@Tejas

Tejas

@tejas10

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07-Nov-2019
@jatindevbrahmbhatt Good Evening JB Sir. Hope you are doing good. I have Motilal oswal long term fund (Elss) I have already stopped that. The Total amount in it is 64,000. I got 10 percent appreciation on that i. e 70640. Since I already have Axis Elss, should I remove money from Motilal oswal Elss now ? Many thanks in advance. Read More...
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JB
08-Nov-2019
You can redeem now. Invest that amount in liquid fund of good AMC, like axis, sbi and when market gives some opportunity switch that amount in multicap fund of respective AMC and start SIPs in it. Read More...
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15-Oct-2019
@jatindevbrahmbhatt @InvestSmart @@OroAdvisory Hello Everyone, I would like to invest a lump sum amount in Mutual Fund once the nifty falls by 500-1000 points. May I request you all to advice, in which fund I should Invest in and by how much? Below are my current SIP's 1.MIRAE ASSET EMERGING BLUECHIP FUND (Rs. 8000) 2.KOTAK STD MUTLTI CAP (Rs. 12000) 3.AXIS LONG TERM EQUITY FUND(Rs.8000) 4.SBI SMALL CAP (Rs.6000) 5. L&T MID CAP (Rs. 5000) Many thanks in advance :-) Read More...
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JB
15-Oct-2019
The funds you've selected are good which makes a perfectly diversified equity based PF but to wait for market to fall by 500/1000 points is not advisable. Currently market is nicely poised for long term investment. Since last 20 months it has corrected significantly barring few select large cap stocks. Broader markets with 20% down from its high looks attractive. But when will this bear phase end, nobody knows. Maybe 6 months, one year or 2 years. So for you perfect strategy would be infusing money through STPs from liquid funds of respective AMCs in stagerred manner rather than putting all the money in one go. By doing so you'll get appreciation around 7% from liquid funds and gradually the money will get transferred into equity funds. This will help you to get through this indecisive phase quite well without any risk. So plan accordingly and let the money flow slowly. I would advise you do STPs for 18 to 24 months. You can also add one debt fund along with these equity funds. Read More...
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15-Sep-2019
@InvestmentGuru - After investing 39,000 in SIP's, I still have 40,000 savings. How and where should I invest that? current Sip's are as below - 1. Mirae asset emerging blue chip direct growth 8000 2. Kotak Standard multi cap 12,000 3. Axis long term Elss 8000 4. l&T Mid cap 5000 5. Sbi small cap 6000 Is my portfolio in order. I have a long term plan of investment i. e 20-25 years. Many thanks in advance. Read More...
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16-Sep-2019
@tejas10 you can invest in P2p or settlement financing provided by Orowealth, where you will get 11-12% return respectively. Please help us with your contact details so we can arrange a callback or write to us at connect@orowealth.com Read More...
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19-Aug-2019
@@OroAdvisory @InvestSmart I have l&t Emerging opportunities fund Series 1. Have invested 1,20,000. It's under a loss of 16,000. Should I be invested till maturity i. e 19 March 2021 ? Will it recover? Read More...
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19-Aug-2019
@tejas10 l&t Emerging opportunities fund Series-1 is a close-ended fund, you can't redeem before the maturity date. So, hold it and request you to never invest in close-ended funds. Read More...
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07-Aug-2019
I have below monthly SIP's. My question is, should i stop Lnt mid cap fund? 1. Mirae Asset Emerging blue chip fund Rs. 8,000 2. Kotak select focus fund Rs. 12,000 3. Axis Long term Elss rs. 8000 4. Sbi small cap rs. 6000 5. Lnt mid cap Rs 5000 Read More...
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07-Aug-2019
@tejas10  You can continue in these funds, just reduce your exposure from mid and small-cap and increase in largecap  Read More...
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08-Jul-2019
@@OroAdvisory - Please advise if my portfolio is in order. I will be invested for more than 10-20 years. 1. Mirae Asset Emerging blue chip fund Dir. G- Rs. 8000 2.Axis term equity fund Dir G - Rs. 8000 3. Kotak Standard multi cap Dir G - Rs. 12,000 4. L & T Mid cap Dir G - Rs. 5000 Read More...
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09-Jul-2019
@tejas10  You can reduce your allocation from mid-cap fund and add one gold fund or short term debt fund to balance out your portfolio  Read More...
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18-Jun-2019
@krishmaOro - What is the best alternate to Fixed Deposit with highest returns other than MF. Because i already have sip's of 47k per month. Read More...
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18-Jun-2019
@tejas10  you can go with our new product of P2P where you will get 12% annual fixed return and there is no lock-in period also, you can signup with the following link https://www.liquiloans.com/int/orowealth. If you want more information, please write to us at connect@orowealth.com  Read More...
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15-Jun-2019
Please advise if my profile is in order? 1.Kotak Standard Multicap fund Direct Growth 2.Mirae Asset Emerging Blue Chip fund Direct Growth 3. L & T Mid cap fund Direct Growth 4. Axis long term equity fund direct growth 5. Sbi small cap. Thank you in advance :-) Read More...
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15-Jun-2019
@tejas10  you have too much of allocation in mid and small cap, you can continue with 1st 4 funds and stop sbi small cap. Include one short term debt  $Franklin India Ultra Short Bond Fund Super Institutional Plan - Direct-Growth or gold fund  $SBI Gold Fund - Direct Plan - Growth  Read More...
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26-May-2019
please update my profile. Read More...
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WT is a part of Orowealth now. You can get the AutoSync portfolio tracking features on Orowealth. To migrate use this link - https://wealthtrust.in/orowealth-migration. In the ORO Wealth app there is a section called "track your portfolio" you can go there and onn the auto sync feature after which your portfolio will update itself time to time. Read More...
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25-May-2019
please update my profile Read More...
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Wealth Trust is a part of Orowealth now. You can get the AutoSync portfolio tracking features on Orowealth. To migrate use this link - https://wealthtrust.in/orowealth-migration. You will find track your portfolio section in Orowealth app where you have to click on the autosync option and onn that option after which your portfolio will get updated automatically time to time. If you have any query please write to us at connect@orowealth.com Read More...