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Why ULIPs are not a great investment? (My column in Morningstar)

by Dev AshishFebruary 9, 2021February 6, 2021Leave a comment

Recently, my thoughts on ULIPs and why they should be avoided (even by HNIs) were published on Morningstar (India). In this one, I try to clear the air about the recent change in taxation of maturity amount of ULIPs and why…

ULIP vs Mutual Funds: ULIPs lose tax arbitrage (Budget 2021)

by Dev AshishFebruary 3, 2021February 3, 20211 Comment

So after the new announcement in Budget 2021, that ULIPs will be taxed liked MFs if annual premium exceeds Rs 2.50 lakh and hence, ULIPs no longer offer the tax arbitrage that was pushed by ULIP sellers till now. Just…

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