Wealth Confident - Unit Link Insurance Plan Key Benifits

Investment-oriented plan that helps create wealth for you over 10 years through higher allocation to investment fund and special additions

Flexibilities available to take care of your changing investment needs while providing life insurance cover

Wealth Confident - Unit Link Insurance Plan
  • If you want a medium term investment-oriented plan that would help you create wealth for a range of financial goals
  • If you do not want to have a regular premium commitment - this plan has a limited payment term of 5 years
  • What are the key features?

    • Pay premiums for 5 years while your policy accumulates wealth for 10 years
    • Higher allocation of your first year premium up to 88% for investment
    • Special additions every year starting from 6th policy year to provide enhanced value to your investments
    • Flexible options like partial withdrawal, premium holiday, decrease in premium, etc
    • 12 free switches every policy year and 6 investment fund options
  • What will I get back?

    On Death

    You get the Higher of Sum Assured or Fund value

    On Maturity

    • You receive the policy Fund Value
    • Alternatively, you can take the policy Fund Value at maturity in installments over the next 5 years (extended maturity period)
  • Where can I invest my money?

    You have the options of investing across 6 funds depending on your risk appetite and return expectation and make use of the switch facility to change your asset allocation

  • What are the tax benefits?

    You receive tax benefits for premiums paid and benefits received as per prevailing tax laws under Section 80C and Section 10(10D) of the Income Tax Act, 1961

(UIN - 130L001V02)

For detailed policy information:

To know your premium

Get Wealth Confident - Unit Link Insurance Plan
Call Toll Free 1800-102-4444 SMS SERVICE to 56677 Email Us service@bharti-axalife.com Have us call you
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