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Join me, Swati, the founder of B Wealthy RU-vid channel, this Sunday for a LIVE Q&A session with expert Hemant Rustagi, CEO of Wiseinvest Pvt Ltd.
We'll delve into key questions like the significance of Midcap Momentum Funds in your portfolio, understanding your risk tolerance after years of investing, managing smaller amounts for mutual funds, optimizing investments between PPF and mutual funds, and the benefits of switching from Regular to Direct mutual funds for NRIs like Rahul. Additionally, we'll address viewer queries on crafting long-term mutual fund portfolios for goals like education and retirement, along with strategies to grow savings beyond stagnant bank interest rates.
For those aiming for financial independence, we'll discuss building a substantial portfolio with specific fund allocations and future income goals.
Tune in for insightful advice to enhance your financial journey!
Mail Us On - ask@bwealthy.co.in
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Time Stamp
0:00 Intro
0:29 Midcap momentum fund
6:03 Risk taking ability in investment
10:20 1.25 Crore investment plan
14:49 How to invest 15 lakh rupees
16:19 NAV for mutual funds
23:58 2 lakh income from SWP
29:58 PPF vs Mutual Fund
32:42 5000 per month SIP
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27 июл 2024