As you know there are so many charges which are applied on the investment you make on the ULIP investments. Here is a simple to use spread sheet which will allow you to capture the charges and other facts of ULIP plans offered by different companies.
Have a look at this spread sheet. Whenever you call a ULIP investment advisor from a company chart out these charges and other benefits and compare.
http://spreadsheets.google.com/pub?key=pavymIhDyVVDmcRKksdgMCQ
ulipinvestment@gmail.com
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3 comments:
which one u feels the best ?
The allocation charges have not been mentioned in ICICI Pru. only AMC 17% n all they mentioned.
How abt AVIVA Smart guard compared to Bajaj capital gain?
pls mail your comparison chart to iamkaarthik@sify.com pls
am not able to go thru google chart. some prob with browser.
Thanks
Karthik
AVIVA fairs closely with it. but there are lot of disadvantages.
but with bajaj allianz, you can get bonus when you invest through it's channel partner. at minimum you will get Rs. 3000 back to you thorugh check in 4 months. i.e. 750x4.
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