Sentences with phrase «investment corpus»
The phrase "investment corpus" refers to a sum or pool of money that is set aside or saved specifically for investing purposes. It is a fund or capital that is available to be used for making investments to earn returns or generate income over time. Full definition
establish financial aspects (including implementing tax deductibility arrangements and establishing the capital investment corpus)
humanrights.gov.au
Let's say your preferred allocation is 80:20 (equity: debt), markets reach new highs and your equity unrealized gains may soar, this may result in higher % of equity investments corpus in your portfolio, so you may have to book some profits and move the monies to debt category, to maintain 80:20 ratio.
If you fall short of the desired investment corpus, you may still figure out a way to manage since you are still around.
Case 1: Initial investment: 10 lakh; start SWP right away 10K every month with rate of return @ 12 % per annum (STCG tax and exit load is not taken into consideration here)-- your investment corpus will last for 480 months (40 years) and you will only be left with 8300 / - rs after 480 monthly withdrawals.
How long will the investment corpus last?
By selecting the second option you are insured for $ 50 lakhs plus you grow your investment corpus considerably over the period of time.
Cumulatively, each of these costs can eat significantly into your investment pie and reduce the size of your investment corpus.
As per estimates, the investment corpus with the life insurance companies is around Rs 13 lakh crore.
By selecting the second option you are insured for $ 50 lakhs plus you grow your investment corpus considerably over the period of time.
Through the life insurance ladder, you may be able to increase your investment corpus through premium saved.
Once the insurance policy that covers daughter's education expires, you can use the extra cash to invest and build your investment corpus.
Hence, the growth of your investment corpus will be exactly the same irrespective of whether you opt for life cover or not.
However, if you survive the policy term, you have to meet those expenses from your investment corpus (and not life insurance proceeds).
For instance, if your insurance policy expires before achievement of a goal and the investment corpus is not enough to fund the goal, your family may be in for a serious financial trouble in the event of your death after policy expiry.
The policy holder also gets the option to contribute extra money over and above his premiums to his investment corpus by way of Top - Ups.