Beware of ULIPs - ULIP vs Mutual Funds in 2024 | AssetYogi Show #9 скачать в хорошем качестве

Beware of ULIPs - ULIP vs Mutual Funds in 2024 | AssetYogi Show #9

ULIP or Mutual Funds, which is better? ULIPs or Unit Linked Insurance Plans offer both investment and insurance in one product, but are they truly a better investment option? Join Video Finance App, Vidfin here: https://vidfin.com/ Invest & Trade in Stocks & Mutual Funds * Open your Discount Demat Account here: ✔ Zerodha - http://bit.ly/demat-zerodha ✔ Angel Broking - https://angel-one.onelink.me/Wjgr/54z... In this video, we compare ULIPs with Mutual Funds based on parameters like returns, tax benefits, costs, etc. to give you a true picture of how ULIPs actually work. We will also use a real example to compare the overall returns and life cover provided in ULIPs alone vs Mutual Funds combined with Term Insurance. ULIPs Vs Mutual Funds explained in hindi. 0:00 Intro 0:51 ULIP Vs Mutual Funds 02:08 Liquidity 02:47 Compulsory Premium 03:00 Tax Benefits 04:00 Charges 04:49 Returns & Exit Load 06:12 Is ULIP better or Mutual Fund? 06:23 ULIP Vs Mutual Funds (Excel) 12:00 Conclusion About the Video Many agents promote plans like ULIP that bundles investment with insurance. However, many finance experts argue that ULIPs are not a favorable choice of investment if we look at the costs involved and returns offered. In this video, we delve into the comparison between Unit Linked Insurance Plans (ULIPs) and Mutual Funds, offering a detailed analysis to aid in making informed investment decisions. We outline the fundamental disparities between ULIPs and Mutual Funds, covering aspects such as structure, costs, flexibility, tax benefits, transparency, and regulation. Through a real example and calculations, we illustrate how these investment options perform under various market conditions and investor scenarios. Additionally, we provide expert insights and recommendations to assist viewers in aligning their investment choices with their financial goals and risk tolerance. In this video, we’ll cover the following topics: What is ULIP? Should we invest in ULIPs? ULIPs Vs Mutual Funds ULIP Vs Term Insurance Tax benefits in ULIP Tax benefits in Mutual Funds Why are ULIPs so popular? Can you discontinue ULIP plan before maturity? ULIP policy surrender rules Does ULIP offer better returns than Mutual Funds ULIP vs Mutual Funds which is better? ------------------------------------------------------------------------------------------- Connect with Us INSTAGRAM -   / assetyogi   TWITTER -   / assetyogi   FACEBOOK –   / assetyogi   LINKEDIN -   / mukulm   ------------------------------------------------------------------------------------------- Website https://assetyogi.com #ULIP #MutualFunds #assetyogishow ------------------------------------------------------------------------------------------- Disclaimer: Investment in securities market is subject to market risks. Read all the related documents carefully before investing. Vidfin Technologies Pvt. Ltd. (Trade Name - Vidfin, CIN: U67100DL2022PTC392879) is a SEBI Registered Research Analyst with Registration Number - INH100009752 and BSE Enlistment Number: 5574. Registered Address - C1-48/49, 4th Floor, Deep Vihar, Sector 24, Rohini, Badli, New Delhi - 110042. E: [email protected], W: https://vidfin.com, Tel: +91-9289229803. Registration granted by SEBI, enlistment as an RA with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.