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How This NRI Created ₹63,000 Monthly Pension for His Father Using Mutual Funds (Complete Strategy)

Alok Dubey, CFP®

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How This NRI Created ₹63,000 Monthly Pension for His Father Using Mutual Funds (Complete Strategy)

1 354 921 просмотр · 1 год назад
Alok Dubey, CFP®
50,3 тыс. подписчиков
1 354 921 просмотр · 1 год назад
For Financial Planning, reach out to me on https://bit.ly/4vhlBGW Click on the link below to find a calendar on our website to schedule a FREE Financial Discovery Meeting: https://bit.ly/planner-nri-primewealth Are you an NRI wondering how to support your parents in India with a stable monthly income? In this video, Alok Dubey, Certified Financial Planner, reveals the exact mutual fund strategy used by one of his NRI clients to create a monthly “pension” of ₹63,000 for his retired father—without liquidating investments or worrying about fluctuating interest rates. What you’ll learn: How to transform Fixed Deposits (FDs) into a reliable monthly income stream using mutual funds The step-by-step process: from choosing the right mutual funds, the benefits of IDCW (Dividend/Income Distribution) options, to the best time to switch from reinvestment to payout Tax-saving tips for NRIs and their families when investing in India The power of compounding and how it accelerated income growth over three years Key mistakes NRIs make while planning retirement for parents—and how to avoid them Whether your parents worked in the private sector or you want peace of mind knowing they’re financially independent, this practical guide is for you. We’ll answer questions like: Is it safe to rely on mutual funds for regular income in India? What are the tax implications for NRIs? How can you maximize monthly payouts for loved ones back home? ========================================= Website: https://primewealth.co.in/financial-p... To join our NRI-only WhatsApp Community: https://bit.ly/NRI-Whatsapp-Community Connect with Alok on LinkedIn   / aloksdubey   Subscribe to 'Alok Dubey, CFP ®' for insights on NRI finance, banking, investments, and retirement planning. Do you have any questions or need further guidance? Drop a comment below or reach out for personalized advice. ========================================= Disclaimer: This video is for educational purposes only and does not constitute financial or legal advice. Please consult with a professional advisor for your specific situation.