Bookmark this right now folks. These 6 minutes are worth more than any expensive seminar you will ever pay for, & the 7 rules shared here are the exact things nobody taught us in school but life eventually forces us to learn the hard way !
"obstacles come not to obstruct but to instruct" is my favorite rule here ! 👌💯
“My goal is to always be the best fund manager in the country, whether I achieve it or not is a different thing.” - Siddharth Bhaiya
Siddharth was sharp, talented , at the top of his game, never minced his words and always kind to everyone around him.
The industry has truly lost a gem. Gone way too soon. Condolences to his family , may he Rest in eternal peace. 🙏
Video courtesy @CNBCTV18News podcast last year
A decade of SWP performance data offers clear insights into retirement income sustainability.
Key observations from our 10-year evaluation :
• Hybrid Aggressive funds such as ICICI Pru Equity & Debt and quant Aggressive Hybrid delivered 15%+ annualized returns even after 120 withdrawals.
• Dynamic Asset Allocation funds like HDFC Balanced Advantage maintained strong SWP resilience with ~14% returns while cushioning downside risk.
• Multi-Asset Allocation funds, led by quant and ICICI Pru, generated 16%+ returns, reinforcing diversification’s role in retirement income strategies.
• Gold FoFs delivered 14–16% returns, proving to be robust inflation hedges in SWP structures.
Across categories, the evidence confirms that SWPs can sustain withdrawals while continuing to enhance long-term corpus value—a critical insight for retirement-focused investors.
Full PDF for your reference.
Telegram: https://t.co/vTlAXA6X9N
Disclaimer: For educational use only. Not investment advice.
#SWPAnalysis #RetirementResearch #MutualFundInsights #DataDrivenInvesting #WealthPlanning #InvestorAwareness
#JioBlackRock Flexi Cap Fund's 1st Portfolio since NFO is out.
• Currently holding 141 stocks in #portfolio. (Shared the top 15 holdings)
• 5th largest holding is a #NIFTY LONG position.
• Holds 4.52% in cash.
Portfolio construction is as per BlackRock’s Systematic Active Equity (SAE) Model.
NETWEB📈 Gave me nearly 100% returns in past 1 Year 🔥
Today i will add another stock which is set to give 100% return 🔜
Retweet |Like & Follow➕ to get name in DM📩
𝐅𝐫𝐞𝐞 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 👇
https://t.co/I1IDN1Ae3e
🧑🔧India’s Electronics Manufacturing Services (EMS): The Sunrise Sector Powering the Next Decade
🧑🔧Govt has received ₹1.15 Lakh Cr investment proposals under the Electronics Component Manufacturing Scheme, nearly double its target
A Mega Thread 🧵👇
How much is the RIGHT amount for financial independence
5 cr
10 cr
20 cr
A client told me today -“we end up earning/making far more than we and our children can spend n forgetting how to live.”
Right amount is derivative of current monthly expenditure stepped up 5% every year.
If 6% of your portfolio can match ur monthly expenditure - that’s the right amount.
For example - If your monthly expense is 2 lac rupee.. then 4 cr+ is your retirement corpus.. ( 6% of 4 cr is 24 lacs annually/ 2 lac monthly)
Calculate your expense - that’s the starting point.. be liberal while doing the maths.
Various exemptions available in respect of Capital Gains with reference to FY 2024-25
Section Covered
Section 54
Section 54B
Section 54D
Section 54EC
Section 54EE
Section 54F
Section 54G
Section 54GA
Section 54GB
Thanks for this Tabular Chart @IncomeTaxIndia
What are the most important job skills in the world today?
It turns out that they are not necessarily technical or specialist skills. They are more to do with mindset.
According to a survey by World Economic Forum, analytical thinking is the most desired skill followed by resilience, agility and adaptability.
In my experience, our youth and women are gifted with these skills and must take advantage.
This is also the mindset and skillset required for entrepreneurship. Consider becoming a job creator. Isme thoda risk hai, but iska mazaa alag hi hai, aur returns bhi.
The richest man in American history wrote 38 secret letters to his son.
They weren't about money.
They were ruthless psychological principles J.D. Rockefeller used to build empires worth more than most countries.
Here's 9 principles he really taught his heir: 🧵
🌟Avantel V/s Astra Microwave Products
🌟Two small-cap companies engaged in manufacturing wireless and satellite communication products for defence, space, and allied sectors.
A Detailed Comparison 🧵👇