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Best Investment Plan

CA CS CIMA Prakash Somani (Landmark Group) (23502 Points)

24 February 2009

Can anyone give me details on Bajaj Allianz Fortune Plus plan??? Urgent...

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3 Replies

Pratik K (Student) (3406 Points)
Replied 24 February 2009

call bajaj allians Ajents they better know and pls discuss here abt thier recommendation so that we other may also get few knowledge

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Ramalingam K (Founder & Director - Holistic Investment Planners (P) Limited) (21077 Points)
Replied 28 May 2014

How to choose a best Portfolio Management Scheme?

There are so many Portfolio Management Schemes in the industry. So it is really very difficult to choose a good Portfolio Management Scheme provider. Here are some factors to be considered before choosing a Portfolio Management Scheme.

https://www.holisticinvestment.in/Best-Portfolio-Management-Scheme

Regards

Ramalingam K, MBA, CFP,

Director and Chief Financial Planner,

Holistic Investment Planners

“Best Performing Financial Advisor Award” Winners from CNBC TV18

www.holisticinvestment.in

(Follow us on):-

https://www.facebook.com/holisticinvestmentplanners

Rinki Jain (CS) (21 Points)
Replied 17 July 2015

All types of ULIP are subject to various charges that eat most of your returns in the short term. As you have already taken a ULIP, you should continue it for the full term.

Please note that the rise in NAV is not your return. You will have to give different charges.

My estimate is that if the long term return is 25 %, you will get 15-20 % effective return.

This is a good plan, according to your allocation your returns will, this will based on the market rate only..

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