Sentences with phrase «sum investment»

Can you please suggest whether I should go for a lump sum investment this month or break it out into 4 SIP?

I do not have term insurance as of now, But i will take it please suggest me should i wit for 2/3 months and do a lum sum investment or SIP.

4 — As you have fixed source of income, considering you age, looking at your current financial profile etc., I believe it is advisable to invest your lump sum investment in a mix of Balanced fund + MF MIP Growth plan for next say 5 years or so.

Below are monthly additional investments except Emergency Fund which was a lump sum investment.

It is a lump sum investment and the investor may not be in a position to repeat investments of such size.

I would be making a lump sum investment, I wish to assure my money grows but remains liquid.

Top - up is a one - time lump sum investment you can use during your policy tenure.

Dear REMYA, Kindly note that SIP (systematic investment plan) is a type of investing method (like lump sum investment) and it is not an investment product as such.

Generally if you visit LIC India website you can find out the annuity chart like below where different amounts are listed based on entry age of insurer for a lump - sum investment of Rs 1 lakh.

Can a customer invest money in a ULIP as a one - time addition, like a lump sum investment in a mutual fund?

The minimum lump sum investment is Rs. 1,000 and you can start an SIP of Rs. 1,000 per month.

As compared to the lump - sum investment, SIP is more beneficial as the amount is invested in a monthly basis, so there is very less or no negative impact of market volatility.

However, one can opt for this model only if they have the requisite funds available to make a lump sum investment as a single premium policy demands.

The insured can make a lump sum investment into his fund any time during the policy tenure except the last 5 years with the plan.

You can go for a minimum lump sum investment of Rs. 5000 / - or SIP of Rs. 1000 / - per month.

Top - up is a one - time lump sum investment provision for you as an investor which can be used during your policy tenure.

They will ask you to make a lump - sum investment to cut down your tax liability.

Ex — TATA Balanced fund + Birla Sunlife MIP II welath 25 plan + Franklin Prima plus (You can make lump sum investment).

SPIA accounts are usually funded with a lump sum investment in order to create a desired stream of income for one or two lives.

The minimum required investment for lump sum investment route is INR 5000.

Only those who are truly clairvoyant attempt to select the «exact» day to put a lump - sum investment into the market.

Ex — TATA Balanced fund + Birla Sunlife MIP II welath 25 plan + Franklin Prima plus (You can make lump sum investment).

An annuity is a contract that guarantees a series of payments in exchange for a single lump sum investment or series of investments.

A lump sum investment is one - time investment option whereas a SIP investment is a recurring investment in a Mutual Fund scheme.

If you received money after retirement or by selling your house or from an inheritance, you can consider a lump sum investment.

It gives three alternatives: a lump - sum investment, a monthly investment until age 18, and a monthly investment until age 65.

That percentage takes the same relative bite out of a $ 25 investment or regular installment amount as it would out of a $ 250 or $ 2,500 lump - sum investment.

The minimum required investment for lump sum investment route as well as the SIP or Systematic Investment Planning method is INR 1,000.

The minimum required investment for lump sum investment route is INR 5,000, while it is INR 500 in case of Systematic Investment Planning method.

The minimum required investment for lump sum investment route is INR 500, while it is INR 100 in case of SIP or Systematic Investment Planning method.

Here you will divide your planned lump sum investment into 12 equal parts, say if you plan to invest $ 1,20,000 in March as a lump sum, in a SIP you will invest $ 10,000 per month.

You forgot to point out that in three of the four scenarios, dollar - cost averaging beat a lump sum investment.

In a SIP instead of a lump sum the investment is done regularly on specific intervals either weekly or monthly or quarterly.

With moderate amounts of active fund tracking risk (2.5 % / year), for the initial lump sum investment scenario, there was only about a 2 % chance that an average cost active fund would result in a slightly higher terminal value after thirty years versus the low cost passively managed fund.

A good rule of thumb is to require a difference in fees that is twice the fee difference for a lump sum investment with a 17 - year horizon.

For example, consider a lump sum investment of $ 10,000 in two plans with a 5 % annual return on investment, one with annual fees of 1.1 % and a state income tax deduction that is the equivalent of a 4 % discount and one with annual fees of 0.8 % and no state income tax deduction.

It's not entirely clear what you're asking... If you're talking about an Excel Formula for getting both of those, then: = PV (Rate, NPER, PMT, Future Value) = PMT (Rate, NPER, Present Value, Future Value) For the lump sum investment, you would put the final value you need in as «present value», and the Payment would = 0.

I have a lump sum investment in UTI equity DP Growth for last 3 years.

Lump sum Investment options for Retirees / Senior Citizens Where to invest my Retiral benefits to get Regular Income?

According to finance theory, the optimal approach is to make a lump sum investment; i.e., invest all of your money at once.

In this example, Lump sum investment is the winner.

SIP Vs lump sum investment

My query is regarding a lump - sum investment of Rs. 5 Lacs for medium term (3 - 5 years).

Also doing Lump sum investment into same schemes.

Kindly note I don't have immediate money need for my lump sum investment and can wait to grow for the next 2 - 3 years.

Below are monthly additional investments except Emergency Fund which was a lump sum investment.

Read: SIP Vs lump sum investment!

If you plan on making a single, large, lump - sum investment, then paying one commission to buy ETF shares makes sense.

1 & 2 — Considering the current market state, your time - frame and risk profile, may be STP would be a better choice to lump sum investment.

For example, assuming an $ 8 per trade commission, a single lump - sum investment of $ 1,000 in the iShares S&P 500 Index (symbol: IVV) would cost 0.8 percent of the investment, or $ 8.