Should you do SIP and SWP Simultaneously?

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  • Опубликовано: 6 фев 2025
  • Investors asked me various questions related to investment and I have answered few selected questions in this video. '
    This video is bases on question and answers related to mainly mutual fund asked by my viewers.
    This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
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    #mutualfunds #proft #financialplanning #retirementplanning

Комментарии • 43

  • @deancart5
    @deancart5 8 дней назад +15

    Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments.

    • @Strwar1
      @Strwar1 8 дней назад +1

      As a beginner what do I need to do? How can I invest,on which platform? If you know any please share.

    • @Mike_j.w
      @Mike_j.w 8 дней назад +2

      There might be many investments out there but if profit must be considered,which is the actual sole of investment, I will advice you to go into bitcoin trading because it has higher profit than most investment.

    • @88259106
      @88259106 8 дней назад +1

      Of course it is profitable,I made good profit of $20k with the capital of $4k in my last trading I have made over $200k

    • @Soccerkeeper30
      @Soccerkeeper30 8 дней назад

      Wow that is an awesome return on your investment, please what strategy did use And how can I start up such investment.

    • @rjmillerrandy
      @rjmillerrandy 8 дней назад

      The best strategy to use when trading bitcoins is to do it with a broker who understands the chart as his own farm and gets the maximum return.

  • @fulchandrachaudhary164
    @fulchandrachaudhary164 3 дня назад

    👌👌👌

  • @manjalilpurushothaman4592
    @manjalilpurushothaman4592 8 дней назад

    Very Valuable information Pankaj ji 🙏

  • @vikaspatanvadiya4545
    @vikaspatanvadiya4545 8 дней назад

    Aapke video dekhne se bahot knowledge milta hai MF ka.
    Thanks.

  • @prakashraghunathan2685
    @prakashraghunathan2685 6 дней назад

    Thankyou pankaj sir.

  • @ashimkakoti6188
    @ashimkakoti6188 8 дней назад

    Informative video

  • @gpskyari995
    @gpskyari995 8 дней назад

    Thanks dear sir for your nice suggestion ❤

  • @nidhisidhi4446
    @nidhisidhi4446 8 дней назад

    Good information sir

  • @komaloberoi6522
    @komaloberoi6522 8 дней назад

    Thank you so much Sir

  • @manojsharma5526
    @manojsharma5526 8 дней назад

    Quant mid cap ka Kiya karna Hai sar.

  • @Rkrocks78
    @Rkrocks78 7 дней назад

    नमस्कार सर जी 🙏।
    मेरा सवाल इस प्रकार है:
    बच्चे की हॉयर edu के लिए 50लाख 2035 में।
    बच्चे की शादी 2047 में शादी
    2 करोड़
    रिटायरमेंट के लिए 2046
    मैने फंड में निवेश किया हुआ है: जिसमें sips वर्ष 2016 में चालू हुआ है।
    Miere एसेट large cap 1000
    Kotak flexi cap 1000
    Axis small cap 1500
    Caenera Rebecco large and mid cap 1000
    Hdfc mid cap 1000
    Motilal Oswal large and mid 10k lumsump
    Motilal Oswal index defence fund lumsump 30000 kya ise continue kare sip k jaire??
    Elss tax saving fund pararg parikh lumsump 40k
    Mirerr tax saving lumsump 23k
    Canera saving tax lumsump 15k
    Quant tax saving lumsump 30k
    (Tata digital india fund and tata digital fof lumsump amount 15-15k
    Only invest when market is down)
    Tata tourism index fund 30k lumsump
    ABSL pahram and healthcare fund 15k (only invest when market is down)
    सावरेन gold bond 40k one time NPS 12000 pm is start from 2016 till continuously..
    Pl suggest I am achieve my goals??
    या फिर फंड्स में changes करने है?

  • @vikaspatanvadiya4545
    @vikaspatanvadiya4545 7 дней назад

    Sir icici pru flexicap fund mere portfolio k hisaab se kaisa rahega please bataiye.
    Mere portfolio me phir haal
    Sbi large and midcap
    Hdfc multicap fund
    Bandhan small cap fund hai.
    Mera age 38 years hai. Mera investment horizon 10 years ka hai.

  • @mohanmahajan7058
    @mohanmahajan7058 8 дней назад

    Dear Sir Nifty 500 movement 50 fund vs active small cap fund which is better for next 12 years ? Risk does not matter please reply .

    • @sukumaridevi3629
      @sukumaridevi3629 7 дней назад

      Ap ko kya lagta hai kiu ki paise ap ka hai toh nirnaye bhi ap ka😂😂❤❤

  • @Gurjar_deri_Farm_khatoli
    @Gurjar_deri_Farm_khatoli 8 дней назад +1

    Main Ek Kisan hun aur meri fasal ka paisa ekattha aata hai 304 mahine ke bad Kya Main Kisi fund Mein swp kar sakta hun aur Jaise Jaise fasal bich bich Mein Aaegi to main usmein amount lump sum karta rahunga aur ek monthly fix amount Apne account mein Leta rahunga Jo tax free ho 1 lakh Tak ka aur Sal Mein kam se kam 2 se 3 lakh rupaye dalta rahunga

    • @sukumaridevi3629
      @sukumaridevi3629 7 дней назад +2

      Tum kisaan ho ya koi aur pahley yeah decide Karo kiyu ki kisaan ko itna knowledge nahi hota DUSARI BAAT YEAH KI KHETI KI INCOME PAR TAX NAHI LAGTA AGAR MARKET MAI DAALOGEY PHIR TAXABLE HO GA😂😂❤❤

  • @Rahul_Vashistha
    @Rahul_Vashistha 6 дней назад

    सर नमस्कार
    वर्तमान मार्केट गिरावट के नजरिए से samllcase के बारे में राय दे मेरा स्मॉलकेस 20 percent down है पिछले 3 वर्षों में पोर्टफोलियो डबल हो गया था क्या बने रहे या exit कर ले पैसे की अभी कोई जरूरत नहीं है अगले 10 वर्षों तक बने रह सकते है

  • @preetiarora3260
    @preetiarora3260 8 дней назад

    Sir my age 50 time 8 years Parag Parikh flexi 5000 hdfc flexi 2000 Motilal large and mid 3000 HDFC midcap 3000 kya shi hai 5000 ki sip aur krne hai khan krun please reply🙏

  • @santoshgupta004
    @santoshgupta004 7 дней назад

    Sir jay mata di
    Mai last 1 year se aapka video dekh raha hu ... Thanku
    Mera portfolio chek kar uchit sujhaw dijiyega jo mere hit me ho...
    Parag parikh elss tax saver fund 5000 sip
    Icici pru multi asset allocation fund 5000
    Kotak multi cap fund 5000
    Sbi contra fund 5000
    Edelweiss mid cap fund 5000
    Tata small cap fund 5000
    Yadi isme koi change ya remove karna h to bataye thanku

  • @sureshdhankecha7512
    @sureshdhankecha7512 6 дней назад

    Sir mera son 18 sal ka hai
    Me usko saving ki habit ke liye 1 sip suru karna chahta hu and mery daughter 21 sal ki he uske liye bhi,dono ko saving ki habit ke liye 1,1 fund me 1000,1000 ki sip suru karna chahta hu dono ke liye ek- ek fund ke nam bataye please 🙏
    Dono bache Abhi padhaai kar rahe hai

  • @DharmendraPalSingh-h4y
    @DharmendraPalSingh-h4y 7 дней назад

    2011se 5000,2023se5000,2024se2200 sip HDFC top 100 me,2014se axis midcap me 7500,2016se mirae asset large & midcap me 10000,2023se 10000 Tata small cap me . Mai ek government teacher hoon.mera retirement March 2033me. Meri age 54 years hai. Main pension holder hoon. Main retirement tak ise continue rakhunga.is samay mera corpse near about 7000000 hai . retirement ke bad mujhe 5 crore chahiye. Mera portfolio kaisa hai.

  • @dipakbhosale1693
    @dipakbhosale1693 8 дней назад

    Namaskar sir Mera naam Dipak Bhosale meri sip SBI small cap 6k. Nipon small cap 5k Motilal small cap 7.5k Mahindra mono lifie small cap 7.5ksbi foks equity 2k please sagest iam army abhi time 20year hi abhi 15lakh ka portfolio hi 2017 se shuru kiya tha total 28000 ki chalu hi sip 3cr chahiye

  • @biswajitpal5980
    @biswajitpal5980 8 дней назад

    Hello sar

  • @DrKallalPramanik
    @DrKallalPramanik 8 дней назад

    नमस्कार पंकज जी,
    अगर किसी के पास ₹80 लाख post-tax आने वाले हैं और हर महीने ₹80,000 के SWP (सिस्टमैटिक विदड्रॉअल प्लान) की जरूरत है, तो क्या वे इस राशि को अपने स्मॉल कैप पोर्टफोलियो में डाल सकते हैं? वर्तमान में स्मॉल कैप पोर्टफोलियो का साइज ₹1.2 करोड़ है। चूंकि SWP FIFO (फर्स्ट इन फर्स्ट आउट) के आधार पर रिडीम होगा, इस पर STGC (शॉर्ट-टर्म कैपिटल गेन टैक्स) नहीं लगेगा।
    राशि बड़ी है, और अभी स्मॉल कैप में काफी करेक्शन भी हुआ है, इसलिए लंबी अवधि में ग्रोथ की अच्छी संभावना हो सकती है। आपका क्या विचार है?