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Investment Insurance

Investment Plans are financial products that provide the opportunity to create wealth for future. Life Insurance products are often used as investment instruments. The advantage of investing through a life insurance plan is that it not only allows you to create wealth for future but also offers comprehensive life coverage at the same time.


Objectives of Investment Plans

  • To save we need to look at ULIP with a guaranteed return possibility
  • For corpus building, a traditional ULIP with no guarantee
  • For a retired person, an annuity plan

Goal Based Planning

A goal based saving option is a great way for saving money for a goal – whether it is buying a house or a car, paying for children’s education costs, or planning for marriage or after you retire. The endowment funds offer a secure yet safe way to plan for retirement if you are not keen on riskier market linked ULIP plans. The ULIP plans offer alternative opportunities to invest and you can take a look at their historical profits to calculate your returns and corpus build up in a few years time. Also, the lock-in period of a good plan to invest and save that the funds stay untouched and builds up over the years to help you achieve your objectives.

Avail Tax Benefits

These plans bring with them an array of tax benefits. While the premiums paid towards life insurance policies are covered under Section 80C of Income Tax Act, the maturity/death proceeds are also tax-free under Section 10(D).

INVESTMENT INSURANCE FORM