B Wealthy Help LIVE: Practical way of trimming your portfolio

Is your portfolio overloaded with too many funds? Can a 26-year-old realistically build ₹1 crore? And is going from zero to ₹2 crore at 43 actually doable? This week on B Wealthy Help LIVE, Certified Financial Planner Swati takes on portfolio cleanup, SIP goal-planning, and helping conservative retired parents look beyond FDs — live and unscripted. Join us tomorrow 8:00 PM. In this session: Portfolio trimming — how to know your portfolio has become bloated, and how to decide which fund should go (and on what basis) Age 26, 30-year horizon — which mutual fund category fits a ₹1 crore goal Age 43, zero to ₹2 crore — how much monthly SIP it really takes, and how to build a realistic plan Retired parents who trust only FDs — how to open them up to shifting 30–40%, with options like SCSS and debt funds Plus your live questions — drop them in the chat and get them answered on air Subscribe and hit the bell for new videos and LIVE sessions every week. #BWealthy #MutualFunds #SIP #PortfolioReview #RetirementPlanning #PersonalFinanceIndia Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. This session is for educational purposes only and not investment advice. Investment, Playlist Link -    • investing   B Wealthy Gyan, Playlist Link -    • Bwealthy Gyan   Learn Investment In Mutual Fund, Playlist Link -    • म्युचुअल फंड में निवेश सीखें | How to inve...   Share Market, Playlist Link -    • शेयर बाजार/ Shares   Mail Us On - ask@bwealthy.co.in WhatsApp - 9148022073 Follow Us On - Instagram -   / swati_bwealthy   Facebook -   / bwealthy.co   #mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy