolio review.
Whether you're a seasoned investor or just starting out, this session is packed with valuable insights to help you make informed financial decisions.
Mail Us On - ask@bwealthy.co.in
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Time Stamp
0:00 Intro
0:38 quant small cap fund investment
5 52 Over diversification portfolio mutual fund
10:21 25 Lakh Investment plan
13:17 Short term capital gain tax
15:08 Investment in equity
21:21 Portfolio Review
26:28 Invest 25 lakh for 5 years
30:02 FIRE calculation method
#mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy
4 June के निवेश पर 5 June का NAV मिला?, Full Video Link - ua-cam.com/video/x-ir0I0x_VA/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
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I think that the 1st link provided may be incorrect (based upon your statement)...? I don't think it points to that video as you state...
Namaste Ma'am🙏...Questions thodi lengthy hai but answer please ma'am... main starts se apke videos dekhkei MF me 2000 sip starts kia tha...🙂
Hello maam Myself Ramit (31 yrs )
*Portfolio rebalance krna hai... q ki current SIP 11600 tha Per Month(with 10%Step up Annually)....ab 25000 p.m krna hai... Current SIPs are*
Canara Robeco Bluechip = 1500
PGIM MidCap= 1500
Kotak SmallCap= 1500
Quant SmallCap= 1000
ParagParikh FlexiCap= 1500
TaTa Digital India Fund= 1650
Kotak Global Innovation FOF= 1000
Motilal Oswal Gold & Silver ETF FOF = 1500
How much corpus I can Generate with these after 20 yrs... ?
aur new SIPs isi funds me dale ya new add kare ..suggest me *aur dale to kaha kitne % allote kare...?*
Aur Portfolio me 2 SmallCap fund rakhu ya 1 & konsa ?
And kindly enlighten me about the *Fund houses I've selected.. are Good or not?*
Specially About *PGIM*📌 fund house..is it safe for long term?
I am also investing ₹25000 Yearly on Quant ELSS and PPF each
My current monthly expense is almost 15000
I have 3 LICI Endowment Policies jiska Sum assured lag vag 12.5 lakh hai ... premium 7800 p.m /- appx. (For 80c benefit)
Bajaj Alliance Term insurance hai 1Crore coverage premium 981 p.m
United India HEALTH insurance 10 Lakh coverage...
Thank you, Swati ma'am and Hemant sir, for taking my question.❤
Excellent suggestion!
Excellent advise... Mr Hamant
Thank you madam for the good video.
Please disable the plugin sounds of UA-cam subscription and bell thing coming below the video. It's very annoying.
just buy index mutual (Nifty50 or Nifty next50) fund.. its much better.. its already diversified. If the timeline is around 15 yrs, final fund amount would be 8 times its initial value.. 95% of funds won't be able to beat Nifty index in long term(10 yr+)..also expense in other active mutual funds will be much higher than index fund..
Simple but brilliant strategy
Thanks a lot mam for live sessions ..
Thank you for watching Utkarsh Jee. Stay Blessed, Healthy & B Wealthy
Thanks Sir for very practical & useful advice.
Isn't he the best :) Stay Blessed, Healthy & B Wealthy
thanks mam for taking my question
Very well explained.very informative information.thank you.keep it up
Thank you Hemant Jee. Stay Blessed, Healthy & B Wealthy
Ma'am, your voice is really so sweet ❤️. Why last 03 Yrs Fund performance is usually higher than last 05 yrs funds in the most Funds ?Pls answer 🙏
I guess the answer is simple. Last 3 years market returns have been good. And last 5 years includes the market dip during covid times
Always check alpha and beta of fund
Good analysis 💯👍@@rohanp8645
Thank u swatiji so much greatful to yu today I got my answer from Rustagi sir without any fees. Yu are always helping the people very honestly . God bless u.
Glad to be of help Ratan Jee. Stay Blessed, Healthy & B Wealthy
Bahut hi behatarin jankari di apne, Dhanyavad Ma'am
Thank you for watching Santosh Jee. Stay Blessed, Healthy & B Wealthy
I have been investing in Axis Midcap fund and Axis Small cap fund through SIPs for the last 3 years. Even though they are giving very high XIRR, through your channel I've come to know about changes in their management due to which I wish to change to a different fund house.
What should I do?
Should I perform SWP and then transfer to a different fund house through SIP or should I take a Lump sum approach?
Mam !! Not only your voice is sweet , u r very beautiful 2. Mam !! Your suggestion & channel has helped me a lot & able to understand , pls keep uploading the vlogs as fast as u could do.😊
Can we do sip in newly nfo motilal oswal defence fund?
I hv invested 5 lakh in Parag parekh flexi cap-5 lakh
Quant active fund-5 lakh
Axis corporate bond-7 lakh
Pgim mid cap opportunities fund-3 lakh
Axis small cap-2.5 lakh
Is it risk adjusted??
❤
Excellent 🙏👍
Thank you for watching Abhijit Jee. Stay Blessed, Healthy & B Wealthy
Hemant sir rocks, Swatiji shocks!
Aaj to batayi hi dijiye😂
Ha ha ha ha ... Stay Blessed, Healthy & B Wealthy
Swati can you make a session on
Loan pre payment vs investing in mutual fund. This is very imp debate to draw some insights.
Hello apse ek condition ko discuss karna chahta hu..
Jaise ki Maan lijiye mere pass ek credit card jiski limit 1Lakh hai aur Mai use kuch amount suppose 50k transfer karta hai kisi app se 2 ya 2.5% fee de kar apne kisi janne Wale ke account me aur fir Mai us 50k ko risk le kar small cap momentum mutual fund me laga du for 30 to 35 days. Jo ki on a risky side 8 to 9% ka growth deta hai. And Mai 35 days me use fir bech kar wapas se credit card ka 50k paid kar du.
Toh agar exit load zero raha toh fir 8% - 2.5% = 5.5% ka profit me toh ho jaiyega with in a month.
Toh kya Aisa Kiya ja sakta hai?
1)Aur kya Aisa har month Kiya ja sakta hai?
2) Kya ek hi mutual fund har month buy kar next month sell kar sakte hai baar baar?
Kya ise pe koi SEBI ya bank ka koi rule hai?
Please answer. 🙏🏼
मैं सिर्फ एक लाइन में फिलहाल जवाब देना चाहूंगी - ऐसा ना करें। Stay Blessed, Healthy & B Wealthy
Nice information
Thank you Sudhir Jee. Stay Blessed, Healthy & B Wealthy
Ma'am, your voice is really so sweet ❤️. Why last 03 Yrs Fund performance is usually higher than last 05 yrs funds in the most Funds ?Pls answer 🙏 24:43 24:46 24:47 24:48
While selecting a mutual fund scheme, how important is the fact that there are no changes in the recent past in fund management?
Hello
Madam plz explain about mirea asset emerging bluechip fund
It's good or not today's scenario ??? Because rating down
Hello Swati mam, mai Sandeep. Apke videos dekh kar hi 2019 me maine MF me sip start Kiya ta. Us time SBI small cap fund me sip start Kiya ta. Jo abhi tak chal rha ta jise maine stop kar diya hai but paise nai nikale hain. Stop karne ka reason fund ka achha performance nai dena hai.
Mai ab chahta hu ki uske ka sara paisa Nikal kar dusre small cap me dalu. Kya ye tarika sahi hai ya nai plz batayein.
Mere mind me ye plan chal rha h ki mai is fund me return book Karu aur new small cap fund me dal du...isse mujhe jyada NAV milega dusre fund ka. Aur profit bhi secure ho jayaga.
But itne lambe time Tak invest karte hue ab shyd SBI small cap me compounding ka effect dikh rha hai. But mai sure nai hu? Kya mujhe ye karna chahiye ya nai. Agar nai to kyu ??
Hemant rustagi sir my favorite ceo last 7 year
मेरे भी, 2007 से :) Stay Blessed, Healthy & B Wealthy
Hello mam, Q1-i have bank fd which have 7% interest use for emergency fund.These fd are for 3 to 10 yrs also.Should i switch 50% bank fd,s to Tata arbitrage fund and also make new emergency fund in Tata arbitrage fund.I am in 20 % tax slab.
Q2- kya Husband and wife ka mutual fund portfolio different hona chahiye ya ekk hi ?? We both are in government job and have same goals for retirement, child education or others.Which is beneficiary and good wrt tax harvesting, tax plan, retirement etc
maam 50000 . manthali income ke liy kitani lakh sip lena chahiy
Hello Mam, when do you come live? Also, how to share my portfolio with you to be reviewed by you and your panel of financial advisors.
Thank you
Ma'am is it good to start SIP for wealth creation in HDFC defence fund and Motilal Oswal defence index fund (NFO) for long term. please guide me. Thank you
Sectoral fund h yeh 20percent hi isme rakhe
Ma'am Mai 5000 paragParikh flexi cap fund 5000 canara robeco elss fund 2000 tata small cap fund me 500 kotak emergent midcap fund
500 axis midcap fund me invest kar raha.mera apse sawaal hai ki o fund Maine chune sahi hai ke nhi plz ma'am
swp best plain for 30 lack plz
Parag Parikh flexi cap fund direct growth me three thousand and Nippon India small cap fund direct growth me two thousand
Kya shi hai please tell me mam
Mam make episod on ETF there are many ETF give very good return in 1year some gibe 73,65,95,above 100% also so kindly suggest sume good etf which can give good returns on yearly base
Please review my portfolio ma'am. I request:
Parag parig flexi-2000
Mostilal oswal nasdaq fof-2000
Mirae asset large and midcap-2000
Icici pru nifty 50-2000
Should i add more funds in small cap(plz suggest name)
Shifted to Bengaluru today mam, hope to connect to a community which is enthusiastic about finance and investing. Any idea where I should start
Namaste Mohit Jee. I am not aware of any such community in Bengaluru. If you come across one, do let me know too. Stay Blessed, Healthy & B Wealthy
Axis small cap ke exisitng investors kya karein? Sir ne multiple times bola ki other funds are better. I am invested in this fund since 4 year, my horizon is long. 10+ years. I didn't switch to other fund thinking in long time it will be better. Please advice.
Invested rho badiya fund hai. Low risk average return
Aap ne long term investment ki hai.Unhone ye bhi kaha hai ki fund ke cycle hote hai. Axis abhi kharaab hai so accumulate more and hold karo. Axis ka Return abhi bhi 15% se upper hi hai.
I m investing in Paragh Parikh Flexi cap for 50000 and HDFC midcap fund 30000 and i want to get 1 crore in 5 yrs. Or should go for multi cap fund also in addition within 80000. Pl suggest.
I think you should also do extra sip investment worth 30000 more in infrastructure and smallcap funds like Quant Infrastructure or Canara Robeco infrastructure and Quant Smallcap or Nippon Smallcap. Then only you would be able to make 1CR in 5 year with minimum 15% return annually.
1 lack nikalne se faida ye hoga ki when he will buy again at higher prices his tax liability will be reduced drastically in the long term.
Hello Hemant sir 🙏🏼
Hello sir I'm 58 now this june month I'm retiring I want to invest in SWP mutual fund pls guide me thank you
Too much echo, bad sound quality during Mr Rustagi speaking...
It's ok for me. Minimal echo. Sir's voice is audible n clear. Check ur device
Its audible, but not as per current market standards
Sir ma'am this side Rohit
I Have to invest lumsum amount in small cap fund for 10 yr Rs. 5lakh. Risk profile high
I dnt knw if they will respond or not but ryt now in my opinion u shuld avoid lump sum in small cap or for that matter in any index. Start small SiP and add more on dips. Next 6-8months u will get gud opportunity to accumulate
Lumsum invest karney key liye konsa small cap fund sahi hai 10yr key liye risk high ley saktey hai
I would like to suggest you to invest in 2 different AMC like Quant Small cap and Nippon Small cap.
@@MUTUALFUNDPLANNERNippon small cap lumsum is not accepting
Canara robeco small cap.
Mahindra manulife small cap
Mujhe bhi apna portfolio banwana hai please suggest an expert.
राहुल गाँधी बाबा
Is it possible to know that when and at what valuation a particular mutual fund buys particular stocks?
If this data is available, we can use this to compare two separate mutual funds which have investment in the same company. (For example, many large cap and flexi cap mutual funds have investment in HDFC bank, TCS, etc.)
Whichever mutual fund is buying at a cheaper valuation may be the better mutual fund
Good evening Swati mam my name is Amit Kumar Sharma i am 47 years old please suggest me main Kisan Vikas Patra se 25 nikal kar equity mein 10 sal ke liye dalna chahta hun kya Mera decision sahi hai aur kin-kin fund mein invest karo kam se kam 10 sal k kai liyay
Amount is 25 lakh Kisan Vikas Patra se nikal kar
Hi sir
Please take my question madam
Right... Right.... Right... Right.... Right... Right.... Right.... 😂😂😂😂
What are the chances of our stock market crashing and not performing like China or Japan? Even after China being an amazing growth market, their stock market didnt perform and it was long term, like really really long.. Please ask these questions to the experts as no one ever answers this.
Jab tak modi pm hai tab tak market aage hai piche china Japan rahega
Mam kaun sa juice enjoy kar rahe hain
जीरा-अजवाइन का पानी। Stay Blessed, Healthy & B Wealthy
Madem kiya app ka ofice hie😊
Mem SBI mutual karna chahata hai kansa netagiri acha hai please bata de
Can we aks questions related to real estate on this platform?
2 lac nivesh karke 50 bante toh kuch baat hai 6 saal main
25 ka 50 hona is 1 ka 2 hona 6 saal main
Har sawal par angel one ki add dalkar sare session ko irritating bana diya hai isne, isleye bich mey hi video chod ke bandh kar diya dekhna
options मे कितनी बार एक दीन मे पैसा डबल किया है आप ६ साल की बात कर रहे हो ?? 😂😂
6 saal mein paisa double kr rahe ho bahut disappointing hai 😢. Yahan pr to aise diggaj hain jo 10k ki SIP 5 saal ke tk krakr paisa 5 guna kr rahe hain 😂.Sab Hwa hwai hai. Share bazaar ek JUA hai aur JUVE ka koi sahi prediction nhi kr sakta.
6 month me hoga Option trading karo😂
Are You Drinking Liquor Live Mam?
नहीं , जीरा-अजवाइन पानी है ये :) Stay Blessed, Healthy & B Wealthy
😅😅
This channel looks like DD News 😐
क्या अभी तक तुम कुमारी ही हो ❓
बेवखुफ
Ma'am, your voice is really so sweet ❤️. Why last 03 Yrs Fund performance is usually higher than last 05 yrs funds in the most Funds ?Pls answer 🙏
Please review my portfolio ma'am. I request:
Parag parig flexi-2000
Mostilal oswal nasdaq fof-2000
Mirae asset large and midcap-2000
Icici pru nifty 50-2000
Should i add more funds in small cap(plz suggest name)
Ma'am, your voice is really so sweet ❤️. Why last 03 Yrs Fund performance is usually higher than last 05 yrs funds in the most Funds ?Pls answer 🙏
Please review my portfolio ma'am. I request:
Parag parig flexi-2000
Mostilal oswal nasdaq fof-2000
Mirae asset large and midcap-2000
Icici pru nifty 50-2000
Should i add more funds in small cap(plz suggest name)
Please review my portfolio ma'am. I request:
Parag parig flexi-2000
Mostilal oswal nasdaq fof-2000
Mirae asset large and midcap-2000
Icici pru nifty 50-2000
Should i add more funds in small cap(plz suggest name)