I was a stay at Home mom with no money in my IRA or any savings of my own,which was scary at 43 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 46 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Kathie. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
I know this lady you just mentioned. She is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. She has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
The thing is people often doubt the prospects of financial advisors like Kathie Daisy Bosco in business/markets today. Well it gives me more time to get ahead while they stew in their own pity and doubts as they childishly complain about those spreading the word.
please check the example maine share liya 125 ka vo hogaya 250 ka aur maine sell kardia to bank may kitne paise ayenge ? aur same share ab kitne pe lunga market girne pe ?
mutual fund me jab market down hota hai, tab ham kharidte hai, tab NAV avg hota hai, uska use kaise hota hai??? NAV avg karne se profit badhta hai ya loss ghat ta hai?? Uska muje kuch samajh me nahi araha, thoda details me practice example se samjhav please
Namaste Sir, Main HDFC small cap mein last 2 years se 2000 ka SIP kar raha hoon. Last mahine main Quant small cap mein 80000.00 aur Motilal Oswal midcap 20000.00 lumpsum kar chuka hoon, aur ek SIP Motilal Oswal midcap mein 1000.00 ka chal raha hai. Quant small cap mein aur 150000.00 lumpsum karna kya theek rahega? Main 20 years Tak SIP karna chahata hu. Mera age 40 hai.
Hello sir, please review kariyega kripa karke🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻 1. Quant small cap fund -6000 par month 2. Motilal Oswal midcap fund-6000 par month 3. Motilal Oswal nifty 200 momentum 30 index fund -6000 par month 4. Motilal Oswal nifty 500 momentum 50 index fund -6000 par month 5. Mirae Asset Nifty Smallcap 250 Momentum Quality 100 FoF -6000 par month 6. Motilal Oswal Nifty Microcap 250 Index Fund -5000 par month In sabhi m sip Oct.2024 se 15 year ke liye start ki hai. 7. Mirae Asset Nifty Midsmallcap400 Momentum Quality 100 fund Is ko or add karna chahta hu 6000 par month ke liye 15 year ke liye. Aap ki kya ray hai sabhi funds par .🙏🏻
Hello sir meri age 35years 10years ke liya neves Kiya he sbi contra-10000 sbi large and midcap-5000 sbi small cap-5000 sbi magnam midcap-5000 sbi energy -2500 sbi nifty500-2500 total investment -30000he kya mera portfolio sahi hai please reply
Sir mera investment SBI investaap ki aap ma ha sabhi small cap 2000 contra fund 2000 mid cap 2000 blue chip fund 2000 or sir lumsum dala hua ha 5 lakh ka in sabhi fund ma infrastructure ma bhi dala ha 1 lakh 1. 50 ka contra ma mid cap ma 1 lakh blue chip ma 1 kakh elsss ma 1 lakh dala hua ha kya mera portfolio sahi ha sir pls reply Karna duration 20 sal
Sir namaskar. Sir mene 3 mahine pehle 25000 ke S I P ke hai 10000 ICICI nifty next 50. 5000 SBI Psu. 5000 Nippon small cap. 5000 Tata Small cap me Mera portfolio rivu kare time duration 20 y
sir plz reply kare next 10 years k liye kaisa rahega sbi 250 small cap index fund 2500 hdfc 250 small cap index fund 2500 motilal microcap 250 index fund 2500 motilal midcap direct fund 5000 parag pareg flexicap fund 5000
Hello sir meri age 33 hai mere ko 15 year sip karna hai Mera portfolio Tata small cap 500 Nippon small cap 500 HDFC mid cap 500 Jm flaxi cap 500 HDFC multi cap 500 Aditya Birla psu 100 4 month se kar rahu Mera portfolio kaisa hai ismein correction hai to bhejiye portfolio banakar bhejiye
Rahul sir good morning, sir mera naam gautam kalita hai, main Fauji hu, Aap ko bar bar massage kar raha hu. But aap ne mera massage ka answer nehi Kiya hai, mera age 43 years ka hai, 11saal baad pension Jana hai, mera portfolio review karna sir, portfolio me abhi 3.5 lac ka hai, mera 40k ka sip ka raha hu. Mera sip (1) ICICI prudential nifty next 50 index fund -5k (2) JM flexicap -10k (3) motilal Oswal midcap -10k (4) Nippon India small cap -10k (5) Quant small cap -5k hai, sir mera target 12 saal me 1.5 cr ka hai, or 5lac topup karna chahta hu, kaha Karu sir. 12saal baad SWP se 1lac chahiye Kiya ho jayega, sir batana
Sir maine bahut din se comment kar raha hu pls maira portfolio revise kare duration 13 year target 1 cr 1- Bandhan nifty 50 index fund - 1000 2- Nippon Small cap- 2000 3- Motilal Oswal Midcap- 2000 4- Parag Parikh ELSS- 2000 5- Parag Parikh Flexi cap- 1100 6- Quant Large and Midcap- 1000 7- Bandhan Small Cap Fund- 1000 Sir Motilal Oswal nifty microcap 200 index fund m- 500 Mirae asset nifty 200 alpha 30 ETF m- 500 ki sip ki soch Raha hu Sabhi funds m 100 rs yearly Step up h
Hello sir Total 3000/month ki sip kar raha hu . 2000 ki sip hdfc flexicap fund and 1000 motilal oswal mid cap fund me he to sahi portfolio he 30 years ke liye
Dear sir, Please review my portfolio. Mere pass 7 mutual fund hai jisme 5k each ki SIP hai. Nippon India small cap (since April 2018) HSBC small cap (since April 2018) Hdfc small cap (since April 2018) Canara Robeco Small cap (since June 2023) Tata small cap (since November 2024) Jm flexicap (since October 2024) Motilal Oswal Midcap (Since October 2024) Abhi mera portfolio 40.5 lakh ka hai. Sir mera January 2050 me retirement hoga uske baad hi mai SWP start karunga usse pahle koi withdrawal nahi karunga. Please bataye ki kitna corpus ban jayega mera January 2050 tak
Hello sir.. please review my portfolio Monthly SIP of 7000 for 15 years..starts 6 months ago (my age 27 years) WhiteOak capital - multi cap fund ( regular plan ) 4000 White oak capital- Mid cap fund (regular plan) 3000 Lumpsump of 20K in white oak capital special opportunity fund.
Sir, Please review my portfolio. Mera age 46 years hai aur main october 2024 se SIP me invest suru kiya hu aap ka video se guide line lekar. Rs 1000/- Nippon India large Cap. Rs 1000/- Motilal Oswal Mid Cap. Rs 1000/- Quant Small Cap. Rs 1000/- Nippon India Small Cap. Rs 1000/- ICICI Pru Nifty Next 50.
Sir Hii Ds is Bhushan Parkar..GBU sir u r doing a grt job ...pls review my portfolio...my age is 38....doing sip of 7500 per month..SBI LARGE & MID CAP 1500 TILL D AGE OF 50 FR CHILDREN EDUCATION and remaining are PARAG 1500,HDFC MID CAP1500,NIPPON SMALL 1500,SBI SMALL CAP 1500 TILL D AGE OF 65
Hello can someone review sbi large and Midcap fand-3100,Sbi Magnum Global fand-3100,Sbi Magnum midcap fand- 1100, sbi bluechip fand-1100,sbi equity Hibird fand 1100, sbi small cap 2000
🚨 respected sir, every day I commented to review my portfolio until now you didn't review. I think u will review as soon as possible Already I started my journey but fund is 12 I want reedem some funds.
Sir mera 4 sip chal rha h. Parag parikh flexy cap-1000, Parag parikh Elss tax sever -1000, Bandhan core Equity fund 1000, Bandhan small cap-1000 total 4000 ka but agent ke through h aage mai per month 8000 sip karna chahta hu 20 sal ke liye please guid me. Shailesh kumar 37 siwan
Name : Aahaan Age : 40yrs SIP : 25K Monthly Tenure : 10 years Step up : 10% Goal : 1CR Reason : Son's higher education. Investor : New Pls advice : Short Portfolio & How much to be invested in each category. Which fund to choose : Small cap : ( Nippon India / Quant) Mid cap : ( Motilal Oswal/ Edelweiss/ HDFC) Flexi cap : ( Parag Parikh) Contra Fund : ( SBI) Index fund : ( Bandhan india Nifty 500 Momentum 50)
I was a stay at Home mom with no money in my IRA or any savings of my own,which was scary at 43 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 46 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Kathie. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
How can I reach your CFA, if you don't mind me asking?
Well her name is 'Kathie Daisy Bosco' just research the name. You'd find necessary details to work with a correspondence to set up an appointment
I know this lady you just mentioned. She is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. She has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
Been debt free for two years thanks to Kathie Daisy Bosco. So sad to see my friends in their 40s with car loans, mortgages and credit card debt.
The thing is people often doubt the prospects of financial advisors like Kathie Daisy Bosco in business/markets today. Well it gives me more time to get ahead while they stew in their own pity and doubts as they childishly complain about those spreading the word.
sir me bhi sbi small cap me 1000 ki sip kar rha hu or
parag prakh flexi cap 1000 kar rha
Sir ye fund kaishe h
Sir small cap me tata small cap aur quant small cap m kon best h
Sir, sip ko harsal thora thora karke bara sakte haa... Plz reply
please check the example maine share liya 125 ka vo hogaya 250 ka aur maine sell kardia to bank may kitne paise ayenge ? aur same share ab kitne pe lunga market girne pe ?
Agent through SIP kare kya, ya phir kuda aap ke through kare
mutual fund me jab market down hota hai, tab ham kharidte hai, tab NAV avg hota hai, uska use kaise hota hai???
NAV avg karne se profit badhta hai ya loss ghat ta hai??
Uska muje kuch samajh me nahi araha, thoda details me practice example se samjhav please
Namaste Sir,
Main HDFC small cap mein last 2 years se 2000 ka SIP kar raha hoon. Last mahine main Quant small cap mein 80000.00 aur Motilal Oswal midcap 20000.00 lumpsum kar chuka hoon, aur ek SIP Motilal Oswal midcap mein 1000.00 ka chal raha hai. Quant small cap mein aur 150000.00 lumpsum karna kya theek rahega? Main 20 years Tak SIP karna chahata hu.
Mera age 40 hai.
Please advice me I am ready to invest 10L swp for 5 years so which is the best funds
Sir namaste. may motilal small cap fund mantali 10000 Karo Nako sir & icici flex cap fund 10000 mantali sip Karo Nako?
Hello sir,
please review kariyega kripa karke🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻
1. Quant small cap fund -6000 par month
2. Motilal Oswal midcap fund-6000 par month
3. Motilal Oswal nifty 200 momentum 30 index fund -6000 par month
4. Motilal Oswal nifty 500 momentum 50 index fund -6000 par month
5. Mirae Asset Nifty Smallcap 250 Momentum Quality 100 FoF -6000 par month
6. Motilal Oswal Nifty Microcap 250 Index Fund -5000 par month
In sabhi m sip Oct.2024 se 15 year ke liye start ki hai.
7. Mirae Asset Nifty Midsmallcap400 Momentum Quality 100 fund
Is ko or add karna chahta hu 6000 par month ke liye 15 year ke liye.
Aap ki kya ray hai sabhi funds par .🙏🏻
Namaste sir.
mere paas 4lac rupaiy he, me lumshum 10-15 saal ke liye nivesh karna chahta hu, plz best return fund bataiye...
Sir, I have....
Small cap 3000
Mid cap 3000
Large and mid cap 1000
For 20 years
Hello sir meri age 35years 10years ke liya neves Kiya he sbi contra-10000 sbi large and midcap-5000 sbi small cap-5000 sbi magnam midcap-5000 sbi energy -2500 sbi nifty500-2500 total investment -30000he kya mera portfolio sahi hai please reply
Sir mera investment SBI investaap ki aap ma ha sabhi small cap 2000 contra fund 2000 mid cap 2000 blue chip fund 2000 or sir lumsum dala hua ha 5 lakh ka in sabhi fund ma infrastructure ma bhi dala ha 1 lakh 1. 50 ka contra ma mid cap ma 1 lakh blue chip ma 1 kakh elsss ma 1 lakh dala hua ha kya mera portfolio sahi ha sir pls reply Karna duration 20 sal
Sir namaskar. Sir mene 3 mahine pehle 25000 ke S I P ke hai 10000 ICICI nifty next 50. 5000 SBI Psu. 5000 Nippon small cap. 5000 Tata Small cap me Mera portfolio rivu kare time duration 20 y
sir plz reply kare
next 10 years k liye kaisa rahega
sbi 250 small cap index fund 2500
hdfc 250 small cap index fund 2500
motilal microcap 250 index fund 2500
motilal midcap direct fund 5000
parag pareg flexicap fund 5000
Sir, apka portfolio review kijiye
Sir I'm 23 year old,and I'm able to manage 5000 per month sip . please give some advice for my future growth 🙏.
SBI psu fand 600 or Nippon India large cap 600 hai long time tak chalana chahta hun Kitna Sahi hai sar bataen
Sir app thematic fund ka bare bat ke jiea axis india manufacturing fund sip 2000 per month 10 years
Hello sir meri age 33 hai mere ko 15 year sip karna hai
Mera portfolio
Tata small cap 500
Nippon small cap 500
HDFC mid cap 500
Jm flaxi cap 500
HDFC multi cap 500
Aditya Birla psu 100
4 month se kar rahu
Mera portfolio kaisa hai ismein correction hai to bhejiye portfolio banakar bhejiye
Rahul sir good morning, sir mera naam gautam kalita hai, main Fauji hu, Aap ko bar bar massage kar raha hu. But aap ne mera massage ka answer nehi Kiya hai, mera age 43 years ka hai, 11saal baad pension Jana hai, mera portfolio review karna sir, portfolio me abhi 3.5 lac ka hai, mera 40k ka sip ka raha hu. Mera sip (1) ICICI prudential nifty next 50 index fund -5k (2) JM flexicap -10k (3) motilal Oswal midcap -10k (4) Nippon India small cap -10k (5) Quant small cap -5k hai, sir mera target 12 saal me 1.5 cr ka hai, or 5lac topup karna chahta hu, kaha Karu sir. 12saal baad SWP se 1lac chahiye Kiya ho jayega, sir batana
Sir maine bahut din se comment kar raha hu pls maira portfolio revise kare duration 13 year target 1 cr
1- Bandhan nifty 50 index fund - 1000
2- Nippon Small cap- 2000
3- Motilal Oswal Midcap- 2000
4- Parag Parikh ELSS- 2000
5- Parag Parikh Flexi cap- 1100
6- Quant Large and Midcap- 1000
7- Bandhan Small Cap Fund- 1000
Sir
Motilal Oswal nifty microcap 200 index fund m- 500
Mirae asset nifty 200 alpha 30 ETF m- 500 ki sip ki soch Raha hu
Sabhi funds m 100 rs yearly Step up h
Helli sir mene Monday ko sbi ka lung trem Eqity 2000 Sbi ka Psu plan 2000 liya hai or ek lumpsam25000 Small cap liya kya sahi hai 10 saal k liye
I want to invest 3 lacks for my 3 years child for 12 to 15 years .
Please guide me .
नमस्कार साहब
कब बढेगा fort folio
Hello sir
Total 3000/month ki sip kar raha hu . 2000 ki sip hdfc flexicap fund and 1000 motilal oswal mid cap fund me he to sahi portfolio he 30 years ke liye
Dear sir, Please review my portfolio.
Mere pass 7 mutual fund hai jisme 5k each ki SIP hai.
Nippon India small cap (since April 2018)
HSBC small cap (since April 2018)
Hdfc small cap (since April 2018)
Canara Robeco Small cap (since June 2023)
Tata small cap (since November 2024)
Jm flexicap (since October 2024)
Motilal Oswal Midcap (Since October 2024)
Abhi mera portfolio 40.5 lakh ka hai.
Sir mera January 2050 me retirement hoga uske baad hi mai SWP start karunga usse pahle koi withdrawal nahi karunga.
Please bataye ki kitna corpus ban jayega mera January 2050 tak
Rahul via malti cup funds sea swp, eight parents tick hogaya
Sir please please INVSCO INDIA Psu EQUITY fund k bare Mai btaye
Hello sir.. please review my portfolio
Monthly SIP of 7000 for 15 years..starts 6 months ago (my age 27 years)
WhiteOak capital - multi cap fund ( regular plan ) 4000
White oak capital- Mid cap fund (regular plan) 3000
Lumpsump of 20K in white oak capital special opportunity fund.
❤❤❤
Nice video
Sir km time ke liye koi large cap mutual fund btao
Nice
Sir, Please review my portfolio. Mera age 46 years hai aur main october 2024 se SIP me invest suru kiya hu aap ka video se guide line lekar.
Rs 1000/- Nippon India large Cap.
Rs 1000/- Motilal Oswal Mid Cap.
Rs 1000/- Quant Small Cap.
Rs 1000/- Nippon India Small Cap.
Rs 1000/- ICICI Pru Nifty Next 50.
Sar aap return bahut jyada Badha Ke batate Hain😊
Sir Hii Ds is Bhushan Parkar..GBU sir u r doing a grt job ...pls review my portfolio...my age is 38....doing sip of 7500 per month..SBI LARGE & MID CAP 1500 TILL D AGE OF 50 FR CHILDREN EDUCATION and remaining are PARAG 1500,HDFC MID CAP1500,NIPPON SMALL 1500,SBI SMALL CAP 1500 TILL D AGE OF 65
Hello can someone review sbi large and Midcap fand-3100,Sbi Magnum Global fand-3100,Sbi Magnum midcap fand- 1100, sbi bluechip fand-1100,sbi equity Hibird fand 1100, sbi small cap 2000
And lamson - large and Midcap -100000,Equity Hibird Fand-160000,contra fand-30000
Good
🚨 respected sir, every day I commented to review my portfolio until now you didn't review. I think u will review as soon as possible
Already I started my journey but fund is 12 I want reedem some funds.
Same topic...
Hello sir. Im 26 years. Please inform me best kon sa hoga. APY vs Mutual Fund. Please inform me sir.🙏
Please inform me sir
Please
Sir mera 4 sip chal rha h. Parag parikh flexy cap-1000, Parag parikh Elss tax sever -1000, Bandhan core Equity fund 1000, Bandhan small cap-1000 total 4000 ka but agent ke through h aage mai per month 8000 sip karna chahta hu 20 sal ke liye please guid me. Shailesh kumar 37 siwan
Name : Aahaan
Age : 40yrs
SIP : 25K Monthly
Tenure : 10 years
Step up : 10%
Goal : 1CR
Reason : Son's higher education.
Investor : New
Pls advice : Short Portfolio & How much to be invested in each category.
Which fund to choose :
Small cap :
( Nippon India / Quant)
Mid cap :
( Motilal Oswal/ Edelweiss/ HDFC)
Flexi cap : ( Parag Parikh)
Contra Fund : ( SBI)
Index fund : ( Bandhan india Nifty 500 Momentum 50)