IN UNIT LINKED POLICIES, INVESTMENT RISK IN THE INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER

Basic Details

    This is the amount you will invest

    ₹ 50 Lacs

    You are investing for

    No. of years for the policy

    No. of years you are paying for

    Choose your payment frequency

    Fund returns at a given rate

    Basic Details

    This is the amount you will invest

    ₹ 50 Lacs

    You are investing for

    No. of years for the policy

    No. of years you are paying for

    Choose your payment frequency

    Fund returns at a given rate

     

    Some benefits are guaranteed, and some benefits are variable with returns based on the future performance of the Company. If your policy offers guaranteed benefits, then these will be clearly marked “guaranteed” in the illustration table on this page. If your policy offers variable benefits then the illustrations on this page will show two different rates. of assumed future investment returns, of 8% p.a. and 4% p.a. These assumed rates of return are not guaranteed, and they are not the upper or lower limits of what you might get back, as the value of your policy is dependent on a number of factors including future investment performance. 

     

    Benefits of an Investment Plan

    Systematic Savings

    Systematic Savings

    Investment plans help in putting aside a specific portion of your income regularly and therefore help build cash reserves.

    Wealth Accumulation

    Wealth Accumulation

    Don’t just save your earnings, but also grow wealth by allocating it to market-linked funds basis your risk appetite.

    Liquidity

    Liquidity

    Most of the saving plans, allow you to fully or partially withdraw money, when you’re in need of urgent funds.

    Tax Benefits

    Tax Benefits

    Premiums paid are eligible for tax benefits u/s 80(C). Maturity benefits are eligible for tax benefits u/s 10(10D).

    Your Investment Amount

    ₹ 1,00,000 yearly

    Wealth Gain+

    Returns

    ₹ 30,50,000

    Wealth Gain+

    Returns

    ₹ 30,50,000

    Wealth Gain+

    Returns

    ₹ 30,50,000

    Need expert advice?

    We are always there for you!

    The Linked Insurance Products do not offer any liquidity during the first five years of the contract. The policyholder will not be able to surrender/withdraw the monies invested in Linked Insurance Products completely or partially till the end of the fifth year. 

    Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. These plans do not in any way indicate the quality of the contract, its future prospects, or returns. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns. Please know the associated risks and the applicable charges from your Personal Financial Advisor or the Intermediary or policy document of the Insurer. The premium paid in unit linked life insurance policies are subject to investment risk associated with capital markets and the unit price of the units may go up or down based on the performance of investment fund and factors influencing the capital market and the policyholder is responsible for his/her decisions. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.

    Edelweiss Tokio Life – Wealth Secure+ is the name of the Unit Linked, Non-Participating, Individual, Life Insurance Plan. UIN: 147L062V01

    Edelweiss Tokio Life – Wealth Plus is the name of a Unit Linked, Non-Participating, Individual, Life Insurance Plan. UIN: 147L055V03

    Edelweiss Tokio Life – Wealth Gain+ is the name of a Unit Linked, Non-Participating, Individual, Life Insurance Plan. UIN: 147L061V02

    ARN NO : WP/1478/Mar/2021