Revanth Ammineni

[Revanth Ammineni @revanth459]

@DealsDhamaka In which company you are working 🫣

[Revanth Ammineni @revanth459]

@growth_edge_ @vini546 @growth_edge_ @Anvith_ @InvestRepeat @StableInvestor

[Revanth Ammineni @revanth459]

@growth_edge_ SIP Amount: 18500
PPFAS - 7000
HDFC midcap - 4000 added recently
MO midcap - 1000 reduced sip amt
Axis small cap - 2500 added recently
Bandhan small cap - 2500 reduced sip
Gold - 1000
Silver - 500

Can you review the combination and open for suggestions

[Revanth Ammineni @revanth459]

@shiladitya4u Planning to exit and invest that sip amount in Nifty50 and Nifty Next50.
Any suggestions?

[Ankush Prajapati @Mf360WW]

Mutual Fund Ecosystem in a single page 👇

[Investor 📈 ⚔️ Gamer 🎮 @Dynamicinvstr]

📂 One good habit can save you a lot of stress.

Keep these documents safe. Also save a digital copy. 👇

🎓 Education

📜 10th Certificate
📜 12th Certificate
🎓 Degree Certificate
📄 Marks Memos
🏫 Transfer Certificate (TC)
📄 Provisional Certificate

💼 Job
📄 Offer Letter
📄 Experience Letter
📄 Relieving Letter
💰 Salary Slips
📑 Form 16
📋 Job Agreement
🏆 Awards & Appreciation Letters

🪪 Government ID
🆔 Aadhaar
💳 PAN Card
🛂 Passport
🗳️ Voter ID
🚗 Driving Licence

👨‍👩‍👧 Personal
👶 Birth Certificate
💍 Marriage Certificate
🏦 Bank Passbook
🏥 Health Insurance
🛡️ Term Insurance
🏠 Property Papers
📜 Will (if you have one)
💰 Investment Papers
🪙 Gold Bills
⚡ Electricity or Gas Bill

🤔 Why will you need them?
✅ New job
✅ Visa
✅ Bank loan
✅ Insurance claim
✅ Buy or sell a house
✅ Government work
✅ Child school admission
✅ Emergency time

📱 Save them in
☁️ DigiLocker
☁️ Google Drive
☁️ OneDrive
☁️ iCloud (Apple users)

🔒 Make folders. Use a strong password. Keep one more backup.

One hour of work today can save many days of stress later. ❤️

No recommendation. This post is only for information purposes.

[Revanth Ammineni @revanth459]

@neerajarora91 @super_tibs Option 1: Nifty50, Next50, Midcap150 ETFs , 1 small cap active fund
Option2: Flexicap, midcap, Smallcap active mutual fund

Which approach would be better???

[Revanth Ammineni @revanth459]

@drprashantmish6 Which would be the better Insurance.
Because I took Care Supreme Insurance Floater Plan for my Parents.

Your suggestions might helpful

[Revanth Ammineni @revanth459]

@SahilJeevtanii Which portfolio offers better long-term returns and greater peace of mind:

A low-cost passive index strategy (Nifty 50 + Next 50 + Midcap 150 ETF + active small-cap fund) or an active mutual fund portfolio (Flexicap + Midcap + Smallcap)?

[Revanth Ammineni @revanth459]

@BaluGorade Which portfolio offers better long-term returns and greater peace of mind:

A low-cost passive index strategy (Nifty 50 + Next 50 + Midcap 150 ETF + active small-cap fund) or an active mutual fund portfolio (Flexicap + Midcap + Smallcap)?

[Revanth Ammineni @revanth459]

@dipak_ipo_in Which portfolio offers better long-term returns and greater peace of mind:

A low-cost passive index strategy (Nifty 50 + Next 50 + Midcap 150 ETF + active small-cap fund) or an active mutual fund portfolio (Flexicap + Midcap + Smallcap)?

[Revanth Ammineni @revanth459]

Which portfolio offers better long-term returns and greater peace of mind:

A low-cost passive index strategy (Nifty 50 + Next 50 + Midcap 150 ETF + active small-cap fund) or an active mutual fund portfolio (Flexicap + Midcap + Smallcap)?
@vini546 @ThetaVegaCap

[Revanth Ammineni @revanth459]

My personal finance in nutshell -

- 90% equity for wealth creation
- Some portion in Gold, Silver ETFs
- 1 health insurance
- 1 term insurance
- 4 credit card
- Building emergency fund
- NPS for retirement
- FD for Emergency Fund

[Balu Gorade @BaluGorade]

My personal finance in nutshell -

- 90% equity for wealth creation
- 1 health insurance
- 1 term insurance
- 1 credit card
- Enough emergency fund
- NPS for retirement
- No FD. No crypto. No Ulip

Have long term vision. Compounding peacefully. :)

[Revanth Ammineni @revanth459]

@vini546 I’m investing in both Axis and Bandhan Small cap.

Portfolio Overlap 11.22%

Number of common stocks: 43

Number of uncommon stocks in Axis Small Cap Fund: 90

Number of uncommon stocks in Bandhan Small Cap Fund: 205

Any Suggestions 😊

[Revanth Ammineni @revanth459]

@themahavir I currently have the Care Supreme Floater Health Insurance plan for my parents. How can I check restoration benefit.

Is the restoration benefit triggered only after the entire Sum Insured is exhausted, or is it also available if only a part of the Sum Insured has been used?

[Revanth Ammineni @revanth459]

@Tarun_khokhar12 @DealsDhamaka Which one it is?

[Revanth Ammineni @revanth459]

Can we generate revenue through ‘X’..
If yes, let us know how can we do it.

[Ankush Prajapati @Mf360WW]

🧾 Important Links for Mutual Fund Investors

Stay on top of your mutual fund investments with these essential links for Nomination, KYC Validation, Account Statements, and more.

🔁 Nomination / Investor Information

Update / Change Nomination (CAMS)
🔗 https://t.co/1c1IJ8y0Cr

Update / Add Nominee (KFintech)
🔗 https://t.co/5lFNBpI3TI

Consent for No Nomination (Deadline was March 31, 2023)
Same links as above.

Change Email / Mobile in Folio (KFintech)
🔗 https://t.co/95pOmKJJlc

🔐 KYC Validation Links

Note: KYC status is ON HOLD if mobile/email verification failed.

CVL KRA:
🔗 https://t.co/osPZJMqcLI

CAMS KRA:
🔗 https://t.co/Uq8CB2kOuE

🔗 https://t.co/73uXTZmXXm

NDML KRA:
🔗 https://t.co/f3VHBy01XH

Karvy KRA:
🔗 https://t.co/iuuu7iIE00

DOTEX NSE KRA:
🔗 https://t.co/rjy1Pnl3Sh

📄 Account Statements & Tax Documents
CAMS Links

Single Folio Statement:
🔗 https://t.co/QLX1xYQZhP

ELSS One View Statement:
🔗 https://t.co/QJ69yPZovX

Capital Gain/Loss Statement:
🔗 https://t.co/J9YrSnuSe3

KFintech Links

Single Folio Statement:
🔗 https://t.co/iDQUYkElzb

ELSS Statement:
🔗 https://t.co/m79rRYHOpf

Capital Gain/Loss Statement:
🔗 https://t.co/kc7TETQhRj

Consolidated Account Statement (CAMS + KFintech):
🔗 https://t.co/JlGtUTbovw

🧾 Form 15G / 15H Submission

For avoiding TDS on MF dividends (KFintech):
🔗 https://t.co/RICj7tVr3C

Disclaimer : This is for educational purposes only, not investment advice. Please consult your financial advisor before investing.

[Revanth Ammineni @revanth459]

@vini546 +1