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Page A-683
How to do Investment-Asset Allocation for Early Retirement with Insurance Plans?
In the initial years when you start investing, you must allocate a larger chunk of your savings to equity-focused funds which will beat standard rates of interest and generate wealth for you. You should keep rotating your money across funds such that the wealth generated gradually moves to debt instruments. In Unit Linked Insurance Plans (ULIPs), you must allocate at least 50% of your money to equity, if not more.
Page A-689
How to do Investment-Asset Allocation for Early Retirement with Insurance Plans?
In the initial years when you start investing, you must allocate a larger chunk of your savings to equity-focused funds which will beat standard rates of interest and generate wealth for you. You should keep rotating your money across funds such that the wealth generated gradually moves to debt instruments. In Unit Linked Insurance Plans you must allocate at least 50% of your money to equity, if not more.