TAX AND INVESTMENT PLANNING THROUGH LIFE INSURANCE – UNDERSTAND THE TWO TECHNIQUES TO MAXIMISE RETURNS 📈 AND MINIMISE TAXATION 📉
✅ Guaranteed Tax-Free Income Planning: With premiums spread over 5-15 years, investors can enjoy tax-free💰guaranteed long-term income with customization for financial goals, and life insurance coverage⌛.
✅ Equity Oriented Investment via ULIPs: Unit Linked Insurance Plans (ULIPs) offer life insurance cover and exposure to the stock market🌐, akin to equity mutual funds, tapping into India’s growth story📈
Watch the YouTube video for detailed insights by CA CFP Rajit Kothari, Executive Director of Ashutosh Financial Services Pvt. Ltd.
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