Edelweiss Tokio Life – Wealth Ultima

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plan overview

A ULIP that is designed for accumulating your wealth by having an option to pay systematically through monthly or other modes, growing your wealth by capitalizing on multiple choices of STPs and/or funds and utilizing your wealth by opting for SWP. UIN: 147L037V01

  • SMP to accumulate & preserve your wealth

    Option to pay your premiums monthly with Systematic Monthly Plan (SMP) and safeguard it from market fluctuations. Preserve your wealth with our multiple Investment Options.

  • Little Champ option to secure your child’s future

    Opt for Little Champ Option to make sure that your child’s future needs are taken care of even in your absence. All future premiums are waived and are immediately credited to your fund value by the company. Your child continues to enjoy the policy benefits.

  • SWP to secure your golden years

    Our Systematic Withdrawal Plan (SWP) allows you to withdraw money systematically which can work as a regular source of income during your retirement.

key benefits for this product

  • investment options

    Choose one of the following investment options based on your profile and risk appetite:

    1. Systematic Transfer Plan – STP offers two options to help manage your asset allocation as per your needs:

    a. Life Stage & duration based STP

    b. Profit target based STP

    2. Self-Managed Strategy wherein your money will be allocated to your choice of fund(s)

  • enhance your fund value

    This plan has 3 types of additions in the fund which enhance your fund value and reduce the total cost:

    a. Loyalty Additions: Rewards you for continuously paying your premiums

    b. Guaranteed Additions: Rewards you for staying invested

    c. Booster Additions: Ensures effective growth of your fund value

     

    Longer your policy term, higher will be the additions to your fund

  • maturity benefit

    Fund value is payable on survival of life insured till the end of policy term. Policyholder also has the option to receive the maturity proceeds in lumpsum or in instalments through Settlement Option.

  • death benefit

    For entry age of Life Insured is 1 year or more, death Benefit payable is the sum of:

    Highest of:

    1. Fund Value; or

    2. Sum Assured less relevant Partial Withdrawals #; or

    3. 105% of total premiums paid

    AND

    Highest of:

    1. Top-up Fund Value; or

    2. Top-up Sum Assured; or

    3. 105% of total Top-up Premiums paid

  • policy charges

    Click here to download mortality charges table

    Click here to download policy charges table

  • disclaimer

    IN UNIT LINKED INSURANCE PLAN (ULIP), INVESTMENT RISK IN THE INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER. ULIPs are different from the traditional insurance products and are subject to the risk factors. Edelweiss Tokio Life – Wealth Ultima is only the name of the unit-linked life insurance plan and does not in any way indicate the quality of the plan, its future prospects, or returns. Please know the associated risks and the applicable charges from your Personal Financial Advisor or the Intermediary. The various funds offered under this plan 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. Tax benefits are subject to changes in the tax laws. For more details on risk factors and terms and conditions, please read sales brochure carefully before concluding a sale.

    Flower & Edelweiss are trademarks of Edelweiss Financial Services Limited; Tokio is Trademark of Tokio Marine Holdings Inc. and used by Edelweiss Tokio Life Insurance Co. Ltd. under license.

    IRDAI Reg. No.: 147. CIN: U66010MH2009PLC197336. UIN: 147L037V01.


    BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/ FRAUDULENT OFFERS

       IRDAI clarifies to public that

       – IRDAI or its officials do not involve in activities like sale of any kind of insurance or   

           financial products nor invest premiums.

       – IRDAI does not announce any bonus.

       – Public receiving such phone calls are requested to lodge a police complaint along with  

          details of phone call, number.


     

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  • 15k 50L
quote for edelweiss tokio life - wealth builder
7,00,000 sum assured
5,51,910 maturity benefit
  • 15k 50L
quote for edelweiss tokio life - Gcap
7,00,000 sum assured
5,51,910 maturity benefit
  • 5L 1Cr
  • 5yr 30yr
quote for criticare +
rs2753 annual premium
  • 25K 50L
  • 2.5L 6.25L
quote for wealth accumulation
rs14154326
maturity benefit (4%) edit
  • 25L 10Cr
quote for mylife+
rs5,403 annual premium
life cover : 1 crore
critical illness cover : 10 lacs
policy term :
premium paying term : regular

life cover

protection at affordable rates

life & basic health cover

term plan with protection aganist 7 critical illnesses

life & comprehensive health cover

recommended term plan with protection aganist 35 critical illnesses

* annual premium inclusive of taxes

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