Sentences with phrase «term investment plan based»

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

We develop long - term business investment solutions based on a personalized plan and aligned with client's core values and strengths.

We plan distributions of foreign earnings based on projected cash flow needs as well as the working capital and long - term investment requirements of our foreign subsidiaries and our domestic operations.

Under a managed distribution plan, to the extent that sufficient investment income is not available on a monthly basis, the fund will distribute long - term capital gains and / or return of capital in order to maintain its managed distribution level.

It has been suggested to include: evidence - based initiatives and investment to tackle subject specialist shortages at both primary and secondary level; plans to focus recruitment to regions of the country in most need, particularly since the failure of the National Teaching Service; the range and performance of ITT providers in terms of recruitment and retention of teachers; and a thorough plan for the evaluation of any initiatives and how any findings will feed into future plans for teacher recruitment.

Louis (1989), drawing upon a large - scale survey and case studies of effective schools initiatives in urban secondary schools (Louis and Miles, 1990) identified four district - level approaches to school improvement varying in terms of the uniformity of process and outcomes intended: implementation strategy; evolutionary planning; goal - based accountability; and professional investment.

If your plan relies on an age - based investment strategy, this process is already in place and your asset mix has slowly evolved toward more conservative investments like money market funds and short - term bonds.

Need your advice on a monthly sip of 15 k f (investment horizon of 15 years) for my younger daughters post grad education.I was planning to invest 5 k each in a debt oriented fund (ICIC pru long term growth), balanced fund (HDFC balanced fund) & a ELSS fund (Axis long term equity fund)- assumption based on a return of 12 % post tax and hence a corpus of 65 - 70 lacs at the end of this invetsment term of 15 yrs.Education inflation taken at 10 %.

The IPS provides a long - term plan and a basis for making disciplined investment decisions over time.

We get you there through historical based education, investment planning tailored specifically to you, holistic portfolio management that includes ALL retirement accounts, and the creation & management of a long - term stock portfolio.

If your strategy is to hold on to your investments over the long - term, paying the higher fee may not make much of a difference, but you'll want to look into cheaper options if you plan to trade stocks on a regular basis.

But before you jump into action and choose one of the above mentioned short term investment plans, be advised to consult an advisor to understand which of these can help you get maximum returns based on your investment requisites and risk appetite.

Briefly, SIP plan is all about compounding wealth through systematic investment on a long - term basis.

Comparison of the plans can be based on details of Edelweiss Tokio Easy Pension and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of BSLI Future Guard and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

Dear Deepesh sir I planned my insurance portfolio almost based on your recommendations, avoided traditional insurance plans and already bought a health insurance plan, for me and my wife (Religare care, 5 L SI), although a bit late, I am 35 now nad my wife 29 yrs old., Now I was finalizing the vanila term plan, thought of ICICI, HDFC, Max.But I was confused about an issue, if God forbid, my wife passes way sooner than me, as she is the nominee in all my investments, what will happen to my term insurance?Will I get the SA in anyway, by including my name somehow as beneficiary may be.Plz help

The plan not only offers you multiple options to choose Investment duration of your desire but also offers you the flexibility on how you want to pay your premiums — either as a single payment or for a limited duration or for the entire policy term basis your investmInvestment duration of your desire but also offers you the flexibility on how you want to pay your premiums — either as a single payment or for a limited duration or for the entire policy term basis your investmentinvestment needs.

Comparison of the plans can be based on details of Ace Investment and SL ProGrowth Super II like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Metlife Smart One and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

One can compare benefits of both policies based on aspects like availability of loan, surrender value, tax benefits, death benefits, etc. for Kotak Ace Investment and Exide Life My Term Insurance Plan.

Comparison of the plans can be based on details of Invest Maxima and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Shriram Secure Investment Plan and IndiaFirst Group Credit Life Plan like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and IndiaFirst Simple Benefit Plan like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and IndiaFirst Group Credit Life Plan like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of IndiaFirst Maha Jeeven Plan and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and Smart Wealth Assure like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and Saral Maha Anand like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and Smart Pension Plan like eligibility criteria, policy term, returns etc. for these two plans.

Compare Shriram Secure Investment Plan and IndiaFirst Group Term Plan on basis of policy details, premium details, eligibility etc..

Comparison of the plans can be based on details of Shriram Secure Investment Plan and Retire Smart Plan like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and IndiaFirst Guaranteed Retirement like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and Invest Wise like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Guaranteed Income Advantage and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of eWealth Insurance and Ace Investment like eligibility criteria, policy term, returns etc. for these two plans.

Comparison of the plans can be based on details of Ace Investment and Single Invest like eligibility criteria, policy term, returns etc. for these two plans.