LIC Jeevan Shanti

Review: LIC New Jeevan Nidhi (818): Pension plan from LIC

April 20, 2019 by Deepesh Raghaw 2 Comments

LIC New Jeevan Nidhi (Plan 818) is a pension plan from LIC. You invest for a few years. At maturity, you utilize the accumulated funds to purchase an annuity plan. Simple, isn't it? Let’s find out more about LIC New Jeevan Nidhi and see if it warrants a place in your investment and insurance portfolio. LIC New Jeevan Nidhi: Key points Two premium payment options: Single … [Read more...] about Review: LIC New Jeevan Nidhi (818): Pension plan from LIC

LIC Jeevan Shanti: A case of mis-selling?

December 20, 2018 by Deepesh Raghaw 12 Comments

Mis-selling is not just about selling bad products to the consumers. It is also about selling good products the wrong way. In a way, selling any product that is not suitable for the consumer/investor is tantamount is mis-selling. Selling a life insurance plan to an 80-year old who walked into the branch to open up a fixed deposit is mis-selling. Selling regular premium ULIPs … [Read more...] about LIC Jeevan Shanti: A case of mis-selling?

LIC Jeevan Shanti: Single Premium, Guaranteed Pension (Features and Review)

October 2, 2018 by Deepesh Raghaw 25 Comments

LIC launched a new annuity plan LIC Jeevan Shanti in September 2018. LIC Jeevan Shanti comes in both immediate annuity and deferred annuity variants. A point to note is that LIC already has a very popular offering in immediate annuity space (LIC Jeevan Akshay VI). LIC Jeevan Shanti is quite like LIC Jeevan Akshay. The only major difference is that LIC Jeevan Shanti also has a … [Read more...] about LIC Jeevan Shanti: Single Premium, Guaranteed Pension (Features and Review)

I had a very good and quite a satisfying experience in my dealings with Mr Deepesh. I found Deepesh to Frank, Knowledgeable & assuring. The final plan drawn up by Mr Deepesh was quite detailed and realistic. I would definitely recommend services of www.personalfinanceplan.in to my friends and relatives.
Nandan KossambeSenior Electrical Engineer, BASF South East Asia Pte LtdSingapore

I worked with personalfinanceplan.in to review and enhance my portfolio. The whole experience was very professional and at the same time personalized. Deepesh made sure that he understands all my financial circumstances that affect the planning. He also made sure that I am aware of all the information and possible alternatives before coming to the final plan. Whole process was very engaging and productive. I will continue to rely on personalfinanceplan.in for my future needs.
Deepak DahujaDirector Engineering, Hughes Systique CorporationGurgaon

I worked with Deepesh for investing in mutual funds. Deepesh was very helpful throughout the engagement. As I am a first time investor, Deepesh ensured that I understand all the risks and benefits. He was easily approachable, flexible with timings and ensured transparency throughout the process. One of the best things about him is that he encouraged questions from me and also invited me to challenge his investment advice before finalizing the portfolio. All in all, it's been a great experience working with him. Thanks for all the help!
Vishakh MaruvalaTax Senior, EYBangalore

It was a great experience interacting with Deepesh. His guidance and suggestions on mutual funds and term insurance were very useful. The best part is he is quick to respond to the queries raised and explains everything really nicely. He made me analyze my financial goals and explained the choice of investment products in detail.
Raghavendra ShettyGenPactBangalore

I am very much satisfied with the service provided. What I liked the best was promptness in response over e-mail, chat or a phone call.
As a first time investor, I needed lot of clarifications before I went ahead and made the investments. Deepesh provided the guidance and patiently answered all my queries.
He understood my personalized goals and advised on how to go ahead in strategizing them. I am looking forward for long term relationship in achieving my financial goals.
Please keep up the good work.
Debranjan BanerjeeTata Consultancy ServicesHyderabad

<< Prev

Next >>

Subscribe to our Newsletter

Want to be notified when a new article is
published? Enter your email address and name
below to be the first to know.

Thank You. We will contact you as soon as possible.

ARE YOU READY? GET IT NOW!

Subscribe to Newsletter

Want to be notified when a new article is published? Enter your email address and name below to be the first to know.

Name

E-mail

We will not share your details with any 3rd party.