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Mutual funds India 2024 strategy | low volatility index fund | US investing Vested 🚀
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- Опубликовано: 15 авг 2024
- It's annual bonus season in India, but where should you invest it? This video dives into our mutual fund strategy and how are we investing it. Which are our favourite mutual funds to invest in India for 2024? What is our strategy tailored for the Indian and the US market. We'll unpack different options to consider and help you craft a plan for your annual windfall. Whether you're a seasoned investor or just starting out, this video equips you with the knowledge to make smart choices with your money. 🚀
We will also talk about the tools and platforms that we are using to invest. From zerodha to ET money to vested to coin to interactive brokers - you got it all.
Referral links below -
Interactive brokers: ibkr.com/refer...
ET Money: etmoney.onelin...
Zerodha Kite app: zerodha.com/op...
Vested: app.vestedfina...
0:00 Intro and disclaimer
1:45 Anmol's MF portfolio
7:19 Pranay's MF portfolio
11:55 Anmol's financial journey
13:25 Anmol's financial goals
15:35 How much is Anmol investing
16:10 Debt vs equity split
18:10 International exposure
18:59 Anmol 2024 strategy
21:00 STP: Systematic transfer plan
22:32 Pranay's savings
23:57 Pranay's portfolio split
25:20 Interactive Brokers & US stocks
26:22 Pranay's 2024 strategy
27:05 Pranay's returns
28:08 How to think about exiting funds?
31:54 What platforms do we use to invest?
34:53 ICICI Direct sucks
36:19 Conclusion
Just made an account on vested and watched this. Thanks. Will check interactive brokers now.
Both kite and coin working well for me in India.
Thanks Pranay :)
Good content lads! Loved the way you guys were candid and not being too serious (trying too much to sound smart), in real sense....."two friends talking about their mutual fund strategies" 👍
Glad you like it and thank you for leaving a comment!
Uti low volatility index fund has worked well for me too!
Been waiting for this video! BRB updating my portfolio 🏃♀🏃♀🏃♀
Thank you for your comment!
Excellent sharing of your investments and strategies Dear Anmol and Pranay. it's highly informative and enlightening. . It is very important for youngesters to understand the importance of early investing and it's compounding impact.
Thank you for your comment add glad you liked the video! 😁
Definitely wanted this guidance 😍🤩, thanks Anmol and Pranay. It's like I am not missing Sig D conversations after seeing this
Thanks for your comment!
Important topic , thanks
Thanks for your comment!
No discussion on the ratios specially standard deviation which is really important for long term investments.
Other than that great video. Showing their mistakes which I guess everyone makes when starting their investment journey.
Thanks for that feedback, fair point! And glad you liked the video 🙏
Need more of these! Also, thoughts on Groww as a platform?
Haven't used Groww myself, not sure. Thank you for leaving a comment!
How do you strategise to take out the money from funds that are not doing well given the ltcg, stcg, exit load, etc?
Usually I give the fund 3-4 years anyway. So it falls well beyond all lock ins and LTCG thresholds
Hi Pranay. just curious. What is your strategy when you have lumpsum amount please?
I usually invest it over 6 months as SIP
How do you pay taxes on your US investments, I've been able to download good reports from IND money for the annual tax filing in India and ever since I bought US stocks I always had to use a CA to file my taxes. Do let me know how you do your taxes and what are the artifacts available from IBKR to help you in that.
I use a CA too. IBKR has a section where you can download your transaction and capital gain statements from, just share them with your CA
How do you fund the interactive broker account there is no option to do it via INR? Through which option do you fund it?
Never faced this issue. I’ve been funding it from my icici or Kotak depending on the exchange rate. You can directly remit it from the apps of these banks (fund transfer abroad)and inputting the Interactive broker bank account details. Let me know if you still face issues
Great video.
Can u help with information which indian bank account to link with interactivebroker so that forex charges are least? Advise which one do u use and why?
Which subscription type do u use TIRED OR FIXED?
What all charges are in scope for buy and sell of US stocks ?
I compare between kotak and ICICI Banks (those are the two accounts I have). And I've almost always found icici bank to be cheaper when it comes to forex rates. You'll notice there are some coupon codes available while transferring on the same page of icici. So do keep on the lookout.
Fixed versus tiered, i have tiered because it makes sense for my volume. I don't invest in crores and the minimum commission is lower in tiered. If you're investing 10-20L, you'll be better off with tiered too.
See the spreadsheet on this link below and you can compare on when fixed becomes cheaper.
ko-fi.com/s/949a4780ce
@@pranayk37 thank you, this will help.
Hi great raw and honest content!
Could you share your fee only investment advisors?
Glad you enjoyed it. Here is the link
paramasa.com/