Investment Insurance

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Applicant Information

Annual Income

Investment Details

Investment Type
Amount you want to Invest Annually

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Final Step

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Investment Insurance

What is your goal

Wise wealth making

Tax saving

Child's Future, for education or marriage.

Pension for Happy retirement

Types of Plans

Traditional Plans - Endowment & Money back plans

ULIP - Unit linked Investment plan

It Covers

Benefits of Investment Insurance

Planning ahead gives you peace of mind

Secured Future - For Self & Family

Tax benefits - 80 C, 80 D, 10(10D)

Investment diversification

Life Cover + Investment

Features of Traditional Plans

Guaranteed Returns

Lumpsum at maturity

Periodic Money back during the term.

Fixed or increasing income

Features of ULIP Plans

High returns based on market performance.

Managed way of investing in market

Invested money can be spread across 3 types of funds in a single plan - Debt, Equity & balanced. Ex - 30% - Debt, 30% Equity, 40% balanced

Online self & easy fund switching facility

Investing your money in well performing companies is done by experts known as fund managers.

Loan can be taken against Policies

Partial withdrawal of amount can be done

If you wish to discontinue policy in between term - Surrender,Paid up, discontinuation fund options are available.

Second generation ULIPs charges are low returns are high

Please Note : Make sure to check - charges applied, lock in period - 5 years, cancellation possible only in free look period.