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EP-130 #askmoneypurse

Original: EP-130 #ASKMONEYPURSE

72.5K views ยท Jul 16, 2023 ยท 20:33 min ยท Watch on YouTube โ†—
Takeaway

Term insurance payout of 2.5cr should be allocated goal-wise across mutual funds and pension plans rather than real estate.

Summary

  • Widow received Rs.2.5 crore from husband's term insurance; needs to plan for two kids' education, marriage and her retirement.
  • Advice: allocate 30% to financial goals first; mix of mutual funds for kids' education/marriage and pension plan for her own retirement.
  • Caution against real estate concentration when she has no regular income.
  • Second question: SIP timing in chemical sector โ€” wait until margins improve given demand/supply dynamics.
  • Discussion of related party transactions risks in some stocks.
financial-planninginsurancesip
Original description 
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