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When & How to REDEEM Mutual Funds? Mutual Funds 2024 

Finvision Financial Services
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Learn when and how to redeem mutual funds in this informative video. Discover the ins and outs of mutual fund redemption, including exit loads and the best timing for redeeming your investments. Start your journey towards financial freedom with the right knowledge about mutual funds!
All You Need to Know Before redeeming Mutual Funds - Ultimate Guide for InvestorsMaster the art of mutual fund investing with our comprehensive guide on optimizing your sell strategy. This in-depth video provides expert insights on timing your mutual fund exits for maximum returns. Discover how to navigate exit loads, tax implications, and market fluctuations like a pro. We break down complex concepts into actionable advice, covering everything from goal-based investment planning to the nuances of different fund types. Learn to align your selling decisions with your financial objectives, whether it's funding real estate purchases, planning for retirement, or rebalancing your portfolio. Our video demystifies the mutual fund redemption process, explores tax-efficient selling techniques, and highlights common pitfalls to avoid. Whether you're a seasoned investor or just starting out, this ultimate guide will empower you to make informed, strategic decisions about your mutual fund investments. Elevate your financial acumen and take control of your investment journey - watch now and transform your approach to mutual fund management.

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10 сен 2024

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Комментарии : 14   
@ShubhamTiwari-ff5iy
@ShubhamTiwari-ff5iy Месяц назад
Thanks sir and madam for most important tips regarding MF.
@finvisionfinancialservices
@finvisionfinancialservices Месяц назад
Thank you so much for your kind words! It means a lot to know that the tips resonated with you!
@245lancet
@245lancet Месяц назад
Educative video sir... on the lighter side, you made your better half address you as sir only in the begining only few times..but finally your moments of importance were limited and it was on a first name calling basis throughout the balance video...husbands can never outshine their wives😂
@finvisionfinancialservices
@finvisionfinancialservices Месяц назад
Firstly, thanks a lot sir. Secondly, yes indeed Ma'am is too good😄. We will convey your regards to Col Sandeep sir. Stay tuned for more!❤️
@tarunsaxena6450
@tarunsaxena6450 Месяц назад
Nicely articulated such an important question...
@finvisionfinancialservices
@finvisionfinancialservices Месяц назад
Glad it was helpful!
@SKumar-e2u
@SKumar-e2u Месяц назад
Very apt and nicely conveyed
@finvisionfinancialservices
@finvisionfinancialservices Месяц назад
Thank you! I’m glad you found it to be well conveyed. Your feedback means a lot!
@vaibhavkaushik8231
@vaibhavkaushik8231 Месяц назад
Let’s say I got a mutual Fund sum of Re. 10,00,000 and want to book whole sum after 6 Yrs. Monthly SIP being Re. 10,000. While booking whole sum of MF: (a) I’ll be incurring LTCG on Re. 9 Lacs. (b) How do I save ourselves from incurring STCG on last 01 year of investment made of Re.1 lacs while booking whole sum of MF.
@finvisionfinancialservices
@finvisionfinancialservices Месяц назад
Hey @vaibhavkaushik8231, quick breakdown of your mutual fund tax situation: a) LTCG: You'll pay this on ₹8.80 lakhs, not ₹9 lakhs. Remember, first ₹1 lakh of gains is tax-free. b) Avoiding STCG on last year's ₹1.20 lakhs: - Ideally, wait till these units complete one year. - If selling now, sell older units first, keep newer ones if possible. - If selling all, be ready for STCG on the ₹1.20 lakhs. I hope this helps you in planning your investments better! Feel free to reach out if you have more questions.
@Harsh-up7sf
@Harsh-up7sf Месяц назад
Well explained! 💚
@finvisionfinancialservices
@finvisionfinancialservices Месяц назад
I'm glad you found it helpful! If you have any questions, feel free to ask!
@Blues-Blue
@Blues-Blue 26 дней назад
Good 👍
@finvisionfinancialservices
@finvisionfinancialservices 25 дней назад
Thank you! Cheers!
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