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Ask Ep-200: Dividend Payout Schemes

Original: Ask Ep-200 Dividend Pay Out Schemes

116.9K views · Dec 15, 2024 · 34:57 min · Watch on YouTube ↗
Takeaway

Dividend payout schemes work well for non-taxpaying senior parents needing predictable annual income.

Summary

  • Analyses Vindhya Telelinks Limited: strong 2-3 year order book and management quality, despite limited concall coverage
  • Teaches viewers how to research negatives by digging beyond management commentary
  • Addresses an investor whose father passed away leaving Rs 60 lakh MF corpus generating Rs 5 lakh/year via dividend-payout schemes for non-taxpayer mother
  • Recommends keeping mother's dividend-payout SWP structure for tax efficiency since she's a non-taxpayer
  • Family has Rs 10 lakh post-tax needed annually, no loans, own house, so MF dividend payouts work cleanly
Vindhya TelelinksDividend PayoutMutual FundsSWPEstate Planning
Original description
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Team Money Purse

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