Skip to content

SriNivesh - Opinions that you can trust!

Incisive articles baed on data and facts
  • Advisory Services
  • General
  • Planning
  • Insurance
  • Mutual Funds
  • Taxes
  • Retirement
  • About Us

SriNivesh - Opinions that you can trust!

Incisive articles baed on data and facts
  • Advisory Services
  • General
  • Planning
  • Insurance
  • Mutual Funds
  • Taxes
  • Retirement
  • About Us

LIC

Jeevan Anand - Avoid the policy

Jeevan Anand – Joy for the agent, not for the buyer

  • Insurance
  • 01/12/201824/02/2019

Endowment plans are evergreen products for the insurance industry. They receive a lot of promotion and aggressive selling. In this article, we compare this investment linked product with a separate investment product and show that it helps to not mix insurance and investment.

Categories

  • General
  • Insurance
  • Mutual Funds
  • Planning
  • Retirement
  • Taxes

Tags

80C apps automation behaviour benchmark best fund bucket strategy Budget building wealth compounding credit card direct plan dividend EMI epf equity ETF fee-only FIRE home loan ICICI investing Investments LIC LTCG MFU mutual fund NFO NPS Overnight fund paid advice pension planning portfolio PPF progress review savings selection SIP Strategic tax saving ULIP vpf whole-life

Recent Posts

  • FIRE Up – Comprehensive calculator for Early Retirement
  • Fee-only Financial and Investment Planning
  • Personal Finance Rule 9 – Pay your fair share of taxes, and nothing more
  • Embassy Office Parks – Should you invest in India’s first REIT?
  • Best Mutual Funds – Selection using DIY Criteria

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
  • tweet
  • email

SriNivesh | Powered by WordPress