Finance with Alex & Allen

Hello Everyone!

This is the last call. From December 1st onwards, the fee for our Mutual Funds Made Easy course will increase to ₹2,000.

We have always maintained that the quality and depth of this course are worth ₹10,000+, and as our community of successful investors grows, our pricing is moving to reflect that value.

If you are serious about building wealth and want to truly understand:

- Step-by-Step Portfolio Creation (From ₹0 to ₹1 Crore)
- How to Pick the "Best" Funds (And avoid the bad ones)
- SIP vs. Lumpsum Secrets (Maximize your returns)
- Tax-Saving Strategies (Keep more of your profit)
- Reviewing & Rebalancing (Manage risk like a pro)

...then NOW is the best time to join.

Use coupon code: MF20 to get an extra 20% OFF before the price hike! 📉

👉 www.finalexallen.com/courses/mutual-funds-made-eas…

See you inside the course! Let's build your financial future together.

1 month ago | [YT] | 27

Finance with Alex & Allen

BEWARE! ⚠️ Most Foreign ETFs trading in India have a Price vs NAV mismatch. That is basically for a 20% premium you are paying Rs. 120 (ETF price) for an ETF whose value is only Rs. 100 (NAV).

The current premium exists only because of RBI limit on investing in foreign assets. Once RBI changes that limit, you might lose that 20% premium in one single day.

There are better ways to invest in US/Foreign stocks. We have already made a detailed video on that, check it out: https://youtu.be/RNLBf90rTcI?si=isgMf...

1 month ago | [YT] | 21

Finance with Alex & Allen

Buying Health Insurance? Don’t Make These Common Mistakes.

Do’s:
✔ Pick at least a ₹5–10L cover
✔ Check room-rent limits & sub-limits
✔ Ideally choose plan without co-payment or deductible
✔ Read waiting periods properly

Don’ts:
✘ Don’t choose the cheapest policy blindly
✘ Don't ignore Claim settlement Ratio (CSR), ICR and Complaint Volume
✘ Don’t go behind attractive No claim Bonuses (making savings out of insurance is not our aim)

If you need free help choosing the right policy, Ditto is honestly one of the best places to get unbiased guidance. They don't charge you for the service.

Link: ditto.sh/9mskny

I’ve explained these in detail in my full video — watch it (link in comments).

1 month ago | [YT] | 20

Finance with Alex & Allen

Mutual Fund Portfolio Update – Month 9! 📢

Hey everyone! We’re back with our Month 9 update of the YouTube Mutual Fund Portfolio — continuing our journey of transparent, long-term investing. ✅

💰 This month, we’ve added ₹2,09,989 from YouTube income to our portfolio — staying consistent with our monthly SIP-style investing habit. 💪

Here’s the updated snapshot as of October 31:

📊 Total Invested: ₹10,55,583
💼 Current Value: ₹10,75,280
📈 All-Time Return: +₹19,696 (+1.87%)

⸻

💼 Current Holdings

🔹 UTI Nifty200 Quality 30 Index Fund
• Invested: ₹3,13,483
• Value: ₹3,20,239
• Return: +₹6,756 (+2.16%)

🔹 Tata Nifty Midcap 150 Momentum 50 Index Fund
• Invested: ₹7,42,100
• Value: ₹7,55,041
• Return: +₹12,941 (+1.74%)

⸻

📈 After being in the red last month, our portfolio is back in positive territory! Both funds have turned green — showing the power of staying invested and letting compounding work over time. 🚀

#MutualFunds #LongTermInvesting #FinanceWithAlexAndAllen #TransparencyJourney

2 months ago | [YT] | 39

Finance with Alex & Allen

📢 Mutual Fund Portfolio Update – Month 8! 📢

Hey everyone! We’re back with our Month 8 update of the YouTube Mutual Fund Portfolio — continuing our journey of transparent, long-term investing. ✅

💰 This month, we’ve added ₹1,64,632 from YouTube income to our portfolio, staying consistent with our systematic monthly investments. 💪

Here’s the updated snapshot as of October 3:

📊 Total Invested: ₹8,45,594
💼 Current Value: ₹8,40,014
📉 All-Time Returns: −₹5,579 (−3.71%)

💼 Current Holdings:

🔹 UTI Nifty200 Quality 30 Index Fund
• Invested: ₹2,50,486
• Value: ₹2,50,808
• Return: +₹322 (+0.52%)

🔹 Tata Nifty Midcap 150 Momentum 50 Index Fund
• Invested: ₹5,95,107
• Value: ₹5,89,206
• Return: −₹5,901 (−6.67%)

📈 Despite being slightly negative overall, our focus remains on consistency over short-term fluctuations. The markets move in cycles — and staying disciplined during dips is what builds real wealth over time. 🚀

Let’s keep growing, one SIP at a time. 💚

#MutualFunds #LongTermInvesting #FinanceWithAlexAndAllen #TransparencyJourney

3 months ago | [YT] | 57

Finance with Alex & Allen

📢 Mutual Fund Portfolio Update – Month 7! 📢

Hey everyone! Welcome back to our Month 7 update of the YouTube Mutual Fund Portfolio. We continue to share this with full transparency to show the real journey of long-term investing. ✅

🆕 This month, we’ve added ₹2,09,446 from YouTube income to our portfolio, keeping up with our systematic monthly investments. 🎯

Here’s the updated snapshot as of September 2:

📊 Total Invested: ₹6,80,962
💰 Current Value: ₹6,78,979
📉 All-Time Returns: –₹1,983 (–2.34%)

💼 Current Holdings:

🔹 UTI Nifty200 Quality 30 Index Fund
 • Invested: ₹2,37,270
 • Value: ₹2,38,459
 • Return: +₹1,189 (+0.5%)

🔹 Tata Nifty Midcap 150 Momentum 50 Index Fund
 • Invested: ₹4,43,692
 • Value: ₹4,40,520
 • Return: –₹3,172 (–0.7%)

We’re still in slight negative territory overall, but that’s the reality of markets — ups and downs are part of the process. 📉➡️📈 What matters is staying consistent with disciplined investing.

4 months ago | [YT] | 96

Finance with Alex & Allen

🎉 Big Update 🎉

Happy to share that I’ve cleared 2 levels of the NISM Investment Adviser certification ✅
The next step for me is becoming a SEBI Registered Investment Adviser very soon.

This channel, Finance with Alex and Allen, has grown only because of your constant support, encouragement, and feedback. Thank you for being part of this journey 🙏

— Alex

4 months ago | [YT] | 555

Finance with Alex & Allen

Hello Everyone! 🎉
We’re excited to announce the 100K Giveaway Winners!

Each winner will be receiving a Personal Finance/Growth Book, signed from our end. ✨

📌 The full winners list is available in the comment section.

4 months ago | [YT] | 66

Finance with Alex & Allen

Live Link: youtube.com/live/Cl--qapYLbg?feature=share

4 months ago | [YT] | 67