Investing as a Married Couple - 5 Important Tips To Consider While Investing
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Table of Contents
Establish a joint investment budget
Understand each other's investor persona
List out your common and your individual goals
Consider financial products that offer joint benefits
Ensure that you don't lose sight of the end goals
Summing up
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Disclaimer
1Tax benefits are subject to changes in tax laws. Kindly consult your financial advisor for more details.
2 Provided all due premiums are paid
ABSLI Nishchit Aayush Plan. This is a non-linked non-participating individual savings life insurance plan. UIN No 109N137V06
^ - Provided 0 year deferment & monthly income frequency is chosen at the time of inception of the policy.
~ Male- 25 yrs invests in ABSLI Nishchit Aayush Plan with Level Income + Lumpsum Benefit. He chooses premium payment term 10 yrs , policy term 40 years, benefit option -Long Term Income, Sum Assured 7 times of Annualized Premium and Deferment Period 0 years. Annualized Premium is ₹1,20,000 (Exclusive of GST.). Annual Income of ₹45,900 (45,900*40=18,36,000) + Maturity Benefit (₹16,80,000)= ₹35,16,000
ADV/9/21-22/1278
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