Mid Cap Index fund Vs active funds | Husband Wife Portfolio | B Weathy Help Live | Investment Q&A
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- เผยแพร่เมื่อ 7 ก.พ. 2025
- If a Husband and Wife are having different MF portfolios. But the earning member is only the
husband while the wife is a Home Maker. Can both of them have 5-6 funds that means total 10-12
funds in their portfolio?
I want to do lumsum of Rs 3 crore from Feb 2025. Then I want to withdraw start
SWP of Rs 1.5 Lakh per month for rest of my life. from June 2027 I will start SWP. How much should I invest?
Swati, B wealthy with Pankaj Mathpal, MD and CEO, Optima Money Managers Pvt Limited will answer these questions and many more investment related queries of the viewers.
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Getting Pankaj saheb is itself a bonus point in addition to listening to you Swathi mam. Thank you very much.
Pankaj Sir great personality. Guides everyone as family member.
बहुत ही अच्छा वीडियो 😎👌, धन्यवाद पंकज जी और स्वाति जी 😊😊🇮🇳🇮🇳🙏🙏, अपने स्वास्थ्य का ध्यान रखें 🙏🙏
Ati sundar padcast thank you
You both are my favourites; I hope to see you together again. Very good session.
Thankyou swati madam and pankaj sir.
स्वाति जी, पंकज जी, आप दोनों की वाणी सुनना कानों को अत्यंत मधुर प्रतीत होता है। यह सत्र बहुत ही अच्छा लगा। दिल से धन्यवाद आप दोनों का।
Hello Abboju,
I completely understand your situation, as I was in a similar position not long ago-between jobs, with a corpus in hand, and contemplating whether to rejoin the workforce or take some time for myself. Based on my assessment, I would strongly advise you to continue exploring job opportunities.
A corpus of ₹1.7 crore, coupled with safe withdrawal rates, would be barely sufficient for retirement, especially if we account for potential risks such as unfavorable sequence-of-return scenarios or unexpected financial emergencies. Moreover, considering your goals related to your two daughters, it would not be prudent to step away from the workforce at this stage.
Most point you missed in separate husband and wife portfolio. Tax free profit of 2.5 lakhs annually. 1.25+1.25
Well mentioned
Thanks for yr valued info
Fully agreed 👍
There is a provision for the clubbing of income under Section 64 of the Income Tax Act. Income earned on an investment is taxable in the hands of the person who is the source of that income. I can only discuss what is legitimate, not what investors intend to do.
Very true ❤
Ms Swathi Thank You and to the expert Thanks. Ms swathi kindly take care of your health. Remain Blessed.
Respected Swati Ma'am good job good wishes
Respected Ma'am good job 🙏🙏
Love you Swati beta ❤️🙏
Swati mam question specially for Prableen Bajpai mam. She is advocate of index funds.
" Past 15 yr return of Active smallcap fund SBI 20%, HDFC 19%, DSP 21% regular (+1 for direct comparison). Why not Nifty smallcap 250 momentum quality 100 index with 15 yr CAGR 24% or Nifty smallcap 250 quality 50 with 15 yr 20% CAGR. " Why waste time on Active funds monitoring worrying about them?
Thanks a lot.
Thank you 😊
Hi Swatiji, very good video on investment. Please make a video on Invits. Is investing in Invits a good idea? Also r dividen/interest received ftom it r tax free? Please suggest. Thank you.
धन्यवाद
Thanq sir
❤❤❤❤so nice 💕💕
Thank you
Thank you..!!!
Radhe radhe Swati mem 🙏
Is MO nifty 500 momentum 50 index fund worth investment for 7 years, kindly reply
Thank u
Could you please provide us in-depth analysis on HDFC Developed world Fund along with expert views on investment in such schemes.
Thankyou sar and mam
SWP or Reedem of same amount in every month according to need.Which is best?
Aapka sow live kitne baje hota hy
Ham kaha pe bhej sakte hy meya saval
Pankaj sir👍
mene sip kar rakhi hain ye kesa pata chalega ki ye brokar ne hamara rupees bilkul sahi jagah se lagaya he
Compare various swp schemes
Hi swati , ek question ye hai please clear kijye,
Sabhi guest bolte hai 10 percent ya 12 percent return for next 10 yr.
Ye kaun sa return hai absolute , xirr or Cagr ?
Cagr
My वाइफ ओर मेरा पोर्टफोलियो
My wife
1 sbi focued 5k
2 sbi gold. 2k
3 sbi balance advance 1.50 lakh lumsum
My portfolio
1 sbi small 5k
2 sbi mid. 5k
3 sbi elss. 5k
यदि भविष्य मे sbi amc मोमेंट्स ,अल्फा या केपिटल मार्केट fund लाता हैं तो 10 k की सिप ओर लगाऊंगा
Sound from Pankaj Sir side is not clear
Namaskar madam n Namaskar pankaj sir
Discuss my Equity folio with MF expert and suggest changes if any.
1.ICICI Pru India Equity FOF DP GR
2.Edelweiss Nifty Midcap 150 momentum 50 DP GR
3.M.A. Midsmall cap 400 momentum quality 100 ETF FOF DP GR
4.Bandhan Nifty Alpha 50 DP GR
Investment period is 15 to 18 years. PF, PPF Insurance well taken care of.
Madam pl suggest 35-40k sip portfolio for 15 years
🎉🎉
Sir please review my all funds once, Axis growth opportunity, hdfc flexi cap, kotak small cap, icici prudential equity and debt fund
all gud..
Hi Swati mam, I and my wife have made portfolio for above 10 yrs and after that I Will do swp from that. Kindly review. My portfolio axis mid, ppfas,mirae large and mid, sbi small total 25000/ month and wife ppfas, Kotak emerging, axis small total 25000 per month, my age 43, aim 2 cr
🎉😊
Swati Mam namaskar Mera naam Jitendra hai 20 years ke lie nivesh kar Raha hoo SBI contra fund 2000 lump sum 50000 HDFC mid cap 2000 lump sum 100000 canera robaco small cap fund 5000 lump sum 100000 Nippon India small cap fund 7500 lump sum 100000 Quant small cap fund 5000 lump sum 50000 kotak small cap fund 2000 lump sum 50000 HDFC 250 index fund lump sum 55000 40 years age hai 20 years ke bad kitna amount Banega please bataye
Hello Madam and Sir
Good Evening
I am Pavan Shewale from Pune. My age is 30 years and I am investing since Feb 2020. My investment horizon is next 30 years and My risk appetite is aggressive type.
Please find below my and my wife's portfolio:
My Portfolio:
1. Mirae asset tax sever fund
2. Axis Mid Cap
3. Parag Parikh flexicap Fund
4. Nippon India small CAP
My Wife's Portfolio:
1. Kotak equity opportunities Fund
2. Nippon 150 Mid CAP index fund
3. Axis small cap
Please tell me whether my total portfolio having combination of Value and Growth investment style? Please tell which fund follow which investment style?
Thank very much in Advance😊🙏
❤️🙏❤️
Time lap vedio pr lgana chaye
Hi
Swasti ji namaskar
Swati could you help to brainstorm lump sum investment in large cap and multicap funds such discussion and planning video is needed
1.68 Cr
pm amt * 168
If you earn alone but can invest in the name of wife also separately … of course you can benefit by getting 2.5 lakhs of tax free Cpitalgains realized per year against two PAN numbers
Nope
@robby1992 please explain
Good evening mam 🙏
Good evening sir 🙏
Name Krishna
age 33 year
Tgt 01cro
Goll retarment or bacho ka parai
Risk medium
Time 15years
Portfolio review Mam
Parag Parikh flexi sip 2000
Nippon india small 2000
Hdfc mid opp 2000
Motilal Oswal large mid 3000
Kotak multi cap 2000
SBI focused equity 2000
Total current velue 2.6 lakh
Q 1.ammount 8000 par month sip badhana hai kis scheme me kare
Q2.sbi fucous equity fund benchmark bit nhi kar rha hai kya karna chahiye
Q3.aapne portfolio me
ICICI prudential multi asset fund kya thik hoga kya. ???
Q4. Portfolio overlaps hai kya
Agar hai to koin schame hai
Please suggest 🙏
Pankaj sir or aapka har show dekhte hai 🎉🎉😊
Good night madam
Thank you
Thank u
Thank you 👍
Thank you 👍