#  @pankajmathpal Pankaj Mathpal Pankaj Mathpal posts on YouTube about investment, insurance, stocks, india the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UC-n4k3K6l5J3vwbdvD8fp_g/interactions)  - [--] Week [------] -35% - [--] Month [------] -11% - [--] Months [-------] -23% - [--] Year [---------] +12% ### Mentions: [--] [#](/creator/youtube::UC-n4k3K6l5J3vwbdvD8fp_g/posts_active)  - [--] Week [--] -4.20% - [--] Month [--] -17% - [--] Months [---] -7.90% - [--] Year [---] +141% ### Followers: [-------] [#](/creator/youtube::UC-n4k3K6l5J3vwbdvD8fp_g/followers)  - [--] Week [-------] no change - [--] Month [-------] no change - [--] Months [-------] +1.40% - [--] Year [-------] +3.50% ### CreatorRank: [---------] [#](/creator/youtube::UC-n4k3K6l5J3vwbdvD8fp_g/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [stocks](/list/stocks) [financial services](/list/financial-services) [currencies](/list/currencies) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [investment](/topic/investment), [insurance](/topic/insurance) #1326, [stocks](/topic/stocks), [india](/topic/india), [company](/topic/company), [debt](/topic/debt), [asset allocation](/topic/asset-allocation), [fund manager](/topic/fund-manager), [in the](/topic/in-the), [money](/topic/money) **Top accounts mentioned or mentioned by** [@pankajmathpalsiyiq8klfmbhatd8xt](/creator/undefined) [@axismfcom](/creator/undefined) [@viplavmajumdarplanyourworld](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [Quant (QNT)](/topic/quant) ### Top Social Posts Top posts by engagements in the last [--] hours "Home Loan Insurance is important If a loan customer buys a Life Insurance policy and dies during the term of the policy the outstanding Loan amount can be settled out of the insurance claim. It's not mandatory but advisable to buy a term life insurance policy with a sum assured equivalent to the loan outstanding and a term equivalent to the tenure of the loan. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market" [YouTube Link](https://youtube.com/watch?v=X-is0bOoZF8) 2021-12-03T07:10Z 150K followers, 139K engagements "NPS Tier II Account- Features & Benefits. :Pankaj Mathpal National Pension System (NPS) is a government-run pension cum investment scheme. There are two types of accounts under the NPS- Tier-I account & Tier-II account. Tier-I account is a restricted withdrawable account but theTier-II account is a voluntary savings facility. There is no minimum and maximum contribution requirement for the financial year Under NPS Tier-II account. I'm going to talks about NPS Tier-II account in this video. This video is for educational and informational purposes only. Viewers should consult their financial" [YouTube Link](https://youtube.com/watch?v=xSdkDkvgDsM) 2020-08-02T03:34Z 150K followers, 203.1K engagements "Can a Balanced Advantage Fund Handle Market Volatility In this video Aparna Shankar CIO Equity at The Wealth Company Mutual Fund explains the investment strategy of The Wealth Company Balanced Advantage Fund. The New Fund Offer (NFO) of the scheme is open from 27th January [----] to 10th February [----]. The fund aims to deliver long-term capital appreciation through a disciplined mix of equity and debt investments. It seeks to dynamically manage exposure between equity and debt based on market conditions valuations and risk indicators. The scheme will invest a minimum of 65% in equity and" [YouTube Link](https://youtube.com/watch?v=6mivfrLYYEk) 2026-01-31T06:21Z 150K followers, [----] engagements "Portfolio diversification with Fund of Funds A fund of funds (FOF) is a pooled fund that invests in other funds. The fund of funds (FOF) strategy aims to achieve broad diversification and appropriate asset allocation with investments in a variety of fund categories that are all wrapped into one portfolio. Interaction with Mr. Chintan Haria Head - Product Development & Strategy ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any" [YouTube Link](https://youtube.com/watch?v=ATZjbWHm4RA) 2022-08-20T11:31Z 150K followers, [----] engagements "Manage your cashflow with SWP Systematic Withdrawal Plan (SWP) facility offered by mutual funds helps provide regular cash flows at a defined frequency. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates." [YouTube Link](https://youtube.com/watch?v=D3YYToCsAx4) 2021-12-06T15:21Z 150K followers, 31.5K engagements "Decoding the Fund Strategy with the Fund Manager In this exclusive interview I speak with Mr. Bhalchandra Shinde Fund Manager of the Motilal Oswal Manufacturing Fund a thematic fund focused on Indias manufacturing growth story. The scheme has completed a little over a year and in this conversation we decode its investment philosophy sectoral exposure and the role manufacturing can play in long-term wealth creation. Key Takeaways from the Interview: Why a dedicated focus on Indias manufacturing theme Portfolio construct & key growth drivers How the fund identifies high-quality manufacturing" [YouTube Link](https://youtube.com/watch?v=PvbOjnr-mZc) 2026-01-09T04:53Z 150K followers, [----] engagements "Choose between Old Tax Regime and New Tax Regime (FY 2023-24) Applicable for FY 2023-24" [YouTube Link](https://youtube.com/watch?v=kC3uolO_eVo) 2023-02-09T07:40Z 150K followers, 1.1M engagements "ICICI Prudential Business Cycle Fund Fund Review ICICI Prudential Business Cycle Fund is designed to help investors navigate Indias evolving economic cycles with a disciplined and dynamic approach. Instead of focusing on a single sector or theme this fund identifies opportunities based on where the economy is currently positioned expansion slowdown recovery or peak. In this video we break down how the Business Cycle strategy works what makes this fund different and the type of investor it suits. Youll learn how the fund manager shifts between sectors and styles depending on the economic" [YouTube Link](https://youtube.com/watch?v=YlYVC8Zj86k) 2025-11-26T04:11Z 150K followers, [----] engagements "One scheme multiple assets- ICICI Prudential Asset Allocator Fund (FoF) ICICI Prudential Asset Allocator (FOF) Fund is Open-ended Multi Asset Allocation Hybrid scheme which belongs to ICICI Prudential Mutual Fund House. The fund was launched on Dec [--] [----]. Investment objective & Benchmark [--]. The investment objective of the fund is that " The Scheme seeks to generate capital appreciation primarily from a portfolio of equity debt and gold schemes accessed through the diversified investment styles of underlying schemes. " [--]. It is benchmarked against CRISIL Hybrid 50+50 Moderate Index" [YouTube Link](https://youtube.com/watch?v=_XNzAWP4Q4s) 2024-08-26T14:14Z 150K followers, 11.2K engagements "SIF vs MF: Which One is Right for You Welcome to a brand-new investment avenue Specialised Investment Funds (SIFs) introduced by SEBI In this video we decode: What are SIFs How are they different from Mutual Funds and PMS Who can invest in them Investment strategies under SIFs Benefits and risks associated with SIFs Eligibility criteria and regulatory framework Should HNIs consider shifting from MFs to SIFs If you're an advanced investor HNI or portfolio manager looking for more flexible and innovative strategies beyond mutual funds this video is a must-watch Disclaimer: Mutual Fund" [YouTube Link](https://youtube.com/watch?v=j9IfqnxVpo8) 2025-05-09T12:33Z 150K followers, 34.8K engagements "Canara Robeco Focused Equity Fund. NFO Review : Pankaj Mathpal Canara Robeco Focused Equity Fund is an open-ended equity scheme which takes a concentrated exposure in not more than [--] high conviction stocks across market capitalisation depending on the growth opportunities. Fund tends to benefit from the active allocation to the select best ideas with an aim to achieve optimal portfolio diversification across sectors to manage risk. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the" [YouTube Link](https://youtube.com/watch?v=kPFWwdhKTW0) 2021-04-25T15:49Z 150K followers, [----] engagements "Nippon India Passive Flexicap FoF Pankaj Mathpal The Fund will invest in units of ETFs/Index Funds of Nippon India Mutual Fund basis the Industrys Multicap category allocation as provided by CRISIL every month. The rebalancing will be done on a monthly basis. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future" [YouTube Link](https://youtube.com/watch?v=mnNkDS0g3Ag) 2021-10-30T12:22Z 150K followers, [----] engagements "If the insurance company rejects your claim you can approach the Insurance Ombudsman. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily" [YouTube Link](https://youtube.com/watch?v=rV7R51x_cBA) 2021-11-27T06:08Z 150K followers, 133.1K engagements "No Claim Bonus (NCB) Protection Cover A No Claim Bonus (NCB) is offered by theinsurance companyto the policyholder on the own-damage (OD) premium amount of theCar/ Bike insurance Policy for a claim free yearat the time of policy renewal.The NCB ranges between 20%-50% depending on the number of claim-free years. But in general the policyholder loses the benefit if he raises the claim. NCB Protection cover can be bought as a add-on cover with the motor insurance policy. It can protects the NCB even if the claim is raised by the policyholder. This video is for educational and informational" [YouTube Link](https://youtube.com/watch?v=zK36kHLO4yM) 2021-12-03T07:59Z 150K followers, 73K engagements "Aditya Birla Sun Life Dividend Yield Fund Pankaj Mathpal A well-diversified fund that invests predominantly in equity and equity related stocks with a high dividend yield (i.e. dividend paid in the previous year divided by the current market price per stock) at the point of investment. The scheme aims to identify those stocks whose dividend yield is higher than the dividend yield of Niy [--] Index last released / published by NSE. This means that these are companies that regularly declare dividend to their investors. Mutual Fund investments are subject to market risks read all scheme related" [YouTube Link](https://youtube.com/watch?v=0MRtldWKZug) 2023-10-20T08:31Z 150K followers, [----] engagements "Mahindra Manulife Value Fund NFO NFO Review Mahindra Manulife Mutual Fund has launch of Mahindra Manulife Value Fund an open-ended equity scheme designed for investors seeking long-term growth through a value investing approach. The fund aims to identify and invest in fundamentally strong yet undervalued companies unlocking their potential for sustainable returns. The new fund offer or NFO of the scheme is open for subscription and will close on February [--]. The scheme will reopen for continuous sale and repurchase on March 5" [YouTube Link](https://youtube.com/watch?v=1N0fY_yV6yk) 2025-02-12T10:30Z 150K followers, [----] engagements "The Wealth Company Balanced Advantage Fund: Managing Risk in Volatile Markets Market volatility can be unsettling for investors especially during sharp ups and downs in equity markets. In such times maintaining the right balance between risk and return becomes critical. In this video we take a closer look at The Wealth Company Balanced Advantage Fund and discuss how balanced advantage funds aim to manage market volatility through dynamic asset allocation between equity and debt. We explain how these funds adjust exposure based on market conditions valuations and risk indicators without" [YouTube Link](https://youtube.com/watch?v=9_4um4TlTfg) 2026-02-08T03:30Z 150K followers, [---] engagements "Taxation of Sovereign Gold Bonds Though the tenor of the bond is [--] years early encashment/redemption of the bond is allowed after the fifth year from the date of issue on coupon payment dates. The bond will be tradable on Exchanges if held in Demat form. It can also be transferred to any other eligible investor. Interest on the Bonds will be taxable as per the provisions of the Income-tax Act [----]. The capital gains tax arising on redemption of SGB to an individual has been exempted. The indexation benefits will be provided to long terms capital gains arising to any person on transfer of" [YouTube Link](https://youtube.com/watch?v=Ieve83uAayg) 2022-02-09T12:53Z 150K followers, 19.3K engagements "ICICI PRUDENTIAL PSU EQUITY FUND NFO Review Pankaj Mathpal ICICI Prudential Mutual Fund has announced the launch ICICI Prudential PSU Equity Fund. The NFO will open on [--] August [----] and closes on [--] September [----]. The scheme may invest in opportunities across market capitalizations i.e. large mid or small cap. With minimum 80% in PSU stocks the scheme may invest up to 20% in other equity and equity related securities. According to the fund house the scheme is suitable for investors looking for opportunities to participate in the potential growth story of PSUs as they look appear to be" [YouTube Link](https://youtube.com/watch?v=MKt_qGXBjrM) 2022-08-23T15:31Z 150K followers, 13.1K engagements "WhiteOak Capital Special Opportunities Fund NFO Review WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Special Opportunities Fund. The fund is an open-ended equity scheme that will be following a special situations theme. The new fund offer or NFO will open for subscription on May [--] and it will close on May [--]. The investment objective of the fund is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.) government policy and/or regulatory" [YouTube Link](https://youtube.com/watch?v=NDxvjRLJyFk) 2024-05-22T15:06Z 150K followers, [----] engagements "NOC not required to sell or let-out a flat in society" [YouTube Link](https://youtube.com/watch?v=NkmgE-MVC_M) 2022-04-16T15:18Z 150K followers, 24.8K engagements "Discussion with Mt. Chintan Haria On ICICI Prudential Multi Asset Fund Interview This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative" [YouTube Link](https://youtube.com/watch?v=O7vBOpjw68g) 2024-11-18T10:30Z 150K followers, 25.2K engagements "How to Build a Balanced Multi-Asset Portfolio Debt Outlook Allocation Strategy & Gold Insights In this detailed conversation with The Wealth Company Mutual Funds CIO (Debt) Mr. Umesh Sharma we explore the complete framework behind multi-asset allocation debt market strategy and building a stable long-term portfolio. What is the debt outlook for the coming months Will RBI cut interest rates soon How does a Multi-Asset Allocation Fund decide its equity debt & gold exposure Why liquidity and high-quality securities matter in debt investing How often should a fund manager rebalance asset" [YouTube Link](https://youtube.com/watch?v=TjC3eAuN10k) 2025-12-01T03:45Z 150K followers, [----] engagements "SWP calculation explained in MS Excel This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please" [YouTube Link](https://youtube.com/watch?v=W-8LS0db8gM) 2022-06-24T13:33Z 150K followers, 82.1K engagements "Premature redemption of Sovereign Gold Bond Scheme (SGB) Though the tenor of the bond is [--] years early encashment/redemption of the bond is allowed after the fifth year from the date of issue on coupon payment dates. The bond will be tradable on Exchanges if held in Demat form. It can also be transferred to any other eligible investor. Interest on the Bonds will be taxable as per the provisions of the Income-tax Act [----]. The capital gains tax arising on redemption of SGB to an individual has been exempted. The indexation benefits will be provided to long terms capital gains arising to any" [YouTube Link](https://youtube.com/watch?v=Wy-wVgW2GLI) 2022-02-09T12:50Z 150K followers, 19K engagements "Mahindra Manulife Banking and Financial Services Fund NFO Mahindra Manulife Mutual Fund has announced the launch of Mahindra Manulife Banking and Financial Services Fund an open-ended equity scheme that aims to provide long-term capital appreciation by investing in a portfolio of equity and equity-related securities of companies engaged in banking and financial services activities. The new fund offer or NFO of the scheme is open for subscription on June [--] and will close on July [--]. The scheme will reopen for continuous sale and repurchase from July [--]. The scheme is suitable for investors" [YouTube Link](https://youtube.com/watch?v=_2SEkaWE5W8) 2025-06-30T10:26Z 150K followers, 13.1K engagements "Is This the Right Time to Invest in Small Cap Funds In this video we discuss the current market outlook and take a deep dive into the small-cap mutual fund space amid volatility and recent corrections. Joining me are Chirag Mehta CIO and Abhilasha Satale Fund Manager who jointly manage the Quantum Small Cap Fund. We cover key topics such as: Overall market outlook Current valuations in the small-cap segment Reasons behind the funds strong relative performance Risk management in small-cap investing Fund size concerns and scalability How investors should approach small caps going forward This" [YouTube Link](https://youtube.com/watch?v=dpn01Hq0Guo) 2026-01-20T11:01Z 150K followers, [----] engagements "How to get regular income with capital appreciation Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down" [YouTube Link](https://youtube.com/watch?v=eRIStWA5UVE) 2023-11-03T11:30Z 150K followers, [----] engagements "Investment Plan for a New Born Baby The calculation is based on the assumption that Nifty [--] index fund will grow at a CAGR of 12%. Mutual Fund Investments are subject to market risks. Read scheme related documents carefully. Shorts #Nifty #financialawareness #PankajMathpal #financialplanning #investoreducation #WealthManagement" [YouTube Link](https://youtube.com/watch?v=gcjV3tf-dE0) 2022-10-04T14:07Z 150K followers, 138.9K engagements "Should You Invest in a Dividend Yield Fund Now In this episode of FundNama Pankaj Mathpal explains what Dividend Yield Funds are how they work and whether they deserve a place in your portfolio right now. He also reviews one of the leading schemes in this category ICICI Prudential Dividend Yield Equity Fund and breaks down its portfolio strategy performance risk profile and suitability for long-term investors. If youre looking for a mutual fund that offers a balance of growth potential and downside protection this video will help you understand whether a Dividend Yield Fund is right for you." [YouTube Link](https://youtube.com/watch?v=gmvtLOf9AUo) 2025-10-05T12:56Z 150K followers, [----] engagements "Importance of Asset Allocation in investment portfolio Don't put all your eggs in one basket. Asset allocation is the key to success of your investment portfolio. #FinancialPlanning #FinancialFreedom #FinancialEducation #IEP #PankajMathpal #Reels #Shorts #Russia #Ukraine #Equity #GoldETF #SilverETF #AssetAllocation" [YouTube Link](https://youtube.com/watch?v=qPQTL6a4Q88) 2022-03-09T11:02Z 150K followers, [----] engagements "Do You Really Need a Financial Advisor In this exclusive conversation Pankaj Mathpal speaks with Mr. Debashis Mohanty Chief Strategy Officer of The Wealth Company Mutual Fund on why a Financial Advisor plays a crucial role in your investment journey. From helping investors avoid common mistakes to creating a goal-based investment plan a financial advisor brings expertise experience and discipline all essential for long-term wealth creation. Watch this insightful discussion to understand: Why investors should consider guidance from a qualified advisor How advisors add value beyond just product" [YouTube Link](https://youtube.com/watch?v=stXQJJhA_Ic) 2025-11-19T03:30Z 150K followers, [----] engagements "Return to Invoice Insurance Cover . . #carinsurance #rti #insurancepolicy #ikeimsurance #imsuranceclaim #noclaimbonus l return to invoice car insurance motor insurance bike insurance insurance claim ombudsman return to invoice car insurance motor insurance bike insurance insurance claim ombudsman" [YouTube Link](https://youtube.com/watch?v=suhok2frLLg) 2021-12-04T07:51Z 150K followers, 57K engagements "MF Investment in the name of a minor child Where the mutual fund account/folio is opened on behalf of a minor through the parent as a guardian the parent must be KYC compliant. A child's birth certificate or any valid age proof along with bank mandates is require #Investment #FinancialPlanning #financial literacy #WealthManagement #PankajMathpal #MutualFund #youtubepartner #YouTubeShorts" [YouTube Link](https://youtube.com/watch?v=yGgsQdE0-MM) 2021-12-20T12:22Z 150K followers, [----] engagements "Will a Micro Cap Fund deliver better returns than a Small Cap Fund Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up" [YouTube Link](https://youtube.com/watch?v=2bhEdz4Qsjw) 2025-05-19T13:04Z 150K followers, [----] engagements "Is This the Right Time for a Financial Services Fund In this video we discuss the current equity market environment and take a closer look at the financial services sector in India. The conversation explores why financial services play a critical role in Indias economic growth and how long-term structural trends such as formalisation financialisation digital adoption and rising investor participation are shaping opportunities within the sector. We also discuss why this phase could be relevant for financial servicesfocused investments the risks associated with sector-specific funds and how" [YouTube Link](https://youtube.com/watch?v=4MV_30KfF94) 2026-02-04T06:09Z 150K followers, [----] engagements "ICICI Prudential Value Fund Review Buy Good Companies at the Right Price In this video we dive deep into ICICI Prudential Value Fund one of Indias oldest and most respected equity value funds. Whether youre a long-term investor or exploring value investing strategies this fund has a lot to offer. What is ICICI Prudential Value Fund ICICI Prudential Value Fund (earlier known as Value Discovery Fund) is an open-ended equity mutual fund that follows a value investing approach focusing on fundamentally strong companies trading below their intrinsic worth. Investment Strategy Explained" [YouTube Link](https://youtube.com/watch?v=9Hp5CktFbSQ) 2025-12-31T03:45Z 150K followers, [----] engagements "Long Term Capital Gain Bonds" [YouTube Link](https://youtube.com/watch?v=B6oxDVGWC_Q) 2022-03-08T12:51Z 150K followers, [----] engagements "Small Cap vs Micro Cap Which One Should You Invest In Are you confused between Small Cap and Micro Cap funds Wondering which is better for your investment portfolio In this video Pankaj Mathpal explains the key differences between small cap and micro cap stocks and mutual funds how SEBI classifies them and what kind of companies fall under each category. You'll also learn about the benchmark indices like Nifty Smallcap [---] and Nifty Microcap [---] along with their recent performance. We also compare active small cap funds with the only passive micro cap fund available in India helping you make" [YouTube Link](https://youtube.com/watch?v=GTZ-2ncgjjA) 2025-05-23T07:51Z 150K followers, 15.9K engagements "Know more about SWP Pankaj Mathpal A Systematic Withdrawal Plan or SWP is a facility extended to investors allowing them to withdraw a fixed amount from a mutual fund scheme regularly. Investors can choose the amount and frequency of withdrawal. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance" [YouTube Link](https://youtube.com/watch?v=JN546GYcxrI) 2023-04-21T12:10Z 150K followers, 63K engagements "ICICI Prudential Business Cycle Fund Fund Review Pankaj Mathpal ICICI Prudential Business Cycle Fund - Growth Fund Key Highlights [--]. Current NAV: The Current Net Asset Value of the ICICI Prudential Business Cycle Fund as of May [--] [----] is Rs [-----] for Growth option of its Regular plan. [--]. Returns: Its trailing returns over different time periods are: 49.62% (1yr) 25.29% (3yr) and 25.77% (since launch). Whereas Category returns for the same time duration are: 45.07% (1yr) 21.62% (3yr) and 21.17% (5yr). [--]. Fund Size: The ICICI Prudential Business Cycle Fund currently holds Assets under" [YouTube Link](https://youtube.com/watch?v=MUFSEv3u07o) 2024-05-21T10:30Z 150K followers, 10.7K engagements "Thematic Investing Made Simple with ICICI Prudential Thematic Advantage Fund (FOF) Thematic investing made easy With ICICI Prudential Thematic Advantage Fund (FOF) you dont have to worry about timing or theme selection. The fund does it for you. Thematic investing can be rewarding but also tricky which theme to choose when to enter and when to exit In this video I explain how the ICICI Prudential Thematic Advantage Fund (FOF) works its portfolio strategy and how it aims to simplify thematic investing for long-term wealth creation. You will learn: What is thematic investing Key challenges" [YouTube Link](https://youtube.com/watch?v=VlzZTlUMjnE) 2025-08-25T10:32Z 150K followers, [----] engagements "Everything you want to know about Invesco India Business Cycle Fund Invesco Mutual Fund launches business cycle fund Invesco Mutual Fund has launched the Invesco India Business Cycle Fund an open-ended equity scheme focused on business cycle-based investing. The NFO is open until February [--] with a minimum application of Rs [----]. The fund will dynamically allocate between sectors and stocks at different business cycle stages aiming for long-term capital appreciation. It will be benchmarked against the Nifty [---] TRI. The investment objective of the scheme is to generate long term capital" [YouTube Link](https://youtube.com/watch?v=Y0UW7TdnozY) 2025-02-11T13:21Z 150K followers, [----] engagements "ICICI Prudential iSIF Equity Ex-Top [---] Long-Short Fund The iSIF Equity Ex-Top [---] Long-Short Fund launched by ICICI Prudential Mutual Fund is a specialised investment vehicle designed to bridge the gap between traditional mutual funds and high-end services like PMS or AIFs. Core Investment Strategy Target Universe: Focuses primarily on companies outside the top [---] listed stocks by market capitalisation (mid- and small-caps). Long-Short Approach: The fund takes "long" positions in fundamentally strong companies while selectively "shorting" overvalued stocks through derivatives to manage" [YouTube Link](https://youtube.com/watch?v=bmHE9oSTFPQ) 2026-01-28T03:30Z 150K followers, [----] engagements "Should You Invest in Small Caps Now Insights by Mr. Varun Goel Mirae Asset Mutual Fund Full video link: https://youtu.be/Q2KNjiuaS-g Small-cap investing often raises questionsespecially during periods of market volatility. Should investors increase allocation reduce exposure or wait In this detailed discussion Mr. Varun Goel Sr. Fund Manager at Mirae Asset Mutual Fund explains how the definition of small caps has evolved and why this segment continues to offer long-term wealth creation opportunities. Key insights covered in this video: How SEBIs market-cap classification has reshaped the" [YouTube Link](https://youtube.com/watch?v=cMVPTfCr8NU) 2026-01-04T13:20Z 150K followers, [----] engagements "Plan your cash-flow with SWP Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and" [YouTube Link](https://youtube.com/watch?v=couoykpdzL4) 2022-06-27T13:31Z 150K followers, 97K engagements "Unsure about Asset Class Solution: The Wealth Company Multi Asset Allocation Fund Join Ms. Aparna Shanker CIO Equity at The Wealth Company Mutual Fund in a detailed discussion about their latest Multi-Asset Allocation Fund (NFO open from [--] Nov to [--] Dec 2025). She shares her deep experience in fund management and walks us through why this fund is uniquely designed for todays market scenario. Key takeaways from this conversation: The case for diversification: why investing in at least three asset classes (equity debt gold/other commodities) can reduce risk. The funds strategic allocation" [YouTube Link](https://youtube.com/watch?v=nTntGZ2bPlY) 2025-11-29T05:49Z 150K followers, [----] engagements "Tata Small Cap Fund: What Should Investors Do Now In this interview Mr. Chandraprakash Padiyar Fund Manager at Tata Mutual Fund shares his perspective on the current market volatility and its impact on the small-cap segment. With the Nifty Smallcap [---] index underperforming large-cap and mid-cap indices in recent times many investors are reassessing their approach to small-cap investing. The discussion focuses on how investors should interpret phases of underperformance the importance of maintaining a long-term perspective in small-cap funds and the right way to evaluate a fund during" [YouTube Link](https://youtube.com/watch?v=ooZmn14etMo) 2026-02-06T10:30Z 150K followers, 10.6K engagements "Does Lower Expense Ratio mean higher return in Mutual Funds Generally it is considered that a fund with that lower expense ratio will deliver a better return to the investor. Also the large size of the fund may become an obstruction in its performance. Let's understand with an example if it is true. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. You may also like to watch:" [YouTube Link](https://youtube.com/watch?v=owIG2KG1IEc) 2020-12-07T15:27Z 150K followers, [----] engagements "Are Banking and PSU Debt Funds Safe By: Pankaj Mathpal Asset allocation is the key to the success of an investment portfolio as not all assets do equally well all the times. We are discussing Banking & PSU Debt fund in this video. #Banking&PSU #DebtFunds #MutualFunds Subscribe us on youtube: https://www.youtube.com/PankajMathpalsub_confirmation=1 Banking and PSU debt funds predominantly invest in debt instruments of banks public sector undertakings and public financial Institutions. Banking and PSU Debt funds have comparatively lesser credit risk than credit risk funds. Investors must check" [YouTube Link](https://youtube.com/watch?v=rkCKf9_8rvc) 2020-06-22T04:54Z 150K followers, 16.5K engagements "Midcap Funds: What Lies Ahead Exclusive Chat with Fund Manager Is this the right time to invest in midcap funds What are the opportunities and risks ahead In this exclusive interview Fund Manager Mr. Aditya Khemani shares valuable insights on the midcap space his investment framework portfolio construction strategy and much more. Whether you're a new investor or a seasoned one looking to diversify your portfolio this conversation will help you understand how midcap funds work and what to expect going forward. Key Discussion Points: Market outlook for midcap stocks Where to find value in the" [YouTube Link](https://youtube.com/watch?v=zPSPA1qsjuQ) 2025-07-29T11:56Z 150K followers, [----] engagements "Motilal Oswal Nifty Microcap [---] Index Fund NFO Review Motilal Oswal Mutual Fund launched a new fund offer for its Motilal Oswal Nifty Microcap [---] Index Fund an open ended fund replicating/tracking Nifty Microcap [---] Total Return Index. The investment objective of the scheme is to provide returns that before expenses correspond to the total returns of the securities as represented by Nifty Microcap [---] TRI subject to tracking error. The minimum subscription amount is Rs [---] and in multiples of Re [--] thereafter. The scheme will offer a regular plan and direct plan with growth and IDCW options." [YouTube Link](https://youtube.com/watch?v=-abe2s5CB2E) 2023-06-17T14:38Z 150K followers, 24.6K engagements "HSBC aquires L&T Mutual Fund Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video: https://youtu.be/P0tem28-e20 Also watch:" [YouTube Link](https://youtube.com/watch?v=0K5wjlqN3ss) 2022-11-25T13:34Z 150K followers, 12.6K engagements "Did your bank sold you Insurance with Home Loan Banks always suggest their Home loan customers to buy Life Insurance. How important is it and is it necessary to buy from the same bank who disburses your loan Let's understand in this video. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Please watch https://www.youtube.com/watchv=J2hvr. Please subscribe to our youtube channel: https://www.youtube.com/PankajMathpal. You may also like to watch:" [YouTube Link](https://youtube.com/watch?v=0O2blYWu7V8) 2021-02-20T13:14Z 150K followers, 245.8K engagements "Equity or Gold Wheres the Next Opportunity Exclusive Interview with Mr. Prasanna Pathak Deputy CEO The Wealth Company Mutual Fund In this insightful conversation Mr. Prasanna Pathak Deputy CEO of The Wealth Company Mutual Fund shares his expert views on the outlook for Equity and Gold markets. He also explains in detail about the Wealth Company Multi Asset Allocation Fund a dynamic investment option designed to balance risk and return through diversified allocation across equity debt and gold. NFO Period: 19th November [----] 4th December [----] If you are an investor looking to diversify your" [YouTube Link](https://youtube.com/watch?v=10hc3UN_uzw) 2025-11-10T11:54Z 150K followers, [----] engagements "Mirae Asset Nifty MidSmallcap400 Momentum Quality [---] ETF/ FOF NFO REVIEW Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmathpal You may like to watch this video:" [YouTube Link](https://youtube.com/watch?v=1azzYihIqec) 2024-05-10T14:47Z 150K followers, 14.6K engagements "An ideal Plan to get a regular income along with capital appreciation Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go" [YouTube Link](https://youtube.com/watch?v=1n6iqXk2AKI) 2024-04-16T14:31Z 150K followers, 11K engagements "Arogya Sanjeevani Health Insurance policy. A standard policy with limited features. :Pankaj Mathpal Arogya Sanjeevani Policy is a standard health insurance policy required to be offered by all General and Health insurers. Insurers are now allowed to offer a minimum sum insured less than Rs.1 lakh and the maximum sum insured greater than Rs.5 lakh. Features and benefits of the policy have been explained in the video. The video is only for informational purposes. You can take advice from your insurance agent before making the final decision of buying a health insurance policy. Please subscribe" [YouTube Link](https://youtube.com/watch?v=59Vwp5MjFoA) 2020-07-13T10:42Z 150K followers, 77.7K engagements "Mirae Asset NYSE FANG+ ETF FoF NFO review : Pankaj Mathpal The Mirae Asset NYSE FANG+ ETF will be managed passively with investments in stocks in a proportion that match as close as possible to the weights of these stocks in NYSE FANG+ Index. NYSE FANG+ Index constitutes of [--] stocks Alibaba Facebook Alphabet Apple Baidu Nvidia Amazon Netflix Twitter Tesla New Fund Offer opens on: 19th April [----] New Fund Offer (ETF) closes on: 30th April [----] New Fund Offer (FOF) closes on: 3rd May [----] Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs" [YouTube Link](https://youtube.com/watch?v=8PpSH-4gzz4) 2021-04-23T13:33Z 150K followers, 21.8K engagements "Save Tax on Medical Expenses for Senior Citizen @pankajmathpal This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future" [YouTube Link](https://youtube.com/watch?v=8X5HqD4CwLw) 2021-11-01T11:41Z 150K followers, 53K engagements "Critical illness policy VS Critical illness Rider. #Shorts The difference between a Critical illness policy and a Critical illness Rider has been explained in the video. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video: https://youtu.be/P0tem28-e20 Also watch: https://youtu.be/wHKXZ4RMTx4 Follow me on social media: https://www.facebook.com/PankajMathpa. https://twitter.com/pankajmathpal instagram.com/pankajmathpal #YoutubePartner #CriticaLillness #HealthInsurance #PankajMathpal" [YouTube Link](https://youtube.com/watch?v=8tQOsiospcY) 2022-02-11T13:22Z 150K followers, 27.4K engagements "Inside The Wealth Company Mutual Fund Founder Interview In this exclusive conversation we speak with CA Madhu Lunawat Founder of The Wealth Company Mutual Fund about her journey of building Indias first woman-founded mutual fund house. Ms. Lunawat shares insights on: What makes The Wealth Company Mutual Fund different The investment philosophy and long-term approach behind the AMC How a private-equity mindset is applied to mutual fund investing Risk management volatility and investor expectations The role of distributors and digital platforms in expanding mutual fund participation Her vision" [YouTube Link](https://youtube.com/watch?v=9maJbdpfDeM) 2025-12-18T13:47Z 150K followers, [----] engagements "Small Cap Rally 2025: Should You Stay Invested or Exit Now Mr. Ramesh Mantri Small and mid-cap investors are asking When will the rally return and Should we stay invested or exit In this insightful conversation Mr. Ramesh Mantri explains why timing the small-cap market is nearly impossible and why focusing on stock-picking and long-term SIP investing could be the key to success. He discusses: Why small & mid-cap valuations remain higher than large caps The unique advantage fund managers have in small caps How SIPs help investors benefit from volatility Why patience and discipline matter most" [YouTube Link](https://youtube.com/watch?v=9v6LLMo5TLY) 2025-10-28T03:45Z 150K followers, [----] engagements "Index Fund Vs ETF This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our" [YouTube Link](https://youtube.com/watch?v=AKzJC_ud0VU) 2021-11-11T06:55Z 150K followers, 61.8K engagements "Think Financial Freedom think ICICI Prudential FREEDOM SIP Freedom SIP is an optional feature that allows initial investments through SIP Switch to another scheme after a pre-defined tenure and SWP post that.The SWP will be processed either in Dec [----] or till units are available in the target scheme whichever is earlier. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance" [YouTube Link](https://youtube.com/watch?v=CGswzM-JUSw) 2023-01-09T11:01Z 150K followers, 22.9K engagements "How Does a CEO Manage His Own Money Mutual fund investments are subject to market risks read all scheme related documents carefully" [YouTube Link](https://youtube.com/watch?v=DOL36AnzgIk) 2025-02-20T11:00Z 145K followers, [----] engagements "Tax deduction on NPS for Corporate Employees. #Budget2022 In order to ensure that the State Government employees get the full deduction of the 14% contribution by the State Government it is proposed in the Budget [----] to increase the limit of deduction under section 80CCD of the Act from the existing ten percent to fourteen percent in respect of contribution made by the State Government to the account of its employee. The contribution by Corporate houses to their employees in NPS is limited to 10% and deduction is already available on that. There is no point of increasing the limit of" [YouTube Link](https://youtube.com/watch?v=DeeUauPTMJs) 2022-02-07T06:36Z 150K followers, 19.7K engagements "Asset Allocation and rebalancing of the portfolio. Asset allocation divvies up your investments between different asset classes. Target allocations help to avoid emotional decision-making in investing. Rebalancing allows you to bring your portfolio back to your target allocation. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily" [YouTube Link](https://youtube.com/watch?v=F0SVM5Xw_K4) 2023-04-01T13:30Z 150K followers, [----] engagements "How Much Risk Should an Investor Take The Right Balance Explained Full video link: https://youtu.be/IsJFn3DmJb8 Investing always involves risk but avoiding risk altogether can be even more dangerous in the long run. In this insightful discussion we explore how investors should think about risk versus return especially when traditional products struggle to beat inflation. Using simple real-life examples this video explains why investing is not about extremes neither reckless risk-taking nor complete safety. Key takeaways from this video: Why no risk can quietly erode wealth due to inflation" [YouTube Link](https://youtube.com/watch?v=FTzZdUCbx9s) 2026-01-01T11:00Z 150K followers, [---] engagements "Small Cap active funds vs index funds Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. SWP Video: https://youtu.be/PSmBBFbbDPs Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video" [YouTube Link](https://youtube.com/watch?v=FoCNAAAME1k) 2025-06-10T13:37Z 150K followers, [----] engagements "ICICI Prudential Active Momentum Fund ICICI Prudential Mutual Fund has launched the Active Momentum Fund an open-ended equity scheme aiming to capture sustained price and earnings trends. With flexibility across sectors and market caps the fund uses a mix of top-down and bottom-up strategies. NFO closes on July 22; minimum investment is Rs [----]. The fund will be benchmarked against Nifty [---] TRI and will be managed by Manasvi Shah and Sharmila Dsilva. "The Scheme has the flexibility to move across sectors; market caps and uses a combination of top down and bottom-up approach in portfolio" [YouTube Link](https://youtube.com/watch?v=GezEMFrunoA) 2025-07-14T07:59Z 150K followers, [----] engagements "Investing Responsibly for a Sustainable Future; ESG Funds This is an investor education and awareness initiative by Mirae Asset Mutual Fund. Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel:" [YouTube Link](https://youtube.com/watch?v=HqdezqOE5Jw) 2023-12-05T04:30Z 150K followers, [----] engagements "Why Many Indians Still Dont Invest in Mutual Funds Insights from Mr. Navneet Munot Despite the growing popularity of mutual funds many Indians still prefer traditional assets like gold real estate or bank deposits. In this insightful conversation Mr. Navneet Munot explains: Why awareness and mindset are changing slowly The cultural comfort with physical assets like gold and property How younger generations and women investors are driving change The growing reach of mutual funds beyond top [--] cities Why Indias mutual fund industry still has massive growth potential From behavioral barriers to" [YouTube Link](https://youtube.com/watch?v=Hxqlz-jqSiM) 2025-10-28T11:00Z 150K followers, [----] engagements "Jan Nivesh SIP SBI Mutual Fund launches Jan Nivesh SIP an initiative backed by SEBI. It aims to attract first-time investors small savers and those in the unorganised sector" [YouTube Link](https://youtube.com/watch?v=JB6Usq2vcps) 2025-03-04T15:41Z 150K followers, 29K engagements "Mr. Nimesh Shah MD & CEO of ICICI Prudential Mutual Fund reveals his investment secrets" [YouTube Link](https://youtube.com/watch?v=KOgfrXc6Gog) 2024-03-06T05:09Z 150K followers, 15.1K engagements "Small Cap Funds: Buy Sell or Hold Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the" [YouTube Link](https://youtube.com/watch?v=KZ_eT5HLekE) 2025-02-21T10:51Z 146K followers, [----] engagements "Diwali Special: [--] Funds to Brighten Your Investments Diwali is here and its the perfect time to think about building wealth and planning your investments In this special episode of Diwali Se Diwali Tak Im sharing [--] handpicked mutual fund ideas across different categories that can help diversify your portfolio even in todays volatile markets. From multi-asset allocation to flexi-cap large & mid-cap multi-cap and thematic funds theres something for every investor looking to grow wealth responsibly. Tune in to learn why these fund types could be the right choice for your portfolio from Diwali to" [YouTube Link](https://youtube.com/watch?v=O1IYFQfhgHs) 2025-10-18T23:40Z 150K followers, [----] engagements "Building Trust in Fixed Income: The Wealth Companys Debt Philosophy Explained In this exclusive conversation Pankaj Matpal speaks with Mr. Umesh Sharma Chief Investment Officer Debt at The Wealth Company Mutual Fund. They discuss the current debt market outlook RBIs policy direction and how investors should approach fixed income investments in [----]. Mr. Sharma also shares his insights on: The future of interest rates and RBIs policy stance Credit risk management and the importance of trust in fixed income investing Why asset allocation is the foundation of long-term wealth creation The" [YouTube Link](https://youtube.com/watch?v=Oodmg5wluJ4) 2025-10-29T04:30Z 150K followers, [----] engagements "ICICI Prudential Global Advantage Fund (FoF). Review by Pankaj Mathpal ICICI Prudential Global Advantage Fund seeks to generate returns by investing in units of one or more mutual fund schemes / ETFs which predominantly invest in international markets. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the" [YouTube Link](https://youtube.com/watch?v=P0tem28-e20) 2021-05-31T15:16Z 150K followers, [----] engagements "Small Cap Investing: Opportunity or Risk Small Cap Funds are often seen as high-risk high-return investments. But is this the right time to invest in them In this exclusive conversation Pankaj Mathpal interviews Mr. Varun Goel Fund Manager at Mirae Asset Mutual Fund to decode the opportunities and risks in small cap investing. Key discussion points in this video: Current outlook on the Small Cap Investment philosophy of Mirae Asset Small Cap Fund How to evaluate quality & governance in small cap companies Portfolio construction and diversification approach Advice for retail investors entering" [YouTube Link](https://youtube.com/watch?v=Q2KNjiuaS-g) 2025-08-22T13:08Z 150K followers, 29.9K engagements "Should You Hold or Exit Underperforming Thematic Funds Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down" [YouTube Link](https://youtube.com/watch?v=RiV6p2ns5BM) 2025-02-22T11:00Z 145K followers, [----] engagements "Old Tax vs New Tax Regime (FY 2023-24):Which one would you choose Let's understand with an example Applicable for FY 2023-24" [YouTube Link](https://youtube.com/watch?v=UReAcb4D80U) 2023-02-14T13:15Z 150K followers, 1.5M engagements "Mutual Funds: Building Trust Beyond Returns Insights from Prasanna Pathak In an insightful conversation between Mr. Pankaj Matpal and Mr. Prasanna Pathak Deputy CEO of The Wealth Company Mutual Fund the discussion goes beyond returns to explore the real essence of investing trust consistency and governance. Mr. Pathak shares his perspective on how the Indian mutual fund industry has evolved over the years highlighting how investors today are far more aware and disciplined than ever before. He emphasizes that trust is the cornerstone of any financial relationship and it takes years of" [YouTube Link](https://youtube.com/watch?v=Ux9GnvwYAlk) 2025-10-24T04:08Z 150K followers, [----] engagements "No Tax on Income up to Rs. [--] lakh" [YouTube Link](https://youtube.com/watch?v=V56DyUDcJ8E) 2023-02-02T13:33Z 150K followers, 10.6K engagements "Income Tax on gifts received by you This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please" [YouTube Link](https://youtube.com/watch?v=VdHE9bLLAnA) 2021-11-18T06:23Z 150K followers, 57K engagements "Suitable Schemes to Build a Retirement Portfolio Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=VnhxQdLPe14) 2025-02-17T12:42Z 145K followers, [----] engagements "What are ESG funds Explained by: Pankaj Mathpal ESG stands for Environmental Social and Governance. ESG funds are portfolios that invest in equities of companies that are assessed on environmental social and governance factors. The selection of stocks is not assessed just on its financial performance but also on its sustainability and longevity. Watch the video to know more about ESG funds. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. You may also like to watch:" [YouTube Link](https://youtube.com/watch?v=W-rC7RXCXiw) 2020-11-29T13:42Z 150K followers, [----] engagements "Discover the Power of Micro Cap Funds What are Micro-Cap Funds Micro-cap companies are riskier than large-cap companies that have a large market capitalization. These funds have a very high-risk factor attached to them. They have an unproven track of performance history assets etc. The lack of liquidity of these very small sized companies along with their small base of shareholders further leaves them vulnerable to market shocks. Having said that as an investor if you are willing to take these high risks the returns from these funds can be very high when compared to the total size of the fund" [YouTube Link](https://youtube.com/watch?v=WAWPH3QBObA) 2023-10-14T11:30Z 150K followers, [----] engagements "Gold in Your Portfolio: Importance Allocation & Outlook Gold has always played a crucial role in Indian households but how important is gold in a modern investment portfolio In this episode Prasanna Pathak Deputy CEO The Wealth Company Mutual Fund shares valuable insights on: Why gold is considered an important asset class The role of gold in portfolio diversification How gold helps during market volatility Gold outlook and its relevance in long-term investing How much allocation to gold may make sense for investors This conversation is aimed at helping investors understand the strategic role" [YouTube Link](https://youtube.com/watch?v=X2FLUmLZLlM) 2025-12-20T10:40Z 150K followers, [----] engagements "Deduction on interest u/s 80TTA You can claim a deduction on Interest up to Rs.10000/- from savings account with a bank or a post office u/s 80TTA of Income Tax Act. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the" [YouTube Link](https://youtube.com/watch?v=X8nfYuA47As) 2021-12-09T11:57Z 150K followers, 12.3K engagements "Set off and carry forward of the losses. Set off and carry forward of losses Long-term capital loss cannot be set off against any income other than income from long-term capital gain. However short-term capital loss can be set off against long-term or short-term capital gain. Loss under head Capital gains cannot be set off against income under other heads of income. If loss under the head Capital gains incurred during a year cannot be adjusted in the same year then unadjusted capital loss can be carried forward to next year. Such loss can be carried forward for eight years immediately" [YouTube Link](https://youtube.com/watch?v=XdNsEIX7dko) 2022-04-17T06:14Z 150K followers, 32.1K engagements "Why Calculated Risk Matters Mr. Aashish Somaiyaa Full video link: https://youtu.be/IsJFn3DmJb8 Even today a large section of people prefer bank deposits gold or real estate over financial markets. Why does this hesitation still exist despite rising awareness and strong mutual fund growth In this insightful conversation Mr. Aashish Somaiyaa shares his experience and perspective on: Why investors hesitate to enter financial markets The deep-rooted cultural comfort with physical assets How awareness around SIPs and mutual funds is improving The importance of taking calculated risks in career and" [YouTube Link](https://youtube.com/watch?v=XpUxiwaN89E) 2026-01-05T05:00Z 150K followers, [---] engagements "Where Big Investors Look Next Inside AIFs Welcome to this special episode featuring an insightful discussion on Alternative Investment Funds (AIFs). Host Pankaj Mathpal interacts with Mr. Nishad Khanolkar President & Fund Manager - AIF at The Wealth Company Asset Management Company who explains: What exactly is an AIF and how it differs from Mutual Funds and Portfolio Management Services (PMS) The three SEBI categories of AIFs and what kind of companies they invest in How the Bharat Value Fund (Category II) focuses on profitable asset-backed and pre-IPO companies The importance of" [YouTube Link](https://youtube.com/watch?v=YobxnkwO-78) 2025-10-25T06:09Z 150K followers, [----] engagements "Is This the Right Time to Invest in the Banking Sector In this exclusive interview Pankaj Mathpal speaks with Mr. Sorbh Gupta the Fund Manager of the Bajaj Finserv Banking & Financial Services Fund to decode whether the banking sector is entering a strong growth phase and if this is the right time for investors to participate. We discuss Indias equity market outlook the outlook for the banking & financial services (BFSI) sector and the key reasons behind launching a sector-focused fund at this point in the economic cycle. This conversation covers: Current equity market environment Why the AMC" [YouTube Link](https://youtube.com/watch?v=_6kV5f8QbM8) 2025-11-18T07:50Z 150K followers, [----] engagements "ICICI Prudential India Opportunities Fund Fund Review ICICI Prudential India Opportunities Fund Investment Objective: To generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring Government policy and/or regulatory changes companies going through temporary unique challenges and other similar instances. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including" [YouTube Link](https://youtube.com/watch?v=_GGm4GJEvWs) 2023-07-25T11:51Z 150K followers, 37.6K engagements "Conservative Hybrid Funds" [YouTube Link](https://youtube.com/watch?v=bKxUzoCvllo) 2022-03-05T06:40Z 150K followers, 28.9K engagements "The Biggest Investment Mistake You Dont Even Realize Youre Making Mr. Ramesh Mantri We often think the biggest investment mistake is losing money but thats not true. The real loss happens when you miss out on an opportunity you understood but never acted on. In this insightful conversation Mr. Ramesh Mantri explains how: Even professionals make investing mistakes. The worst mistake isnt losing [--] lakh its missing the [--] lakh opportunity. Early exits and fear of loss can limit long-term wealth creation. Learn from Mr. Ramesh Mantris experience and understand the mindset needed to identify and" [YouTube Link](https://youtube.com/watch?v=bqEGhErab6M) 2025-10-27T05:58Z 150K followers, [----] engagements "Portfolio in the Red What Should You Do Now Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=c01J_NhkjZ8) 2025-02-26T12:54Z 145K followers, [----] engagements "Market Outlook 2025: Opportunities Valuations & Strategy Ahead Where are the investment opportunities right now Join Pankaj Mathpal in an exclusive conversation with Mr. Sorbh Gupta Head-Equity Bajaj Finserv Asset Management Ltd as the Bajaj Finserv Flexi Cap Fund completes two successful years. They discuss: Market outlook and valuation trends Sectoral opportunities across large mid and small caps Fund strategy and performance insights How investors can position their portfolios in todays market Whether youre a long-term investor or just starting your mutual fund journey this discussion will" [YouTube Link](https://youtube.com/watch?v=c_o5eKKpuRE) 2025-11-03T06:06Z 150K followers, [----] engagements "Post office Time Deposits for Attractive Interest Rates The National Savings Time Deposit Scheme provides four accounts with varying maturity dates. This system offers accounts with maturities of one year two years three years and five years. These accounts can be maintained either individually or by a group of up to three persons. Minor accounts are permitted; however the legal guardian must manage them until the minor reaches the age of maturity. Under this approach an individual may have many accounts. Any individual above the age of [--] can open a time deposit account at any post office." [YouTube Link](https://youtube.com/watch?v=dIh4LhQkY_Y) 2023-07-12T12:41Z 150K followers, [----] engagements "Suitable funds for SWP Systematic Withdrawal Plan Explained in Hindi. A systematic withdrawal plan (SWP) allows maintaining pre-planned cash flows by investments in mutual funds. A systematic withdrawal plan is most commonly used to get regular income after retirement. However investors can structure and use SWPs for various payout needs. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates." [YouTube Link](https://youtube.com/watch?v=e6z-CpqJ1vk) 2022-02-05T10:24Z 150K followers, 111.5K engagements "Tax benefits on donation to political party. #politicalparty #Donation" [YouTube Link](https://youtube.com/watch?v=gbFAikuLISM) 2021-11-16T13:21Z 150K followers, 45.1K engagements "Save long term capital gain tax by investing in Bonds This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the" [YouTube Link](https://youtube.com/watch?v=hTOz7oU9_Ss) 2021-11-17T06:16Z 150K followers, 55.7K engagements "Trace your inactive and unclaimed Mutual Fund folios" [YouTube Link](https://youtube.com/watch?v=l7Fj3EWFEdw) 2025-02-22T15:53Z 149K followers, [----] engagements "Aditya Birla Sun Life Multi Asset Allocation Fund Pankaj Mathpal Fund Review A Multi Asset Allocation Fund is an open-ended scheme that invests in at least [--] asset classes with a minimum allocation of at least 10% in each asset class. It can invest in asset classes like equity debt and commodities at the same time. This mix of asset classes helps your investments manoeuvre around market volatility keeping your core portfolio strong. It brings the inherent advantages of each asset class to your investments: Equity is aggressive. It flows with volatility and grabs market opportunity thereby" [YouTube Link](https://youtube.com/watch?v=lViGGCfgXME) 2023-07-15T16:13Z 150K followers, [----] engagements "Difference between Multi Cap and Flexi Cap funds This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the" [YouTube Link](https://youtube.com/watch?v=lyhbbkWy5ao) 2021-11-12T05:17Z 150K followers, 71.4K engagements "Strategy to accumulate Rs. [--] crore is here. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=mtD8LlUPXMc) 2025-07-18T13:57Z 150K followers, [----] engagements "Importance of financial planning Why Financial Planning is Essential for Financial Freedom Explained Simply Many investors think financial planning means just investment planning. But true financial freedom needs much more than just investing. In this video our expert explains: ✅ What financial planning really means ✅ Why its crucial for achieving financial freedom ✅ How income expenses savings and goals come together ✅ The importance of asset allocation and goal-based investing ✅ Why having a trusted financial advisor matters From budgeting and goal-setting to smart investing learn how a" [YouTube Link](https://youtube.com/watch?v=nTx1_oB4cDw) 2025-10-23T10:21Z 150K followers, [---] engagements "How Mutual Funds Protect Your Money Investor Trust Explained by Mr. Aashish Somaiyaa Full Video link: https://youtu.be/IsJFn3DmJb8 Trust and transparency play a crucial role in mutual fund investingespecially in Tier [--] and Tier [--] cities where many investors still hesitate to participate in financial markets. In this detailed conversation Mr. Aashish Somaiyaa explains: Why trust in mutual funds takes time to build The basic structure of mutual funds that many investors still dont know How Trustees Custodians and Asset Management Companies (AMCs) work together Why investor money is always held" [YouTube Link](https://youtube.com/watch?v=nYWeQ3BHodo) 2026-01-01T03:30Z 150K followers, [---] engagements "All About ICICI Prudential Conglomerate Fund NFO Should You Invest Indias top business groups like Tata Reliance Aditya Birla and Mahindra have created strong diversified business empires across multiple industries. Now ICICI Prudential Mutual Fund brings an opportunity to participate in the growth stories of such business groups through ICICI Prudential Conglomerate Fund NFO. In this video Pankaj Mathpal explains: What a conglomerate is and why this theme is relevant in todays market The core idea behind One Engine Many Growth Stories How the fund constructs its portfolio using both" [YouTube Link](https://youtube.com/watch?v=pW7MWMMLM9k) 2025-10-15T05:28Z 150K followers, [----] engagements "Is It the Right Time to Invest in Equity Long-Term SIP Strategy Explained by Mr. Ramesh Mantri With markets showing strong performance and growing volatility many investors are asking Is this the right time to invest in equity In this insightful discussion Mr. Ramesh Mantri shares his expert perspective on how investors should approach equity investments in the current market phase. He explains why SIPs and STPs are the most effective strategies to manage volatility and build long-term wealth. Key insights from this conversation: Why SIPs turn market volatility into your friend not your enemy" [YouTube Link](https://youtube.com/watch?v=qID7hSwsfCQ) 2025-11-04T03:30Z 150K followers, [----] engagements "Mr. Nimesh Shah MD & CEO of ICICI Prudential AMC reveals his personal choice of investments" [YouTube Link](https://youtube.com/watch?v=r8sMNmv0xL8) 2024-03-06T17:07Z 150K followers, [----] engagements "Jio BlackRock Flexi Cap Fund Investment Approach & Benefits The Jio BlackRock Flexi Cap Fund NFO is now open (23rd September 7th October 2025). In this video I explain what makes this fund unique its investment approach powered by AI + human expertise and the potential benefits for investors. Youll learn: What is a Flexi Cap Fund How Jio BlackRocks Systematic Active Equity (SAE) approach works Stock selection process using Aladdin platform Key benefits for investors diversification risk management cost efficiency If youre curious whether this fund could be right for your portfolio this video" [YouTube Link](https://youtube.com/watch?v=sYiE6zGIECA) 2025-09-30T13:31Z 150K followers, 30.6K engagements "GOI Floating Rate Savings Bond- A Safe Investment. #shorts GOI Floating Rate Savings Bonds are issued by RBI on behalf of the Government of India. Only Resident individuals or HUF can invest in these bonds NRIs are not eligible.The maturity period is [--] years from the date of issuance. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video: https://youtu.be/P0tem28-e20 Also watch: https://youtu.be/wHKXZ4RMTx4 Follow me on social media: https://www.facebook.com/PankajMathpa. https://twitter.com/pankajmathpal" [YouTube Link](https://youtube.com/watch?v=saDe1G785fQ) 2022-01-24T04:53Z 150K followers, 14K engagements "ICICI Prudential Nifty Alpha Low Vol [--] ETF FOF Fund Review [--]. Current NAV: The Current Net Asset Value of the ICICI Prudential Nifty Alpha Low Volatility [--] ETF FOF as of May [--] [----] is Rs [-----] for Growth option of its Regular plan. [--]. Returns: Its trailing returns over different time periods are: 50.91% (1yr) and 16.24% (since launch). Whereas Category returns for the same time duration are: 38.09% (1yr) 18.01% (3yr) and 16.73% (5yr). [--]. Fund Size: The ICICI Prudential Nifty Alpha Low Volatility [--] ETF FOF currently holds Assets under Management worth of Rs [------] crore as on Apr [--] 2024." [YouTube Link](https://youtube.com/watch?v=suuuizhnVRw) 2024-05-23T05:29Z 150K followers, 13.9K engagements "What Makes Tata Small Cap Fund Stand Out I had an insightful conversation with Mr. Chandraprakash Padiyar Senior Fund Manager at Tata Mutual Fund where he shared his expert views on the current equity market environment portfolio strategy and the outlook for small-cap investing. In this episode we discussed: Is the market correction behind us or should investors remain cautious Medium-term outlook for Indian equities amidst global uncertainties Investment strategy for managing risk in todays volatile market Sectors and themes that look promising for long-term investors The importance of" [YouTube Link](https://youtube.com/watch?v=u3M-T5hAIsw) 2025-05-02T14:21Z 150K followers, 11K engagements "Is Gold ETF a Smarter Way to Invest in Gold Gold has long been considered a safe-haven asset but what is the smartest way to invest in gold today In this interview Mr. Bhalchandra Joshi COO The Wealth Company Mutual Fund explains the importance of gold in an investment portfolio and why Gold ETFs may be a more efficient and convenient option compared to physical gold. The discussion covers how gold helps in diversification the role of Gold ETFs in modern investing and key factors investors should consider before adding gold to their portfolio. This video is intended purely for educational and" [YouTube Link](https://youtube.com/watch?v=u5aOKOyKCBU) 2026-01-12T12:53Z 150K followers, [----] engagements "ICICI Prudential Value Discovery Fund Fund Review ICICI Prudential Value Discovery Fund is Open-ended Value Oriented Equity scheme which belongs to ICICI Prudential Mutual Fund House. The fund was launched on Aug [--] [----]. Investment objective & Benchmark . The investment objective of the fund is that " The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks. " [--]. It is benchmarked against Nifty [---] Value [--] Total Return Index" [YouTube Link](https://youtube.com/watch?v=uZ2yatWfcWg) 2024-10-03T11:00Z 150K followers, 15.4K engagements "Motilal Oswal Gold and Silver ETFs FoF may help in portfolio diversification Motilal Oswal Mutual Fund has Introduced a unique scheme Motilal Oswal Gold and Silver ETFs Fund of Funds. As per the Scheme Information Document Motilal Oswal Gold and Silver ETFs Fund of Funds will the Scheme shall invest all of its funds in units of gold and silver ETFs in the range of 95% to 100%. The scheme would also invest in Units of liquid/ debt schemes Debt and Money Market Instruments in the range of 0% to 5%. The NFO opens on :September [--] [----] Closes on :October [--] [----]. Mutual Fund investments are" [YouTube Link](https://youtube.com/watch?v=v99ay482XWw) 2022-09-29T11:01Z 150K followers, [----] engagements "Rule [--] explained This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our" [YouTube Link](https://youtube.com/watch?v=vbImTzyWIFo) 2021-10-27T05:29Z 150K followers, 68.1K engagements "Where to invest to get Rs. [--] crore in [--] years Q & A Pankaj Mathpal Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up" [YouTube Link](https://youtube.com/watch?v=vwHCJp-yHWY) 2022-03-10T12:26Z 149K followers, [----] engagements "Misconception about the investment Mutual Fund investments are subject to market risks read all scheme related documents carefully" [YouTube Link](https://youtube.com/watch?v=w1YgVkW_VCY) 2025-10-22T13:55Z 150K followers, [---] engagements "Building a Strong Mutual Fund Distribution Network: Key Insights Disclaimer: In this video Mr. Debashish Mohanty Chief Strategy Officer- The Wealth Company Mutual Fund shares his perspective on the importance of Mutual Fund Distributors (MFDs) in strengthening Indias investment ecosystem. He explains how a wider and well-supported distributor network can drive investor awareness improve last-mile reach and contribute to the long-term growth of the mutual fund industry. The conversation also highlights the role played by The Wealth Company Mutual Fund in expanding and empowering its" [YouTube Link](https://youtube.com/watch?v=zb8MQw4z16g) 2026-01-05T11:15Z 150K followers, [----] engagements "Can an investor accumulate Rs. [--] Cr with an SIP of Rs. [-----] per month Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go" [YouTube Link](https://youtube.com/watch?v=-aAitCBAy9A) 2023-12-21T11:30Z 146K followers, [----] engagements "Are you disappointed with a fund performance in your portfolio Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or" [YouTube Link](https://youtube.com/watch?v=-qRKJuyqUUE) 2024-09-19T13:09Z 148K followers, [----] engagements "Simple Formula of Wealth Creation Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the" [YouTube Link](https://youtube.com/watch?v=-wIC9nmqmNw) 2025-03-27T12:19Z 146K followers, [----] engagements "A simple but effective Asset AllocationModel Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmat. You may like to watch this video: https://youtu.be/NaB1JrAsTo8 Also watch: https://youtu.be/awOVyIyqrVs" [YouTube Link](https://youtube.com/watch?v=0cWiUkxoj4g) 2023-05-18T06:56Z 147K followers, [----] engagements "Plan to get passive income from mutual funds. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=1A6tg9e4Le8) 2023-10-17T13:03Z 114K followers, [----] engagements "Claim Leave Travel Allowance (LTA) to save tax Leave Travel Allowance or LTA is a type of allowance given to the employee by employers for travel. It covers within-country travel costs when he/she is on leave from work. Section 10(5) of the Income Tax Act [----] with Rule 2B ensures the exemption of tax and also details the conditions subject to tax exemption. There are some rules related to the exemption of tax that is stated clearly under Section 10(5) of the Income Tax Act [----]. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like" [YouTube Link](https://youtube.com/watch?v=1dClrcSBHQM) 2023-10-09T06:39Z 114K followers, 31.7K engagements "Aditya Birla Sun Life Frontline Equity Fund Review Pankaj Mathpal Aditya Birla Sun Life Frontline Equity Fund is a Large Cap mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for [--] yrs having been launched on 12/08/2002. Aditya Birla Sun Life Frontline Equity Fund-Growth has [-----] Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.75% which is higher than what most other Large Cap funds charge. Aditya Birla Sun Life Frontline Equity Fund-Growth returns of last" [YouTube Link](https://youtube.com/watch?v=1kXJv6phq5w) 2022-08-30T13:29Z 147K followers, [----] engagements "LTC Cash Voucher Scheme. Should you go for it : Pankaj Mathpal The government of India has announced the LTC Cash Voucher Scheme. Initially the scheme was launched only for Central Government employees but the same has been extended for State Government PSU and for the people working in private sectors. The scheme has been explained in detail in this video. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. You may also like to watch: https://www.youtube.com/watchv=3eKB6." [YouTube Link](https://youtube.com/watch?v=1kowhLSkNOs) 2020-11-02T03:14Z 146K followers, 80.6K engagements "Revealing the secret of Quant's superior performance. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video https://youtu.be/BDiWI6KOqaQsi=yW6aCUw8mLaZZir9 #mutualfunds" [YouTube Link](https://youtube.com/watch?v=27964jMYThs) 2024-04-03T03:15Z 128K followers, [----] engagements "Nifty [--] Vs Active Large Cap Funds Who Won the Race Nifty [--] Vs Active Large Cap Funds Who Won the Race In this video we compare the performance of Nifty [--] Index Funds and Active Large Cap Mutual Funds over [--] years [--] years and [--] years. Kya sach mein active funds long term mein index ko beat kar paate hain Data ke zariye jaante hain kisne kisko di maat 👉 Watch till the end to understand which strategy has worked better for investors historically. 📊 Covered in this video: What is a Large Cap Fund Nifty [--] Index Fund vs Active Fund performance Percentage of active funds that outperformed the" [YouTube Link](https://youtube.com/watch?v=2R0PmXJGr50) 2025-05-28T13:17Z 149K followers, [----] engagements "Everything you want to know about Bajaj Finserv Multi cap Fund Bajaj Finserv Multi Cap Fund NFO Opens: 6th February [----] NFO Closes: 20th February [----] An open ended equity scheme investing across large cap mid cap small cap stocks Mutual Fund investments are subject to market risks read all scheme related documents carefully" [YouTube Link](https://youtube.com/watch?v=2eC3shsakJ0) 2025-02-04T03:30Z 145K followers, [---] engagements "ICICI Prudential Healthcare ETF NFO. Review by Pankaj Mathpal ICICI Prudential has launched NFO of healthcare ETF. NFO will remain open between 6th May [----] to 14th May [----]. I have revied the fund and shared my opinion in this video. Sectoral mutual funds are equity-oriented funds that have the entire exposure in a specific sector. For instance a pharma sector fund invests only in pharma and healthcare companies. If a sector is expected to outperform over a period of time then it is possible that returns would be higher. Mutual Fund investments are subject to market risks read all scheme" [YouTube Link](https://youtube.com/watch?v=3WHvxfLRwxI) 2021-05-07T14:06Z 146K followers, [----] engagements "Do you have an index fund in your portfolio :Pankaj Mathpal An index fund invests in a portfolio of stocks or bonds designed to mimic the composition and performance of a financial market index. The concept of an index fund has been explained in the video. You may also like to watch: https://www.youtube.com/watchv=sXr3z3hWjxo&t=317s&ab_channel=PankajMathpal Link to subscribe the channel: https://www.youtube.com/PankajMathpal. You may find it informative: https://www.youtube.com/watchv=v2EZnLm_g2Q&ab_channel=PankajMathpal This video is for educational and informational purposes only. Viewers" [YouTube Link](https://youtube.com/watch?v=3eKB6nj4PKA) 2023-10-26T21:55Z 114K followers, [----] engagements "Axis Global Innovation Fund of Fund. review by Pankaj Mathpal Axis Global Innovation Fund of Fund is an open ended fund of fund scheme investing in Schroder International Selection Fund Global Disruption. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our" [YouTube Link](https://youtube.com/watch?v=3gv6Woi4sTA) 2021-05-13T10:06Z 147K followers, 26.3K engagements "Is it safe to invest in Government Bonds :Pankaj Mathpal Investment in Bonds is a good choice for investors who are looking for a fixed income. Since most of the bonds are listed in the exchange and tradable and hence bond price changes based on the supply or demand. Investors must assess their risk appetite before investing in bonds. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. Please watch https://www.youtube.com/watchv=8goHe. Please subscribe to our youtube channel:" [YouTube Link](https://youtube.com/watch?v=4SqjB9mMCuo) 2023-10-19T17:15Z 116K followers, [----] engagements "Indias Journey to Financial Independence; insights from Mr. Navneet Munot Independence Day Special Financial Freedom with Mr. Navneet Munot What does financial freedom truly mean In this Independence Day special I sit down with Mr. Navneet Munot MD & CEO of HDFC Mutual Fund & Chairman of AMFI to discuss: ✅ The meaning of financial freedom personally & for India ✅ The journey from Barni se Azaadi to disciplined investing ✅ Mutual funds as a tool for achieving financial independence ✅ The remarkable 6X growth of Indias Mutual Fund AUM in [--] years ✅ The SIP revolution and the road ahead." [YouTube Link](https://youtube.com/watch?v=4lZ3Xkvfiqg) 2025-08-14T15:20Z 150K followers, [----] engagements "How to build an investment portfolio for different financial goals Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up" [YouTube Link](https://youtube.com/watch?v=4sDKKV86uX8) 2025-03-12T13:43Z 145K followers, [----] engagements "Everything you want to know about Bajaj Finserv Small cap Fund Bajaj Finserv Mutual Fund has announced the launch of Bajaj Finserv Small Cap Fund An open ended equity scheme predominantly investing in small cap stocks. ☑ NFO Opens: 27th June [----] ☑ NFO Closes: 11th July [----] Investment Objective: The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of small cap companies. However there is no assurance that the investment objective of the Scheme will be achieved. Minimum Application Amount During NFO: Minimum application" [YouTube Link](https://youtube.com/watch?v=4ta2i1i51-E) 2025-06-27T06:37Z 149K followers, [----] engagements "How to decide the SIP amount Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and" [YouTube Link](https://youtube.com/watch?v=50K7PlHsUjg) 2024-10-28T12:01Z 149K followers, [----] engagements "ICICI Prudential Rural Opportunities Fund NFO Review ICICI Prudential Mutual Fund has announced the launch of the ICICI Prudential Rural Opportunities Fund an open-ended equity scheme focused on rural and allied sectors. The New Fund Offer (NFO) will open for subscription on January [--] and close on January [--]. The scheme will primarily focus on sectors that contribute to and benefit from the growth and development of rural India. Its goal is to generate long-term wealth by primarily investing in equity and equity-related instruments of companies engaged in rural and allied sectors. Mutual Fund" [YouTube Link](https://youtube.com/watch?v=5Gk_DcNYBTg) 2025-01-10T15:28Z 147K followers, [----] engagements "INDEX Funds of my choice Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video https://youtu.be/BDiWI6KOqaQsi=yW6aCUw8mLaZZir9" [YouTube Link](https://youtube.com/watch?v=5jo7dGGhhIk) 2024-04-07T05:30Z 129K followers, [----] engagements "How can you select the right flexi-cap fund Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=6097_LD9PH4) 2025-04-01T11:12Z 146K followers, [----] engagements "Plane Crash Compensation: Who Pays and How Much What Happens If a Plane Crashes Insurance Compensation & Your Rights Explained In this video we break down how airline insurance travel insurance and credit-card accident covers work in the unfortunate event of a plane crashlike the recent tragic Air India incident. --- 🔍 In This Video: Part 1: Airline Insurance What and How Much Is Covered Major airlines like Air India purchase comprehensive aviation insurance for each aircraft. This includes: ✔ Hull All Risk (damage to aircraft) ✔ Passenger Liability (for every traveler) ✔ Third-Party" [YouTube Link](https://youtube.com/watch?v=6S-gtfm9GvA) 2025-06-17T13:46Z 147K followers, [---] engagements "Don't mix your investment with insurance" [YouTube Link](https://youtube.com/watch?v=6pZ-bRRWJHg) 2024-11-01T07:33Z 141K followers, [----] engagements "Benefits Of Buying Sovereign Gold Bonds In The Secondary Market Pankaj Mathpal Detailed video on Buying Sovereign Gold Bonds In The Secondary Market. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video:https://youtu.be/WRxsD81wJr0 Also watch:https://youtu.be/wCK-eW8bfwE Follow me on social media: https://www.facebook.com/PankajMathpa. https://twitter.com/pankajmathpal instagram.com/pankajmathpal #sovereigngoldbond #sgb #pankajmathpal #financialplanning #secondarymarket" [YouTube Link](https://youtube.com/watch?v=7ZeDc-uJy90) 2022-09-07T06:04Z 146K followers, 18.4K engagements "Should you do SIP and SWP Simultaneously Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the" [YouTube Link](https://youtube.com/watch?v=8-pQ3qNHLOw) 2025-01-29T15:07Z 144K followers, [----] engagements "Things you should do during Market Correction Greed and fear refer to two opposing emotional states theorized as factors causing the unpredictability and volatility of the stock market and irrational market behavior inconsistent with the efficient-market hypothesis. Warren Buffett once said that it is wise for investors to be fearful when others are greedy and greedy when others are fearful. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities" [YouTube Link](https://youtube.com/watch?v=91OfQ4mmBo8) 2022-02-16T11:33Z 146K followers, [----] engagements "ICICI Prudential Mutual Fund - BOOSTER STP Pankaj Mathpal ICICI Prudential Mutual Fund has launched a booster systematic transfer plan an enhanced systematic transfer plan (STP) wherein unit holders based on market valuations can opt to transfer variable amounts from one source scheme to a designated target scheme at defined intervals. Booster STP can vary installment amount from [---] times to [--] times of base installment amount based on equity valuation index. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or" [YouTube Link](https://youtube.com/watch?v=9OLDKFVr5Qw) 2021-09-18T12:10Z 148K followers, 19.3K engagements "ETF Vs Index Fund: Which Is Better ForYou Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmat. You may like to watch this video: https://youtu.be/EfETLiouKPw Also watch:https: https://youtu.be/h2OP7cr16FM" [YouTube Link](https://youtube.com/watch?v=AN1q-UDMSBk) 2023-07-01T06:20Z 141K followers, [----] engagements "How to manage cash flow with Mutual Funds Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=AfazbvqS8H0) 2023-08-25T12:23Z 141K followers, [----] engagements "How to achieve financial freedom through investment Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down" [YouTube Link](https://youtube.com/watch?v=B42ThQKgKIw) 2025-01-08T13:30Z 143K followers, [----] engagements "Where to invest in the volatile market Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the" [YouTube Link](https://youtube.com/watch?v=B9AOph404YU) 2025-01-06T15:05Z 146K followers, [----] engagements "Suitable Mutual Funds for Senior Citizens. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=BDiWI6KOqaQ) 2023-09-12T12:57Z 141K followers, 15.3K engagements "Small Cap Dilemma Hear It from the Fund Manager. Mutual fund investments are subject to market risks read all scheme related documents carefully" [YouTube Link](https://youtube.com/watch?v=BVGnH4G6eNE) 2025-04-14T14:20Z 147K followers, [----] engagements "Balanced Advantage Fund: Aiming to Balance Growth & Stability This is an investor education and awareness initiative by Mirae Asset Mutual Fund. Mutual Fund investments are subject to market risks read all scheme-related documents carefully The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes Follow me on social media: https://www.facebook.com/PankajMathpal" [YouTube Link](https://youtube.com/watch?v=Bk-S1j0EM70) 2025-01-15T13:02Z 144K followers, [----] engagements "How can you switch from regular to direct plan Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=Cnv55iDKkT4) 2025-05-10T11:30Z 146K followers, [----] engagements "Can I get Rs. [-----] per month on an investment of Rs. [--] Lakh Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or" [YouTube Link](https://youtube.com/watch?v=CtuTsDz4SqI) 2023-09-05T11:30Z 141K followers, 12.2K engagements "Start SIP or repay your loan Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and" [YouTube Link](https://youtube.com/watch?v=Cvu02toTXLg) 2024-08-09T14:56Z 141K followers, [----] engagements "Mirae Asset Multicap Fund will help achieving diversification. Mirae Asset Mutual Fund launched a new fund offer for its Mirae Asset Midcap Fund an open ended equity scheme predominantly investing in mid cap stocks. The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of mid cap companies. From time to time the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction. The minimum subscription amount is Rs 5000" [YouTube Link](https://youtube.com/watch?v=DhHiSFkqtjk) 2023-07-26T13:57Z 149K followers, 10.6K engagements "Can Active Funds Beat Index Funds in the Long Term Is it better to invest in Active Mutual Funds or go with low-cost Passive Index Funds In this video we analyse long-term performance of Midcap Funds comparing active funds with the Nifty Midcap [---] TRI index. Youll see: How many active funds actually beat the index over [--] [--] and [--] years Whether passive investing really makes more sense for the long term A real-world example of index vs a top-performing active fund Agar aap bhi confuse hain ki Active fund better hai ya Passive toh yeh video aapke liye hai. Disclaimer: Mutual fund investments" [YouTube Link](https://youtube.com/watch?v=E-NMvCyI75E) 2025-05-26T13:14Z 147K followers, [----] engagements "quant Dynamic Asset Allocation Fund NFO Review quant Mutual Funds has launched quant Dynamic Asset Allocation Fund NFO which is open for subscription from 23.03.2023. Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel:" [YouTube Link](https://youtube.com/watch?v=EkrA9Rr2qrs) 2023-03-28T09:31Z 146K followers, 10.7K engagements "Releif u/s 89(1) of Income Tax Act Tax is calculated on the taxpayers total income earned or received during the financial year. If the assessee has received any portion of salary in arrears or in advance or received a family pension in arrears under the Income Tax Act it is allowed to claim tax relief under section 89(1). This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents" [YouTube Link](https://youtube.com/watch?v=EqXEGFEq1po) 2021-11-06T07:51Z 149K followers, 25K engagements "Made the Switch to Direct SIP Here's What Follows Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=F1yCC_8O0Fw) 2025-05-29T13:25Z 147K followers, [----] engagements "Nivesh ke Gurumantra by Mr. Nimesh Shah MD & CEO- ICICI Prudential AMC Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please like our channel : https://youtube.com/@pankajmathpalsi=YIQ8kLFmbHATd8xt Follow me on social media: https://www.facebook.com/PankajMathpal" [YouTube Link](https://youtube.com/watch?v=FZQDCRteK4o) 2024-02-22T14:42Z 141K followers, 15.1K engagements "A CEO's nvestment Journey: Inspired by His Father In this exclusive conversation Mr. Saurabh Nanavati CEO of Invesco Mutual Fund shares how he began his investment journey in the equity market. Inspired by his father he took his first steps into the world of investing gaining valuable lessons that shaped his financial wisdom. Watch this insightful reel to learn from his experience #SaurabhNanavati #InvestmentJourney #MutualFunds #StockMarket #inspiration" [YouTube Link](https://youtube.com/watch?v=FhhzYdNlYnM) 2025-03-03T12:55Z 145K followers, [---] engagements "Capital Gains Tax applicable on redemption of Mutual Funds Pankaj Mathpal Gains arising out of the transfer of capital assets are known as Capital Gains. Depending on the holding period of the capital asset before the transfer of the capital asset gains can be considered a long term capital gains or long term capital gains. Mutual Fund investments are subject to market risks read all scheme related documnts carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past" [YouTube Link](https://youtube.com/watch?v=GEJINteXvXw) 2023-04-30T06:50Z 141K followers, 13.1K engagements "Should You Start SWP from a Small Cap Fund Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=GSgbxR4lkZk) 2025-04-08T13:51Z 148K followers, [----] engagements "ICICI Prudential Balanced Advantage funds- a smart investment choice. Balanced Advantage funds invest the money in equity shares and bonds though their proportions are not fixed. ICICI Prudential Balanced Advantage Fund is a pioneer fund in this category. I have reviewed the scheme in this video. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds" [YouTube Link](https://youtube.com/watch?v=H3rmF2XVLVE) 2021-05-23T15:31Z 149K followers, 33.9K engagements "Know the investment style of Quant funds Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video https://youtu.be/BDiWI6KOqaQsi=yW6aCUw8mLaZZir9 #mutualfunds" [YouTube Link](https://youtube.com/watch?v=HBcJn--2ACY) 2024-04-12T11:30Z 129K followers, [---] engagements "Edelweiss Business Cycle Fund NFO Review Edelweiss Mutual Fund has announced the launch of Edelweiss Business Cycle Fund an open-ended equity scheme following business cycle-based investing theme Investment Objective - The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. Issue Open Date: Jul [--] [----] Issue Close Date: Jul [--] [----] Allotment Date: Jul [--] 2024" [YouTube Link](https://youtube.com/watch?v=HIFwOAXpcnQ) 2024-07-12T05:45Z 135K followers, [----] engagements "Best funds for SIP Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces" [YouTube Link](https://youtube.com/watch?v=I_w61xw0SZQ) 2024-10-24T09:42Z 149K followers, 12.4K engagements "Aditya Birla Sun Life Flexi Cap Fund Fund Review Pankaj Mathpal ABSL Flexi Cap Fund has built a track record of over [--] years in cherry picking strong businesses and creating wealth. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Click here to know more about the scheme-" [YouTube Link](https://youtube.com/watch?v=IdI8nTX66BA) 2022-08-27T04:49Z 146K followers, 11.2K engagements "Suitable funds in the present market condition. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=IrcokjdRG1A) 2024-08-18T05:46Z 141K followers, 12.5K engagements "Bull Vs Bear Market The Real Secret of Wealth Creation In this exclusive podcast Aashish Somaiyaa CEO of WhiteOak Capital Mutual Fund shares his insights on wealth creation investor behavior and the true lessons learned in bull and bear markets. Discover: Why bear markets are the best teachers for investors The role of mutual funds in financial independence Key principles of long-term wealth creation This conversation will inspire you to think differently about investing and understand how discipline patience and the right approach can help achieve financial goals. ⚠ Disclaimer This video is" [YouTube Link](https://youtube.com/watch?v=IsJFn3DmJb8) 2025-08-16T11:33Z 150K followers, [----] engagements "Not happy with your insurer Lodge your complaint at IGMS portal. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future" [YouTube Link](https://youtube.com/watch?v=J0Zg5rMYhYc) 2021-11-26T05:52Z 149K followers, [----] engagements "Should you switch from small cap to hybrid funds Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=JMsdt26Aezs) 2025-06-24T12:45Z 147K followers, [----] engagements "Financial planning for children's education & marriage Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down" [YouTube Link](https://youtube.com/watch?v=Js3r843Lqrw) 2024-12-21T13:15Z 146K followers, [----] engagements "Money Matters for Fathers: Investments Insurance & Retirement Planning On this special occasion of Fathers Day join personal finance expert Pankaj Mathpal as he shares practical financial planning tips for fathers across all age groups whether you're a young dad nearing retirement or a retired senior citizen. ✅ In this video we cover: 🔹 Key financial goals every father should plan for 🔹 Smart investment options for ages [----] [----] and 60+ 🔹 Best choices in Equity Debt Stocks and Small Savings Schemes 🔹 Retirement planning for a secure future 🔹 Importance of Life Insurance & Health" [YouTube Link](https://youtube.com/watch?v=JusXsJeuhGk) 2025-06-14T14:40Z 147K followers, [----] engagements "Sovereign Gold Bond Scheme 2023-24 (Series II) The Sovereign Gold Bond Scheme 2023-24 - Series II is open for subscription for the period from [--] September to [--] September [----]. The nominal value of the bond is 5923/- per gram of gold. There is a discount of Rs. [--] per gm applicable if the payment is made by digital mode. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Please subscribe to our youtube channel: https://www.youtube.com/PankajMathpal. You may" [YouTube Link](https://youtube.com/watch?v=K0l0OYQn490) 2023-09-11T12:32Z 141K followers, 42K engagements "The wealth creation formula by Mr. Sundeep Sikka MD & CEO- Nippon India AMC Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video" [YouTube Link](https://youtube.com/watch?v=KKlorhdH5vw) 2024-04-02T06:50Z 141K followers, [----] engagements "Know the ways to create wealth. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. SWP Video:" [YouTube Link](https://youtube.com/watch?v=KOQTExMl5vw) 2024-11-16T16:14Z 142K followers, [----] engagements "Can you expect a CAGR of 15% on your investment Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending" [YouTube Link](https://youtube.com/watch?v=LOgQHgi38no) 2023-09-28T11:30Z 142K followers, [----] engagements "Here's why you should invest in Gilt Funds By: Pankaj Mathpal Gilt funds are debt funds that invest primarily in government securities. We are going to discuss following points in the video. #GiltFunds #PankajMathpalCFP #GovernmentSecurities #DebtFunds Gilt funds invest minimum 80% of assets in Government Securities. Government Securities never default on payment. Gilt funds do not carry default risk. Gilt funds only carry interest rate risk. If interest rate rises then NAV of Gilt funds will fall. Gilt funds perform better in falling interest rate regime. Here is the link to subscribe our" [YouTube Link](https://youtube.com/watch?v=Lsk2Dsqg0uM) 2020-06-18T08:59Z 149K followers, [----] engagements "ICICI Prudential NASDAQ [---] Index Fund NFO Review Pankaj Mathpal ICICI Prudential NASDAQ [---] Index Fund The scheme invests in NASDAQ-100 INDEX giving exposure to [---] largest globally leading non financial companies The NFO opens on 27.09.2021 and closes on 11.10.2021. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative" [YouTube Link](https://youtube.com/watch?v=M-RU2AWTlIU) 2021-09-28T15:45Z 149K followers, 23.9K engagements "ICICI Prudential Passive Multi-Asset FOF Pankaj Mathpal NFO Review ICICI Prudential Passive Multi-Asset Fund of Funds is a Fund of Funds scheme with the primary objective to generate returns by predominantly investing in passively managed funds launched in India and/or overseas. However there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market" [YouTube Link](https://youtube.com/watch?v=Mp5yOHfswIs) 2021-12-27T04:30Z 146K followers, [----] engagements "Mirae Asset Multi Asset Allocation Fund Your Path to Diversified Growth Mirae Asset Mutual Fund launched a new fund offer for its Mirae Asset Multi Asset Allocation Fund an open ended equity scheme predominantly investing in mid cap stocks. The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of mid cap companies. From time to time the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction. The minimum" [YouTube Link](https://youtube.com/watch?v=NTlLPuATieE) 2024-01-12T12:47Z 146K followers, [----] engagements "An investment plan to achieve Rs. [--] crore in [--] years Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down" [YouTube Link](https://youtube.com/watch?v=OJgAguhS9ls) 2024-12-07T13:39Z 143K followers, 16.1K engagements "Credit Risk Funds Credit risk funds are types of debt funds that lend at least 65% of their total assets to below top rated companies in the form of bonds and debentures etc. Money is lent the poor rated companies at higher interest rate but it also comes with higher risk. Some times these companies default in meeting their obligations and investors in such mutual funds lose their money. Investors with high risk appetite and who understand the capital market should only invest in these funds. Investors should take limited exposure in Credit Risk Funds. Also read:" [YouTube Link](https://youtube.com/watch?v=ObZD617fLhs) 2020-05-23T17:10Z 146K followers, [----] engagements "How to E-verify Income Tax Return (ITR) To complete the ITR filing process it is mandatory to verify your Income Tax Return (ITR) within [--] days of filing. If you don't verify it on time your ITR will be considered invalid. E-verification is the most convenient and instant method for verifying your ITR. #itr #E-Verification #cpc #aadhaar #financialfreedom #financialplanning #financialeducation #financialliteracy #financialadvisor #wealthmanagement" [YouTube Link](https://youtube.com/watch?v=OzSMdqHLxEw) 2023-08-05T15:29Z 147K followers, 10.9K engagements "The Launch of Mirae Asset Balanced Advantage Fund NFO Pankaj Mathpal Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video:https://youtu.be/pJ-TdoBRv74" [YouTube Link](https://youtube.com/watch?v=QNYF1tGbYLw) 2022-07-26T15:30Z 146K followers, [----] engagements "Know the benefits of investing in ICICI Prudential EquitySavingsFund Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this" [YouTube Link](https://youtube.com/watch?v=Qq0YjZheTfg) 2023-07-07T11:15Z 146K followers, 13.5K engagements "Holi & Finance: Lessons for Smart Money Management" [YouTube Link](https://youtube.com/watch?v=QyPCyAgPPGw) 2025-03-13T14:26Z 145K followers, [---] engagements "Suitable Funds for an Investment Horizon of 10-15 Years Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down" [YouTube Link](https://youtube.com/watch?v=ReBbxVxkVFM) 2024-07-12T11:30Z 142K followers, [----] engagements "Mr. Nimesh Shah MD & CEO of ICICI Prudential Mutual Fund sharing wealth management tips" [YouTube Link](https://youtube.com/watch?v=S7Qe3MdWXR4) 2024-03-08T02:16Z 147K followers, [----] engagements "Smart Investing: Balancing Returns and Risks Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon" [YouTube Link](https://youtube.com/watch?v=SZ6Asv1Xswo) 2025-06-12T14:01Z 147K followers, [----] engagements "How Hybrid Funds may Help Avoid Behavioural Biases in Investment This is an investor education and awareness initiative by Mirae Asset Mutual Fund. Mutual Fund investments are subject to market risks read all scheme-related documents carefully The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes Follow me on social media: https://www.facebook.com/PankajMathpal" [YouTube Link](https://youtube.com/watch?v=TctoMfPiESI) 2025-01-22T11:48Z 144K followers, [---] engagements "Investment Rs. [--] Lakhs and Target Rs. [--] crores. How to make this possible Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may" [YouTube Link](https://youtube.com/watch?v=TvcaYGs5PA0) 2023-09-02T12:46Z 114K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@pankajmathpal Pankaj MathpalPankaj Mathpal posts on YouTube about investment, insurance, stocks, india the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance countries technology brands social networks stocks financial services currencies exchanges cryptocurrencies
Social topic influence investment, insurance #1326, stocks, india, company, debt, asset allocation, fund manager, in the, money
Top accounts mentioned or mentioned by @pankajmathpalsiyiq8klfmbhatd8xt @axismfcom @viplavmajumdarplanyourworld
Top assets mentioned BlackRock Inc (BLK) Quant (QNT)
Top posts by engagements in the last [--] hours
"Home Loan Insurance is important If a loan customer buys a Life Insurance policy and dies during the term of the policy the outstanding Loan amount can be settled out of the insurance claim. It's not mandatory but advisable to buy a term life insurance policy with a sum assured equivalent to the loan outstanding and a term equivalent to the tenure of the loan. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market"
YouTube Link 2021-12-03T07:10Z 150K followers, 139K engagements
"NPS Tier II Account- Features & Benefits. :Pankaj Mathpal National Pension System (NPS) is a government-run pension cum investment scheme. There are two types of accounts under the NPS- Tier-I account & Tier-II account. Tier-I account is a restricted withdrawable account but theTier-II account is a voluntary savings facility. There is no minimum and maximum contribution requirement for the financial year Under NPS Tier-II account. I'm going to talks about NPS Tier-II account in this video. This video is for educational and informational purposes only. Viewers should consult their financial"
YouTube Link 2020-08-02T03:34Z 150K followers, 203.1K engagements
"Can a Balanced Advantage Fund Handle Market Volatility In this video Aparna Shankar CIO Equity at The Wealth Company Mutual Fund explains the investment strategy of The Wealth Company Balanced Advantage Fund. The New Fund Offer (NFO) of the scheme is open from 27th January [----] to 10th February [----]. The fund aims to deliver long-term capital appreciation through a disciplined mix of equity and debt investments. It seeks to dynamically manage exposure between equity and debt based on market conditions valuations and risk indicators. The scheme will invest a minimum of 65% in equity and"
YouTube Link 2026-01-31T06:21Z 150K followers, [----] engagements
"Portfolio diversification with Fund of Funds A fund of funds (FOF) is a pooled fund that invests in other funds. The fund of funds (FOF) strategy aims to achieve broad diversification and appropriate asset allocation with investments in a variety of fund categories that are all wrapped into one portfolio. Interaction with Mr. Chintan Haria Head - Product Development & Strategy ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any"
YouTube Link 2022-08-20T11:31Z 150K followers, [----] engagements
"Manage your cashflow with SWP Systematic Withdrawal Plan (SWP) facility offered by mutual funds helps provide regular cash flows at a defined frequency. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates."
YouTube Link 2021-12-06T15:21Z 150K followers, 31.5K engagements
"Decoding the Fund Strategy with the Fund Manager In this exclusive interview I speak with Mr. Bhalchandra Shinde Fund Manager of the Motilal Oswal Manufacturing Fund a thematic fund focused on Indias manufacturing growth story. The scheme has completed a little over a year and in this conversation we decode its investment philosophy sectoral exposure and the role manufacturing can play in long-term wealth creation. Key Takeaways from the Interview: Why a dedicated focus on Indias manufacturing theme Portfolio construct & key growth drivers How the fund identifies high-quality manufacturing"
YouTube Link 2026-01-09T04:53Z 150K followers, [----] engagements
"Choose between Old Tax Regime and New Tax Regime (FY 2023-24) Applicable for FY 2023-24"
YouTube Link 2023-02-09T07:40Z 150K followers, 1.1M engagements
"ICICI Prudential Business Cycle Fund Fund Review ICICI Prudential Business Cycle Fund is designed to help investors navigate Indias evolving economic cycles with a disciplined and dynamic approach. Instead of focusing on a single sector or theme this fund identifies opportunities based on where the economy is currently positioned expansion slowdown recovery or peak. In this video we break down how the Business Cycle strategy works what makes this fund different and the type of investor it suits. Youll learn how the fund manager shifts between sectors and styles depending on the economic"
YouTube Link 2025-11-26T04:11Z 150K followers, [----] engagements
"One scheme multiple assets- ICICI Prudential Asset Allocator Fund (FoF) ICICI Prudential Asset Allocator (FOF) Fund is Open-ended Multi Asset Allocation Hybrid scheme which belongs to ICICI Prudential Mutual Fund House. The fund was launched on Dec [--] [----]. Investment objective & Benchmark [--]. The investment objective of the fund is that " The Scheme seeks to generate capital appreciation primarily from a portfolio of equity debt and gold schemes accessed through the diversified investment styles of underlying schemes. " [--]. It is benchmarked against CRISIL Hybrid 50+50 Moderate Index"
YouTube Link 2024-08-26T14:14Z 150K followers, 11.2K engagements
"SIF vs MF: Which One is Right for You Welcome to a brand-new investment avenue Specialised Investment Funds (SIFs) introduced by SEBI In this video we decode: What are SIFs How are they different from Mutual Funds and PMS Who can invest in them Investment strategies under SIFs Benefits and risks associated with SIFs Eligibility criteria and regulatory framework Should HNIs consider shifting from MFs to SIFs If you're an advanced investor HNI or portfolio manager looking for more flexible and innovative strategies beyond mutual funds this video is a must-watch Disclaimer: Mutual Fund"
YouTube Link 2025-05-09T12:33Z 150K followers, 34.8K engagements
"Canara Robeco Focused Equity Fund. NFO Review : Pankaj Mathpal Canara Robeco Focused Equity Fund is an open-ended equity scheme which takes a concentrated exposure in not more than [--] high conviction stocks across market capitalisation depending on the growth opportunities. Fund tends to benefit from the active allocation to the select best ideas with an aim to achieve optimal portfolio diversification across sectors to manage risk. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the"
YouTube Link 2021-04-25T15:49Z 150K followers, [----] engagements
"Nippon India Passive Flexicap FoF Pankaj Mathpal The Fund will invest in units of ETFs/Index Funds of Nippon India Mutual Fund basis the Industrys Multicap category allocation as provided by CRISIL every month. The rebalancing will be done on a monthly basis. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future"
YouTube Link 2021-10-30T12:22Z 150K followers, [----] engagements
"If the insurance company rejects your claim you can approach the Insurance Ombudsman. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily"
YouTube Link 2021-11-27T06:08Z 150K followers, 133.1K engagements
"No Claim Bonus (NCB) Protection Cover A No Claim Bonus (NCB) is offered by theinsurance companyto the policyholder on the own-damage (OD) premium amount of theCar/ Bike insurance Policy for a claim free yearat the time of policy renewal.The NCB ranges between 20%-50% depending on the number of claim-free years. But in general the policyholder loses the benefit if he raises the claim. NCB Protection cover can be bought as a add-on cover with the motor insurance policy. It can protects the NCB even if the claim is raised by the policyholder. This video is for educational and informational"
YouTube Link 2021-12-03T07:59Z 150K followers, 73K engagements
"Aditya Birla Sun Life Dividend Yield Fund Pankaj Mathpal A well-diversified fund that invests predominantly in equity and equity related stocks with a high dividend yield (i.e. dividend paid in the previous year divided by the current market price per stock) at the point of investment. The scheme aims to identify those stocks whose dividend yield is higher than the dividend yield of Niy [--] Index last released / published by NSE. This means that these are companies that regularly declare dividend to their investors. Mutual Fund investments are subject to market risks read all scheme related"
YouTube Link 2023-10-20T08:31Z 150K followers, [----] engagements
"Mahindra Manulife Value Fund NFO NFO Review Mahindra Manulife Mutual Fund has launch of Mahindra Manulife Value Fund an open-ended equity scheme designed for investors seeking long-term growth through a value investing approach. The fund aims to identify and invest in fundamentally strong yet undervalued companies unlocking their potential for sustainable returns. The new fund offer or NFO of the scheme is open for subscription and will close on February [--]. The scheme will reopen for continuous sale and repurchase on March 5"
YouTube Link 2025-02-12T10:30Z 150K followers, [----] engagements
"The Wealth Company Balanced Advantage Fund: Managing Risk in Volatile Markets Market volatility can be unsettling for investors especially during sharp ups and downs in equity markets. In such times maintaining the right balance between risk and return becomes critical. In this video we take a closer look at The Wealth Company Balanced Advantage Fund and discuss how balanced advantage funds aim to manage market volatility through dynamic asset allocation between equity and debt. We explain how these funds adjust exposure based on market conditions valuations and risk indicators without"
YouTube Link 2026-02-08T03:30Z 150K followers, [---] engagements
"Taxation of Sovereign Gold Bonds Though the tenor of the bond is [--] years early encashment/redemption of the bond is allowed after the fifth year from the date of issue on coupon payment dates. The bond will be tradable on Exchanges if held in Demat form. It can also be transferred to any other eligible investor. Interest on the Bonds will be taxable as per the provisions of the Income-tax Act [----]. The capital gains tax arising on redemption of SGB to an individual has been exempted. The indexation benefits will be provided to long terms capital gains arising to any person on transfer of"
YouTube Link 2022-02-09T12:53Z 150K followers, 19.3K engagements
"ICICI PRUDENTIAL PSU EQUITY FUND NFO Review Pankaj Mathpal ICICI Prudential Mutual Fund has announced the launch ICICI Prudential PSU Equity Fund. The NFO will open on [--] August [----] and closes on [--] September [----]. The scheme may invest in opportunities across market capitalizations i.e. large mid or small cap. With minimum 80% in PSU stocks the scheme may invest up to 20% in other equity and equity related securities. According to the fund house the scheme is suitable for investors looking for opportunities to participate in the potential growth story of PSUs as they look appear to be"
YouTube Link 2022-08-23T15:31Z 150K followers, 13.1K engagements
"WhiteOak Capital Special Opportunities Fund NFO Review WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Special Opportunities Fund. The fund is an open-ended equity scheme that will be following a special situations theme. The new fund offer or NFO will open for subscription on May [--] and it will close on May [--]. The investment objective of the fund is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.) government policy and/or regulatory"
YouTube Link 2024-05-22T15:06Z 150K followers, [----] engagements
"NOC not required to sell or let-out a flat in society"
YouTube Link 2022-04-16T15:18Z 150K followers, 24.8K engagements
"Discussion with Mt. Chintan Haria On ICICI Prudential Multi Asset Fund Interview This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative"
YouTube Link 2024-11-18T10:30Z 150K followers, 25.2K engagements
"How to Build a Balanced Multi-Asset Portfolio Debt Outlook Allocation Strategy & Gold Insights In this detailed conversation with The Wealth Company Mutual Funds CIO (Debt) Mr. Umesh Sharma we explore the complete framework behind multi-asset allocation debt market strategy and building a stable long-term portfolio. What is the debt outlook for the coming months Will RBI cut interest rates soon How does a Multi-Asset Allocation Fund decide its equity debt & gold exposure Why liquidity and high-quality securities matter in debt investing How often should a fund manager rebalance asset"
YouTube Link 2025-12-01T03:45Z 150K followers, [----] engagements
"SWP calculation explained in MS Excel This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please"
YouTube Link 2022-06-24T13:33Z 150K followers, 82.1K engagements
"Premature redemption of Sovereign Gold Bond Scheme (SGB) Though the tenor of the bond is [--] years early encashment/redemption of the bond is allowed after the fifth year from the date of issue on coupon payment dates. The bond will be tradable on Exchanges if held in Demat form. It can also be transferred to any other eligible investor. Interest on the Bonds will be taxable as per the provisions of the Income-tax Act [----]. The capital gains tax arising on redemption of SGB to an individual has been exempted. The indexation benefits will be provided to long terms capital gains arising to any"
YouTube Link 2022-02-09T12:50Z 150K followers, 19K engagements
"Mahindra Manulife Banking and Financial Services Fund NFO Mahindra Manulife Mutual Fund has announced the launch of Mahindra Manulife Banking and Financial Services Fund an open-ended equity scheme that aims to provide long-term capital appreciation by investing in a portfolio of equity and equity-related securities of companies engaged in banking and financial services activities. The new fund offer or NFO of the scheme is open for subscription on June [--] and will close on July [--]. The scheme will reopen for continuous sale and repurchase from July [--]. The scheme is suitable for investors"
YouTube Link 2025-06-30T10:26Z 150K followers, 13.1K engagements
"Is This the Right Time to Invest in Small Cap Funds In this video we discuss the current market outlook and take a deep dive into the small-cap mutual fund space amid volatility and recent corrections. Joining me are Chirag Mehta CIO and Abhilasha Satale Fund Manager who jointly manage the Quantum Small Cap Fund. We cover key topics such as: Overall market outlook Current valuations in the small-cap segment Reasons behind the funds strong relative performance Risk management in small-cap investing Fund size concerns and scalability How investors should approach small caps going forward This"
YouTube Link 2026-01-20T11:01Z 150K followers, [----] engagements
"How to get regular income with capital appreciation Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down"
YouTube Link 2023-11-03T11:30Z 150K followers, [----] engagements
"Investment Plan for a New Born Baby The calculation is based on the assumption that Nifty [--] index fund will grow at a CAGR of 12%. Mutual Fund Investments are subject to market risks. Read scheme related documents carefully. Shorts #Nifty #financialawareness #PankajMathpal #financialplanning #investoreducation #WealthManagement"
YouTube Link 2022-10-04T14:07Z 150K followers, 138.9K engagements
"Should You Invest in a Dividend Yield Fund Now In this episode of FundNama Pankaj Mathpal explains what Dividend Yield Funds are how they work and whether they deserve a place in your portfolio right now. He also reviews one of the leading schemes in this category ICICI Prudential Dividend Yield Equity Fund and breaks down its portfolio strategy performance risk profile and suitability for long-term investors. If youre looking for a mutual fund that offers a balance of growth potential and downside protection this video will help you understand whether a Dividend Yield Fund is right for you."
YouTube Link 2025-10-05T12:56Z 150K followers, [----] engagements
"Importance of Asset Allocation in investment portfolio Don't put all your eggs in one basket. Asset allocation is the key to success of your investment portfolio. #FinancialPlanning #FinancialFreedom #FinancialEducation #IEP #PankajMathpal #Reels #Shorts #Russia #Ukraine #Equity #GoldETF #SilverETF #AssetAllocation"
YouTube Link 2022-03-09T11:02Z 150K followers, [----] engagements
"Do You Really Need a Financial Advisor In this exclusive conversation Pankaj Mathpal speaks with Mr. Debashis Mohanty Chief Strategy Officer of The Wealth Company Mutual Fund on why a Financial Advisor plays a crucial role in your investment journey. From helping investors avoid common mistakes to creating a goal-based investment plan a financial advisor brings expertise experience and discipline all essential for long-term wealth creation. Watch this insightful discussion to understand: Why investors should consider guidance from a qualified advisor How advisors add value beyond just product"
YouTube Link 2025-11-19T03:30Z 150K followers, [----] engagements
"Return to Invoice Insurance Cover . . #carinsurance #rti #insurancepolicy #ikeimsurance #imsuranceclaim #noclaimbonus l return to invoice car insurance motor insurance bike insurance insurance claim ombudsman return to invoice car insurance motor insurance bike insurance insurance claim ombudsman"
YouTube Link 2021-12-04T07:51Z 150K followers, 57K engagements
"MF Investment in the name of a minor child Where the mutual fund account/folio is opened on behalf of a minor through the parent as a guardian the parent must be KYC compliant. A child's birth certificate or any valid age proof along with bank mandates is require #Investment #FinancialPlanning #financial literacy #WealthManagement #PankajMathpal #MutualFund #youtubepartner #YouTubeShorts"
YouTube Link 2021-12-20T12:22Z 150K followers, [----] engagements
"Will a Micro Cap Fund deliver better returns than a Small Cap Fund Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up"
YouTube Link 2025-05-19T13:04Z 150K followers, [----] engagements
"Is This the Right Time for a Financial Services Fund In this video we discuss the current equity market environment and take a closer look at the financial services sector in India. The conversation explores why financial services play a critical role in Indias economic growth and how long-term structural trends such as formalisation financialisation digital adoption and rising investor participation are shaping opportunities within the sector. We also discuss why this phase could be relevant for financial servicesfocused investments the risks associated with sector-specific funds and how"
YouTube Link 2026-02-04T06:09Z 150K followers, [----] engagements
"ICICI Prudential Value Fund Review Buy Good Companies at the Right Price In this video we dive deep into ICICI Prudential Value Fund one of Indias oldest and most respected equity value funds. Whether youre a long-term investor or exploring value investing strategies this fund has a lot to offer. What is ICICI Prudential Value Fund ICICI Prudential Value Fund (earlier known as Value Discovery Fund) is an open-ended equity mutual fund that follows a value investing approach focusing on fundamentally strong companies trading below their intrinsic worth. Investment Strategy Explained"
YouTube Link 2025-12-31T03:45Z 150K followers, [----] engagements
"Long Term Capital Gain Bonds"
YouTube Link 2022-03-08T12:51Z 150K followers, [----] engagements
"Small Cap vs Micro Cap Which One Should You Invest In Are you confused between Small Cap and Micro Cap funds Wondering which is better for your investment portfolio In this video Pankaj Mathpal explains the key differences between small cap and micro cap stocks and mutual funds how SEBI classifies them and what kind of companies fall under each category. You'll also learn about the benchmark indices like Nifty Smallcap [---] and Nifty Microcap [---] along with their recent performance. We also compare active small cap funds with the only passive micro cap fund available in India helping you make"
YouTube Link 2025-05-23T07:51Z 150K followers, 15.9K engagements
"Know more about SWP Pankaj Mathpal A Systematic Withdrawal Plan or SWP is a facility extended to investors allowing them to withdraw a fixed amount from a mutual fund scheme regularly. Investors can choose the amount and frequency of withdrawal. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance"
YouTube Link 2023-04-21T12:10Z 150K followers, 63K engagements
"ICICI Prudential Business Cycle Fund Fund Review Pankaj Mathpal ICICI Prudential Business Cycle Fund - Growth Fund Key Highlights [--]. Current NAV: The Current Net Asset Value of the ICICI Prudential Business Cycle Fund as of May [--] [----] is Rs [-----] for Growth option of its Regular plan. [--]. Returns: Its trailing returns over different time periods are: 49.62% (1yr) 25.29% (3yr) and 25.77% (since launch). Whereas Category returns for the same time duration are: 45.07% (1yr) 21.62% (3yr) and 21.17% (5yr). [--]. Fund Size: The ICICI Prudential Business Cycle Fund currently holds Assets under"
YouTube Link 2024-05-21T10:30Z 150K followers, 10.7K engagements
"Thematic Investing Made Simple with ICICI Prudential Thematic Advantage Fund (FOF) Thematic investing made easy With ICICI Prudential Thematic Advantage Fund (FOF) you dont have to worry about timing or theme selection. The fund does it for you. Thematic investing can be rewarding but also tricky which theme to choose when to enter and when to exit In this video I explain how the ICICI Prudential Thematic Advantage Fund (FOF) works its portfolio strategy and how it aims to simplify thematic investing for long-term wealth creation. You will learn: What is thematic investing Key challenges"
YouTube Link 2025-08-25T10:32Z 150K followers, [----] engagements
"Everything you want to know about Invesco India Business Cycle Fund Invesco Mutual Fund launches business cycle fund Invesco Mutual Fund has launched the Invesco India Business Cycle Fund an open-ended equity scheme focused on business cycle-based investing. The NFO is open until February [--] with a minimum application of Rs [----]. The fund will dynamically allocate between sectors and stocks at different business cycle stages aiming for long-term capital appreciation. It will be benchmarked against the Nifty [---] TRI. The investment objective of the scheme is to generate long term capital"
YouTube Link 2025-02-11T13:21Z 150K followers, [----] engagements
"ICICI Prudential iSIF Equity Ex-Top [---] Long-Short Fund The iSIF Equity Ex-Top [---] Long-Short Fund launched by ICICI Prudential Mutual Fund is a specialised investment vehicle designed to bridge the gap between traditional mutual funds and high-end services like PMS or AIFs. Core Investment Strategy Target Universe: Focuses primarily on companies outside the top [---] listed stocks by market capitalisation (mid- and small-caps). Long-Short Approach: The fund takes "long" positions in fundamentally strong companies while selectively "shorting" overvalued stocks through derivatives to manage"
YouTube Link 2026-01-28T03:30Z 150K followers, [----] engagements
"Should You Invest in Small Caps Now Insights by Mr. Varun Goel Mirae Asset Mutual Fund Full video link: https://youtu.be/Q2KNjiuaS-g Small-cap investing often raises questionsespecially during periods of market volatility. Should investors increase allocation reduce exposure or wait In this detailed discussion Mr. Varun Goel Sr. Fund Manager at Mirae Asset Mutual Fund explains how the definition of small caps has evolved and why this segment continues to offer long-term wealth creation opportunities. Key insights covered in this video: How SEBIs market-cap classification has reshaped the"
YouTube Link 2026-01-04T13:20Z 150K followers, [----] engagements
"Plan your cash-flow with SWP Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and"
YouTube Link 2022-06-27T13:31Z 150K followers, 97K engagements
"Unsure about Asset Class Solution: The Wealth Company Multi Asset Allocation Fund Join Ms. Aparna Shanker CIO Equity at The Wealth Company Mutual Fund in a detailed discussion about their latest Multi-Asset Allocation Fund (NFO open from [--] Nov to [--] Dec 2025). She shares her deep experience in fund management and walks us through why this fund is uniquely designed for todays market scenario. Key takeaways from this conversation: The case for diversification: why investing in at least three asset classes (equity debt gold/other commodities) can reduce risk. The funds strategic allocation"
YouTube Link 2025-11-29T05:49Z 150K followers, [----] engagements
"Tata Small Cap Fund: What Should Investors Do Now In this interview Mr. Chandraprakash Padiyar Fund Manager at Tata Mutual Fund shares his perspective on the current market volatility and its impact on the small-cap segment. With the Nifty Smallcap [---] index underperforming large-cap and mid-cap indices in recent times many investors are reassessing their approach to small-cap investing. The discussion focuses on how investors should interpret phases of underperformance the importance of maintaining a long-term perspective in small-cap funds and the right way to evaluate a fund during"
YouTube Link 2026-02-06T10:30Z 150K followers, 10.6K engagements
"Does Lower Expense Ratio mean higher return in Mutual Funds Generally it is considered that a fund with that lower expense ratio will deliver a better return to the investor. Also the large size of the fund may become an obstruction in its performance. Let's understand with an example if it is true. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. You may also like to watch:"
YouTube Link 2020-12-07T15:27Z 150K followers, [----] engagements
"Are Banking and PSU Debt Funds Safe By: Pankaj Mathpal Asset allocation is the key to the success of an investment portfolio as not all assets do equally well all the times. We are discussing Banking & PSU Debt fund in this video. #Banking&PSU #DebtFunds #MutualFunds Subscribe us on youtube: https://www.youtube.com/PankajMathpalsub_confirmation=1 Banking and PSU debt funds predominantly invest in debt instruments of banks public sector undertakings and public financial Institutions. Banking and PSU Debt funds have comparatively lesser credit risk than credit risk funds. Investors must check"
YouTube Link 2020-06-22T04:54Z 150K followers, 16.5K engagements
"Midcap Funds: What Lies Ahead Exclusive Chat with Fund Manager Is this the right time to invest in midcap funds What are the opportunities and risks ahead In this exclusive interview Fund Manager Mr. Aditya Khemani shares valuable insights on the midcap space his investment framework portfolio construction strategy and much more. Whether you're a new investor or a seasoned one looking to diversify your portfolio this conversation will help you understand how midcap funds work and what to expect going forward. Key Discussion Points: Market outlook for midcap stocks Where to find value in the"
YouTube Link 2025-07-29T11:56Z 150K followers, [----] engagements
"Motilal Oswal Nifty Microcap [---] Index Fund NFO Review Motilal Oswal Mutual Fund launched a new fund offer for its Motilal Oswal Nifty Microcap [---] Index Fund an open ended fund replicating/tracking Nifty Microcap [---] Total Return Index. The investment objective of the scheme is to provide returns that before expenses correspond to the total returns of the securities as represented by Nifty Microcap [---] TRI subject to tracking error. The minimum subscription amount is Rs [---] and in multiples of Re [--] thereafter. The scheme will offer a regular plan and direct plan with growth and IDCW options."
YouTube Link 2023-06-17T14:38Z 150K followers, 24.6K engagements
"HSBC aquires L&T Mutual Fund Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video: https://youtu.be/P0tem28-e20 Also watch:"
YouTube Link 2022-11-25T13:34Z 150K followers, 12.6K engagements
"Did your bank sold you Insurance with Home Loan Banks always suggest their Home loan customers to buy Life Insurance. How important is it and is it necessary to buy from the same bank who disburses your loan Let's understand in this video. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Please watch https://www.youtube.com/watchv=J2hvr. Please subscribe to our youtube channel: https://www.youtube.com/PankajMathpal. You may also like to watch:"
YouTube Link 2021-02-20T13:14Z 150K followers, 245.8K engagements
"Equity or Gold Wheres the Next Opportunity Exclusive Interview with Mr. Prasanna Pathak Deputy CEO The Wealth Company Mutual Fund In this insightful conversation Mr. Prasanna Pathak Deputy CEO of The Wealth Company Mutual Fund shares his expert views on the outlook for Equity and Gold markets. He also explains in detail about the Wealth Company Multi Asset Allocation Fund a dynamic investment option designed to balance risk and return through diversified allocation across equity debt and gold. NFO Period: 19th November [----] 4th December [----] If you are an investor looking to diversify your"
YouTube Link 2025-11-10T11:54Z 150K followers, [----] engagements
"Mirae Asset Nifty MidSmallcap400 Momentum Quality [---] ETF/ FOF NFO REVIEW Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmathpal You may like to watch this video:"
YouTube Link 2024-05-10T14:47Z 150K followers, 14.6K engagements
"An ideal Plan to get a regular income along with capital appreciation Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go"
YouTube Link 2024-04-16T14:31Z 150K followers, 11K engagements
"Arogya Sanjeevani Health Insurance policy. A standard policy with limited features. :Pankaj Mathpal Arogya Sanjeevani Policy is a standard health insurance policy required to be offered by all General and Health insurers. Insurers are now allowed to offer a minimum sum insured less than Rs.1 lakh and the maximum sum insured greater than Rs.5 lakh. Features and benefits of the policy have been explained in the video. The video is only for informational purposes. You can take advice from your insurance agent before making the final decision of buying a health insurance policy. Please subscribe"
YouTube Link 2020-07-13T10:42Z 150K followers, 77.7K engagements
"Mirae Asset NYSE FANG+ ETF FoF NFO review : Pankaj Mathpal The Mirae Asset NYSE FANG+ ETF will be managed passively with investments in stocks in a proportion that match as close as possible to the weights of these stocks in NYSE FANG+ Index. NYSE FANG+ Index constitutes of [--] stocks Alibaba Facebook Alphabet Apple Baidu Nvidia Amazon Netflix Twitter Tesla New Fund Offer opens on: 19th April [----] New Fund Offer (ETF) closes on: 30th April [----] New Fund Offer (FOF) closes on: 3rd May [----] Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs"
YouTube Link 2021-04-23T13:33Z 150K followers, 21.8K engagements
"Save Tax on Medical Expenses for Senior Citizen @pankajmathpal This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future"
YouTube Link 2021-11-01T11:41Z 150K followers, 53K engagements
"Critical illness policy VS Critical illness Rider. #Shorts The difference between a Critical illness policy and a Critical illness Rider has been explained in the video. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video: https://youtu.be/P0tem28-e20 Also watch: https://youtu.be/wHKXZ4RMTx4 Follow me on social media: https://www.facebook.com/PankajMathpa. https://twitter.com/pankajmathpal instagram.com/pankajmathpal #YoutubePartner #CriticaLillness #HealthInsurance #PankajMathpal"
YouTube Link 2022-02-11T13:22Z 150K followers, 27.4K engagements
"Inside The Wealth Company Mutual Fund Founder Interview In this exclusive conversation we speak with CA Madhu Lunawat Founder of The Wealth Company Mutual Fund about her journey of building Indias first woman-founded mutual fund house. Ms. Lunawat shares insights on: What makes The Wealth Company Mutual Fund different The investment philosophy and long-term approach behind the AMC How a private-equity mindset is applied to mutual fund investing Risk management volatility and investor expectations The role of distributors and digital platforms in expanding mutual fund participation Her vision"
YouTube Link 2025-12-18T13:47Z 150K followers, [----] engagements
"Small Cap Rally 2025: Should You Stay Invested or Exit Now Mr. Ramesh Mantri Small and mid-cap investors are asking When will the rally return and Should we stay invested or exit In this insightful conversation Mr. Ramesh Mantri explains why timing the small-cap market is nearly impossible and why focusing on stock-picking and long-term SIP investing could be the key to success. He discusses: Why small & mid-cap valuations remain higher than large caps The unique advantage fund managers have in small caps How SIPs help investors benefit from volatility Why patience and discipline matter most"
YouTube Link 2025-10-28T03:45Z 150K followers, [----] engagements
"Index Fund Vs ETF This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our"
YouTube Link 2021-11-11T06:55Z 150K followers, 61.8K engagements
"Think Financial Freedom think ICICI Prudential FREEDOM SIP Freedom SIP is an optional feature that allows initial investments through SIP Switch to another scheme after a pre-defined tenure and SWP post that.The SWP will be processed either in Dec [----] or till units are available in the target scheme whichever is earlier. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance"
YouTube Link 2023-01-09T11:01Z 150K followers, 22.9K engagements
"How Does a CEO Manage His Own Money Mutual fund investments are subject to market risks read all scheme related documents carefully"
YouTube Link 2025-02-20T11:00Z 145K followers, [----] engagements
"Tax deduction on NPS for Corporate Employees. #Budget2022 In order to ensure that the State Government employees get the full deduction of the 14% contribution by the State Government it is proposed in the Budget [----] to increase the limit of deduction under section 80CCD of the Act from the existing ten percent to fourteen percent in respect of contribution made by the State Government to the account of its employee. The contribution by Corporate houses to their employees in NPS is limited to 10% and deduction is already available on that. There is no point of increasing the limit of"
YouTube Link 2022-02-07T06:36Z 150K followers, 19.7K engagements
"Asset Allocation and rebalancing of the portfolio. Asset allocation divvies up your investments between different asset classes. Target allocations help to avoid emotional decision-making in investing. Rebalancing allows you to bring your portfolio back to your target allocation. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily"
YouTube Link 2023-04-01T13:30Z 150K followers, [----] engagements
"How Much Risk Should an Investor Take The Right Balance Explained Full video link: https://youtu.be/IsJFn3DmJb8 Investing always involves risk but avoiding risk altogether can be even more dangerous in the long run. In this insightful discussion we explore how investors should think about risk versus return especially when traditional products struggle to beat inflation. Using simple real-life examples this video explains why investing is not about extremes neither reckless risk-taking nor complete safety. Key takeaways from this video: Why no risk can quietly erode wealth due to inflation"
YouTube Link 2026-01-01T11:00Z 150K followers, [---] engagements
"Small Cap active funds vs index funds Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. SWP Video: https://youtu.be/PSmBBFbbDPs Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video"
YouTube Link 2025-06-10T13:37Z 150K followers, [----] engagements
"ICICI Prudential Active Momentum Fund ICICI Prudential Mutual Fund has launched the Active Momentum Fund an open-ended equity scheme aiming to capture sustained price and earnings trends. With flexibility across sectors and market caps the fund uses a mix of top-down and bottom-up strategies. NFO closes on July 22; minimum investment is Rs [----]. The fund will be benchmarked against Nifty [---] TRI and will be managed by Manasvi Shah and Sharmila Dsilva. "The Scheme has the flexibility to move across sectors; market caps and uses a combination of top down and bottom-up approach in portfolio"
YouTube Link 2025-07-14T07:59Z 150K followers, [----] engagements
"Investing Responsibly for a Sustainable Future; ESG Funds This is an investor education and awareness initiative by Mirae Asset Mutual Fund. Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel:"
YouTube Link 2023-12-05T04:30Z 150K followers, [----] engagements
"Why Many Indians Still Dont Invest in Mutual Funds Insights from Mr. Navneet Munot Despite the growing popularity of mutual funds many Indians still prefer traditional assets like gold real estate or bank deposits. In this insightful conversation Mr. Navneet Munot explains: Why awareness and mindset are changing slowly The cultural comfort with physical assets like gold and property How younger generations and women investors are driving change The growing reach of mutual funds beyond top [--] cities Why Indias mutual fund industry still has massive growth potential From behavioral barriers to"
YouTube Link 2025-10-28T11:00Z 150K followers, [----] engagements
"Jan Nivesh SIP SBI Mutual Fund launches Jan Nivesh SIP an initiative backed by SEBI. It aims to attract first-time investors small savers and those in the unorganised sector"
YouTube Link 2025-03-04T15:41Z 150K followers, 29K engagements
"Mr. Nimesh Shah MD & CEO of ICICI Prudential Mutual Fund reveals his investment secrets"
YouTube Link 2024-03-06T05:09Z 150K followers, 15.1K engagements
"Small Cap Funds: Buy Sell or Hold Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the"
YouTube Link 2025-02-21T10:51Z 146K followers, [----] engagements
"Diwali Special: [--] Funds to Brighten Your Investments Diwali is here and its the perfect time to think about building wealth and planning your investments In this special episode of Diwali Se Diwali Tak Im sharing [--] handpicked mutual fund ideas across different categories that can help diversify your portfolio even in todays volatile markets. From multi-asset allocation to flexi-cap large & mid-cap multi-cap and thematic funds theres something for every investor looking to grow wealth responsibly. Tune in to learn why these fund types could be the right choice for your portfolio from Diwali to"
YouTube Link 2025-10-18T23:40Z 150K followers, [----] engagements
"Building Trust in Fixed Income: The Wealth Companys Debt Philosophy Explained In this exclusive conversation Pankaj Matpal speaks with Mr. Umesh Sharma Chief Investment Officer Debt at The Wealth Company Mutual Fund. They discuss the current debt market outlook RBIs policy direction and how investors should approach fixed income investments in [----]. Mr. Sharma also shares his insights on: The future of interest rates and RBIs policy stance Credit risk management and the importance of trust in fixed income investing Why asset allocation is the foundation of long-term wealth creation The"
YouTube Link 2025-10-29T04:30Z 150K followers, [----] engagements
"ICICI Prudential Global Advantage Fund (FoF). Review by Pankaj Mathpal ICICI Prudential Global Advantage Fund seeks to generate returns by investing in units of one or more mutual fund schemes / ETFs which predominantly invest in international markets. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the"
YouTube Link 2021-05-31T15:16Z 150K followers, [----] engagements
"Small Cap Investing: Opportunity or Risk Small Cap Funds are often seen as high-risk high-return investments. But is this the right time to invest in them In this exclusive conversation Pankaj Mathpal interviews Mr. Varun Goel Fund Manager at Mirae Asset Mutual Fund to decode the opportunities and risks in small cap investing. Key discussion points in this video: Current outlook on the Small Cap Investment philosophy of Mirae Asset Small Cap Fund How to evaluate quality & governance in small cap companies Portfolio construction and diversification approach Advice for retail investors entering"
YouTube Link 2025-08-22T13:08Z 150K followers, 29.9K engagements
"Should You Hold or Exit Underperforming Thematic Funds Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down"
YouTube Link 2025-02-22T11:00Z 145K followers, [----] engagements
"Old Tax vs New Tax Regime (FY 2023-24):Which one would you choose Let's understand with an example Applicable for FY 2023-24"
YouTube Link 2023-02-14T13:15Z 150K followers, 1.5M engagements
"Mutual Funds: Building Trust Beyond Returns Insights from Prasanna Pathak In an insightful conversation between Mr. Pankaj Matpal and Mr. Prasanna Pathak Deputy CEO of The Wealth Company Mutual Fund the discussion goes beyond returns to explore the real essence of investing trust consistency and governance. Mr. Pathak shares his perspective on how the Indian mutual fund industry has evolved over the years highlighting how investors today are far more aware and disciplined than ever before. He emphasizes that trust is the cornerstone of any financial relationship and it takes years of"
YouTube Link 2025-10-24T04:08Z 150K followers, [----] engagements
"No Tax on Income up to Rs. [--] lakh"
YouTube Link 2023-02-02T13:33Z 150K followers, 10.6K engagements
"Income Tax on gifts received by you This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please"
YouTube Link 2021-11-18T06:23Z 150K followers, 57K engagements
"Suitable Schemes to Build a Retirement Portfolio Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2025-02-17T12:42Z 145K followers, [----] engagements
"What are ESG funds Explained by: Pankaj Mathpal ESG stands for Environmental Social and Governance. ESG funds are portfolios that invest in equities of companies that are assessed on environmental social and governance factors. The selection of stocks is not assessed just on its financial performance but also on its sustainability and longevity. Watch the video to know more about ESG funds. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. You may also like to watch:"
YouTube Link 2020-11-29T13:42Z 150K followers, [----] engagements
"Discover the Power of Micro Cap Funds What are Micro-Cap Funds Micro-cap companies are riskier than large-cap companies that have a large market capitalization. These funds have a very high-risk factor attached to them. They have an unproven track of performance history assets etc. The lack of liquidity of these very small sized companies along with their small base of shareholders further leaves them vulnerable to market shocks. Having said that as an investor if you are willing to take these high risks the returns from these funds can be very high when compared to the total size of the fund"
YouTube Link 2023-10-14T11:30Z 150K followers, [----] engagements
"Gold in Your Portfolio: Importance Allocation & Outlook Gold has always played a crucial role in Indian households but how important is gold in a modern investment portfolio In this episode Prasanna Pathak Deputy CEO The Wealth Company Mutual Fund shares valuable insights on: Why gold is considered an important asset class The role of gold in portfolio diversification How gold helps during market volatility Gold outlook and its relevance in long-term investing How much allocation to gold may make sense for investors This conversation is aimed at helping investors understand the strategic role"
YouTube Link 2025-12-20T10:40Z 150K followers, [----] engagements
"Deduction on interest u/s 80TTA You can claim a deduction on Interest up to Rs.10000/- from savings account with a bank or a post office u/s 80TTA of Income Tax Act. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the"
YouTube Link 2021-12-09T11:57Z 150K followers, 12.3K engagements
"Set off and carry forward of the losses. Set off and carry forward of losses Long-term capital loss cannot be set off against any income other than income from long-term capital gain. However short-term capital loss can be set off against long-term or short-term capital gain. Loss under head Capital gains cannot be set off against income under other heads of income. If loss under the head Capital gains incurred during a year cannot be adjusted in the same year then unadjusted capital loss can be carried forward to next year. Such loss can be carried forward for eight years immediately"
YouTube Link 2022-04-17T06:14Z 150K followers, 32.1K engagements
"Why Calculated Risk Matters Mr. Aashish Somaiyaa Full video link: https://youtu.be/IsJFn3DmJb8 Even today a large section of people prefer bank deposits gold or real estate over financial markets. Why does this hesitation still exist despite rising awareness and strong mutual fund growth In this insightful conversation Mr. Aashish Somaiyaa shares his experience and perspective on: Why investors hesitate to enter financial markets The deep-rooted cultural comfort with physical assets How awareness around SIPs and mutual funds is improving The importance of taking calculated risks in career and"
YouTube Link 2026-01-05T05:00Z 150K followers, [---] engagements
"Where Big Investors Look Next Inside AIFs Welcome to this special episode featuring an insightful discussion on Alternative Investment Funds (AIFs). Host Pankaj Mathpal interacts with Mr. Nishad Khanolkar President & Fund Manager - AIF at The Wealth Company Asset Management Company who explains: What exactly is an AIF and how it differs from Mutual Funds and Portfolio Management Services (PMS) The three SEBI categories of AIFs and what kind of companies they invest in How the Bharat Value Fund (Category II) focuses on profitable asset-backed and pre-IPO companies The importance of"
YouTube Link 2025-10-25T06:09Z 150K followers, [----] engagements
"Is This the Right Time to Invest in the Banking Sector In this exclusive interview Pankaj Mathpal speaks with Mr. Sorbh Gupta the Fund Manager of the Bajaj Finserv Banking & Financial Services Fund to decode whether the banking sector is entering a strong growth phase and if this is the right time for investors to participate. We discuss Indias equity market outlook the outlook for the banking & financial services (BFSI) sector and the key reasons behind launching a sector-focused fund at this point in the economic cycle. This conversation covers: Current equity market environment Why the AMC"
YouTube Link 2025-11-18T07:50Z 150K followers, [----] engagements
"ICICI Prudential India Opportunities Fund Fund Review ICICI Prudential India Opportunities Fund Investment Objective: To generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring Government policy and/or regulatory changes companies going through temporary unique challenges and other similar instances. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including"
YouTube Link 2023-07-25T11:51Z 150K followers, 37.6K engagements
"Conservative Hybrid Funds"
YouTube Link 2022-03-05T06:40Z 150K followers, 28.9K engagements
"The Biggest Investment Mistake You Dont Even Realize Youre Making Mr. Ramesh Mantri We often think the biggest investment mistake is losing money but thats not true. The real loss happens when you miss out on an opportunity you understood but never acted on. In this insightful conversation Mr. Ramesh Mantri explains how: Even professionals make investing mistakes. The worst mistake isnt losing [--] lakh its missing the [--] lakh opportunity. Early exits and fear of loss can limit long-term wealth creation. Learn from Mr. Ramesh Mantris experience and understand the mindset needed to identify and"
YouTube Link 2025-10-27T05:58Z 150K followers, [----] engagements
"Portfolio in the Red What Should You Do Now Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2025-02-26T12:54Z 145K followers, [----] engagements
"Market Outlook 2025: Opportunities Valuations & Strategy Ahead Where are the investment opportunities right now Join Pankaj Mathpal in an exclusive conversation with Mr. Sorbh Gupta Head-Equity Bajaj Finserv Asset Management Ltd as the Bajaj Finserv Flexi Cap Fund completes two successful years. They discuss: Market outlook and valuation trends Sectoral opportunities across large mid and small caps Fund strategy and performance insights How investors can position their portfolios in todays market Whether youre a long-term investor or just starting your mutual fund journey this discussion will"
YouTube Link 2025-11-03T06:06Z 150K followers, [----] engagements
"Post office Time Deposits for Attractive Interest Rates The National Savings Time Deposit Scheme provides four accounts with varying maturity dates. This system offers accounts with maturities of one year two years three years and five years. These accounts can be maintained either individually or by a group of up to three persons. Minor accounts are permitted; however the legal guardian must manage them until the minor reaches the age of maturity. Under this approach an individual may have many accounts. Any individual above the age of [--] can open a time deposit account at any post office."
YouTube Link 2023-07-12T12:41Z 150K followers, [----] engagements
"Suitable funds for SWP Systematic Withdrawal Plan Explained in Hindi. A systematic withdrawal plan (SWP) allows maintaining pre-planned cash flows by investments in mutual funds. A systematic withdrawal plan is most commonly used to get regular income after retirement. However investors can structure and use SWPs for various payout needs. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates."
YouTube Link 2022-02-05T10:24Z 150K followers, 111.5K engagements
"Tax benefits on donation to political party. #politicalparty #Donation"
YouTube Link 2021-11-16T13:21Z 150K followers, 45.1K engagements
"Save long term capital gain tax by investing in Bonds This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the"
YouTube Link 2021-11-17T06:16Z 150K followers, 55.7K engagements
"Trace your inactive and unclaimed Mutual Fund folios"
YouTube Link 2025-02-22T15:53Z 149K followers, [----] engagements
"Aditya Birla Sun Life Multi Asset Allocation Fund Pankaj Mathpal Fund Review A Multi Asset Allocation Fund is an open-ended scheme that invests in at least [--] asset classes with a minimum allocation of at least 10% in each asset class. It can invest in asset classes like equity debt and commodities at the same time. This mix of asset classes helps your investments manoeuvre around market volatility keeping your core portfolio strong. It brings the inherent advantages of each asset class to your investments: Equity is aggressive. It flows with volatility and grabs market opportunity thereby"
YouTube Link 2023-07-15T16:13Z 150K followers, [----] engagements
"Difference between Multi Cap and Flexi Cap funds This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the"
YouTube Link 2021-11-12T05:17Z 150K followers, 71.4K engagements
"Strategy to accumulate Rs. [--] crore is here. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2025-07-18T13:57Z 150K followers, [----] engagements
"Importance of financial planning Why Financial Planning is Essential for Financial Freedom Explained Simply Many investors think financial planning means just investment planning. But true financial freedom needs much more than just investing. In this video our expert explains: ✅ What financial planning really means ✅ Why its crucial for achieving financial freedom ✅ How income expenses savings and goals come together ✅ The importance of asset allocation and goal-based investing ✅ Why having a trusted financial advisor matters From budgeting and goal-setting to smart investing learn how a"
YouTube Link 2025-10-23T10:21Z 150K followers, [---] engagements
"How Mutual Funds Protect Your Money Investor Trust Explained by Mr. Aashish Somaiyaa Full Video link: https://youtu.be/IsJFn3DmJb8 Trust and transparency play a crucial role in mutual fund investingespecially in Tier [--] and Tier [--] cities where many investors still hesitate to participate in financial markets. In this detailed conversation Mr. Aashish Somaiyaa explains: Why trust in mutual funds takes time to build The basic structure of mutual funds that many investors still dont know How Trustees Custodians and Asset Management Companies (AMCs) work together Why investor money is always held"
YouTube Link 2026-01-01T03:30Z 150K followers, [---] engagements
"All About ICICI Prudential Conglomerate Fund NFO Should You Invest Indias top business groups like Tata Reliance Aditya Birla and Mahindra have created strong diversified business empires across multiple industries. Now ICICI Prudential Mutual Fund brings an opportunity to participate in the growth stories of such business groups through ICICI Prudential Conglomerate Fund NFO. In this video Pankaj Mathpal explains: What a conglomerate is and why this theme is relevant in todays market The core idea behind One Engine Many Growth Stories How the fund constructs its portfolio using both"
YouTube Link 2025-10-15T05:28Z 150K followers, [----] engagements
"Is It the Right Time to Invest in Equity Long-Term SIP Strategy Explained by Mr. Ramesh Mantri With markets showing strong performance and growing volatility many investors are asking Is this the right time to invest in equity In this insightful discussion Mr. Ramesh Mantri shares his expert perspective on how investors should approach equity investments in the current market phase. He explains why SIPs and STPs are the most effective strategies to manage volatility and build long-term wealth. Key insights from this conversation: Why SIPs turn market volatility into your friend not your enemy"
YouTube Link 2025-11-04T03:30Z 150K followers, [----] engagements
"Mr. Nimesh Shah MD & CEO of ICICI Prudential AMC reveals his personal choice of investments"
YouTube Link 2024-03-06T17:07Z 150K followers, [----] engagements
"Jio BlackRock Flexi Cap Fund Investment Approach & Benefits The Jio BlackRock Flexi Cap Fund NFO is now open (23rd September 7th October 2025). In this video I explain what makes this fund unique its investment approach powered by AI + human expertise and the potential benefits for investors. Youll learn: What is a Flexi Cap Fund How Jio BlackRocks Systematic Active Equity (SAE) approach works Stock selection process using Aladdin platform Key benefits for investors diversification risk management cost efficiency If youre curious whether this fund could be right for your portfolio this video"
YouTube Link 2025-09-30T13:31Z 150K followers, 30.6K engagements
"GOI Floating Rate Savings Bond- A Safe Investment. #shorts GOI Floating Rate Savings Bonds are issued by RBI on behalf of the Government of India. Only Resident individuals or HUF can invest in these bonds NRIs are not eligible.The maturity period is [--] years from the date of issuance. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video: https://youtu.be/P0tem28-e20 Also watch: https://youtu.be/wHKXZ4RMTx4 Follow me on social media: https://www.facebook.com/PankajMathpa. https://twitter.com/pankajmathpal"
YouTube Link 2022-01-24T04:53Z 150K followers, 14K engagements
"ICICI Prudential Nifty Alpha Low Vol [--] ETF FOF Fund Review [--]. Current NAV: The Current Net Asset Value of the ICICI Prudential Nifty Alpha Low Volatility [--] ETF FOF as of May [--] [----] is Rs [-----] for Growth option of its Regular plan. [--]. Returns: Its trailing returns over different time periods are: 50.91% (1yr) and 16.24% (since launch). Whereas Category returns for the same time duration are: 38.09% (1yr) 18.01% (3yr) and 16.73% (5yr). [--]. Fund Size: The ICICI Prudential Nifty Alpha Low Volatility [--] ETF FOF currently holds Assets under Management worth of Rs [------] crore as on Apr [--] 2024."
YouTube Link 2024-05-23T05:29Z 150K followers, 13.9K engagements
"What Makes Tata Small Cap Fund Stand Out I had an insightful conversation with Mr. Chandraprakash Padiyar Senior Fund Manager at Tata Mutual Fund where he shared his expert views on the current equity market environment portfolio strategy and the outlook for small-cap investing. In this episode we discussed: Is the market correction behind us or should investors remain cautious Medium-term outlook for Indian equities amidst global uncertainties Investment strategy for managing risk in todays volatile market Sectors and themes that look promising for long-term investors The importance of"
YouTube Link 2025-05-02T14:21Z 150K followers, 11K engagements
"Is Gold ETF a Smarter Way to Invest in Gold Gold has long been considered a safe-haven asset but what is the smartest way to invest in gold today In this interview Mr. Bhalchandra Joshi COO The Wealth Company Mutual Fund explains the importance of gold in an investment portfolio and why Gold ETFs may be a more efficient and convenient option compared to physical gold. The discussion covers how gold helps in diversification the role of Gold ETFs in modern investing and key factors investors should consider before adding gold to their portfolio. This video is intended purely for educational and"
YouTube Link 2026-01-12T12:53Z 150K followers, [----] engagements
"ICICI Prudential Value Discovery Fund Fund Review ICICI Prudential Value Discovery Fund is Open-ended Value Oriented Equity scheme which belongs to ICICI Prudential Mutual Fund House. The fund was launched on Aug [--] [----]. Investment objective & Benchmark . The investment objective of the fund is that " The scheme seeks to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks. " [--]. It is benchmarked against Nifty [---] Value [--] Total Return Index"
YouTube Link 2024-10-03T11:00Z 150K followers, 15.4K engagements
"Motilal Oswal Gold and Silver ETFs FoF may help in portfolio diversification Motilal Oswal Mutual Fund has Introduced a unique scheme Motilal Oswal Gold and Silver ETFs Fund of Funds. As per the Scheme Information Document Motilal Oswal Gold and Silver ETFs Fund of Funds will the Scheme shall invest all of its funds in units of gold and silver ETFs in the range of 95% to 100%. The scheme would also invest in Units of liquid/ debt schemes Debt and Money Market Instruments in the range of 0% to 5%. The NFO opens on :September [--] [----] Closes on :October [--] [----]. Mutual Fund investments are"
YouTube Link 2022-09-29T11:01Z 150K followers, [----] engagements
"Rule [--] explained This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our"
YouTube Link 2021-10-27T05:29Z 150K followers, 68.1K engagements
"Where to invest to get Rs. [--] crore in [--] years Q & A Pankaj Mathpal Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up"
YouTube Link 2022-03-10T12:26Z 149K followers, [----] engagements
"Misconception about the investment Mutual Fund investments are subject to market risks read all scheme related documents carefully"
YouTube Link 2025-10-22T13:55Z 150K followers, [---] engagements
"Building a Strong Mutual Fund Distribution Network: Key Insights Disclaimer: In this video Mr. Debashish Mohanty Chief Strategy Officer- The Wealth Company Mutual Fund shares his perspective on the importance of Mutual Fund Distributors (MFDs) in strengthening Indias investment ecosystem. He explains how a wider and well-supported distributor network can drive investor awareness improve last-mile reach and contribute to the long-term growth of the mutual fund industry. The conversation also highlights the role played by The Wealth Company Mutual Fund in expanding and empowering its"
YouTube Link 2026-01-05T11:15Z 150K followers, [----] engagements
"Can an investor accumulate Rs. [--] Cr with an SIP of Rs. [-----] per month Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go"
YouTube Link 2023-12-21T11:30Z 146K followers, [----] engagements
"Are you disappointed with a fund performance in your portfolio Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or"
YouTube Link 2024-09-19T13:09Z 148K followers, [----] engagements
"Simple Formula of Wealth Creation Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the"
YouTube Link 2025-03-27T12:19Z 146K followers, [----] engagements
"A simple but effective Asset AllocationModel Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmat. You may like to watch this video: https://youtu.be/NaB1JrAsTo8 Also watch: https://youtu.be/awOVyIyqrVs"
YouTube Link 2023-05-18T06:56Z 147K followers, [----] engagements
"Plan to get passive income from mutual funds. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2023-10-17T13:03Z 114K followers, [----] engagements
"Claim Leave Travel Allowance (LTA) to save tax Leave Travel Allowance or LTA is a type of allowance given to the employee by employers for travel. It covers within-country travel costs when he/she is on leave from work. Section 10(5) of the Income Tax Act [----] with Rule 2B ensures the exemption of tax and also details the conditions subject to tax exemption. There are some rules related to the exemption of tax that is stated clearly under Section 10(5) of the Income Tax Act [----]. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like"
YouTube Link 2023-10-09T06:39Z 114K followers, 31.7K engagements
"Aditya Birla Sun Life Frontline Equity Fund Review Pankaj Mathpal Aditya Birla Sun Life Frontline Equity Fund is a Large Cap mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for [--] yrs having been launched on 12/08/2002. Aditya Birla Sun Life Frontline Equity Fund-Growth has [-----] Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.75% which is higher than what most other Large Cap funds charge. Aditya Birla Sun Life Frontline Equity Fund-Growth returns of last"
YouTube Link 2022-08-30T13:29Z 147K followers, [----] engagements
"LTC Cash Voucher Scheme. Should you go for it : Pankaj Mathpal The government of India has announced the LTC Cash Voucher Scheme. Initially the scheme was launched only for Central Government employees but the same has been extended for State Government PSU and for the people working in private sectors. The scheme has been explained in detail in this video. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. You may also like to watch: https://www.youtube.com/watchv=3eKB6."
YouTube Link 2020-11-02T03:14Z 146K followers, 80.6K engagements
"Revealing the secret of Quant's superior performance. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video https://youtu.be/BDiWI6KOqaQsi=yW6aCUw8mLaZZir9 #mutualfunds"
YouTube Link 2024-04-03T03:15Z 128K followers, [----] engagements
"Nifty [--] Vs Active Large Cap Funds Who Won the Race Nifty [--] Vs Active Large Cap Funds Who Won the Race In this video we compare the performance of Nifty [--] Index Funds and Active Large Cap Mutual Funds over [--] years [--] years and [--] years. Kya sach mein active funds long term mein index ko beat kar paate hain Data ke zariye jaante hain kisne kisko di maat 👉 Watch till the end to understand which strategy has worked better for investors historically. 📊 Covered in this video: What is a Large Cap Fund Nifty [--] Index Fund vs Active Fund performance Percentage of active funds that outperformed the"
YouTube Link 2025-05-28T13:17Z 149K followers, [----] engagements
"Everything you want to know about Bajaj Finserv Multi cap Fund Bajaj Finserv Multi Cap Fund NFO Opens: 6th February [----] NFO Closes: 20th February [----] An open ended equity scheme investing across large cap mid cap small cap stocks Mutual Fund investments are subject to market risks read all scheme related documents carefully"
YouTube Link 2025-02-04T03:30Z 145K followers, [---] engagements
"ICICI Prudential Healthcare ETF NFO. Review by Pankaj Mathpal ICICI Prudential has launched NFO of healthcare ETF. NFO will remain open between 6th May [----] to 14th May [----]. I have revied the fund and shared my opinion in this video. Sectoral mutual funds are equity-oriented funds that have the entire exposure in a specific sector. For instance a pharma sector fund invests only in pharma and healthcare companies. If a sector is expected to outperform over a period of time then it is possible that returns would be higher. Mutual Fund investments are subject to market risks read all scheme"
YouTube Link 2021-05-07T14:06Z 146K followers, [----] engagements
"Do you have an index fund in your portfolio :Pankaj Mathpal An index fund invests in a portfolio of stocks or bonds designed to mimic the composition and performance of a financial market index. The concept of an index fund has been explained in the video. You may also like to watch: https://www.youtube.com/watchv=sXr3z3hWjxo&t=317s&ab_channel=PankajMathpal Link to subscribe the channel: https://www.youtube.com/PankajMathpal. You may find it informative: https://www.youtube.com/watchv=v2EZnLm_g2Q&ab_channel=PankajMathpal This video is for educational and informational purposes only. Viewers"
YouTube Link 2023-10-26T21:55Z 114K followers, [----] engagements
"Axis Global Innovation Fund of Fund. review by Pankaj Mathpal Axis Global Innovation Fund of Fund is an open ended fund of fund scheme investing in Schroder International Selection Fund Global Disruption. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our"
YouTube Link 2021-05-13T10:06Z 147K followers, 26.3K engagements
"Is it safe to invest in Government Bonds :Pankaj Mathpal Investment in Bonds is a good choice for investors who are looking for a fixed income. Since most of the bonds are listed in the exchange and tradable and hence bond price changes based on the supply or demand. Investors must assess their risk appetite before investing in bonds. This video is for educational and informational purposes only. Viewers should consult their financial advisors/ Tax Consultants before making any investment decisions. Please watch https://www.youtube.com/watchv=8goHe. Please subscribe to our youtube channel:"
YouTube Link 2023-10-19T17:15Z 116K followers, [----] engagements
"Indias Journey to Financial Independence; insights from Mr. Navneet Munot Independence Day Special Financial Freedom with Mr. Navneet Munot What does financial freedom truly mean In this Independence Day special I sit down with Mr. Navneet Munot MD & CEO of HDFC Mutual Fund & Chairman of AMFI to discuss: ✅ The meaning of financial freedom personally & for India ✅ The journey from Barni se Azaadi to disciplined investing ✅ Mutual funds as a tool for achieving financial independence ✅ The remarkable 6X growth of Indias Mutual Fund AUM in [--] years ✅ The SIP revolution and the road ahead."
YouTube Link 2025-08-14T15:20Z 150K followers, [----] engagements
"How to build an investment portfolio for different financial goals Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up"
YouTube Link 2025-03-12T13:43Z 145K followers, [----] engagements
"Everything you want to know about Bajaj Finserv Small cap Fund Bajaj Finserv Mutual Fund has announced the launch of Bajaj Finserv Small Cap Fund An open ended equity scheme predominantly investing in small cap stocks. ☑ NFO Opens: 27th June [----] ☑ NFO Closes: 11th July [----] Investment Objective: The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of small cap companies. However there is no assurance that the investment objective of the Scheme will be achieved. Minimum Application Amount During NFO: Minimum application"
YouTube Link 2025-06-27T06:37Z 149K followers, [----] engagements
"How to decide the SIP amount Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and"
YouTube Link 2024-10-28T12:01Z 149K followers, [----] engagements
"ICICI Prudential Rural Opportunities Fund NFO Review ICICI Prudential Mutual Fund has announced the launch of the ICICI Prudential Rural Opportunities Fund an open-ended equity scheme focused on rural and allied sectors. The New Fund Offer (NFO) will open for subscription on January [--] and close on January [--]. The scheme will primarily focus on sectors that contribute to and benefit from the growth and development of rural India. Its goal is to generate long-term wealth by primarily investing in equity and equity-related instruments of companies engaged in rural and allied sectors. Mutual Fund"
YouTube Link 2025-01-10T15:28Z 147K followers, [----] engagements
"INDEX Funds of my choice Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video https://youtu.be/BDiWI6KOqaQsi=yW6aCUw8mLaZZir9"
YouTube Link 2024-04-07T05:30Z 129K followers, [----] engagements
"How can you select the right flexi-cap fund Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2025-04-01T11:12Z 146K followers, [----] engagements
"Plane Crash Compensation: Who Pays and How Much What Happens If a Plane Crashes Insurance Compensation & Your Rights Explained In this video we break down how airline insurance travel insurance and credit-card accident covers work in the unfortunate event of a plane crashlike the recent tragic Air India incident. --- 🔍 In This Video: Part 1: Airline Insurance What and How Much Is Covered Major airlines like Air India purchase comprehensive aviation insurance for each aircraft. This includes: ✔ Hull All Risk (damage to aircraft) ✔ Passenger Liability (for every traveler) ✔ Third-Party"
YouTube Link 2025-06-17T13:46Z 147K followers, [---] engagements
"Don't mix your investment with insurance"
YouTube Link 2024-11-01T07:33Z 141K followers, [----] engagements
"Benefits Of Buying Sovereign Gold Bonds In The Secondary Market Pankaj Mathpal Detailed video on Buying Sovereign Gold Bonds In The Secondary Market. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video:https://youtu.be/WRxsD81wJr0 Also watch:https://youtu.be/wCK-eW8bfwE Follow me on social media: https://www.facebook.com/PankajMathpa. https://twitter.com/pankajmathpal instagram.com/pankajmathpal #sovereigngoldbond #sgb #pankajmathpal #financialplanning #secondarymarket"
YouTube Link 2022-09-07T06:04Z 146K followers, 18.4K engagements
"Should you do SIP and SWP Simultaneously Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the"
YouTube Link 2025-01-29T15:07Z 144K followers, [----] engagements
"Things you should do during Market Correction Greed and fear refer to two opposing emotional states theorized as factors causing the unpredictability and volatility of the stock market and irrational market behavior inconsistent with the efficient-market hypothesis. Warren Buffett once said that it is wise for investors to be fearful when others are greedy and greedy when others are fearful. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities"
YouTube Link 2022-02-16T11:33Z 146K followers, [----] engagements
"ICICI Prudential Mutual Fund - BOOSTER STP Pankaj Mathpal ICICI Prudential Mutual Fund has launched a booster systematic transfer plan an enhanced systematic transfer plan (STP) wherein unit holders based on market valuations can opt to transfer variable amounts from one source scheme to a designated target scheme at defined intervals. Booster STP can vary installment amount from [---] times to [--] times of base installment amount based on equity valuation index. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or"
YouTube Link 2021-09-18T12:10Z 148K followers, 19.3K engagements
"ETF Vs Index Fund: Which Is Better ForYou Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmat. You may like to watch this video: https://youtu.be/EfETLiouKPw Also watch:https: https://youtu.be/h2OP7cr16FM"
YouTube Link 2023-07-01T06:20Z 141K followers, [----] engagements
"How to manage cash flow with Mutual Funds Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2023-08-25T12:23Z 141K followers, [----] engagements
"How to achieve financial freedom through investment Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down"
YouTube Link 2025-01-08T13:30Z 143K followers, [----] engagements
"Where to invest in the volatile market Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the"
YouTube Link 2025-01-06T15:05Z 146K followers, [----] engagements
"Suitable Mutual Funds for Senior Citizens. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2023-09-12T12:57Z 141K followers, 15.3K engagements
"Small Cap Dilemma Hear It from the Fund Manager. Mutual fund investments are subject to market risks read all scheme related documents carefully"
YouTube Link 2025-04-14T14:20Z 147K followers, [----] engagements
"Balanced Advantage Fund: Aiming to Balance Growth & Stability This is an investor education and awareness initiative by Mirae Asset Mutual Fund. Mutual Fund investments are subject to market risks read all scheme-related documents carefully The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes Follow me on social media: https://www.facebook.com/PankajMathpal"
YouTube Link 2025-01-15T13:02Z 144K followers, [----] engagements
"How can you switch from regular to direct plan Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2025-05-10T11:30Z 146K followers, [----] engagements
"Can I get Rs. [-----] per month on an investment of Rs. [--] Lakh Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or"
YouTube Link 2023-09-05T11:30Z 141K followers, 12.2K engagements
"Start SIP or repay your loan Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and"
YouTube Link 2024-08-09T14:56Z 141K followers, [----] engagements
"Mirae Asset Multicap Fund will help achieving diversification. Mirae Asset Mutual Fund launched a new fund offer for its Mirae Asset Midcap Fund an open ended equity scheme predominantly investing in mid cap stocks. The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of mid cap companies. From time to time the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction. The minimum subscription amount is Rs 5000"
YouTube Link 2023-07-26T13:57Z 149K followers, 10.6K engagements
"Can Active Funds Beat Index Funds in the Long Term Is it better to invest in Active Mutual Funds or go with low-cost Passive Index Funds In this video we analyse long-term performance of Midcap Funds comparing active funds with the Nifty Midcap [---] TRI index. Youll see: How many active funds actually beat the index over [--] [--] and [--] years Whether passive investing really makes more sense for the long term A real-world example of index vs a top-performing active fund Agar aap bhi confuse hain ki Active fund better hai ya Passive toh yeh video aapke liye hai. Disclaimer: Mutual fund investments"
YouTube Link 2025-05-26T13:14Z 147K followers, [----] engagements
"quant Dynamic Asset Allocation Fund NFO Review quant Mutual Funds has launched quant Dynamic Asset Allocation Fund NFO which is open for subscription from 23.03.2023. Mutual Fund investments are subject to market risks read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Please subscribe to our YouTube channel:"
YouTube Link 2023-03-28T09:31Z 146K followers, 10.7K engagements
"Releif u/s 89(1) of Income Tax Act Tax is calculated on the taxpayers total income earned or received during the financial year. If the assessee has received any portion of salary in arrears or in advance or received a family pension in arrears under the Income Tax Act it is allowed to claim tax relief under section 89(1). This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents"
YouTube Link 2021-11-06T07:51Z 149K followers, 25K engagements
"Made the Switch to Direct SIP Here's What Follows Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2025-05-29T13:25Z 147K followers, [----] engagements
"Nivesh ke Gurumantra by Mr. Nimesh Shah MD & CEO- ICICI Prudential AMC Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please like our channel : https://youtube.com/@pankajmathpalsi=YIQ8kLFmbHATd8xt Follow me on social media: https://www.facebook.com/PankajMathpal"
YouTube Link 2024-02-22T14:42Z 141K followers, 15.1K engagements
"A CEO's nvestment Journey: Inspired by His Father In this exclusive conversation Mr. Saurabh Nanavati CEO of Invesco Mutual Fund shares how he began his investment journey in the equity market. Inspired by his father he took his first steps into the world of investing gaining valuable lessons that shaped his financial wisdom. Watch this insightful reel to learn from his experience #SaurabhNanavati #InvestmentJourney #MutualFunds #StockMarket #inspiration"
YouTube Link 2025-03-03T12:55Z 145K followers, [---] engagements
"Capital Gains Tax applicable on redemption of Mutual Funds Pankaj Mathpal Gains arising out of the transfer of capital assets are known as Capital Gains. Depending on the holding period of the capital asset before the transfer of the capital asset gains can be considered a long term capital gains or long term capital gains. Mutual Fund investments are subject to market risks read all scheme related documnts carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past"
YouTube Link 2023-04-30T06:50Z 141K followers, 13.1K engagements
"Should You Start SWP from a Small Cap Fund Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2025-04-08T13:51Z 148K followers, [----] engagements
"ICICI Prudential Balanced Advantage funds- a smart investment choice. Balanced Advantage funds invest the money in equity shares and bonds though their proportions are not fixed. ICICI Prudential Balanced Advantage Fund is a pioneer fund in this category. I have reviewed the scheme in this video. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds"
YouTube Link 2021-05-23T15:31Z 149K followers, 33.9K engagements
"Know the investment style of Quant funds Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video https://youtu.be/BDiWI6KOqaQsi=yW6aCUw8mLaZZir9 #mutualfunds"
YouTube Link 2024-04-12T11:30Z 129K followers, [---] engagements
"Edelweiss Business Cycle Fund NFO Review Edelweiss Mutual Fund has announced the launch of Edelweiss Business Cycle Fund an open-ended equity scheme following business cycle-based investing theme Investment Objective - The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. Issue Open Date: Jul [--] [----] Issue Close Date: Jul [--] [----] Allotment Date: Jul [--] 2024"
YouTube Link 2024-07-12T05:45Z 135K followers, [----] engagements
"Best funds for SIP Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces"
YouTube Link 2024-10-24T09:42Z 149K followers, 12.4K engagements
"Aditya Birla Sun Life Flexi Cap Fund Fund Review Pankaj Mathpal ABSL Flexi Cap Fund has built a track record of over [--] years in cherry picking strong businesses and creating wealth. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Click here to know more about the scheme-"
YouTube Link 2022-08-27T04:49Z 146K followers, 11.2K engagements
"Suitable funds in the present market condition. Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2024-08-18T05:46Z 141K followers, 12.5K engagements
"Bull Vs Bear Market The Real Secret of Wealth Creation In this exclusive podcast Aashish Somaiyaa CEO of WhiteOak Capital Mutual Fund shares his insights on wealth creation investor behavior and the true lessons learned in bull and bear markets. Discover: Why bear markets are the best teachers for investors The role of mutual funds in financial independence Key principles of long-term wealth creation This conversation will inspire you to think differently about investing and understand how discipline patience and the right approach can help achieve financial goals. ⚠ Disclaimer This video is"
YouTube Link 2025-08-16T11:33Z 150K followers, [----] engagements
"Not happy with your insurer Lodge your complaint at IGMS portal. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future"
YouTube Link 2021-11-26T05:52Z 149K followers, [----] engagements
"Should you switch from small cap to hybrid funds Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2025-06-24T12:45Z 147K followers, [----] engagements
"Financial planning for children's education & marriage Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down"
YouTube Link 2024-12-21T13:15Z 146K followers, [----] engagements
"Money Matters for Fathers: Investments Insurance & Retirement Planning On this special occasion of Fathers Day join personal finance expert Pankaj Mathpal as he shares practical financial planning tips for fathers across all age groups whether you're a young dad nearing retirement or a retired senior citizen. ✅ In this video we cover: 🔹 Key financial goals every father should plan for 🔹 Smart investment options for ages [----] [----] and 60+ 🔹 Best choices in Equity Debt Stocks and Small Savings Schemes 🔹 Retirement planning for a secure future 🔹 Importance of Life Insurance & Health"
YouTube Link 2025-06-14T14:40Z 147K followers, [----] engagements
"Sovereign Gold Bond Scheme 2023-24 (Series II) The Sovereign Gold Bond Scheme 2023-24 - Series II is open for subscription for the period from [--] September to [--] September [----]. The nominal value of the bond is 5923/- per gram of gold. There is a discount of Rs. [--] per gm applicable if the payment is made by digital mode. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Please subscribe to our youtube channel: https://www.youtube.com/PankajMathpal. You may"
YouTube Link 2023-09-11T12:32Z 141K followers, 42K engagements
"The wealth creation formula by Mr. Sundeep Sikka MD & CEO- Nippon India AMC Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: https://www.youtube.com/@pankajmathpal You may like to watch this video"
YouTube Link 2024-04-02T06:50Z 141K followers, [----] engagements
"Know the ways to create wealth. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. SWP Video:"
YouTube Link 2024-11-16T16:14Z 142K followers, [----] engagements
"Can you expect a CAGR of 15% on your investment Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending"
YouTube Link 2023-09-28T11:30Z 142K followers, [----] engagements
"Here's why you should invest in Gilt Funds By: Pankaj Mathpal Gilt funds are debt funds that invest primarily in government securities. We are going to discuss following points in the video. #GiltFunds #PankajMathpalCFP #GovernmentSecurities #DebtFunds Gilt funds invest minimum 80% of assets in Government Securities. Government Securities never default on payment. Gilt funds do not carry default risk. Gilt funds only carry interest rate risk. If interest rate rises then NAV of Gilt funds will fall. Gilt funds perform better in falling interest rate regime. Here is the link to subscribe our"
YouTube Link 2020-06-18T08:59Z 149K followers, [----] engagements
"ICICI Prudential NASDAQ [---] Index Fund NFO Review Pankaj Mathpal ICICI Prudential NASDAQ [---] Index Fund The scheme invests in NASDAQ-100 INDEX giving exposure to [---] largest globally leading non financial companies The NFO opens on 27.09.2021 and closes on 11.10.2021. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative"
YouTube Link 2021-09-28T15:45Z 149K followers, 23.9K engagements
"ICICI Prudential Passive Multi-Asset FOF Pankaj Mathpal NFO Review ICICI Prudential Passive Multi-Asset Fund of Funds is a Fund of Funds scheme with the primary objective to generate returns by predominantly investing in passively managed funds launched in India and/or overseas. However there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market"
YouTube Link 2021-12-27T04:30Z 146K followers, [----] engagements
"Mirae Asset Multi Asset Allocation Fund Your Path to Diversified Growth Mirae Asset Mutual Fund launched a new fund offer for its Mirae Asset Multi Asset Allocation Fund an open ended equity scheme predominantly investing in mid cap stocks. The investment objective of the scheme is to provide long-term capital appreciation from a portfolio investing predominantly in Indian equity and equity related securities of mid cap companies. From time to time the fund manager may also participate in other Indian equities and equity related securities for optimal portfolio construction. The minimum"
YouTube Link 2024-01-12T12:47Z 146K followers, [----] engagements
"An investment plan to achieve Rs. [--] crore in [--] years Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down"
YouTube Link 2024-12-07T13:39Z 143K followers, 16.1K engagements
"Credit Risk Funds Credit risk funds are types of debt funds that lend at least 65% of their total assets to below top rated companies in the form of bonds and debentures etc. Money is lent the poor rated companies at higher interest rate but it also comes with higher risk. Some times these companies default in meeting their obligations and investors in such mutual funds lose their money. Investors with high risk appetite and who understand the capital market should only invest in these funds. Investors should take limited exposure in Credit Risk Funds. Also read:"
YouTube Link 2020-05-23T17:10Z 146K followers, [----] engagements
"How to E-verify Income Tax Return (ITR) To complete the ITR filing process it is mandatory to verify your Income Tax Return (ITR) within [--] days of filing. If you don't verify it on time your ITR will be considered invalid. E-verification is the most convenient and instant method for verifying your ITR. #itr #E-Verification #cpc #aadhaar #financialfreedom #financialplanning #financialeducation #financialliteracy #financialadvisor #wealthmanagement"
YouTube Link 2023-08-05T15:29Z 147K followers, 10.9K engagements
"The Launch of Mirae Asset Balanced Advantage Fund NFO Pankaj Mathpal Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our YouTube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this video:https://youtu.be/pJ-TdoBRv74"
YouTube Link 2022-07-26T15:30Z 146K followers, [----] engagements
"Know the benefits of investing in ICICI Prudential EquitySavingsFund Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Please subscribe to our youtube channel: http://www.youtube.com/user/pankajmathpalsub_confirmation=1 You may like to watch this"
YouTube Link 2023-07-07T11:15Z 146K followers, 13.5K engagements
"Holi & Finance: Lessons for Smart Money Management"
YouTube Link 2025-03-13T14:26Z 145K followers, [---] engagements
"Suitable Funds for an Investment Horizon of 10-15 Years Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down"
YouTube Link 2024-07-12T11:30Z 142K followers, [----] engagements
"Mr. Nimesh Shah MD & CEO of ICICI Prudential Mutual Fund sharing wealth management tips"
YouTube Link 2024-03-08T02:16Z 147K followers, [----] engagements
"Smart Investing: Balancing Returns and Risks Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon"
YouTube Link 2025-06-12T14:01Z 147K followers, [----] engagements
"How Hybrid Funds may Help Avoid Behavioural Biases in Investment This is an investor education and awareness initiative by Mirae Asset Mutual Fund. Mutual Fund investments are subject to market risks read all scheme-related documents carefully The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes Follow me on social media: https://www.facebook.com/PankajMathpal"
YouTube Link 2025-01-22T11:48Z 144K followers, [---] engagements
"Investment Rs. [--] Lakhs and Target Rs. [--] crores. How to make this possible Investors asked me various questions related to investment and I have answered few selected questions in this video. ' This video is bases on question and answers related to mainly mutual fund asked by my viewers. This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions. Mutual Fund investments are subject to market risks read all scheme related documents carefully. The NAVs of the schemes may"
YouTube Link 2023-09-02T12:46Z 114K followers, [----] engagements
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