Scribd Logo
Hochladen

Willkommen bei Scribd!

  • Comprehensive Proposal For It Saving

    Hochgeladen von

    cpradeep2020
    10 Ansichten1 Seite
    This document is a proposal from Babu Singaram, a financial advisor, for insurance, investment, and tax saving options for a client named Mr. Murali. It includes a comprehensive plan with the following key details: 1. Life insurance of 9 lakh rupees and a term insurance of 25 lakh rupees for liability of a 30 lakh home loan over 14-20 years. 2. Tax savings of 1 lakh rupees under Section 80C, 20,000 rupees under 80CCF, and 30,000 rupees for parents under 80D with guaranteed returns but no medical coverage. 3. An annual premium of 2,652 rupe

    Originalbeschreibung:

    Originaltitel

    Comprehensive Proposal for It Saving

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Verfügbare Formate

    PDF, TXT oder online auf Scribd lesen

    Stufen Sie dieses Dokument als nützlich ein?

    Sind diese Inhalte unangemessen?

    Dieses Dokument melden
    This document is a proposal from Babu Singaram, a financial advisor, for insurance, investment, and tax saving options for a client named Mr. Murali. It includes a comprehensive plan with the following key details: 1. Life insurance of 9 lakh rupees and a term insurance of 25 lakh rupees for liability of a 30 lakh home loan over 14-20 years. 2. Tax savings of 1 lakh rupees under Section 80C, 20,000 rupees under 80CCF, and 30,000 rupees for parents under 80D with guaranteed returns but no medical coverage. 3. An annual premium of 2,652 rupe

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Als PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    10 Ansichten1 Seite

    Comprehensive Proposal For It Saving

    Hochgeladen von

    cpradeep2020
    This document is a proposal from Babu Singaram, a financial advisor, for insurance, investment, and tax saving options for a client named Mr. Murali. It includes a comprehensive plan with the following key details: 1. Life insurance of 9 lakh rupees and a term insurance of 25 lakh rupees for liability of a 30 lakh home loan over 14-20 years. 2. Tax savings of 1 lakh rupees under Section 80C, 20,000 rupees under 80CCF, and 30,000 rupees for parents under 80D with guaranteed returns but no medical coverage. 3. An annual premium of 2,652 rupe

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Als PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    von 1

    BABU SINGARAM Financial Advisor Singabab Financial Services

    No.7, Old No.3/2, Vinayagampet Street Saidapet, Chennai-600015 Mobile : 9444631877/9444538297 Email : babu@singabab.com

    COMPREHENSIVE PROPOSAL FOR INSURANCE/INVESTMENT/IT SAVING (GUARANTEED RETURNS ONLY) OUR MANTRA : MIN INSURE FOR DOUBLE THE CTC or HALF YOUR HOME LOAN EXAMPLE : NAME- MR.MURALI, DOB-10/04/1985, AGE-26, CTC-6LAC, HOME LOAN-30LAC (1) INSURANCE &INVESTMENT :(a) 9LAC for Life Long upto 100yrs and (b) 25LAC for Loan liability of next 20yrs only (2) Major IT SAVINGS :(a) 80C = 1LAC, 80CCF=20000 (b) 80D=15000+15000 (No medical coverage will be available but IT benefit of assured 10%/20%/30% available, for this Pay 15000 yearly for 3yrs into ur own account and surrender at the end, ie.45000/-, if required else continue with 50% withdrawal) (3) Proposal :(a) Insurance of 9LAC(18LAC->Inbuilt Double Accident Benefit of 9LAC) for 21yrs. (b) Term Insurance of 25LAC for 14yrs(considering you will pre-close the loan in 14yrs) (c) Plan for 80D IT Benefit only, no medical benefit available. (4)Premium calendar:Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 3928 3928 3956 & 3870 3956 3928 3870 3956 & 3870 3956 3928 3870 2652 15000 (5) Returns :(a) (i) At the end of the term you get 12LAC as a lump sum. And life cover of 6LAC will be available for the whole life. And (ii) At the end of the term you get 3LAC as a lump sum, in addition life cover of 3LAC will be available for the whole life and every year money back of Rs.16500/- is guaranteed. (b) Only life cover available as this is a term insurance like our bike/car insurance. (c) Anytime after 3yrs your fund value can be withdrawn. Note : Rs. 2652/- yearly payment is for term insurance and Rs.15000/- yearly payment if for 80D benefit. Additional 15000 can be availed for parents, if they are less than 50 years of age. Reqd Docs : One Photo, ID proof, Address proof, Highest degree certificate and a Cheque leaf. If you are interested or want to know more, please sms INVEST to +919444631877 or help your friend to know about this.

    Das könnte Ihnen auch gefallen