Videos

SIP helps you build wealth. 💹 SWP helps you enjoy it. 💸 One takes money out of your account, the other sends money into it - efficient and tax-smart. In this short video🎥, I explain how a Systematic Withdrawal Plan (SWP) can become your self-made pension. 💬 Would you consider setting one up for your post-retirement years? #financialplanning #wealthmanagement #investeve #SWP #Retirementplanning ---------------------------------------------------------------------------- I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in -----------------------------------------------------------------------------
What is SWP? Can it be your monthly pension solution in your retirement years? #SWP
SIF = The best of Mutual Funds + AIFs in one package 📈 SIFs are the latest buzzword in the Indian investing space. Everyone is talking about them and probably you have come across the term too 👀 What makes them so exciting? ✅ They combine the accessibility of Mutual Funds 💼 with the sophistication of AIFs 📊 ✅ Investors truly get the best of both worlds 🌍 ✅ Significant tax advantages over Fixed Deposits 💰 Curious to know how SIFs work and whether they should be there in your portfolio? 🤔 🎥 Check out my video and comment or DM me if you want to know more. Happy investing! #SIF #newageinvesting #financialplanning #investeve #wealthmanagement ------------------------------------------------------------------------------ I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD and SIFD (ARN 41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in ------------------------------------------------------------------------------
What is SIF? Why is everyone talking about the newly launched Specialised Investment Fund by SEBI?
Special Video Alert! 👩‍💼 Over the past few months, I’ve been sharing videos on financial insights, and the love and appreciation I’ve received has been truly humbling. 💙 Thank you to everyone who has supported me on this journey! 🙏 Today's video is especially important - I’m talking about a common yet really wrong practice - selecting mutual funds based on ratings from investment apps and newspapers. 📊🔍 If you’ve ever noticed the huge differences in ratings across platforms, you’re not alone! I once relied on ratings and past returns to make investment decisions, only to realize later how incomplete and shallow that approach was. Investing wisely requires deeper analysis, understanding the fund strategy, client asset allocation, and long-term potential. Don’t let ratings dictate your financial future! 🙅‍♀️ Happy investing! 💰📈 🇮🇳 Jai Hind! 🇮🇳 ---------------------------------------------------------------------------- I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD (41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in
Look beyond Mutual Fund Ratings #investeve #investingtips #smartinvesting #ratings
What exactly is an Emergency Fund 🦺🏥💲and do you need one? Life is unpredictable, and financial preparedness is key to navigating its twists and turns. In my latest video 📽️ , I delve into what an emergency fund is, why it’s a must-have for everyone 🌟 If you’re ready to take a proactive step towards financial peace of mind, watch now! ---------------------------------------------------------------------------- I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD (41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in
Emergency Fund #smartinvesting #financialstability #personalfinance
🌟 Bonus Month Special 🌟 April is the month of Bonuses in India. Many employers choose to pay out Variable pay to their employees, including Performance bonuses, Incentives, or other forms of additional compensation. Receiving this 'extra' pay brings a new level of excitement as we plan holidays and buy gifts for ourselves and our loved ones. However, it also opens the important question of where to invest this money for our future. The Equity market poses a dilemma - is it a good time to invest in Equity right now? Discover how to navigate the Equity market with your bonus money without the fear of mistiming by watching my latest video. #Investeve #assetallocation #FinancialPlanning #SystematicTransferPlan #STP #Bonus ---------------------------------------------------------------------------- I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD (41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in
Systematic Transfer Plan (STP) #STP #bonus #mutualfundsahihai
The Importance of Portfolio Rebalancing in Your Annual Investment Review 🔄 Portfolio rebalancing is a crucial step in your annual or semi-annual investment review. It involves recalculating the value of different asset classes in your portfolio and checking whether they align with your original plan. This ensures that your investments remain in sync with your asset allocation strategy. 📉 With the recent market corrections in equities, there's a possibility that the equity portion of your portfolio may have dipped below its previous value. If that’s the case, it’s important to discuss the next course of action with your investment partner. ✅ Whether or not adjustments are needed, conducting this review at least once a year helps keep your investments on track and aligned with your goals. Remember, a disciplined and consistent approach can empower your financial journey! hashtag#PortfolioRebalancing hashtag#AssetAllocation hashtag#FinancialPlanning hashtag#InvestEve ------------------------------------------------------------------------------ I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD (41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in
What is Portfolio Rebalancing? #mutualfunds #portfolioreview #assetallocation
🛍️ Equity Market corrections are like seasonal sales—Agree? 📉➡📈 Are you the type to scout the best discounts during a shopping sale? Then you'll relate to this: the quality of your favorite branded outfits don’t drop just because they're available at lower prices. The same principle applies to the stock market during corrections. The companies are still robust, the funds still strong—it’s just that they’re being offered at a discount. Market corrections are your chance to "shop smart" in the world of investing. Instead of avoiding this sale, consider it a golden moment to buy more units at lower prices. Let consistent investing take the driver’s seat and ensure your financial growth. 💡 So, what’s your game plan during this market ‘sale’? Will you capitalize on the discounts or wait for the prices to soar again? 👉 If you're unsure how to make the most of this opportunity, let’s start the conversation. Reach out to your investment partner, and together, let’s optimize this season of possibilities. Happy investing and here’s to making bold, smart moves! 🚀💰 ------------------------------------------------------------------------------ I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD (ARN 41228) helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in
Market Corrections OR Sale Season for Equity investments?! #stocks #marketcorrection #mutualfunds
🌟 What is Tax Harvesting in Equity? 🌟 Did you know that every financial year, long-term capital gains on equity are tax-exempt for up to ₹1.25 lakhs? This tax exemption limit offers a great opportunity for equity mutual fund investors! 📈💼 Here are some ways you can benefit from tax harvesting: 1️⃣ Accumulated Mutual Funds: If you have accumulated different mutual funds over the years by stopping old SIPs and starting new ones. 2️⃣ Stock Investments: If your stock investments are becoming challenging to monitor, consider moving them into equity mutual funds for better management. 3️⃣ Rebalancing Asset Allocation: Market movements may have altered your asset allocation. Rebalance it without paying taxes! If you find this concept confusing, don’t hesitate to talk to your investment partner to understand how tax harvesting can benefit you, but make sure you do it before 31 March Happy investing! 🤝 ------------------------------------------------------------- I am a Crisil-NISM Certified Wealth Manager and an AMFI Certified MFD helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in
What is Tax harvesting in Equity Mutual Funds and Stocks? #stockmarket #taxharvesting
This International Women’s Day, let’s reflect on something important: Many women who earn still rely on male family members to handle their finances. Why? Often, it’s because managing money feels like one less thing to worry about amidst the endless juggling of home, kids, and parents. To all the men reading this: Take a moment to support the women in your life. Help ease their responsibilities, encourage them to take charge of their finances, and give them the confidence to manage their own money. A simple nudge from you could empower her for a lifetime—and set an example for the next generation. 💡 Let’s make this Women’s Day 2025 about financial independence and brighter futures. DM me to know how to start this journey! ------------------------------ I am a CRISIL-NISM certified Wealth Manager and an AMFI Certified MFD helping people manage their investments better. I am also an advocate of women taking control of their own money rather than depending on a family member to manage it for them. www.investeve.in Linkedin: https://lnkd.in/gSH2HGTA ------------------------------------
International Women's Day 2025 #empoweryourself #womensday2025 #breakingbarriers
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