ULIP Vs MF: Is it a good idea to close a running ULIP for MF? क्या ULIP बंद करके MF में निवेश करें?

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  • Опубликовано: 4 дек 2024

Комментарии • 199

  • @manojchy4186
    @manojchy4186 Год назад +2

    आपने बहुत अच्छी जानकारी दी और एकदम सरल और साधारण भाषा में जो कोई भी समझ सकता है मैडम

  • @yajuvendrasingh1414
    @yajuvendrasingh1414 2 года назад +6

    एकदम सरल भाषा में समझाया मेम 🙏आपने, छोटे शहरों में अधिकतर लोग LIC में ही फँसे है, उसे कैसे बंद करके अपना कैपिटल निकले।👍

    • @rameshjagtap7115
      @rameshjagtap7115 2 года назад +1

      LIC having lowest charges

    • @tushdalvi3315
      @tushdalvi3315 3 месяца назад

      Mutual fund mai charges total AUM pe lagta hai aur ulip mai only on premium. Isle Aisa lagta hai ki ulip mai charges jyada hai.

    • @tushdalvi3315
      @tushdalvi3315 3 месяца назад

      Kabhi kabhi aisa lagta hai ki LIC ko janbuzkar badnam karne ka propoganda chal raha hai ... LIC is the biggest competitor for other pvt companies.

  • @neeleshjain3175
    @neeleshjain3175 2 года назад

    बहुत ही सरल भाषा में आपने समझाया। स्वाति जी निवेश का सबसे अच्छा तरीक़ा Mutal Fund हाई है

  • @sreedharm2600
    @sreedharm2600 2 года назад +7

    I was having this question in my mind for the last 1-2 yrs since I have started my investment journey with ULIP. Now you have provided a complete overview of this issue by making all the necessary comparisons. Superb and well organized content mam 👌 👏 thanks so much 🙏

    • @BWealthy
      @BWealthy  2 года назад +1

      Thank you for watching the video Sreedhar Jee. Stay Blessed, Healthy & B Wealthy

    • @bjp_for_2024
      @bjp_for_2024 11 месяцев назад

      should I start ULIP or MF - please guide me @@BWealthy

  • @retro_btsarmy
    @retro_btsarmy Год назад +1

    Ulip mai long term capital gain par tax nahi lage ga aur jaise ki traditional plan mai first years 4.5 % paid karna padta hai aur onwards 2.25% ulip apko hamesha support karke ga agar 5 sal kabhi bhi problem hogi sath mai return minimum 5 sal ke bad 11se 12% milga hi minimum

  • @vivekrai-gl2gq
    @vivekrai-gl2gq 2 года назад +30

    Main koi expert to nahi, par itna kah sakta hoon ki 2022 me, jyadatar companies sirf do hi charges laga rahi hain, agar ap online koi ulip lete hain to jyada charges nahi dene honge, doosri taraf ulip ka lockin apko ek dicipline or conyrol provide karta hai, sabse zaruri bat ki ulup apko life cover bhale hi zyada na ho lekin dega plus tax rebate or maturity value pe tax exemption bhi hai, long term plan ke liye ulip chote invester ke liye acha vikalp hai, patience rakhiye or long term invest kijie, apko fayda hoga..

    • @RMSCHORUS
      @RMSCHORUS Год назад +4

      bhai 8% p TAX bhi lagega to kya fayda, mutual funds give 12-14% usme 10% tax wo bhi bas profit ammount p

    • @yashpednekar331
      @yashpednekar331 10 месяцев назад +1

      What about insurance charges?

    • @spokenenglisheasyway753
      @spokenenglisheasyway753 9 месяцев назад +3

      Bro.ulip is totally money waisted plan.

    • @f4c3garhwali32
      @f4c3garhwali32 6 месяцев назад +2

      Hahahah sirf 5-6% wo bhi wo bhi 20 saal me😂😂

    • @Truestories2280
      @Truestories2280 3 месяца назад +3

      Mujhe ulip par 22% returns Mila hai HDFC life to click pichle 5year

  • @manojthakur-no8jr
    @manojthakur-no8jr 2 года назад +2

    I simply love your genuineness and clarity of explanation madam. Thanks a lot.

  • @biswajitpaul1750
    @biswajitpaul1750 2 года назад +3

    Thanks once again.
    I have been holding Max Life Platinum. I too had similar issues.

    • @BWealthy
      @BWealthy  2 года назад

      Thanks to you too Biswajit jee, for watching the video. Stay Blessed, Healthy & B Wealthy

  • @amansehdev7787
    @amansehdev7787 4 месяца назад +1

    Jug jug jivonjnaaabbb ..ati sunder samjyaaaa. .... sweet voiceee❤

  • @rakeshchauhan4343
    @rakeshchauhan4343 Год назад +4

    Hello mam
    TATA AIA smart sampoorna surksha
    K bare m bataye

  • @shagunb45
    @shagunb45 2 года назад +4

    Thank you mam for answering my question, i have made my mind to stay invested and keep on tracking performance like we do in mutual funds also one benefit is that we can switch funds 2-3 times depending on ulip policy without small,long term gain

    • @BWealthy
      @BWealthy  2 года назад +1

      Stay Blessed, Healthy & B Wealthy Shirish Jee.

  • @tejinderpalsingh3312
    @tejinderpalsingh3312 2 года назад

    Mam we appreciate your unbiased and balanced approach

  • @jatinmodi9200
    @jatinmodi9200 5 месяцев назад +1

    the exact information which I needed provided by you in comprehensive manner . thank you ma'am

  • @HamzaMuhhamed
    @HamzaMuhhamed 4 месяца назад

    U answered my questions very well, indirect way...nicely explained..
    Today only i have checked ULIP /MF returns nothing much differences...Thnx

  • @pchako
    @pchako 8 месяцев назад +2

    Very well explained. Here I would like to share my experience. Six years ago I took an ULIP from ABSL. During the first 5 years when I was paying regular premium, the returns were very low. Even though my agent would produce papers showing a growth of about 16-17% p.a. according to my calculation, it was only about 11%. After 5 years, my agent suggested I withdraw the amount and invest in another ULIP of his choice, which according to him would give me bumper returns ! I refused. And lo and behold ! From the sixth year onwards (when I am no longer paying any premium), my same old ULIP started giving me good returns of about 18% ! Wonder why ...

  • @partharoy4562
    @partharoy4562 11 месяцев назад

    Thank u madam for making clear the schemes in such a easy way. Most of the videos did not clear the comperision like u.

  • @jayantraut4623
    @jayantraut4623 11 месяцев назад +2

    एचडीएफसी क्लिक टू वेल्थ प्लॅन के बारे मे बताइये क्या अभी यह टॅक्स मे आता है .इस कंटिन्यू चार्जेस अलग से देने की जरूरत नही है मूल रासी से ही काट लेते है

  • @Mr.YouTube7070
    @Mr.YouTube7070 2 года назад +3

    Not discussed on ulip maturity is taxable or not ...benefits of Switching option between funds without charges...etc

  • @ravindrasrawat
    @ravindrasrawat Год назад +1

    Ulip aur mf dono alag investment hai haalanki dono ka paisa equity market me lagta hai, jahan mf me liquidity jyada hoti hai wahin ulip me 5yrs ka locking hota hai, ulip me surrender ya maturity ka paisa tax free hota hai, mf ke paise par 1lakh se jyada growth honey par tax free nahi rehta hai, 2018 se pehley tax free thhaa

  • @bikramjit15
    @bikramjit15 Месяц назад +1

    Thank you so much Madam ❤❤❤❤❤

  • @urpaisa7322
    @urpaisa7322 Год назад +2

    Madam aap new ulip check kare us me company charge wapas kar rahi hai

  • @pankajsaxena990
    @pankajsaxena990 Год назад +1

    Wonderful information on ULIP. Well explained, thank you Swati ji 🙏

  • @nayanpune4971
    @nayanpune4971 8 месяцев назад +1

    ULIPs are good it gives maximum tax free returns . Also I believe it is good that we have locking period for ulip plans . Bcz it’s market linked the magic of after 5-7 years . If we have liquidity option like mutual funds people tend to withdraw the amounts

    • @heathens2867
      @heathens2867 5 месяцев назад

      Problem with ULIPs are that if you're investing ₹2000 per month then only ₹1800 will be invested post charges so that's around 10% charges you're already paying and let's say mutual fund me apko LTCG tax laga bhi to wo bhi bas 10% hi lgega so fayda kidhar hai?

  • @satishkumarrohilla
    @satishkumarrohilla Год назад +1

    hdfc ulip plan me 3 installation ja chuki h kya continue kre ya nhi

  • @SAGAR_VLOGS7856
    @SAGAR_VLOGS7856 Год назад +1

    Overall ulip is good or bad

  • @shamsherbhagat7194
    @shamsherbhagat7194 Год назад +2

    hdfc click to wealth kaise hai

  • @pratikpatel305
    @pratikpatel305 7 месяцев назад +2

    New ULIP scheme are amazing, recent one comes with capital safety + Market linked returns+ assured returns or under 80c tax exmption be hai..ab logo ko fininfluencer ne bol bol ke sikha diya hai ki mutual fund hi sahi hai to usme kya hi kare😅

    • @arunpusawale1483
      @arunpusawale1483 4 месяца назад +1

      ULIP Return Total Amount Tax free hai OR Mutual fund Total Amount 12.5% Tax paid karna he.. long term ki soch low 🎉😂😂

  • @Sandeesh_Srikantam
    @Sandeesh_Srikantam 2 года назад +2

    Ma’am Customers ko ULIPS bheej ne wale log gross yield dikha ke policies bheej dete hai na, toh aap net yields calculate karna sikhayiye bahut faida hogi aapki subscribers ko jo ULIPS ke bare mein soch rahe hai.

  • @JavedShaikh-oj3ce
    @JavedShaikh-oj3ce 7 месяцев назад +1

    Mam apne bohut ache se samjaya 😘 thanks

  • @tanyainsu1981
    @tanyainsu1981 7 месяцев назад +1

    Ulip plan is west long term me achcha return mil Raha hai

  • @sha2003
    @sha2003 Год назад +6

    Without my knowledge I took ULIP.
    Paid 5L p.a for 5 years. This 25L now at 46L so I guess with 75% + is good deal. More over ULIp have tax benefits.

    • @rupeshnanal1574
      @rupeshnanal1574 3 месяца назад +1

      It's not 75% it will be 25 to 30% please review

    • @dilipn2761
      @dilipn2761 2 месяца назад

      Is this ICICI plan , I also bought , return lower, can you please give your mobile number

  • @rameshchandra5883
    @rameshchandra5883 Год назад

    Very well explained. My all doubts are clear now

  • @007_Sun_Tzu
    @007_Sun_Tzu 2 года назад +12

    ULIP kabhi chalu hi nahi karna chaiye....2008 se yearly 18k bhar rahe hai....aj bhi value 3lac se kam se ...same MF me dala hota to socho kaha hota

  • @ravirathore4161
    @ravirathore4161 Год назад +1

    Knowledgeble information Thankyou mam🙏

  • @yamlifetone5322
    @yamlifetone5322 10 месяцев назад

    Madam Ulip after 5 year cylinder karne pe kitna return mil sakta hai

  • @shailendrasinghparmar4355
    @shailendrasinghparmar4355 10 месяцев назад

    nice information madam ji . if a ulip maturity 1 cr & sip maturity also cr. kisme fund jyada milega.

  • @alokghosh6669
    @alokghosh6669 Год назад

    Swati ma'am 🙏 Good evening. UTI ke mutual funds ke bare mein video banaya.

  • @pankajsaxena990
    @pankajsaxena990 2 года назад +1

    बहुत अच्छी जानकारी दी है आपने ... बहुत बहुत धन्यवाद🙏

    • @BWealthy
      @BWealthy  2 года назад +1

      शुक्रिया वीडियो देखने के लिए पंकज जी। Stay Blessed, Healthy & B Wealthy

    • @RAVINDRAKUMAR-vi4rr
      @RAVINDRAKUMAR-vi4rr 10 месяцев назад

      Hi ​@@BWealthy

  • @dinabandhubehera588
    @dinabandhubehera588 Год назад

    Medom TataAIA param surashkya ke bare me video banaeye

  • @jitupawar2065
    @jitupawar2065 5 месяцев назад

    Thanks for ulip plan details.

  • @yashpadia940
    @yashpadia940 Год назад +2

    We have tax free maturity for some ULIPS and will paya 30% tax for returns of mutual funds, what is your point of view on this?

    • @cssbiot
      @cssbiot Год назад

      30 ℅ great

    • @harishtanwar1362
      @harishtanwar1362 Месяц назад +1

      Ye 30% ki calculation kese aayi bhai??
      12.5% hai as per new law

  • @prashantmistry8833
    @prashantmistry8833 2 года назад +2

    Hi I am Prashant mistry
    Me Tata AIA ulip me November 2010 se monthly Rs2000 invest Kar Raha Hu August 2021 me Rs 500000 withdraw Kiya Rs 48000 balance tha, to abhi me continue rakhu ya surrender karu.invest in super select equity and whole life mid cap equity fund till date

  • @ManjeetSingh-je4or
    @ManjeetSingh-je4or Год назад +1

    Madam ji mera 5 sal pura ho gaya hai mein mutal fund mei jao ya

  • @pradeepverma7889
    @pradeepverma7889 2 года назад +3

    My portfolio is Parag Parikh flexi cap 2000, UTI nifty index fund 2000, sbi small cap 1000, kotak emarging eqity 1000, is this good or any changes?

  • @Taha_India
    @Taha_India 2 года назад +2

    Madam, you completely avoided advantages of ULIP. TAX free return upto 2.5 lakh per year investment in ULIP. Fund switching facility which is good for retirement policy.

  • @apoorvsgtb
    @apoorvsgtb 2 года назад +2

    U didnt consider tax benefits of ulip, and ltcg tax on mutual funds!!

  • @kumaiyavlogs5020
    @kumaiyavlogs5020 4 месяца назад

    10 10 d bhi explain karien plz

  • @vibhuti16
    @vibhuti16 Год назад

    Very nicely explained Ma'am. Thanks..

  • @anilmcait
    @anilmcait Год назад

    Madam long term me around 15 years me ulip me conservative way ke return kitna mota moti expect kar sakte hai

  • @Ambrishwagh1980
    @Ambrishwagh1980 2 года назад

    Superb video swati imp research 👍✌👌❤ from Mumbai ✌

  • @jayeshpatel3066
    @jayeshpatel3066 2 года назад +4

    maam I have taken HDFC's Click to Wealth plan, so is it OK?

    • @mainakmallick1143
      @mainakmallick1143 9 месяцев назад +1

      Han this is good ULIP. Ispe charges nehi hai koi bhi extra. Sirf fund management charges hai. Invest krte rhiye. 5 saal minimum kriye.

    • @allahabadijugad8982
      @allahabadijugad8982 6 месяцев назад

      Bhai 2500 monthly par mai shuru kru toh mujhe 5 sal bad surrender karu hdfc click 2 wealth me to minimum Kitna amount mil skta hai ​@@mainakmallick1143

  • @vikashchaurasiya6367
    @vikashchaurasiya6367 8 месяцев назад +1

    HDFC life sampurn nivesh Kiya
    Salana karta hu sahi hai ya galat
    Kripiya birthday

  • @iamanilghelani
    @iamanilghelani 2 года назад

    Very useful information Swati 👍

  • @ankulRjaymatadi
    @ankulRjaymatadi 2 года назад

    Mam invest karne ke liye koi mutual fund batayiye

  • @shakirhussain8053
    @shakirhussain8053 2 года назад +1

    Priceless advice 👌👏🙌

  • @ganeswar7084
    @ganeswar7084 11 месяцев назад

    100-/.sahi baat, thanks Mam

  • @rakeshmahakud110
    @rakeshmahakud110 Месяц назад

    Ulip mein 5 saal karke 20 saal mein withdraw hota he aur mutual fund 20 saal baad withdraw karte hain ta, final Paisa kese compare karte hain

  • @thesolution3300
    @thesolution3300 Год назад

    Well explained with patience

  • @abcdv1844
    @abcdv1844 Год назад

    Ma'am
    Maine ICICI Bank ka life time clasic m nivesh Kiya hai, lekin ab Mai soch Raha hu ke use band kar ke SIP shuru karu..
    Kya yeh thik rahega??

  • @Shibnath37
    @Shibnath37 11 месяцев назад

    Very well explained. Could you please put some light on taxation part of ULIP? Is the maturity amount exempted from tax?

  • @subhrajitshahani8415
    @subhrajitshahani8415 Год назад

    Mam, per month 10230 rs premimum ata hai to kintna amount market mai invest hoga and kitna amount rider or term plan ke liye jayega?

  • @rijwanansari6327
    @rijwanansari6327 2 года назад +1

    Quant smlla cap fund growth option 1000 का निवेस
    25 साल केलिए केसा रहे गा

  • @shanu420ification
    @shanu420ification 5 месяцев назад

    what will be the tax implication on return if someone closes ULIP after completing 5 years of lockin period?

  • @TheDevil....
    @TheDevil.... Год назад +1

    मैंने पॉलिसी बाजार से tata aia का 1cr कवर वाला " स्मार्ट सम्पूर्ण रक्षा ROP"का टर्म इन्श्योरेन्स लिया है,,,7000 monthly pay करना है 10साल तक,,जिसको मैं 11th साल में ब्याज सहित निकाल सकता हूं(बोला गया है) (और मुझे 70 year तक 1cr का कवर मिल जाता है,,,,,,,क्या ये सही डिसिजन था,,या मैंने कुछ गलती कर दी,,plz बताएं??

    • @viveksahay100
      @viveksahay100 Месяц назад

      Wrong h ulip k term k saath lijiy pr pro 1 year baad v shift kr sakte h

  • @mukeshsinghnegi2811
    @mukeshsinghnegi2811 Год назад

    Well explained, thank you Mam

  • @yogeshpratap6142
    @yogeshpratap6142 Месяц назад

    Maine 3 month premium diya ulip mein ab main nahi continue karna chahta to kya karoon saari policy policy bazar se li hai 13 policy Lee hai

  • @sargamyadav89yadav46
    @sargamyadav89yadav46 2 года назад +1

    Thank you ma'am very helpful information

    • @BWealthy
      @BWealthy  2 года назад

      Thank you for watching the video. Stay Blessed, Healthy & B Wealthy

  • @dhruvparmar4395
    @dhruvparmar4395 Год назад

    Well explained ma'am, so much dought cleared..thank you ma'am 👏

  • @Physicsforiit
    @Physicsforiit 2 года назад +1

    Ma'am aapne mutual fund return ka to baat kar liye . Mutual fund me long term ka return bahut low hai koi bhi advisor 3 years se aage ka koi nahi baat karta hai . Mai to direct share hi buy karta hu mutual fund me paise lagana mujhe to kabhi bhi achha nahi laga

  • @sukhdeepsingh8422
    @sukhdeepsingh8422 2 года назад

    Thanks for valuable information

  • @aptadvi
    @aptadvi 4 месяца назад

    M'm mare cover 75 lac hai to Mera premium 4571 hai or meri policy sirf 13 month hua hai to kya Krna chahiye

  • @nirmalsinha8911
    @nirmalsinha8911 2 года назад +1

    I have already deposited 5.10 lac @ 1 lac 2000 per year for 5 years. Now i need to know action to be taken as 10 years will be completed in 2028.

  • @sejalsolanki7640
    @sejalsolanki7640 25 дней назад

    Mam SBI smart privileged plan me invest Kiya h fund value down hota ja raha h 6 lakh k value 5.70 lakh reh Raha kya karu 5 sal ka premium h discontinue karu please guide

    • @pk12373
      @pk12373 4 дня назад

      Nahi bhai.. Abhi market down hai.. Upar to aayega hi... Aur privilege plan me kafi heavy amount jata hai to jab kuch saal wait karoge to uska Compounding ho kar aako abhit achha return milega... Aisi videos dekh kr apne paise ka nuksaan na karo.. Kal hi sbi me el customer ka yhi plan dekha.. Kya gajab ka return mil raha hai unko.. Privilege ko sambhal k rakho long term k liye.. Bahut achha return banega.. .. Abhi aap apna balance dekho hi nhi... Rakhe raho

  • @kanubhaijogadiya6138
    @kanubhaijogadiya6138 2 года назад +1

    Thank you madam.

  • @rohitpanda7132
    @rohitpanda7132 Год назад

    Thank you so much madam.

  • @ashishashah
    @ashishashah 2 года назад

    Hello
    Question around index and etf..
    Normally passive funds are better then active funds because of well known reasons.
    However are Indian markets matured enough that there is no 'room' for active funds management? US and UK economy is at a level that index funds are efficient but I am not sure about Indian markets especially mid cap and small cap

  • @sushmadevi471
    @sushmadevi471 Год назад

    Mam Maine 11month pahle ulip plan liya tha kya mai ese before I year deactivate kar satisfied hu

  • @a93033
    @a93033 9 месяцев назад

    mam 5 year annual premium wala mf hai kya

  • @SaurabhJaiswalJI
    @SaurabhJaiswalJI Год назад +1

    Hello Swati Ji,
    My brother-in-law has recently started investing in MaxLife ULIP plan online and says that it doesn't have any charges like MF. He's putting 10k per month for 15 yrs and plan is of 50yrs. Could you please help in putting some light on the charges, ROI and taxing side?

  • @hmgovttamilschool6918
    @hmgovttamilschool6918 2 месяца назад

    Mam, I have paid 3 premiums.i.s 3lac.next February I have to pay the next premium.SBI,there will not be much growth.should I surrender or continue.Already 59.Now I am not well.If I surrender what amount I will get after lock in period.No knowledge about it.

  • @vijayshankar1714
    @vijayshankar1714 2 года назад +1

    First viewer😊

    • @BWealthy
      @BWealthy  2 года назад

      शुक्रिया विजय जी, वीडियो देखने के लिए। Stay Blessed, Healthy & B Wealthy

  • @mukeshpatel8367
    @mukeshpatel8367 2 года назад +1

    Very nice mam.thanks fr of

  • @rameshchandra5883
    @rameshchandra5883 2 года назад

    Excellent presentation

  • @jitendersharma9666
    @jitendersharma9666 Год назад +2

    HELLO MAM,
    I HAVE PAID ALL PREMIUM'S OF MY HDFC POLICY AND MY LOCKING PERIOD IS ABOUT TO END (05-09-2023).MY QUESTION IS THERE ANY WAY I CAN WITHDRAW SOME FUNDS OR ALL OF IT ?

    • @prakashkumarpradhan9685
      @prakashkumarpradhan9685 Год назад +1

      Mera 2024 me lockin end hoga kya karna chahiye lockin bad

    • @retro_btsarmy
      @retro_btsarmy Год назад +1

      Dada abhi apka total jo jama huwa hai uske upar return aye ga so don't stop ulip kabhi galti maat karna discontinued

  • @bodhanpanja5840
    @bodhanpanja5840 7 месяцев назад

    Mam can you please give some insight about max life fast track super growth fund. I am investing for 5yrs @ 2 LPA. Please 🙏

  • @manoranjanmahapatra5451
    @manoranjanmahapatra5451 2 года назад

    Thank you ma'am ☺️☺️

  • @kmaalandemir8607
    @kmaalandemir8607 2 года назад +1

    Mam plz plz . reply
    I have taken HDFC SL PRO GROTH SUPER 2
    BALANCED FUND
    FROM 2017 YEARLY 25000
    TIL NOW 1.5LAKH INVESTED
    FUND VALUE E 205572
    SHOULD I SURENDER...PLZ REPLY..MAM
    REALLY THANKFUL TO U

  • @kuldipsidhu2129
    @kuldipsidhu2129 2 года назад +1

    Thank you ma'am very helpful information 🙏

    • @BWealthy
      @BWealthy  2 года назад

      Glad you found the information useful Kuldip Jee. Stay Blessed, Healthy & B Wealthy

    • @ashishashah
      @ashishashah 2 года назад

      @@BWealthy Guys,
      Question around index and etf..
      Normally passive funds are better then active funds because of well known reasons.
      However are Indian markets matured enough that there is no 'room' for active funds management? US and UK economy is at a level that index funds are efficient but I am not sure about Indian markets especially mid cap and small cap

  • @jigneshpatel-qe1si
    @jigneshpatel-qe1si Год назад +1

    policy bazar walo ne sip ki jagah pe ULIP PLAN pakdava diya or 70000 premium bhar ke aaj FUND VALUE HE 35000 ONLY HOW BULSHEET IS THIS ??????😂😂😂😢😢😢😡😡😡🤬🤬🤬🤬🤬😡😡😡😡😡😭😭😭😭😭😭

  • @khandavprasth15
    @khandavprasth15 Год назад

    Maine kal ULIP liya isko Mai kaise end kar sakta hu
    .

  • @surendraramola921
    @surendraramola921 Год назад +1

    Thanks mam

  • @girrajgoyal6331
    @girrajgoyal6331 2 года назад +2

    Hi Ms. Swati, currently I am having one ulip i.e. tata aia sampoorna raksha supreme param rakshak with SA >50lac please enlighten on this

    • @m.qansari1945
      @m.qansari1945 Год назад

      Bhai main bhi aj kal m soch rha hu isi m invest krne ki 15000/month for 5 year k liye y shi plz bta sakte ho

    • @girrajgoyal6331
      @girrajgoyal6331 Год назад

      @@m.qansari1945 I am also awaiting response of Ms. Swati

    • @saurabhshrivastav9921
      @saurabhshrivastav9921 Год назад +1

      @@m.qansari1945 don't take ulip do take mf and life insurance

    • @m.qansari1945
      @m.qansari1945 Год назад

      @@saurabhshrivastav9921 ok bhai thank u

  • @yaserarafath7693
    @yaserarafath7693 Год назад +2

    Such a great explanation to differentiate ULIP v/s Mutual Fund. I have opted a ULIP of Tata aia super selective equity fund where am paying premium of 96000/- annually and maturity period is 60years i have just paid only one year premium under this i am getting insurance cover of 1Cr. Please help me whether i should continue with ULIP or i can go with ELSS MF?

    • @Akumar-su7on
      @Akumar-su7on Год назад

      I have also opted a ulip of tata aia multi cap fund for 40yrs 80lac cover premium is 73000/- my age is 34

    • @yashpednekar331
      @yashpednekar331 10 месяцев назад +1

      Don’t continue. I have stopped after paying 2 premiums. It’s not worth it.

  • @neetuverma2718
    @neetuverma2718 Год назад

    Thank you so much mam

  • @sansaresantosh
    @sansaresantosh 2 года назад +1

    In mutual fund , reinvestment option is taxable ? while choosing option reinvestment how to avoid this tax??

  • @rahuljangid4307
    @rahuljangid4307 2 года назад

    Mam mera ek qustion m kya m mutual fund m aisa kr sakta hu ki jaise agar m mid cap m ya bluchip m sip krta hu to m alag alag karu like 2 mid cap mutual fund 2 bluchip mutual fund aise alag alag taki kabhi bhi kisi ek fund m problum aaye koi bhi to mera baki ka 50% paisa safe rahe pls reply mam

  • @Anilkumar-yd2yb
    @Anilkumar-yd2yb 9 месяцев назад

    Thanks

  • @CUTE_FOUJI_MANOJ_SAINI-RJ-18
    @CUTE_FOUJI_MANOJ_SAINI-RJ-18 18 дней назад

    Mam mene sbi life smart wealth builder policy 3 sal ho gye hai 3 lakh jma kr diya hu 4 lakh or jma krna hai 7 sal ki hai 3.82 abi funds value ho rhi hai kya mere ko policy band krna cahiye

    • @pk12373
      @pk12373 4 дня назад +1

      Nahi bhai use long term k liye rakho.. Abhi market down hai tabhi aapko faida nhi lag rha.. Sbi achha growth krta hai. Wait kro baad me achha paisa milega

    • @CUTE_FOUJI_MANOJ_SAINI-RJ-18
      @CUTE_FOUJI_MANOJ_SAINI-RJ-18 4 дня назад

      @pk12373 ok mam

  • @deepachugh9237
    @deepachugh9237 Год назад +1

    Sir, I have hdfc life suvidha plus ulip 15 yes before..with balanced management fund 15 saal me pese double hue hai..yrly 500 600 charges karte hai bus..first year 90% deduct hue the..koi fund management charges ni hai..coming renewal again..should I continue?? Anyone suggest..

    • @mainakmallick1143
      @mainakmallick1143 9 месяцев назад

      Pls in detail bataiye kitna premium tha, kitne saal se pay kr rhe ho aap. Monthly ya yearly kaise pay Kia. Sb kuch bataiye. And fir ROI nikal skte hai.

    • @deepachugh9237
      @deepachugh9237 9 месяцев назад

      @@mainakmallick1143 10000 premium paid 150000 then amount 310000 hua 15 years me

  • @Investmentidea21k
    @Investmentidea21k Год назад

    Thankyou