ULIPs are now Taxable | Impact of Union Budget 2021 on ULIP's taxation

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  • เผยแพร่เมื่อ 25 พ.ย. 2024

ความคิดเห็น • 156

  • @prashants3382
    @prashants3382 3 ปีที่แล้ว +23

    This budget amd gov is more focused on closing loop holes in existing system, they didn't increase tax just bcz they will gain from this..tht is a good news for honest citizens

    • @sangramkesharimohapatra4990
      @sangramkesharimohapatra4990 3 ปีที่แล้ว +11

      Closing loop holes for only salaried persons only. Not for businessman. First income then advance tax through tcs. Uskebad kuch saving Karo to uspe bhi tax. Wah... epf me tax mutual fund me tax, short n long term capital gain me tax, Ulip pe tax. But speculating is free. Futures n option trades will not be audited under 10 crore turnover ..😂😂😂😂

    • @dawnofkitty
      @dawnofkitty 3 ปีที่แล้ว +2

      this dude has drunk the gomutra! 🤣

    • @prashants3382
      @prashants3382 3 ปีที่แล้ว

      @@dawnofkitty yes I do..

    • @dawnofkitty
      @dawnofkitty 3 ปีที่แล้ว +3

      @@prashants3382 education wasted

  • @manishgupta-gy5po
    @manishgupta-gy5po 3 ปีที่แล้ว +3

    Biggest Learning of this video: Investment and Insurance should be seperately managed. We should stay away from mixed product like ULIP

  • @nileshgupta5657
    @nileshgupta5657 3 ปีที่แล้ว +36

    Even when ULIP was tax free still I would choose MF and never buy Ulip for Investment purpose.

    • @arun-ql8nc
      @arun-ql8nc 3 ปีที่แล้ว +6

      ULIP are basically scam.. I invested 1.7 lakhs for 15 months with very poor returns even though market was good and then realized most of my money are going to charges and commissions. They should ban these

    • @amrutakoli6992
      @amrutakoli6992 3 ปีที่แล้ว +1

      Seems poor study of Insurance

    • @amrutakoli6992
      @amrutakoli6992 3 ปีที่แล้ว +1

      @@arun-ql8nc ulips are never for 15 months

    • @nileshgupta5657
      @nileshgupta5657 3 ปีที่แล้ว +1

      @@amrutakoli6992
      Insurance is most important , The day a person starts earning the one should first take a health insurance and a term insurance . But again insurance is not at all for investment . Insurance and investment should always be saperate.
      It's my opinion

    • @sachinkhattar2747
      @sachinkhattar2747 3 ปีที่แล้ว

      @@nileshgupta5657 ur option is on upto you but your mindset is wrong dear

  • @anshumanpati8514
    @anshumanpati8514 3 ปีที่แล้ว +9

    Sir ek video ispe ho jae : "Bad Bank" - asset reconstruction company as suggested in Budget 2021. How this will function/work ?

    • @pavanreddy1321
      @pavanreddy1321 3 ปีที่แล้ว +1

      All the npa's of the banks will be bought by this bad bank ,so that banks will be free from npa.
      This bad bank after buying the npa's from banks it will take care of restructuring reconstruction and auction....etc

    • @MrSatadal
      @MrSatadal 3 ปีที่แล้ว

      @@pavanreddy1321 ok.. so basically Bad bank will do same task what LIC is doing for govt for years 😁🤣

  • @MrSatadal
    @MrSatadal 3 ปีที่แล้ว +7

    Seems in future, LIC endowments will also become taxable..

  • @myyt.handle
    @myyt.handle 3 ปีที่แล้ว

    Thanks Parimal Sir!

  • @rashiagrawal9239
    @rashiagrawal9239 3 ปีที่แล้ว +3

    please make video on impact of this announcement over PF/VPF contributions

  • @sssudhir55
    @sssudhir55 3 ปีที่แล้ว

    Waoow parimal sir great. Thanks

  • @gokulgopan2604
    @gokulgopan2604 3 ปีที่แล้ว +1

    What will be impact of HDFC LIFE INSURANCE and SBI LIFE INSURANCE?

  • @pr8794
    @pr8794 3 ปีที่แล้ว +2

    Does the 2.5L is inclusive of the 2.5L for PF/VPF that was just announced for this 10(10D) section or is this 2.5L separate from the 2.5L for PF/VPF that was announced?

  • @hemanttewari8947
    @hemanttewari8947 2 ปีที่แล้ว +1

    Is ULIP and ULIF different ?

  • @jollyjohn6403
    @jollyjohn6403 3 ปีที่แล้ว +1

    There's already GST on the payments, now this tax will crush investors. How Greedy can a government get?

  • @seveight5060
    @seveight5060 3 ปีที่แล้ว +11

    Sir,
    What if the existing ULIP?
    And the policy premium is paid every year.
    is it consider as new investment on existing policy ? And budget is applicable?
    Or the budget is applicable to new policy taken in 2021-22?

    • @shefalidutta7138
      @shefalidutta7138 3 ปีที่แล้ว

      No policy is contract once done it will not change.

    • @seveight5060
      @seveight5060 3 ปีที่แล้ว

      @@shefalidutta7138 okay
      Thank you

  • @piyushchande5942
    @piyushchande5942 3 ปีที่แล้ว +1

    If say , Mr. X invest 5L in one ULIP For 10 yrs & on 50L , maturity rec'd is say 70L , then only 10L will bcm taxable ????
    And also 1L basic Limit , So Tax will be on 9L@10% , Right ????

  • @mehtayashmin
    @mehtayashmin 3 ปีที่แล้ว

    What about partial widhrawal in ulip after lock in period 5 year.

  • @jenishsamani6126
    @jenishsamani6126 3 ปีที่แล้ว +2

    Hello Parimal Sir,
    Could you please give some simple analysis on Abbott India?

  • @shivakumariyer7805
    @shivakumariyer7805 3 ปีที่แล้ว

    thank god. Never got trapped in ULIPs

  • @chandrabhushansingh5561
    @chandrabhushansingh5561 3 ปีที่แล้ว +1

    Commenting for better Reach.

  • @akotireddy
    @akotireddy 3 ปีที่แล้ว +1

    Your subscriber base is increasing like Nifty

  • @ShivKumarYadav-hs2cv
    @ShivKumarYadav-hs2cv 3 ปีที่แล้ว +1

    On time investment pe bhi yahi hoga

  • @anantsinghal8625
    @anantsinghal8625 3 ปีที่แล้ว +2

    sir a video on HDFC Life is needed.

  • @devanshawasthi973
    @devanshawasthi973 3 ปีที่แล้ว +1

    Sir please make a video on hdfc life insurance company stocks.

  • @arunbhasker3280
    @arunbhasker3280 3 ปีที่แล้ว

    Whthr exsisting ulip funds performance will be affected because of this new change in tax reforms?

  • @arpanv13
    @arpanv13 3 ปีที่แล้ว +1

    Video Request : Can you put out a LIFE insurance and General Insurance Sector analysis video their business model and all the things to keep an eye on P&L and balance sheets

  • @KoushikPaulliveandletlive
    @KoushikPaulliveandletlive 3 ปีที่แล้ว

    After ULIP is history, do we have any option left where the return is Tax free. Short term, long term anything beyond 1 lakh ?

  • @iGourav
    @iGourav 3 ปีที่แล้ว +2

    Can you make a video on how to save tax on long term gain? I hv heard we can sell our share after an year up to 1 lakh of gain and buy it again after 2 days. that way we can save that years tax?
    please help

  • @vdesiindia
    @vdesiindia 3 ปีที่แล้ว

    Please post a video to explain the movement on Kelton tech.
    Is it a potential pf stock?

  • @digvijaysingh8576
    @digvijaysingh8576 2 ปีที่แล้ว

    Great sir... 🙏👍

  • @anjalisaduge4190
    @anjalisaduge4190 3 ปีที่แล้ว +1

    Sir I have one doubt..
    Why reserves and surplus are counted in liabilities and not in assets.. Because reserves and surplus are just like cash which can be used anytime

  • @raghavankodoth4283
    @raghavankodoth4283 3 ปีที่แล้ว +1

    what abt one time premium payment

  • @shekhar2948
    @shekhar2948 3 ปีที่แล้ว

    what is the taxes on single premium ULIP plans?

  • @Ayushjainnn
    @Ayushjainnn 3 ปีที่แล้ว

    Can we get some insight from you in reliance industries, nifty 13k to 14.5 k but still no participation of reliance in this rally

  • @Investorinfobells
    @Investorinfobells 3 ปีที่แล้ว +1

    polycab...please make video on this stock

  • @rkv7359
    @rkv7359 3 ปีที่แล้ว +1

    How to invest in US markets
    Is it good ,?

  • @ankitSharma0808
    @ankitSharma0808 3 ปีที่แล้ว +1

    Hi, Can you please discuss about annuity as a retirement option? It's returns and all because on policy bazaar , i am seeing some very high returns.

  • @uma.sharma27
    @uma.sharma27 3 ปีที่แล้ว

    Could you please compare UTI equity MF and Axis Flexicap MF. Do you have better suggestions?

  • @caankitrajnibhaipatel6177
    @caankitrajnibhaipatel6177 2 ปีที่แล้ว

    Dear Sir,
    Thank you for the bunch of information. I have 1 query please help me out in this ...
    My client bought 5 Plans of LIC
    3 Plan of Rs. 1 Lakh Premium in 2011 - LIC Endowment plus
    2 Plan of Rs. 6 lakh premium in 2011 - LIC Samridhi Plus plan ( ulip)
    total premium paid in 2011 is Rs. 15 lakh
    & sales premature in 2017 with Profit of Rs. Rs. 12 lakh (15+12=27 Lakh sale)
    Is this amount is taxable in the hands of assessee in year 2017/18 ?
    If yes then at the slab rate taxable or taxable in capital gain ?

  • @ShubhamJain-fj8fg
    @ShubhamJain-fj8fg 3 ปีที่แล้ว

    Sir please share your thoughts on Tata Power.
    Is it good to buy at this point of time and what are the growth prospectus in the Future.
    A proper Fundamental and Comparative covering all the points in a video is required.
    Thank You for encouraging us to become an investor.

  • @fininformationmarathi726
    @fininformationmarathi726 3 ปีที่แล้ว

    Nice video update on budget. Thanks

  • @abhistdeo3223
    @abhistdeo3223 3 ปีที่แล้ว

    What is the tax treatment about tax mutual funds?
    Investment and redemption after 3 years?

  • @basicinformation2552
    @basicinformation2552 3 ปีที่แล้ว

    Please make video on ABSL SMALL CAP FUND

  • @maulikzaveri6078
    @maulikzaveri6078 3 ปีที่แล้ว +1

    Sir maturity in ulips are still tax free. Withdrawals are taxable as per tax.

  • @liveonyoutube5487
    @liveonyoutube5487 3 ปีที่แล้ว

    So those are taxable who did before 1 February?

  • @nachiappannarayanan3086
    @nachiappannarayanan3086 3 ปีที่แล้ว

    Can you make a video for Brookfield reit ipo.

  • @keenappu
    @keenappu 3 ปีที่แล้ว

    Can you make a video on Varun beverages why is it falling ?

  • @promodtkandy2852
    @promodtkandy2852 3 ปีที่แล้ว

    what about single premium ulip

  • @amiyajena76
    @amiyajena76 3 ปีที่แล้ว

    We start invested 3lakh per year for 5 years since 2013 . Total premium paid 15 lakh and sum assured is 7 times of fyp, after 8th Yr fund value is 30Lakh . If I withdraw this amount now then please tell me tax liability .

    • @dilipn2761
      @dilipn2761 2 ปีที่แล้ว

      I am also in same situation as yours , my fv is now 41lakh , sum assured 50lk. How much will be tax , kindly help me to know

  • @PankajSingh-yk5hp
    @PankajSingh-yk5hp 3 ปีที่แล้ว

    Applicable on next Financial year....?

  • @bharatlwn
    @bharatlwn 3 ปีที่แล้ว

    What about all premium paid up Ulips? will this effect?

  • @himanshu31824
    @himanshu31824 3 ปีที่แล้ว

    What will be impact on life insurance companies because of this?

  • @sujitforyou
    @sujitforyou 3 ปีที่แล้ว

    What about VPF?

  • @mithunmahato309
    @mithunmahato309 3 ปีที่แล้ว +1

    Sir one video on 15G and the tax on dividends received (or to be received)
    Please ❤️🙏

  • @saurabhsharma8372
    @saurabhsharma8372 3 ปีที่แล้ว

    Sir please analyse IDFC results and why stock price is going down

  • @rashmihegde2579
    @rashmihegde2579 3 ปีที่แล้ว +1

    So this is applicable from 1st Apr 2021?
    What about the ulip purchased before 1st Apr 2021

    • @ParimalAde
      @ParimalAde  3 ปีที่แล้ว

      No tax

    • @rashmihegde2579
      @rashmihegde2579 3 ปีที่แล้ว

      @@ParimalAde thanks👍
      So if I withdraw my ulip after 60 months I will get 100% of fund value as on date of surrender and entire amt will be non taxable along with interest earned for 5 years

    • @shefalidutta7138
      @shefalidutta7138 3 ปีที่แล้ว

      @@rashmihegde2579 it's a contract it never get changed

  • @alpesh729
    @alpesh729 3 ปีที่แล้ว

    Sir will there be long term capital gain tax on ULIP which were already purchased before

  • @mrrajib
    @mrrajib 3 ปีที่แล้ว

    Sir can you tell me about ulip taxation for the following situation :
    How tax will be calculated if anyone surrender ulip before locking period and the person has not taken any 80c tax benifits

  • @proteeksen9205
    @proteeksen9205 3 ปีที่แล้ว

    Sir kindly make a video on Cochin Shipyard

  • @sudhanshusharma5083
    @sudhanshusharma5083 3 ปีที่แล้ว

    How about LIC Investment plans sir

  • @shreedivya8490
    @shreedivya8490 3 ปีที่แล้ว

    Will insurance premium come down

  • @shanmukh111
    @shanmukh111 3 ปีที่แล้ว

    Sir, Is LIC Jeevan Anand also taxable?

  • @vikrantwagholikar6109
    @vikrantwagholikar6109 3 ปีที่แล้ว

    Sir please do video on Sterling and Williams

  • @chandramohanpoter9261
    @chandramohanpoter9261 3 ปีที่แล้ว

    Plz make a video on Amber ent.

  • @842ashish
    @842ashish 3 ปีที่แล้ว

    Please make video on NPS scheme

  • @ayonroy6637
    @ayonroy6637 3 ปีที่แล้ว

    Sir can you please make a video on tax loss harvesting

  • @shailjachandel0009
    @shailjachandel0009 3 ปีที่แล้ว

    Ulip tax will applicable from 1st feb Or 1st April 2021

  • @daredevl6657
    @daredevl6657 2 ปีที่แล้ว

    Have taken SBI Smart privilege plan 6 lakhs premium for five years.. term is 15 years. Premium taken and waiting for documents. Have free look period of 15 days.. should I cancel it..please help🙏🙏

  • @sandeepverma-vm5ej
    @sandeepverma-vm5ej 3 ปีที่แล้ว

    sir ulip plan ltc cash vocher scheme ko claim ker sakte h ya nhi

  • @crazytricks7754
    @crazytricks7754 3 ปีที่แล้ว

    sir plz make video on Apollo tyres

  • @Vikeshkaushik15
    @Vikeshkaushik15 3 ปีที่แล้ว

    Sir tata power pe ek video ho jaye plz

  • @ak669900
    @ak669900 3 ปีที่แล้ว

    Thank you sir for updation 🙏

  • @chandanjana6264
    @chandanjana6264 3 ปีที่แล้ว

    Tata Power

  • @ashishdhingra2822
    @ashishdhingra2822 11 หลายเดือนก่อน

    Sir one more thing why ulip equity funds don't generate much returns.are there fund managers not capable like mfs..

  • @anuragsarkar4335
    @anuragsarkar4335 3 ปีที่แล้ว

    Is partial withdrawal taxable??

  • @Investorinfobells
    @Investorinfobells 3 ปีที่แล้ว

    motherson sumi...please make video on this stock

  • @prashantkaria2374
    @prashantkaria2374 3 ปีที่แล้ว

    Sir old ulip is also texable

  • @trigunavishwanathpandey9840
    @trigunavishwanathpandey9840 3 ปีที่แล้ว

    Mr. Parimal what about the ULIPS which were started in 2005-06 and maturing in 2021. I mean how the tax will be calculated? Please revert back.

    • @ParimalAde
      @ParimalAde  3 ปีที่แล้ว +1

      No change for old ULIPs

    • @trigunavishwanathpandey9840
      @trigunavishwanathpandey9840 3 ปีที่แล้ว

      @@ParimalAde Thank you. I believe you do take Care of your subscribers.

    • @manojdave3362
      @manojdave3362 3 ปีที่แล้ว

      Sir. L&T .PLEASE GIVE VIDEO FOR INVESTMENT

  • @keyrunbabu23
    @keyrunbabu23 3 ปีที่แล้ว

    Is there anything left which is not taxable, let the team who prepares and proposes and then adds into budget know if anything is missing.. epf amount also they kept ceiling and they reduced it to 1.5 laks from 7.5 lakhs and taxable over that limit , they brought term policies under GST and I started paying more for same cover , no other option just accept and pay the taxes . Jai Hind!!!

  • @Maratkar0555
    @Maratkar0555 3 ปีที่แล้ว

    One of my friend had following query :
    Tax implications regarding surrender value of ULIP policy.
    Policy term : 10 years
    Premium term :5 years
    Lock in period : 5 years
    Premium amount : 2 Lakhs
    Sum assured : 14 Lakhs
    Policy date : March 2017
    Maturity date: March 2027
    He wants to surrender in March 22 after lock in period ?
    Taxation implications
    Please reply
    Whether surrender value taxable

    • @dilipn2761
      @dilipn2761 2 ปีที่แล้ว

      Hi, can you advise what's your friend did with this situation, my policy mature in 2023

  • @kajalpatil7622
    @kajalpatil7622 3 ปีที่แล้ว

    Sir please make video on smallcase

  • @the_parmanand5634
    @the_parmanand5634 3 ปีที่แล้ว

    sir I have a policy of icici pru life co, in this policy my insurance is upto 6 years,after that no insurance cover is there in policy.I will receive yearly payout from the company for next 5 years starting from 7th year, there is no death benefit from 7th to 11th year. inthis case the payout received by me are taxable or not? kindly clarify.

  • @lvishal
    @lvishal 3 ปีที่แล้ว

    Would this also affect existing ULIPs taken before 1 feb 2021 where premiums are more than 250k. Pls clarify. Txs in advance.

    • @dileepnair1000
      @dileepnair1000 2 ปีที่แล้ว

      Did you got any reply , I have same question

  • @RahulRoy-vw5qk
    @RahulRoy-vw5qk 3 ปีที่แล้ว

    Nice explained

  • @nileshrokade
    @nileshrokade 3 ปีที่แล้ว

    Is this for existing purchase ? or new policy , can you please clarify

  • @mihirkumartripathy6389
    @mihirkumartripathy6389 3 ปีที่แล้ว

    Is it applicable for old Investor or nee investors??

  • @shivamgoswami9361
    @shivamgoswami9361 3 ปีที่แล้ว

    Sir m apna ulip surrender krna chahta hu kya ye change mujhe effect karega

  • @nikhilmashru7036
    @nikhilmashru7036 3 ปีที่แล้ว

    Sir please make a video on direct and regular mutual fund

  • @MF_wisdom
    @MF_wisdom 3 ปีที่แล้ว

    Good update 👍

  • @khanlovesitlikethat
    @khanlovesitlikethat 3 ปีที่แล้ว

    How to know if a policy bought already is ULIP or not? I'm asking as my Parents have a few plans running so I would like to evaluate them for any more tax obligations.

  • @dipakpatond9725
    @dipakpatond9725 3 ปีที่แล้ว

    Sir my endowment ulip policy one time premium I paid 80000 premium in 2010 I am teacher in slab 20 percent I get 157885 Rs after 10 year in Dec 2020 my policy amount is taxable in 20 percent slab or tax free sir please immediately

  • @Investorinfobells
    @Investorinfobells 3 ปีที่แล้ว

    hindustan foods...please make video on this stock

  • @manu053299
    @manu053299 3 ปีที่แล้ว

    cant we split policies to below 2.5lacs and avoid tax?

  • @ashishmitawa3144
    @ashishmitawa3144 3 ปีที่แล้ว

    Detail on tata motors

  • @tapankumarbaidya4083
    @tapankumarbaidya4083 3 ปีที่แล้ว

    Hul share price

  • @sukanta2865
    @sukanta2865 3 ปีที่แล้ว

    So hdfc life ka kay hoga sir?

    • @ronakshah7745
      @ronakshah7745 3 ปีที่แล้ว

      Kuchh nahi hoga, bus short term mein thoda low jayenga

    • @HT98211
      @HT98211 3 ปีที่แล้ว

      Keep buy hdfc life ,, or sbi life both stock move 40% up side before 12 feb

  • @bunnyvasaniya1313
    @bunnyvasaniya1313 3 ปีที่แล้ว

    TATA POWER

  • @HT98211
    @HT98211 3 ปีที่แล้ว

    Buy sbi life insurance cmp 865₹ target 1200₹

  • @suprotikdutta6693
    @suprotikdutta6693 3 ปีที่แล้ว

    Ye acha hai . Ulip is worst investment .

  • @anupchanshetty420
    @anupchanshetty420 3 ปีที่แล้ว +3

    I became a First ever viewer of this video

    • @karthiksonu222
      @karthiksonu222 3 ปีที่แล้ว +2

      Congratulations. You achieved a great milestone!

    • @reubenjoseph7228
      @reubenjoseph7228 3 ปีที่แล้ว

      @@karthiksonu222 Need a LOL reaction for your comment!!

    • @karthiksonu222
      @karthiksonu222 3 ปีที่แล้ว

      @@reubenjoseph7228 ha ha..

    • @bhuplink
      @bhuplink 3 ปีที่แล้ว

      Grow up

  • @michaellopes2054
    @michaellopes2054 3 ปีที่แล้ว

    Idfc first bank results analysis

  • @amitaranivohra326
    @amitaranivohra326 3 ปีที่แล้ว

    Good video