Sentences with phrase «of lumpsum»

Your nominee can receive the entire cover amount either as lumpsum or a mix of lumpsum and monthly income

Then take the present value of this lumpsum amount as on today.

3) New Settlement Option in this plan makes this plan as unique where one can get the death benefit or maturity benefit in installments instead of lumpsum amount

This combination provides financial protection against death throughout the lifetime of the policyholder with the provision of payment of lumpsum at the end of the selected policy term in case of his / her survival.

There is also an option to receive the Maturity Benefit in monthly instalments over a period of 5 to 10 years instead of lumpsum.

Max Life Online Savings plan provides the dual benefit of lumpsum payout for your goal along with protection from life's uncertainties.

Death benefits can be in the form of lumpsum, monthly payouts and combination of the two.

It can also be availed as a combination of lumpsum and instalment option

This plan allows you to avail of a lumpsum amount on occurrence of a critical illness.

The nominee shall be paid death benefit in the form of a lumpsum amount if policyholder dies during the policy term

This plan allows you to avail of a lumpsum amount.

Survival Benefit - In case of survival of the policy term, you will receive your total premiums back In case of Lumpsum + Monthly Payouts

Term life insurance is insurance in the purest sense, where, in the event of the Life Assured's untimely demise any time during the policy term, his beneficiary receives the full amount of the Life Assured either in the form of a lumpsum amount or as regular payouts.

For the customers who are looking for tax saving whole life insurance plan that offers dual benefits of Lumpsum benefit alongwith potential upside through bonuses and cover till 100 years of age.

This combination provides financial protection against death throughout the life time of the Policy holder with the provision of payment of lumpsum at the end of the selected policy term.

Death benefits can be in the form of lumpsum, monthly payouts or a combination of the two.

All of this with multiple payout options for the death benefit Sum Assured in the form of lumpsum, monthly payouts and combination of the two.

There are also term plans that use a part of the lumpsum to invest in an annuity plan for the nominees.

Also, you could look at investing in MFs, it is a good idea to invest on a monthly basis, instead of lumpsum investments.

Not very keen on a liq fund as it is very short term and more skewed towards parking of lumpsum surplus funds where as i am looking at building a emergency fund through the SIP route as i do not have the luxury of surplus funds and hence arbitrage looks a better bet.

Only reason is to opt for this option is to minimize risk of lumpsum invested amount.

Start as early as possible and do SIP instead of lumpsum investment.

STP option inspite of lumpsum & mid or diversified fund (ICICI Discovery, UTI mid cap, HDFC Midcap, Franklin High Growth companies fund etc) instead of small & sector fund would have been much more smarter option.

Vipin, One of the reasons why experts advise people to go for STP instead of lumpsum is the psychological factor.

If you don't regret your investment, then you will surely regret lack of lumpsum to invest in the downturn that followed your investment.

Not exact matches

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

I have invested lumpsum amount of 10k @ 591 and 10k @ 571.

Dear Mr.Reddy, I am an NRI, I want to start investing in Mutual Funds with Lumpsum amount, it will be mix of 50 % Balance fund, 25 % Midcap or Small Cap & 25 % Monthly Investment plan.

Rs. 2000 in HDFC Balanced Fund as of now for 3 years Rs. 50000 lumpsum in ICICI Prudential dynamic bond fund — for 1 year Rs. 50000 lumpsum in SBI magnum Gilt fund — for 1 year Term plan of 1 CR from ICICI pru 50000 FD for 1 year around 3 lakhs in emergency fund (bank account)

By the government holding my money it ensured it would be there at the end of the year in order fo rme to make a lumpsum payment.

Instead of SIP say for example 5000rs per month, if i invest lumpsum 60,000 rs in any MF will it bring less return?

if u have a lump - sum, then after deciding on the equity fund to invest, u can invest the lumpsum in a liquid fund of the same fund house and then start an STP from that liquid fund into your chosen equity funds.

Or may be a lumpsum then continue with SIP of 1000 for the balanced fund?

I wants to invest on monthly basis for a period of 2 years to get a lumpsum return in end.

(2) Also, considering I am 23, which option would you suggest me — Equity Oriented, Debt Aggressive, Debt Conservative with a somewhat secured return as per past performances (3) Should a lumpsum investment of an amount, say Rs 5,000 / 10,000 be done in one shot or an SIP is recommended for the same?

Invest in lumpsum in any well performing equity mutual fund say 1 lakh and give it a year to grow to be out of liability from tax and exit load and then start SWP option with an amount equal to 9 % per annum divided into 12 months which will give you regular monthly income.

But returns are mentioned as Income benefit — 50000 PA for first 5 years and 1lakh for next 5 year then 6.81 Lakh as Lumpsum at the end of 10 year pay out.

I have taken a Term Cover of 1 Crore this year and planning to invest in ELSS manually in a lumpsum investment and am in process of shortlisting the Long term and Short Term Financial Goals to start with proper financial planning.

When you decide to go with lumpsum today and say the NIFTY is up by 120 points by 2.30 PM, you will surely want to think twice whether to put the money today or wait for a couple of days to see if you get a bit of dip.

My personal experience proved that lumpsum investing is better than STP for 6 to 12 months as I invested in 5 hybrid equity balanced funds for an amount of 12 lakhs on 1st January 2016 when markets were all time high, but, immediately after I invested, markets started to fall with some corrections for few months and my portfolio was down by 1.5 lakhs versus my investment at some point but now my portfolio is up by 1.2 lakhs where there is an appreciation of 14 % till date, some people even suggested me to go for STP over 6 to 12 months to average out but I believed in this lumpsum investing than STP as I did not need this anount for upto 5 years.

If you invest a lumpsum and market goes down 50 % in the next couple of months, you will regret your investment for a period of time until when it comes back up.

Also if you ask people in a rising market whether they would prefer lumpsum or STP, they will go for lumpsum because of the euphoria of rising market.

In a rising market, through SIP / STP, you will get / purchase less units than otherwise through a lumpsum purchase at the start of the SIP / STP period.

There are no assumptions made except that if lumpsum was done instead of an STP.

The builder of a new home or seller of an existing home may «buy down» the veteran's mortgage payments by making a large lumpsum payment up front at closing that will be used to supplement the monthly payments for a certain period, usually 1 to 3 years.

I can invest Rs.One lac lumpsum for a period of 3 years.

Would like to invest a lumpsum of 1.5 lacs with a horizon of 3 1/2 yrs the same being required for my kid's ceremony.

I have received a lumpsum amount as bonus and also one of the bank FD has matured recently, totaling to about 12 Lacs.

Lumpsum of several lakhs in a comparatively safer area.