How To Diversify The Portfolio| Best Investment Options For Your Children's Future |B Wealthy

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How To Diversify The Portfolio| Best Investment Options For Your Children's Future |B Wealthy

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Күн бұрын

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In this video, I sit down with Hemant Rustagi, CEO of Wiseinvest Pvt Ltd, to answer your most pressing investment questions.
We cover important topics like SIP diversification, the best ways to park money for the short term, and how to effectively diversify your portfolio.
We also delve into the differences between arbitrage and equity savings funds, explore the best investment options for your children's future in India, and offer a detailed portfolio review.
Tune in for valuable insights and practical advice to help you make informed financial decisions!
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Time Stamp
0:00 Intro
0:22 SIP Diversification
8:11 Best way to park money for short term
14:08 Portfolio diversification
19:42 Arbitrage vs equity savings fund
22:14 Investment for children's future in india
26:15 Portfolio Review
#mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy #portfoliomanagement #portfolio #investmentportfolio

Пікірлер: 86

@BWealthy Ай бұрын

Don't Do These 3 Mistakes In ITR Filling, Full Video Link - kzfaq.info/get/bejne/a5ePgN2hzde-ops.html Investment, Playlist Link - kzfaq.info/sun/PL0rxiZ0bR2PCK4qWytrYQUR0z0rXutJik B Wealthy Gyan, Playlist Link - kzfaq.info/sun/PL0rxiZ0bR2PCDR39nrEY64Bzyfv9u-TMG Learn Investment In Mutual Fund, Playlist Link - kzfaq.info/sun/PL0rxiZ0bR2PBErT7FvpeAKXT5euwF5mri Share Market, Playlist Link - kzfaq.info/sun/PL0rxiZ0bR2PCEkDhXSH8eIEI3cAnCaOHN Mail Us On - ask@bwealthy.co.in WhatsApp - 9148022073 Follow Us On - Instagram - instagram.com/swati_bwealthy Facebook - facebook.com/bwealthy.co

@shamsundergupta3289 Ай бұрын

Good Evening Mam. Please guide about taxation of capital gains on redemption of hybrid mutual funds. I have my SIP in 361 Balanced Hybrid Fund. While LTCG in case of equity MFs is exempt upto Rs. 1 lacs, how capital gains are calculated in case of hybrid funds? Thanks.🙏

@mrnmt1122 Ай бұрын

So short but golden advise given here on parenting Salute to both of you 😊

@DrKallalPramanik Ай бұрын

बहुत उत्तम session, मैम। आप दोनों को बहुत-बहुत शुक्रिया।

@mustafashaikh4961 Ай бұрын

Should I invest in both quant flexi cap and JM flexi cap fund. Their portfolio constituents are 100% different. Please advise.

@devendersingh4303 Ай бұрын

Ye sawal Kahan se lete hai,ye sawal to comment mai hai hai hai nahi,kya swal bhi khud hai banate hain

@sc7783 Ай бұрын

Sawal unko email ya whatsapp pe bhejte hai... at least that's what I did a couple of times😊

@vpbalasubramaniam8585 Ай бұрын

Som prakash sharma ji ....time pass kar rahe hain. Itna paisa rakke koi is Manch per nahi aatae

@devendersingh4303 Ай бұрын

@@sc7783email ya WhatsApp number to ye dikha hi nahi rahe

@alokmadan5446 Ай бұрын

For 15 years (Present 55L) & (Goal 5 crores):- 1. PPFC - 5L 2. Nippon Multi - 4L 3. SBI Contra - 5L 4. Motilal Oswal Mid - 7L 5. Quant Mid - 4L 6. Quant Small - 7L 7. Tata Small - 5L + 25K SIP 8. Nippon Small - 5L + 25K SIP. Pls review.

@AshishGershom Ай бұрын

15 saal me 4 guna 😊😊

@pankajk907 Ай бұрын

Aapke total minimum 7 crore ho jayenge , agr present 55 lac and sip 50k h to.

@sssantanu 24 күн бұрын

Better to be in 3 amcs always one category in 3 fund in 3 amc, if 3 diff then 9 fund

@amlansaha9780 Ай бұрын

Sir, please review my portfolio kindly. Commenting last few month on continuous basis but no luck so far. Moderate risk. Long term investor. UTI Nifty 50 - 10K Motilal Midcap - 10K Kotak large & Mid - 7K Parag parikh flexi - 7K Nippon multi cap - 7K SBI Contra Fund - 7K Nippon small cap - 6K Tata small cap - 6K

@manjalilpurushothaman4592 Ай бұрын

Valuable edition Swati Ma'am 🙏

@abhishekmall515 Ай бұрын

Kisi bhi fund house ke koi scheme me agar eka ek redemption ka pressure aaye to kya usse hamare return mai effect aayega?

@neensatya4 Ай бұрын

Should I stop sip in quant elss, started in May this year??

@solovikas4u 18 күн бұрын

Motilal oswal index fund Axis small cap index fund Axis large cap Kotak tax saver elss Icici large cap Kotal small cap Parag parikh flexi Nippon mid cap Aditya birla small cap Quant tax elss Hdfc mid cap Motilal oswal midcap I have done sip of around 30k / month sip from last 2 years... My age is 41...i want to invest 2-3lk lumpsum by year end for next 15-20 years...is my portfolio is ok? And shall i continue in these funds or should take any other funds

@Stockbullsmission2030 16 күн бұрын

Nifty lagre midcap 250 index fund-50% Nifty next 50 index fund-20% Parag parikh flexi10% Quant small cap10% Quant flexi 10%

@priyabrata5535 Ай бұрын

Madam I am having are 15 best performing mutual funds from large,mid and small.Many people talk about over diversification might effect your return.How.... can't understand

@SARVESHKUMAR-rx9bs Ай бұрын

Bahut Accha session tha. Thanks

@chaitalyagadhavi6895 Ай бұрын

QUANT QUESTION ON BEHALF OF ALL INVESTOR My Name is - Chaitalya Gadhavi from Gujarat 1) Kya kare redemption kar de ? 2) Agar kisi ko 15 sal ke liye invest karna he to isi me bane rahe through SIP 3) agar heavy redemption aata he and NAV niche aaye to kya ye lumsun ko moka ban sakta he (15 yr time horizal) 4) kya investor ke paise dub sakte he penalty lage to ? 5) Fund manager vahi he CFO change huve he to kya fund ke return and investment strategy ke upar koie change aa sakta he ?

@dharmendrasinhjadav8482 Ай бұрын

Return ma thodo farak avse bcz Axis mutual fund ma same issue avyo hato 3 years pela. But tame long term investment karta hoy to thodo time ma proper track par avi jase Axis ma mane 6-7 month sudhi koyi return natu madiu but me SIP stop kari ne hold kari se atyare good return ave se

@AjayKumarparmar Ай бұрын

Ma'am if you can answer my question. I am really really quite disturbed due to no knowledge of it. My problem is i am not able to decide if i should book profits in MF or keep sticking to it. In less than 3 yrs i have made 24 lakhs in which 8 plus is my profit only. Which seems quite a good return looking at sip tenure. Should I not withdraw this whole amount and align the sip from zero again. I don't have money need and i never had a target too before starting my sips. Sensex is all time High and it's too fast which I believe not good. Ready to restart with this amount in the form of sip. Pls suggest me.

@BWealthy Ай бұрын

Ajay Jee, I understand your dilemma. We will try to answer your query in one of the BWHL sessions scheduled in July or create a video around it. Stay Blessed, Healthy & B Wealthy

@AjayKumarparmar Ай бұрын

@@BWealthy thank you ji. Your advice can only keep me wealthy now. Will wait

@SanjayKumar-kv1ef Ай бұрын

Very nice information..thanks

@dr.riteshchhabra3611 Ай бұрын

Great session..

@harrysingh121 Ай бұрын

Hello Swati Mam, hope you are doing well. On behalf of my friend Rohit, I want to post a query. He is 41 years old and and has invested in debt fund around 90 lac ( including PPF, FD) and in equity around 73 lac ( including stocks and mutual funds). He wants to stay invested for next 10-15 years at least and he is currently investing 50k monthly through SIP. He has few real estate properties as well around 40 lac excluding his house. What should be the best allocation in percentage to diversify his investments( like shifting some portion of debt into equity)?? He is ready to take risk as well. Please consider this query in your next video. Thanks in advance.

@DC1889 Ай бұрын

Can you ask Rohit to adopt me 😂 Just kidding… He’s doing very well for himself and I’m vey happy for him 😊 Keep up the good work, Harry

@harrysingh121 Ай бұрын

@@DC1889 thanks 🙏

@harrysingh121 23 күн бұрын

@BWealthy ?? Any comment

@aniruddhvajpeyee 13 күн бұрын

Someone has asked a question that how much money is necessary so that child does not need to work ;I think some children are physically or mentally handicapped ;if some parents leave sufficient money for them their brother or sister can take care of their child because money can help in someway for the caretaker after parents death; unfortunately if child is having no caretaker then how to make a trust to ensure safety of child ;this money can be 2 crore to 10 crore ;so it's a serious concern for anxious parent

@pbnair551 Ай бұрын

Hello Madam, Can I do SWP from my NPS corpus of Rs. 1 Cr. I want to do SWP from the 60% tax free portion only so that the withdrawals are tax free and continue the NPS with the SWP corpus and 40% balance corpus?

@Mohammed-Sharfuddin Ай бұрын

Thank you

@rekharawat6290 Ай бұрын

Kindly guide me with my portfolio review HDFC nifty 50 : 15000 Parag Parikh flexi cap fund: 15000 Kotak equity opportunities fund : 10000 Hdfc small cap fund : 2000 I want to invest 18000 more , please guide me where can I invest. Time horizon : 10 years

@MoneyMunshi Ай бұрын

You can also consider investing in ELSS (tax Savings mutual fund) which will help you save taxes. Also consider investing in thematic funds like infrastructure and manufacturing. @moneymunshi

@lokesh20verma Ай бұрын

What is your salary 😂😂

@Uda_dunga Ай бұрын

Kya krti ho ap😢

@MUTUALFUNDPLANNER Ай бұрын

I think you can increase your monthly investment by 8000 like 10000 in hdfc small cap and invest 10000 in Motilal mid cap fund which is missing here.

@tajaswini7947 Ай бұрын

मेरे इसमे absl flexi cap,,,sbi small aur contra fund,,,icici value discovery,,,axix mid cap,,,,canera rebeco eme.. equity,,,,mirae large cap fund hai....please review..koi changes ki jarurat hai kya

@altrozt6226 Ай бұрын

Yes...u hv to large cap funds... reduce ur exposure in them... better to change both fund with Large & Mid Cap fund.. U dont need flexi as ur pickuping small, mid & large.. The funds ur listing r giving less return when compared to same peers... Diversify ur portfolio by adding... SGB Gold & investing international US Nasdaq 100 as Election & Trump is coming.. Reduce risk..as after budget market can consolidate & fall

@Sudeshnaflp 11 күн бұрын

Nice information, Thank you mam

@unthought Ай бұрын

Sawal to 30+ bar veja but koi rply nh aya kya kre ..😢 WhatsApp n email dono pe kya Youtub comment me v kya bht bar

@bhaskarghosh5998 Ай бұрын

Please write in English also regards, Bhaskar Ghosh

@krishnasinghful Ай бұрын

दीदी, कहते हैं कि। पुत कुपूत तो का धन सींचे पुत सपूत तो का धन सींचे

@khagentalukdar4282 Ай бұрын

Mam my. MF Investment now 1.85cr. After 5 years. How many ammount make.

@vpbalasubramaniam8585 Ай бұрын

Best option for people who are not experts in allocation of fund, caps etc, leave the work to experts. If I am not wrong 0.75 % is what they charge us. Apna dhimag appnae core expertise me lagayiye aur MF allocation experts ke upar chod dijiyae...(disclaimer, I am not a MF distributor😅)

@ryte2tushar Ай бұрын

Maine April 2017 se Edelweiss mutual fund me rs. 5000 pm invest Kiya hai. Approx 4.25 lakh invested. Aaj fund value sirf 6 lakh 30 hazar hai. Is this a good return? Continue Karu ya switch Karu.. switch kis fund me karu. Target is 50 lakh rs. for my daughter's higher education in 2031.

@Marss-yh8io Ай бұрын

Very less return, switch to motilal small cap

@SHALEENDAVE Ай бұрын

Approximately 11 % returns. Isse better nifty 50 index fund hai, at least expense ratio kam lega

@DrKallalPramanik Ай бұрын

हो सकता है सिर्फ़ संतान मोह से सोमप्रकाश जी ने यह नहीं सोचा हो..हो सकता है स्पेशली एनेबल्ड चाइल्ड हो. आजकल तो Autism काफ़ी देखने में आ रहे हैं

@AnilKumar-zk8tp Ай бұрын

Mam ek question hai ki 10000 ki ek SIP achi hai ya Rs,1000/- ki 10 SIP

@tuklu28 Ай бұрын

3 thousand ki 3 sip

@MUTUALFUNDPLANNER Ай бұрын

Hi, you should not invest all amount in one fund only. To achieve diversification, you can invest 40% in large cap, 30% in mid cap and 20% in small cap.

@itsmethakur11 20 күн бұрын

Ma'am best tax exempt investment wali aapki koi video ka link share kijiye plz❤ FD me interest me tax lagta hai, koi safe investment jisme FD jitna fixed return bhi mil jaye and exempt bhi ho

@user-pq1wy7dj6e 20 күн бұрын

Kishan Vikas patra

@starni30 Ай бұрын

Mam whatsapp pr sawaal bheje the but no reply from u......😮

@dhirajpal1774 Ай бұрын

Mam hamare bhi saval ka bhi javab do

@mahendrakhan2804 Ай бұрын

Respected ma'am Maine groww me sip ki hue hai Use angel one me kaise switch Karu Please madam is per ek video bana dijiye

@altrozt6226 Ай бұрын

Why to switch when u can track ur MF holdings in any app..Angel one...u wont gwt more return if u invest through Angel one😂

@MrSumit2050 Ай бұрын

Swatiji aapko podcast karna chaiye

@sweetymehta3842 Ай бұрын

Madam take my question plz I send two time earlier

@dhirajpal1774 Ай бұрын

Good evening mam me dhiraj fouji 40 lakh ko mf me lagana hai me 5 years se apke programs dhek raha ho

@Marss-yh8io Ай бұрын

Address bhi likh de

@MUTUALFUNDPLANNER Ай бұрын

Hi Dhiraj, you can invest in staggered manner in different funds like index, large cap, mid cap and small cap. Avoid investing in one go and keep some portion of amount to invest when market goes down.

@mohaklondhe3020 Ай бұрын

Hello hi❤

@tarlasoni8368 Ай бұрын

Iss aurat ne apne show me itni sari add ko aane ki ijajat dekar apni aur apne Chanel ki value bahut down kardi hai, very irritating and disgusting session just because of so many third class adds 👎👎👎😗