रिटायरमेंट में 15 साल, क्या Small Cap में Investment सही है?, Full Video Link - kzbin.info/www/bejne/g6aZYZ2eg9-iaK8 Mail Us On - ask@bwealthy.co.in Follow Us On - Instagram - instagram.com/swati_bwealthy Facebook - facebook.com/bwealthy.co
@parmeetsingh91065 ай бұрын
Portfolio Review current sip: #Hdfc Index 2k #Quant flexi 4k #Axis small 1k #Quant small 2k #Gold/abroad, etc ETF 1k #Risk appetite - High #Age - 27 #Min - 15yr invest #Objective - wealth creation Q: more diversify or changes required Considering 1.5L PPF+50k NPS invest as debt to save tax Q: Want to invest 25k sip in above MF, pls suggest allocation # Invest direct stocks sometime too Reason for selecting above MF: 1. Index for large cap: Lower expense ratio and target 12% returns. 2. Quant flexi: Allows flexible investing based on Investor banker knowledge and his wisdom. 3. Quant & axis small: Long-term small-cap investment with diversified risk of same fund house and high risk of quant. (Quant funds have a lower AUM as well) 4. ETF: To take exposure to international markets or gold etc. Investing in a lot of MF will lead to a more expense ratio and make it complex sometimes, and on top of that investment systematically for the long term will generate good returns which is more important. Please suggest any changes required and correct allocation as well.
@MrArvindstar5 ай бұрын
You are best and very polite. Very good explanation skills. Please mention some funds for lumpsum for long term God bless you
@veersingh_official16 күн бұрын
04:00 like this
@user-bq5tq8mb8l5 ай бұрын
Elss fund Kab leana chaiye, ye जरुरी है क्या? , isse tax कैसे save होता है.
@pchako5 ай бұрын
SBI Long Term Equity Fund - the no.1 ELSS Fund currently.
@jishnu185 ай бұрын
Quant ELSS beats it by 12% additional returns
@pchako5 ай бұрын
@@jishnu18 Last one year returns- Quant elss - 56% approx. SBI long term - 59% approx.
@rashmigpt83615 ай бұрын
@@pchako but one year return can't be considered...
@pchako5 ай бұрын
That is why I said 'currently' as 'currently it is leading all other ELSS Funds as far as returns are concerned. Now whether one should consider one year returns, or 3 or 5 or 10 year returns, it depends entirely on the person, and his outlook to investment, and we should respect that.
@rashmigpt83615 ай бұрын
@@pchako ok will definitely check
@pradeepkumarbhatt88964 ай бұрын
Vedio is very nice 👍acchi information dene ke liyee aapka sukriya swati ji 🙏🙏keep going always with these types of information regards🙏🙏
@MukeshJ0093 ай бұрын
Vividh bharti ke din yaad aa gaye madam
@rohitsiddiqui72355 ай бұрын
Mirae Asset Global Electric & Autonomous Vehicles ETFs Fund of Fund Direct Growth
@RamKumar-gb2je5 ай бұрын
I have already invested in Quant ELSS and PP Tax Saver Fund.
@pranju4u225 ай бұрын
All 3 are awesome funds very good recommendation Mam Even though mirae else is not performing upto the mark the famous former kotak emerging equity fund manager Mr.Pankaj Tibrewal said if I have to trust someone who will manage my own money instead of me then he will Neelesh Surana 🙏
@biswanathchatterjee65955 ай бұрын
Good advice in right time
@dineshkumar-wb9oc5 ай бұрын
Reliance Tax saver (Nippon India Tax) G 2006 , Buy NAV Rate Rs 11/Unit , Investment Amount Rs 20000
@sadashivdeshpande839Ай бұрын
Mam I want to know that whether the maturity amount received on Maturity from ULIP / ELSS scheme is taxable or not?
@gyangupta99955 ай бұрын
Maam kabhi apna bhi MF portfolio bhi show kijiye without showing the fund value
@subhlabh9445 ай бұрын
Good informative videos..for educational purpose
@ROHITKUMAR-ul4by5 ай бұрын
I'm Rohit. My grah nakshtra is "Swati" 😍😍 Hope, I'll do great after seeing your Video....😊
@atanumukherjee34425 ай бұрын
Please make a video about tax planning for salary person. Including both deduction and investment for tax relief
@ashokgarg70175 ай бұрын
Swati ji, Namaste. I am already invested in Mirae asset Tax Saver Fund. Good advice for ELSS MF.
@ppmoney015 ай бұрын
I am holding both funds
@avirajankitjain2565 ай бұрын
Quant hold a cash of 10% approx. Where as the other two funds have holding in HDFC Bank approx. 8% and performance of HDFC bank in past 4 year is worst.
@ArjunYadav-xj3krАй бұрын
Mem sbi elss keasa fund hai
@deeppahalwan53005 ай бұрын
Nice information for tax saving.
@abasahebmusmade71595 ай бұрын
Make video on senior सिटीझन how to submit 15H bank, or post ऑफिस
@wbcs23sougatamaity795 ай бұрын
Madam Would you make a vdo explaining the process and extent of taxation for SWP schemes.
@abhishekjoshi32795 ай бұрын
Hello ...can you please create a video regarding Tax on Gift money and other assets
@ravinderpalsingh20795 ай бұрын
Hello Mam my blessings are always with you
@jwalantd23 күн бұрын
Hi, Quant fund house has sebi inquiry, is it still safe to invest?
mam koi family k liye mediclaim policy bataye thanks.
@rajeshk..5 ай бұрын
Quant elss...❤
@arvindkumargupta3545 ай бұрын
Tax saving ke liye ELSS MF me investment karna hai SIP 12000 kitne AMC me investment kare ....?
@balkrishnathakar54785 ай бұрын
Mam which mid cap fund is good for 5 to 7 years.
@Rosan-cb5mw5 ай бұрын
Nice👍 video
@user-of8rf3pe1f3 ай бұрын
Mam new tax regime me kya elss fund valid hai?
@SatishKumar-lk4fe2 ай бұрын
No
@deepakkumarjain30895 ай бұрын
Mujhe 50/50 thousand ka investment karna he 5 saal k liye ...kisme invest karna chahiye mam
@chittaranjanmohanta81465 ай бұрын
Hi Mam, Could please suggest 3 large cap and 3 flexi cap fund best in their category.
@rashmigpt83615 ай бұрын
But why to invest in 3 fund's in each category .
@manmohansinghgujral25335 ай бұрын
😊 Thanks
@hemantkumarsinha96815 ай бұрын
Suppose Mera, 5Lak investment kiya hai hai (in 5 year span) and uspe 10 Lak ka profit hai. Abhi mai har saal 50k redeem karu. As per LTCG tax ke tahat 1Lak tak to tax free hai. Then mere har saal 50k ke redeemption pe tax dena hoga ya nahi???? Please reply
@bijaypradhan44365 ай бұрын
Please suggest a good fund to replace Motilal Oswal NASDAQ FOF & UTI Flexicap fund in the Portfolio(monthly SIP): 1. Nippon small cap 10k 2. KOTAK Small cap 11K 3. Motilal midcap 23K 4. UTI NIFTY 50 22K 5. Motilal NASDAQ 100 FOF 5K 6. UTI FLEXICAP 5K
@anupdas73025 ай бұрын
Pl purchase one small,one Midcap, one flexi cap. That's all.
@ShubhamSharma-jm2xc5 ай бұрын
Hello mam Agar me aaj 26 march ko kisi ache elss fund me ek sath kuch amount dalta hu.. To vo 31march se pahle pahle.. Matalb is financial year me count ho jayega na ?
@rakashit00765 ай бұрын
Mam 10 lakh ko 10 m 1crore bnaane. K liya khaa invest kre ji pllss btaae
@Rkrocks785 ай бұрын
नमस्कार mem, your show very helpful for everyone... My father retired and he is want invest to some money. He is pressing hard m to invest in FD but I am suggesting to invest in Mutual funds are as under. Please advise for your valuable feedback. Nippon Large cap 2500/- Kotak emerging mid cap 2500/- Quant large and mid cap 2500/- Quant small cap 2500/- Hdfc flexi cap 2500/- . Any changes in portfolio? Please approved Portfolio so my father investment start. Thank and regards in advance.
@rajasdoshi12345 ай бұрын
Quant ❤
@anupritamatekar66895 ай бұрын
ELSS me SIP krna chahiye ya fir lumpsum ...?
@rashmigpt83615 ай бұрын
Always lumpsum because from investment day it has a locking period of 3 yrs... So why to invest via sip ... My strategy is lumpsum.
@ravibhatt21925 ай бұрын
Mllika e husn Love you
@syed10725 ай бұрын
Nice looking beautiful
@borkardhananjay235 ай бұрын
पिछले वीडियो में ELSS का thumbnail दिया पर फंड के नाम ही नही बताए।😄😄😄😄🙏
@BWealthy5 ай бұрын
उसी गलती को सुधारा गया है। 😊
@borkardhananjay235 ай бұрын
@@BWealthy thanks for reply ma'am 🙏
@PatRocks22845 ай бұрын
@@BWealthyMam, Sbi long term equity fund ki kya opinion hai aapki?