Savings & Investment Planning
NEED OF SAVINGS PLAN
NEED OF INVESTMENT PLAN
Why Should You Buy a Savings and Investment Plan?
SAVING FOR FUTURE GOALS :
When it comes to fulfilling future goals such as buying a new home, child’s education, retirement planning etc., savings are a must. Without long term savings plans, it is difficult to balance short term needs and future goals. ULIPs help you save systematically and help you plan for these future goals.
GOOD RETURNS :
Unlike other investment plans, ULIP gives you the advantage of switching between funds depending upon their performance. This helps you to get a higher return on your invested amount by monitoring the growth.
PROVIDES TAX BENIFITS :
All premiums are exempt from tax under Section 80C. The maturity amount received is also exempt subject to conditions under Section 10(10D) of the Income Tax Act, 1961.
FAMILY’S PROTECTION :
ULIP is a life insurance plus investment plan that offers a life cover to the policyholder. In case of an unfortunate death, the dependant family of the policyholder will still be financialy secured
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