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B. V.

DIGHULE
Sample Report For Demonstration Purpose Only
205-206, C-Wing, Crystal Plaza,New Link Road, Andheri(W), Mumbai - 400 053. Tel: 4060 1000 Fax:4060 1226. e-mail. support@datacompwebtech.com

Multi - Plan Chart


Date : 18/01/2013

Wonder-Plan Quotation
Quotation No Name Date of Birth : 300 : SRIKANT GUPTA : 10/08/1978 : 10.00% Age : 34 Chart Date Chart required upto I. T. Slab Loan Re-Investment Rate Maturity/S.B. proceeds Re-invt. Rate Sec.80 CCE Inv. Limit : 100000 Sec.80 CCE Tax Rebate : 18/01/2013 : 18/01/2028 : 30.90% : 0.00% : 0.00% : 30.90%

Loan Interest Rate

Sr. No

Year

Plan/Tm/ Prem. Tm

Plan Name

Sum

M d

Interim Bonus Rate

Assu Bonus Rate

Assu Step Rate A/c

Basic Premium

Installment Premium

Annual Premium

Mat Date

2013

175/15/1

Bima Bachat
Total :

20000 20000

0.00

16159 16159

16159 16159

16159

18/01/28

16159 p.a.

1. '*' : - Assuming LIC will declare the above mentioned bonus rates for the year ended 31-Mar-2013 2. '#' : - Assuming that bonus rate declared by LIC will increase/decrease per year by step rate mentioned above. 3. ** If premiums paid during the year for any policy exceeds 20% of Sum Assured then Maturity proceeds will be taxable and
eligible amount for section 80 CCE rebate will be restricted to 20% of Sum Assured.

The above statement is based on certain assumptions which are liable to change according to Government/Corporation's policies.

B. V. DIGHULE
Sample Report For Demonstration Purpose Only
205-206, C-Wing, Crystal Plaza,New Link Road, Andheri(W), Mumbai - 400 053. Tel: 4060 1000 Fax:4060 1226. e-mail. support@datacompwebtech.com

Multi - Plan Chart

Insurance Facts
Quotation No Name Date of Birth : 300 : SRIKANT GUPTA : 10/08/1978
Risk Cover Year
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028

Chart Date Chart required upto Age : 34 I. T. Slab


Tax Saved
1236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1236

: : :

18/01/2013 18/01/2028 30.90%


New Loan Available
10250 2750 750 1500 750 750 1250 750 750 1500 500 500 1750 1000 750 0

Age
34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49

Normal
20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 0

Accident
20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 0 Total :

Annual Premium
16159 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16159

Net Premium
14923 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14923

Returns From L.I.C.


0 0 0 3000 0 0 3000 0 0 3000 0 0 3000 0 0 28159 40159

Total Loan Available


10250 13000 13750 12250 13000 13750 12000 12750 13500 12000 12500 13000 11750 12750 13500 0

The above statement is based on certain assumptions which are liable to change according to Government/Corporation's policies.

B. V. DIGHULE
Sample Report For Demonstration Purpose Only
205-206, C-Wing, Crystal Plaza,New Link Road, Andheri(W), Mumbai - 400 053. Tel: 4060 1000 Fax:4060 1226. e-mail. support@datacompwebtech.com

Multi - Plan Chart

Summary of Proposed Insurance


Quotation No Name Date of Birth : 300 : SRIKANT GUPTA : 10/08/1978 Age : 34 Chart Date Chart required upto I. T. Slab : 18/01/2013 : 18/01/2028 : 30.90%

Maximum Risk Cover enjoyed (Normal) Maximum Risk Cover enjoyed (Accidental) Total Premium paid Less : Tax saved on premium

Rs. Rs. Rs. Rs.

20000 20000 16159 1236

Net Premium paid


Proceeds from LIC by way of Maturity / Sur. Bens.
Tax Payable Net after tax Payable

Rs.
Rs. Rs. Rs. Rs. Rs.

14923
40159 12409 27750 40159 0

Compounded Value of LIC proceeds @ 0.00 % by 2028 Additional Gain through Loan re-cycling @ 0.00 %

Net in hand as on 2028

Rs.

40159

Assumptions
--> Premium Payments will not save tax. --> Returns will not be Re-invested in Section 80 CCE schemes. --> Gains on Returns Re-investments will not be taxed. --> Gains on Loans Re-investments will not be taxed.

The above statement is based on certain assumptions which are liable to change according to Government/Corporation's policies.

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