Sample Report For Demonstration Purpose Only

K. MADHU KUMAR
Sample Report For Demonstration Purpose Only
2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,
Goregaon(W), Mumbai - 400 062.
e-mail. support@datacompwebtech.com

Multi - Plan Chart
Date : 20/10/2013
Name
Wonder-Plan Quotation
Age
Chart Date
Quotation No
Chart required upto
I. T. Slab
Loan Re-Investment Rate
Xx
2yrs
2
20/10/2013
0.00%
20/10/2040
30.90%
0.00% Maturity/S.B. proceeds Re-invt. Rate
Loan Interest Rate 10.00%
:
:
:
: :
:
:
:
:
20/10/2011 Date of Birth :
30.90% Sec.80 CCE Tax Rebate 100000 Sec.80 CCE Inv. Limit : :
Sum
M
d A/c
Basic
Premium
Mat
Date
Assu
Bonus
Rate
Assu
Step
Rate
Installment
Premium
Sr.
No
Annual
Premium Year
Plan/Tm/
Prem. Tm
Plan Name
Interim
Bonus
Rate
*
#
1 Child Career Plan 100000 40 0.00 5919 20/10/34 5919 5919 2013 184/21/16 40 Y
2 Child Future Plan 100000 44 0.00 6042 20/10/34 6042 6042 2013 185/21/16 44 Y
p.a. 11961 200000 11961 11961 Total :
1.
2. '#' : - Assuming that bonus rate declared by LIC will increase/decrease per year by step rate mentioned above.
'*' : - Assuming LIC will declare the above mentioned bonus rates for the year ended 31-Mar-2013
** If premiums paid during the year for any policy exceeds 20% of Sum Assured then Maturity proceeds will be taxable and
eligible amount for section 80 CCE rebate will be restricted to 20% of Sum Assured.
3.
The above statement is based on certain assumptions which are
liable to change according to Government/Corporation's policies.
Sample Report For Demonstration Purpose Only
K. MADHU KUMAR
Sample Report For Demonstration Purpose Only
2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,
Goregaon(W), Mumbai - 400 062.
e-mail. support@datacompwebtech.com

Multi - Plan Chart
Insurance Facts
Name
Age
Xx
2
20/10/2013 Chart Date Quotation No
Chart required upto
I. T. Slab
2yrs
20/10/2040
30.90% :
:
:
:
:
:
Date of Birth : 20/10/2011
Age
Accident
Annual
Premium
Tax
Saved
Net
Premium
Returns
From L.I.C.
New Loan
Available
Total Loan
Available
Risk Cover
Normal Year
2 11961 11961 11961 3696 8265 0 2013 0 0
3 23922 23922 11961 3696 8265 0 2014 0 0
4 35883 35883 11961 3696 8265 0 2015 0 0
5 233600 233600 11961 3696 8265 0 2016 0 0
6 242000 242000 11961 3696 8265 0 2017 0 0
7 250400 250400 11961 3696 8265 0 2018 0 0
8 258800 258800 11961 3696 8265 0 2019 0 0
9 267200 267200 11961 3696 8265 0 2020 0 0
10 275600 275600 11961 3696 8265 0 2021 0 0
11 284000 284000 11961 3696 8265 0 2022 0 0
12 292400 292400 11961 3696 8265 0 2023 0 0
13 300800 300800 11961 3696 8265 0 2024 0 0
14 309200 309200 11961 3696 8265 0 2025 0 0
15 317600 317600 11961 3696 8265 0 2026 0 0
16 328000 328000 11961 3696 8265 0 2027 0 0
17 337400 337400 11961 3696 8265 0 2028 0 0
18 346800 346800 0 0 0 119000 2029 0 0
19 284200 284200 0 0 0 25000 2030 0 0
20 289600 289600 0 0 0 25000 2031 0 0
21 296000 296000 0 0 0 25000 2032 0 0
22 302400 302400 0 0 0 25000 2033 0 0
23 200000 200000 0 0 0 167400 2034 0 0
24 200000 200000 0 0 0 0 2035 0 0
25 200000 200000 0 0 0 0 2036 0 0
26 200000 200000 0 0 0 0 2037 0 0
27 200000 200000 0 0 0 0 2038 0 0
28 200000 200000 0 0 0 0 2039 0 0
29 200000 200000 0 0 0 0 2040 0 0
191376 59136 132240 386400 Total :
The above statement is based on certain assumptions which are
liable to change according to Government/Corporation's policies.
Sample Report For Demonstration Purpose Only
K. MADHU KUMAR
Sample Report For Demonstration Purpose Only
2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,
Goregaon(W), Mumbai - 400 062.
e-mail. support@datacompwebtech.com

Multi - Plan Chart

0

50000

100000

150000

200000

250000

300000

350000

2
,
0
1
3

2
,
0
1
6

2
,
0
1
9

2
,
0
2
2

2
,
0
2
5

2
,
0
2
8

2
,
0
3
1

2
,
0
3
4

2
,
0
3
7

2
,
0
4
0

Year

Risk Cover v/s Premium Risk Cover v/s Premium
Risk Cover
Annual Premium
The above statement is based on certain assumptions which are
liable to change according to Government/Corporation's policies.
Sample Report For Demonstration Purpose Only
K. MADHU KUMAR
Sample Report For Demonstration Purpose Only
2nd Floor, Techniplex II, Jn. Veer Savarkar Flyover & S.V. Road,
Goregaon(W), Mumbai - 400 062.
e-mail. support@datacompwebtech.com

Multi - Plan Chart
Rs.
Rs.
Rs.
Rs.
59136
191376
346800
346800
Less : Tax saved on premium
Total Premium paid
Maximum Risk Cover enjoyed (Accidental)
Maximum Risk Cover enjoyed (Normal)
:
:
:
:
:
: 30.90%
20/10/2040
2yrs
I. T. Slab
Chart required upto
Quotation No Chart Date 20/10/2013
2
Xx
Age
Name
Summary of Proposed Insurance
Date of Birth : 20/10/2011
Net Premium paid
Proceeds from LIC by way of Maturity / Sur. Bens.
132240
386400
Rs.
Rs.
Net in hand as on 2040
Rs.
386400
Compounded Value of LIC proceeds @ 0.00 % by 2040
Additional Gain through Loan re-cycling @ 0.00 %
Rs.
Rs.
386400
0
Tax Payable
Net after tax Payable
Rs.
Rs.
0
386400
Yield on Investments 9.33 %
Assumptions
--> Premium payments will save tax.
--> Returns will not be Re-invested in Section 80 CCE schemes.
--> Gains on Returns Re-investments will not be taxed.
--> Gains on Loans Re-investments will not be taxed.
The above statement is based on certain assumptions which are
liable to change according to Government/Corporation's policies.