Tag Archives ULIPs

demonetization

Dear Investor, As you might be aware, both debt and equity markets have been volatile in the recent past due to multiple factors such as demonetization, and due to the concerns and implications from the outcome of US elections. However, the biggest impact from the increase in money into the formal banking system will be the liquidity improvement with banks…

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A lot has changed since the recent announcement of demonetisation two months ago. These changes have impacted Indians everywhere. Take for example the case of Chetna, a 35-year old homemaker, who manages to save some cash from her daily expenses and money received on festivals to surprise her family members with thoughtful gifts on special occasions. Rohan and Chetna’s anniversary…

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On most occasions, a visit to India is one of the most exciting events in an NRI’s calendar. And like all NRIs, I was also excited as I was finally visiting home for Christmas. I have been working in New York on a project for the last 2 years. After months of planning, shopping for family members, and numerous days…

Saving money aside, smart tax planning is an integral part of sensible financial planning. The average investor enjoys numerous tax-saving options like PFs and PPFs, life insurance plans, ELSS investments, ULIPs and more. When comparing different instruments, it is always advisable to choose an option that offers the combined benefits of wealth protection, value appreciation, strategic flexibility, and tax savings.…

ulips as a monthly investment option

Here are the benefits: • Investment which also offers life cover - The unique benefit of this investment is that, besides investment it also provides a life cover. So in a way it is an investment which works to provide you twin benefits - life insurance combined with savings at market-linked returns. • Convenient premium payment options - Not many know that…

ulip-disclaimer

By the end of each month, I only used to have enough money to buy a rag to sit on at the traffic signal. As a salaried professional I earned a good amount every month, but with a family to look after, the money never seemed to be enough. My kid would scream for a new toy at the supermarket…

Tax - Cleartax

Unit Linked Insurance Plans or ULIPs are a unique investment product. Along with investment in ‘units’, it also comes with life insurance i.e. it provides life cover to the person taking the policy. ULIPs offer tax benefits at the time of investment as well as on maturity. Tax Benefit on investment – money invested in ULIP can be claimed as…

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