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How is your insurance policy taxed?

Pavithra Jaivant / Taxes, Categories, General, Insurance / February 16, 2023

Some of us may be hoarse from shouting about why tax benefits should not be the reason we buy insurance. Shouting notwithstanding, tax treatment remains a key consideration when buying insurance of almost any sort and this is what we look at in this article.
There are two points in time when the tax aspect will have to be kept in mind:
First at the time of premium payment
Second, at the time of a payout in the form of a claim being met or maturity benefits being paid out.

How is your insurance policy taxed? Read More »

ULIP vs. Mutual Fund – where should you invest?

Pavithra Jaivant / Mutual funds & ETFs, Categories, Commentary / December 15, 2022

As far as investment products go, ULIPs (short for Unit Linked Insurance Products) have the reputation of being the ‘bad boys’. While investor wariness toward ULIPs in their earlier avatar was justified, they have evolved since their pre-2010 days following changes made by IRDAI. However, ULIPs have still not entirely managed to shake off their reputation. In this article, we pit the present day ULIP vs. mutual funds – and compare them on parameters such as their function, how they invest your money, liquidity, expenses and tax treatment and see how they stack up.

ULIP vs. Mutual Fund – where should you invest? Read More »

New tax regime – is it goodbye for section 80C investments?

Aarati Krishnan / Taxes / February 7, 2020

One of the intriguing things about Indian Union Budget presentations is that tweaks to the tax laws that get just a half-a-minute mention in the budget speech often pack a big punch for taxpayers. This year, the move that fits this description is the Centre’s decision to offer a new friendlier tax regime .

New tax regime – is it goodbye for section 80C investments? Read More »

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