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Edelweiss Tokio Life – Wealth Ultima

Wealth Ultima

  • 01 SMP to accumulate & preserve your wealth
  • 02 Little champ option to secure your child’s future
  • 03 SWP to secure your golden years
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plan definition

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

key features

1investment 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)

2enhance 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

3maturity 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

4death benefit

 

For entry age of Life Insured being 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

additional resources

product brochure

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sample contract

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product disclaimer

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mortality charges

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customer testimonials

  • Thanks for providing the good news that the policy has been issued.Yes,the service was very good from Edelweiss Tokio Life Insurance to avail this insurance within the scheduled time.I hope the same kind of support will continue for this long term relationship with Edelweiss Tokio.

    read more

    Kartik Nayak

  • I am very pleased to avail the services of Edelweiss Tokio. Very co-operative ,responsive & timely.I will surely recommend my friends and relatives to opt your services.

    read more

    Gorachand Adhikari

  • Thanks for issuing the policy.I am very much satisfied with the professionalism shown by entire team (sales/UW/support).Special token of appreciation to Rohan in getting things clarified and resolved so promptly.Wonderful and pleasant expereince

    read more

    Nishant Kumar

eligibility criteria

1 check your eligibility

Click here to download

related blogs

  • buzz1

    Difference between ULIP and Mutual Fund

    read more
  • buzz1

    MF, ELSS, ULIP, or FD: And the winner is…

    read more

customer testimonials

  • Thanks for providing the good news that the policy has been issued.Yes,the service was very good from Edelweiss Tokio Life Insurance to avail this insurance within the scheduled time.I hope the same kind of support will continue for this long term relationship with Edelweiss Tokio.

    read more

    Kartik Nayak

  • I am very pleased to avail the services of Edelweiss Tokio. Very co-operative ,responsive & timely.I will surely recommend my friends and relatives to opt your services.

    read more

    Gorachand Adhikari

  • Thanks for issuing the policy.I am very much satisfied with the professionalism shown by entire team (sales/UW/support).Special token of appreciation to Rohan in getting things clarified and resolved so promptly.Wonderful and pleasant expereince

    read more

    Nishant Kumar

returns against payment

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related blogs

customer testimonials

  • Thanks for providing the good news that the policy has been issued.Yes,the service was very good from Edelweiss Tokio Life Insurance to avail this insurance within the scheduled time.I hope the same kind of support will continue for this long term relationship with Edelweiss Tokio.

    read more

    Kartik Nayak

  • I am very pleased to avail the services of Edelweiss Tokio. Very co-operative ,responsive & timely.I will surely recommend my friends and relatives to opt your services.

    read more

    Gorachand Adhikari

  • Thanks for issuing the policy.I am very much satisfied with the professionalism shown by entire team (sales/UW/support).Special token of appreciation to Rohan in getting things clarified and resolved so promptly.Wonderful and pleasant expereince

    read more

    Nishant Kumar

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frequently asked questions

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