apricot
apricot

HDFC policy with >30% assured returns

How's HDFC endowment policy? They're claiming a >30% return on the principal amount. Are there any risks involved with such a policy? Anyone invested in such policies?

10mo ago
Invincible87
Invincible87

STAY AWAY

apricot
apricot

Why so? I'm new to these schemes, can you please share the reason?

Invincible87
Invincible87

Endowment Policies are money making products for their company and not to the buyers.

Keep investment and insurance separate.

CouchPotato
CouchPotato
Amazon10mo

No instrument in the world can assure you 30% returns annually.

CouchPotato
CouchPotato
Amazon10mo

Reqd the fine print in your policy. 30% may not be annual but instead over 4-5 years. Anyways do not mix insurance and investment

apricot
apricot

But they clearly told and showed me written clause . It's hard to believe lol.

CunningLinguist
CunningLinguist

Assured 30% return over what period?

apricot
apricot

Yearly.

CunningLinguist
CunningLinguist

Again over what period? Does it have a min lock-in? Max term?

AGentleGiant
AGentleGiant

If you want insurance, buy simple term life policy. If you want investment, buy stocks or MF. I would suggest to avoid fancy products which we don’t understand

apricot
apricot

It's not for term/life insurance that I'm taking this but purely as an investment option. Since it's giving assured 30% returns.

Invincible87
Invincible87

Ask them to give the assurance about the same on a Stamp Paper as a Legal Document and tell them after that You will invest.

Better, I too will invest as if I get 30% return in 1 Year, I can practically retire in 5 Years.

Earthshaker
Earthshaker

Sometimes you need to lose money in endowment plans to realise it's never an investment, so take the life lesson by yourself.

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