How beautifully you have explained. Enough slowly, with clear words.
@FINSHERPA
3 ай бұрын
@@bobj3349 Thank you for taking time to appreciate
@FINSHERPA
3 ай бұрын
Thank you
@FINSHERPA
3 ай бұрын
Investing is a process that involves assessing the investor's temperament, goals, and financial needs, before matching it to the appropriate products. All this requires a certain process. If you have some doubts/questions, you can share your contact details with info(at)finsherpa(dot)com so that one of our Sherpa can guide you. You can also call us at 91592 69900 Team FINSHERPA
@cherusseril5106
3 ай бұрын
Good discussion 🎉 but what to do with the money when you pull out from equity?? In addition to paying huge capital gain tax, you have to worry about where to keep the money. Please suggest some workable models. FD doesn't make financial prudence since you are again paying huge tax on interest. Give some heads up on this❤( I will give you an example. For someone who accumulated adani ent during 2014-18, at a range 100-200 and exited at 1400 because he couldn't stomach anymore profit, the only way forward was to keep looking at the chart (and salivating too!) till the hindenburg hit the stock at around 4200 levels😂)
@FINSHERPA
3 ай бұрын
The Purpose of booking profits is a safety net against any market downturns and to realise the notional profits into real profits. However as you said, you will incur capital gains tax ( if long term 10% on equity funds). Also one needs to park the money taken out of equity into Debt funds say which yield a lesser return, but it is important as you then have money for any redeployment purposes should the markets take a bad turn. You cant have the cake and eat it too.. so some comprise will always be there.. but this is a good workable model.
@drkalanidhi
2 ай бұрын
Thank you very much sir. It's very very useful.
@FINSHERPA
2 ай бұрын
You're most welcome, Doctor! Glad you found the video useful.
@satyadeepchatterjee8747
3 ай бұрын
As far as profit booking / skimming / portfolio rebalancing is concerned, aggressive hybrids do this. Since the equity value cannot exceed 75% in the fund, the fund manager continues to book profits and move to debt
@FINSHERPA
3 ай бұрын
Yes Absolutely, that is the purpose of Hybrid Funds, Self rebalancing of portfolio.
@vargheseb8602
3 ай бұрын
First time I came across a video about mutual funds profits. I always had the same doubt . So, how can we ensure we only book profits and our capital stays invested. Excellent discussion
Пікірлер: 17