Wealth Builder - Investment Plan with Guaranteed Returns

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Wealth Builder - Investment Plan

A wealth enhancement plan with guaranteed returns

A wealth enhancement plan that offers you guaranteed maturity and death benefit. It promises upfront benefits with multiple options of policy paying term and policy term to suit your needs. An investment that will make your money work hard for you. UIN No: 147N026V03.


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Benefits so good, they have to be true!

Death Benefit

Death Benefit

 

On death of life assured during policy term, company pays:


Sum Assured on Death(SAD) + Accrued Guaranteed Loyalty Additions, if any, accrued till the date of death will be payable to Nominee

The SAD varies for different Premium Paying Terms

Death Benefit

On death of life assured during policy term, company pays the above benefit

Death Benefit

Death Benefit

 

On death of life assured during policy term, company pays:


Sum Assured on Death(SAD) + Accrued Guaranteed Loyalty Additions, if any, accrued till the date of death will be payable to Nominee

The SAD varies for different Premium Paying Terms

Tax Benefits

You can avail tax benefits under Section 80C and Section 10 (10D) of Income Tax Act, 1961

Tax Benefits

Tax Benefits

You can avail tax benefits under Section 80C and Section 10 (10D) of Income Tax Act, 1961.

Tax benefits are subject to change in the tax laws.

Tax benefits are subject to change in the tax laws.

Maturity Benefit

On survival till maturity, the policyholder receives above benefits

Maturity Benefit

Maturity Benefit

On survival till maturity, the policyholder receives: Sum Assured on maturity (SAM)+ Guaranteed Loyalty Additions on Maturity + Large Premium Benefit, if applicable.

Check if you are eligible for this product

Here are the rules! Ask us if any doubts.

What is the minimum and maximum policy Term?
The minimum and maxi...

The minimum and maximum policy term

Minimum 10 and Maximum 15 years

What is the premium paying term?
The minimum and maxi...

The premium paying term is 5, 7 and 10 years 

What is the sum assured on death?
The sum assured on death...

Higher of:

  • 10 times of Annualised Premium* OR
  • Sum Assured on Maturity plus Large Premium Benefit, if applicable OR
  • 105% of total premiums paid till date of death OR
  • 10 times of Annual Premium$

* Annualised Premium is the premium payable in a year, excluding the loadings for modal premiums and underwriting extra premiums, if any.

$ Annual Premium is the premium payable in a year, including loadings for modal premium and the underwriting extra premiums, if any.

What is the sum assured on maturity?
The sum assured on...
The sum assured on maturity

Premium Paying Term X Annualised Premium*

* Annualised Premium is the premium payable in a year, excluding the loadings for modal premiums and underwriting extra premiums, if any.

What is the Premium Paying Frequency?
The sum assured on matu...

The sum assured on maturity are Annual, Semi-annual, Quarterly, Monthly

What is the minimum and maximum maturity age?
The minimum and ma...

What is the minimum and maximum maturity age? 

maturity age (last birthday) 

Minimum : 18 years

Maximum : 70 years

What is the minimum and maximum entry age?
The minimum and max...

The minimum and maximum entry age

Minimum : 3 years

Maximum : 55 years

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Additional resources

Product brochure view & download pdf
Sample contract view & download pdf
Product disclaimer read more