Is it the right time to invest lumpsum in mutual fund | B Wealthy Help Live Swati Kumari

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Welcome to B Wealthy Help Live Session, Where Swati Kumari B Wealthy answer your personal finance related questions with help from an investment expert, CA Nitesh Buddhadev, Founder, Nimit Consulatncy !
Know if this is the right time for a lumpsum investment in mutual funds. how to accumulate 1 Cr rupees with a SIP of 25 thousand. And many more such investment realted questions from the viewers of B Wealthy.
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[@ShreyanSaunak]

Welcome

[@manjalilpurushothaman4592]

Valuable information Swati Ma'am

[@sasisri6690]

Excellent, straight forward guest

[@gajendranathdash3143]

Welcome 🎉

[@lawrencedalmeida8722]

Very good explanation

[@saurabhmodanval]

Thank you for your guide, help and effort. Your video helps us in our investing.

[@panwardeepak79]

बहुत ही अच्छा वीडियो😎👌,धन्यवाद नितेश जी और स्वाति जी😊😊🇮🇳🇮🇳🙏🏻🙏🏻

[@parthasarathybalasubramani6148]

Spot on answers 👏👏👏

[@swatitomar2384]

Thank you Swati ji

[@sudhirmehta3643]

Very nice session mam

[@deenbandhudwivedi9393]

Thank you❤ Happy Karwa chauth🎉

[@mahabirchhokar2603]

Thank you

[@anilrohra5223]

Swati ji Very nice vlog and awesome Q&A session...👌👍

[@pareshpopat4267]

Thank you 😊

[@PrasantaShee-ug9oy]

Superb

[@tanujpra]

Happy Karwa Chauth Mam! Nice information 🙏

[@majideqbal6237]

Mam ,I am 51. Needed a corpus of 3Cr for retirement. I have 25 L in FD and 15 L in ULIP. ULIP will mature in Dec 2024. My time horizon is 9 years. How much and how to invest to meet the goal. I can invest up to 75 K per month. I don't have any MF now. Pls guide.

[@xcaliberamanyt1375]

Dear Ma’am, Greetings. I have been following your videos for the past six months, and they have really inspired me to invest more confidently in mutual funds. I have recently increased my investments and have a question regarding my long-term plans. I currently have a few funds in my portfolio, and when I plan to start a Systematic Withdrawal Plan (SWP) after 15-20 years, would it be advisable to consolidate my investments into one fund? If so, which fund type would you recommend for a smooth transition to SWP? (e.g, blue chip fund, large fund, large and mid or small) I would greatly appreciate your guidance. Regards Neelima

[@prakashtharwanimfinvestments]

I will guide you and review ur portfolio

[@KiaanTech]

Thankyou

[@hsdas0607]

Not really Swati ji. My wife has over 80 lakhs only in SBIMF ONLY because of easiness. When we go for direct plans, registering with various fund houses is full of hassles. SBI MF kind of huge fund houses has varieties of funds, hence we get varieties to invest. Please advise if there is any other way to invest in different fund houses from one site/registration.

[@prakashtharwanimfinvestments]

We can guide you in that

[@gilla4785]

अरे भाई साहब बहुत तरीके हैं। डैरेक्ट फंड हाउस (AMC) से ले सकते हैं। CAMS, Kfintech के Apps से भी कर सकते हैं।

[@viraldesai9376]

Gilt Funds also adjust their tenures basis where Yields are taking into account the interest rate scenario. For long term it’s always prudent to have safety rather than going for 80bps extra in a Credit Risk fund…. There is a risk element and should be avoided

[@viraldesai9376]

# 3 Funds Strategy for 10 years 1) Nifty 200 Momentum 30 index fund: 35% 2) Nifty 500 Value 50 index fund: 35% Just follow this and start SIP per your appetite, you are done for decade 3) ICICI GILT Fund: 30%

[@ab30-ws4te]

Hi mam plz tell about transmission process of mf. What time will it takes.

[@KiaanTech]

Mam, Meri age 35 Years hai, Mera av Mutual Fund me Investment 8 Lakh hai aur NPS me 12 Lakh(75% Equity) , mera monthly SIP around 20K(50% Small Cap, 30 Mid & Multi Cap, 20 Large Cap) hai and NPS me around 16K. Mujhe 10 year me 1.5 Cr ki need hai, Kindly Suggest it's possible. Ya mera investment increase krna hoga. Mukul Kumar, Gaya, Bihar

[@MsRahulghosh]

What job you are doing

[@rohannarkar3263]

hsrsh roongta kr sath aap ki video nahi aa rahi mam?

[@ulhasnimbalkar7276]

👌👍

[@MrSonu-k2k]

Hiii sir

[@rammilanpandey1458]

Ab tak ka best guest

[@mdrahmatalam111]

Nippon multicap 8000 HDFC midcap oportunity 4000 Sbi contra fund 5000 HDFC smallcap 3000

[@prakashtharwanimfinvestments]

We will guide you for same

[@gosanskari1653]

Quant funds are giving negative growth for past few months. Should we stop SIP for such funds.

[@prakashtharwanimfinvestments]

We will guide you

[@rajeshjaiswal1636]

Yes

[@vinayandhare6441]

Hello sir

[@govindshukla4281]

Smart beta ETF se 25000 sip se 10 saal me 1 cr bade aaram se ban jayenge

[@gautamshaw425]

Hello Mam 500000 lumpsum kon MF me invest kar sakte next 10 years ke liye

[@prakashtharwanimfinvestments]

I will guide you SIR

[@pradipughade1532]

My asset allocation is Debt 6o% equity/MF 30% gold 10% want to shift 30% 7lakh from debt to equity my age is 38 how I should approach ?

[@bernadettepradhan2619]

Good evening mam, my age 45 I have 7funds please review my folios .1canara Robeco Infrastructure Reg one time 1 lakh lump sum 2canara Robeco small cap sip3000.3.bajaj finserv Large and mid cap sip 3000 4 .Sbi Consumption Opportunities sip3000 5.Union flexi Cap sip 3000 6.Hdfc defence sip 3000 7.Tata business cycle sip3000.. 33:30 .total16th thousand Invest hai 10 to 15yers all funds are Regular 6th month ago. for Retirement corpus any changes mam.

[@prakashtharwanimfinvestments]

We will review your portfolio reach to us

[@tejaswakankar843]

Hi mam Mera 50000 sip chal ra hai target 2 cr age 34 now portfolio 10lac cross hai possible hoga kya almost 50% small cap hai 30% large 20% mid cap

[@prakashtharwanimfinvestments]

We will review it teach to us

[@kavypatel4236]

Swati ji and Nitesh ji Aapka bahot bahot dhanyawad, aapke javab se mera vision aur strategy dono clear ho gaya hai. Sach kahu to muje asha nahi thi ki itni details me muje javab milega, aapne bahot vistar se samjhaya dhanyawad Jai hind From Ketan patel

[@anujmittal5285]

Hello Madam

[@harishpal3989]

Review my portfolio age 27 hai aur 15+ year Krna h Nippon India small cap-2500 Hdfc small cap fund------2500 DSP small cap fund - 2500 Quant small cap fund - 2000 Nippon India growth(mid)- 3000 Motilal oswal mid cap.-2000 Hdfc flexi cap 2000 Parag Parikh flex. 2000 Motilal oswal 250 Microcap. -2000 Total investment 4 lakh kr chuka hu jo badhar 5 lakh ho gya h sip 20000 ka chl rha h mera Portfolio ek bar review kr dijiye

[@prakashtharwanimfinvestments]

We will review it reach to us

[@sandeept6926]

Welcome