Tag: Upfront Charges

6

Surrender your ULIPS!

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Three questions, same answer! 1. Subra I have been paying an annual premium of Rs. 10,000 for the past 7 years, but the amount accumulated in my ULIP policy is only Rs. 59,000. What should I do with the policy now? My agent tells me the upfront charges which were high have already been paid […]

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3

Direct Equity or Mutual fund or PMS or ULIP?

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I have not been able to answer this question for myself – forget answering this question for others. There are 2 big company CEOs who constantly have their portfolios reviewed by me – the equity portion of it. One of them is in financial services. There are 3 fund managers who talk to me at […]

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