Lump Sum Vs SIP In Hindi | Lumpsum Or SIP In Mutual Fund | Mutual Fund Queries | B Wealthy Help LIVE

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Hello, B Wealthy family! 🌟

This Sunday, join me, Swati, the owner of B Wealthy, for an exclusive LIVE Q&A session with the insightful Kirtan Shah, Managing Director of Credence Family Office.

We'll be diving into crucial financial queries, like whether it's wise for a 63-year-old HNI to invest the residual funds from a 10 crore asset sale in mutual funds for their children's future.

We'll also explore what happens to the money when both the account holder and nominee pass away, the optimal withdrawal strategy for ELSS funds, and smart lumpsum investment choices for someone holding 25 lakhs.

Additionally, we'll address a retiree's plan to invest 40 lakhs in HDFC Flexi Cap, HDFC Hybrid Equity Fund, and SBI Balance Advantage Fund through SWPs.

Discover the ideal allocation, alternative proposals, and whether a 5 or 8-year investment horizon aligns with the goal of tax savings and a monthly return of 16 thousand.

Don't miss this chance to gain valuable financial insights!

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Facebook -   / bwealthy.co  

Time Stamp
0:00 Intro
3:08 How to select a fund for SIP
6:12 Best investment for daughter
7:34 How to make 50 lakhs in 3 years
9:58 Value Funds vs Contra Fund
11:36 Should I stop investing in small and mid-cap..??
13:31 Active vs Passive funds
15:30 How to invest 10 crore rupees
18:26 Should I invest in international mutual funds..??
21:54 DSP World Gold Fund
23:15 ELSS fund details
25:10 Axis Bluechip
26:05 Aditya birla sun life NFO
28:11 SIP guide for beginners
29:13 Portfolio review
31:01 Flexi cap investing strategy
32:20 How to invest 40 lakhs in India

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