Today, just earning isn’t enough! While we work hard, the amount we earn may not be adequate to deal with the constant rise in day to day expenses and healthcare. To add to that, as parents you have the additional responsibility of saving up for your child’s future and your life, post-employment! Thus, the need for investment is unquestionable. With ULIPs, invest your money in a tax-exempt corpus and watch it grow. Not only does a ULIP policy help you save money but it creates wealth for a bright future. Go with Finserv MARKETS and choose a ULIP plan that will take care of your present and your future.
As per Bajaj Allianz Life Insurance Co. Ltd., ULIP funds at Finserv MARKETS enjoy good ratings with approximate returns as high as 25% over a 5-year investment period.
With approximately 2,00,000 crores held in terms of Assets Under Management (AUM), know that your ULIP investments are among the best in the market.
Under the Income Tax Act of 1961, ULIPs are tax-free investments. As a customer, you needn't pay any tax during investment, while your money grows, during fund switches or during maturity.
With ULIPs at Finserv MARKETS, policyholders do not have to pay any charge when allocating funds. Neither are there any return of mortality charges levied.
Policyholders enjoy the flexibility of choosing between 4 investment portfolio best ULIP strategies thus helping one plan better for higher returns that are tax-exempted.
ULIPs offer policyholders the benefit of investing minus the taxes that are usually levied. Under the Income Tax Act of 1961, you save under the section 80(C) during contribution and section 10 (10D) during withdrawal. Go with Finserv MARKETS for the best ULIP policies.
Being financially independent, especially post-employment is important. Working hard towards meeting the financial and aspirational goals of your family is great, but you need to set aside funds for life during retirement. Moreover, you may have goals and dreams that you’d like to pursue too – get an investment ULIP plan in place today and save up for your future. Also, the fact that ULIPs are a great tax-saving tool just makes it worth the investment.
Why let money lie idle when you invest it? Choosing a smart ULIP plan (based on your risk appetite) offers the dual benefit of an investment and an insurance policy - the best way to grow your money. Not only are you investing in your future, but you’re also protecting yourself in doing so. Money sitting in your bank account is just an earning opportunity lost, especially when its tax-free.
Unit Linked Investment Plans are comprehensive investment products in which you get the dual benefit of market returns along with an insurance cover. Investing in ULIPs help you generate wealth while securing yourself and your family with an insurance cover. When you invest in a ULIP, the insurance company puts a portion of your investments towards market linked products like equity shares, bonds, etc. while the other portion is invested in a life insurance policy. ULIPs are long term investment plans which have a lock-in period of 5 years with tax benefits under Section 80C and Section 10D of the Income Tax Act, 1961. ULIPs are also exempt from tax under the recently introduced LTCG or Long-Term Capital Gains tax.
Savings plans are investment instruments in which you contribute money on a regular basis to achieve a financial goal. Savings plans could be short- term or long term. Usually in a saving plan, the periodic contribution is automatically transferred from your registered bank account into saving or investment account as per your mandate. An insurance policy is a type of saving plan.
To invest in a ULIP investment plan, you should meet the entry age criteria given in the policy document. Moreover, you can invest in a ULIP when your age is within the age range at the time of the maturity required as per the policy terms and conditions.
To buy an investment plan, you will be asked to submit the following documents:-
Finserv MARKETS also offers ULIP Plans for investments and child’s education.
Our child plan can help you prepare for your child’s bright future. Also, our pension plan helps you to save for your retirement in a smart way.
Investment Plans: Buy Bajaj Allianz Investment Plans available on Finserv MARKETS for better investment planning. ULIP Investment Plans offer tax benefits, life insurance and market linked returns. Get a free quote today!
Buying an investment plan was a very simple process. Also, I can keep a track of my investment returns online. All thanks to investment plan available on Finserv MARKETS.
Posted on 18 Nov 19
The ULIP investment plan is the one of the finest plans to fulfill short-term as well as long-term financial goals. Zero allocation charge and the option of partial withdrawal are some of the major benefits of ULIPs available on Finserv MARKETS.
Posted on 19 Nov 19
I availed the ULIP investment plan and I got the flexibility to choose between different investment options. This helped me boost my chances of higher returns.
Posted on 2 Jan 19
The investment plan available on Finserv MARKETS offers flexibility to choose between funds and comes with great potential for high returns. Investing in this plan helped me build my wealth effectively.
Posted on 21 Feb 20
When I was checking the investment plan on Finserv MARKETS, I received a call from their customer service team who explained the entire process very easily. I could buy my investment plan smoothly within minutes.
Posted on 02 Mar 20
When I got married, I felt the need to invest for my extending family. I came across the Investment plan on Finserv MARKETS and was impressed with the flexibility and no extra charges being applied. And, I could get the plan through a simple process thanks to the user-friendly platform.
Posted on 24 Mar 20
When I decided to buy a new car, first thing that I needed were funds. The ULIP investment plan on Finserv MARKETS was definitely an ideal choice with money invested in different types of funds & higher returns compared to other investment tools in the market. Happy with the product.
Posted on 09 Apr 20