How To Rebalance Mutual Fund Portfolio | Mutual Fund Portfolio Overlap | B Wealthy Help LIVE

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Join me, Swati, founder of the B Wealthy YouTube channel, for an exciting LIVE Q&A session this Sunday with Viral Bhatt, Founder of Money Mantra.

We'll discuss insightful topics such as opinions on Quantum Mutual Fund schemes, the relationship between gold and the US dollar, and whether it's the right time to make a lump sum investment in small-cap funds.

We'll also cover financial planning for 20 years with a 35,000 SIP, 3.65 lakh in ELSS, and 26 lakh in NPS, along with estimating returns with a 15,000 SIP across 9 schemes over 15 years. Additionally, we'll talk about understanding the risks in mutual funds and how to streamline a portfolio of 30 funds.

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Facebook -   / bwealthy.co  

Time Stamp
0:00 Intro
0:55 Quant amc mutual fund
5:14 Gold vs US Dollar
7:24 Small cap investments
8:54 Portfolio review
11:45 1.5 crore in 15 years
14:39 Risk in mutual fund
17:20 Rebalance Mutual Fund Portfolio

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