← back

Ask EP - 139 Can we transfer MUTUAL FUNDS on kids name? | Beware of Railway Stocks

Original: Ask EP - 139 Can we transfer MUTUAL FUNDS on kids name ? | ఈ Railway Stocks తో జాగ్రత్త

65.8K views · Sep 24, 2023 · 18:38 min · Watch on YouTube ↗
Takeaway

Quality healthcare stocks are good businesses but currently expensive; avoid fresh entry, and prefer mutual fund SIPs over chasing peaked small-caps.

Summary

  • Asian Paints and Rainbow Hospitals discussed; hold-vs-exit framework based on valuation
  • Hospital stocks (KIMS, Narayana, Apollo, Max) look fundamentally good but valuations are currently expensive
  • Star Health rejecting sum-insured hike for pre-existing rheumatoid arthritis; suggests escalation and porting options
  • On small-caps at peak valuations: stay invested only if no immediate need; otherwise trim
  • Mutual funds typically cannot be directly transferred to kids — needs gift/redemption-reinvestment route
Hospital StocksHealth InsuranceSmall CapsMutual FundsQ&A
Original description
Get Best & Free Credit cards Apply Now👇
IDFC free Credit Card (Free) - https://wee.bnking.in/ZTFkZTc1
AU Credit Card (Free) https://wee.bnking.in/NmZkNGQ4
You can compare Term Insurance here 👉https://tinyurl.com/bdysmh59     
You can compare Health Insurance here  👉 https://tinyurl.com/pgc9dcxc .
Tijori 15% Discount Link 👉 https://tinyurl.com/vk645vp3
TELEGRAM: https://telegram.openinapp.co/money-purse


You can learn Basics of Stock markets for beginners, How to do Fundamental Analysis of a stock or any company, Expert Interviews, Financial Planning, Tax planning , Daily Stock Market News and many more for free in our channel
Get free Knowledge and learn how to be a pro in Stock Market Investments and your Personal Finance.

You can compare Term Insurance here  👉 https://tinyurl.com/bdysmh59                  

You can compare Health Insurance here  👉 https://tinyurl.com/pgc9dcxc 

Stay In Touch👇

Also connect with us on👇


FACEBOOK: https://www.facebook.com/moneypurseadv/?ref=bookmarks
INSTAGRAM: https://www.instagram.com/moneypurseadv/
TWITTER: https://twitter.com/Moneypurseadv


Thanks for watching..
Team Money Purse

00:00 view on SJS, Rainbow hospital, Cyient dlm
03:43 view on Railway sector
05:54 Is it worth investing 1.2lakhs yearly upto 12yrs to get 1.55lakhs for rest of the life?
08:57 Sunday Funday
09:11 Is it possible to transfer stocks to parents and sell it?
11:26 Is it mandatory to take property insurance?
12:00 Can we transfer MF on kids name?
12:55 Is Healthcare segment still attractive?
14:52 Is it better to port your health insurance policy?
15:51 Is it right time to exit from Small cap funds?
16:29 What is the future of wealth management business?