<<Main Page
Facebook Page>>

Posts tagged as:

investment

LIC Wealth Plus ULIP Review

February 9, 2010

Today LIC is launching a new plan called “Wealth Plus”, an unit linked insurance plan (ULIP) having a term of 8 years. As usual, here is my review on this plan with inputs from a development officer working with LIC based in Bangalore. On this blog you can also read about other ULIP products available [...]

180 comments Read the full article →

Decoding Financial Advisers – Part 2

January 29, 2010

Before reading this article, hope you have read the first one – “Decoding Financial Advisers – Part 1“. We covered few scenarios on the usual suggestions made by the financial planners/advisers. In this article we cover the few more such scenarios.

• “The number you have called is not responding to your call”
• “I’ve sent several mails but [...]

6 comments Read the full article →

Decoding Financial Advisers – Part 1

January 27, 2010

This is a guest post by Jayant Bhat. He has over 7 years experience in life insurance and reinsurance field as a senior financial underwriter and risk analyst. Jayant has been writing guest articles on this blog and you can read his previous article called “Are you investing in the right way?“. You can [...]

25 comments Read the full article →

Review – Bajaj Allianz Shield Plus

January 21, 2010

Bajaj Allianz recently launched Shield Plus, a unit linked insurance plan (ULIP) last week. Going through the product details, it is assured to provide 170% returns on the premium paid at maturity. Policy has a fixed tenure of 10 years while the minimum premium is Rs 25,000. This is the first guaranteed product from Bajaj [...]

59 comments Read the full article →

Tax Planning Simplified – Part 2

December 29, 2009

We have learned about tax planning for Section 80C from previous post, where we can avail a maximum exemption of Rs 1,00,000 from the taxable income. Now let us explore the avenues beyond section 80C to avail the maximum tax benefit. For salaried individuals whose gross total income exceeds Rs 2,60,000 per annum, deductions under [...]

28 comments Read the full article →

Tax Planning Simplified – Part 1

December 28, 2009

Most of us think about investment and tax planning only when an employer sends out a mail suggesting to submit proof of investments. This usually happens around this time of the year so that the tax can be spread equally over the remaining three months of the financial year. If you just woke up about [...]

33 comments Read the full article →

LIC Jeevan Nischay policy review

October 30, 2009

Life Insurance Corporation (LIC) of India has launched one more new guaranteed single premium plan called Jeevan Nischay. This plan is very much in line with last year’s Jeevan Aastha. This new policy will be sold to ‘existing‘ customers of LIC and will be sold for a limited period until end of March 2010. Yes, [...]

104 comments Read the full article →

New Direct Tax Proposal : India

August 12, 2009

The new direct tax code proposes to exempt the general tax payer from paying income tax if his income is Rs 1,60,000 in a year. He would pay just 10 per cent up to Rs 10 lakh, 20 per cent beyond that and Rs 25 lakh and 30 per cent beyond Rs 25 lakh. Though [...]

45 comments Read the full article →

Bajaj Allianz iGain ULIP

July 29, 2009

Bajaj  Allianz has introduced a unit-linked life insurance plan called iGain. This policy available directly from Bajaj Allianz, it is easy to buy online and much simpler to understand the terms and conditions. Their website provides all the info with various charges on a yearly basis for individual premium amount, while purchasing the ULIP itself. [...]

17 comments Read the full article →

Are you Investing the Right Way?

April 11, 2009

This is a guest post titled “Need Based Financial Analysis – Are you investing the right way?” by Jayant Bhat. He has over 7 years experience in life insurance and reinsurance field as a Senior Financial Underwriter and Risk Analyst. By looking at the immense amount of questions being posted on this blog by various [...]

14 comments Read the full article →

← Previous Entries