When & How to REDEEM Mutual Funds? Mutual Funds 2024
HTML-код
- Опубликовано: 10 сен 2024
- 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.
Thanks sir and madam for most important tips regarding MF.
Thank you so much for your kind words! It means a lot to know that the tips resonated with you!
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😂
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!❤️
Nicely articulated such an important question...
Glad it was helpful!
Very apt and nicely conveyed
Thank you! I’m glad you found it to be well conveyed. Your feedback means a lot!
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.
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.
Well explained! 💚
I'm glad you found it helpful! If you have any questions, feel free to ask!
Good 👍
Thank you! Cheers!