Investment Insurance

Investment plans provide the much-needed benefit of increasing our savings by investing in money market products regularly. To begin, it’s critical to identify our financial objectives and goals to determine the type of investment we may make to achieve those objectives. Our savings are put to good use here, allowing us to maximize our financial holdings over time.

    Select Type of Insurance

    What are the different kinds of investments ?

    • Bonds
    • Real Estate
    • Stocks
    • Mutual Funds
    • Fixed Deposits
    • Unit-Linked Insurance Plans (ULIPs)
    • Public Provident Fund (PPF)
    • National Pension System
    • Senior Citizens Savings Scheme

    How do we define these goals and objectives ?

    We evaluate the type of lifestyle we want to live in the future when defining these goals, and the objectives/reasons can include:

    • Funds Safety & Security
    • To Grow Your Funds steadily
    • To supplement one's current income.
    • Lessen Income Tax Burden.
    • To Plan Retirement

    What exactly is ULIP?

    Unit Linked Insurance Plans (ULIPs) are a type of insurance that combines investing and insurance benefits. The premium is split into two parts: one is used to provide protection, such as life insurance, and the other is used to invest in market-linked funds.
    Under the Income Tax Act of 1961, ULIP also enables income tax deductions.

    What are the Different Types of ULIPs?

    • Wealth Creation ULIPs
    • Child ULIPs
    • Health ULIPs
    • Retirement ULIPs

    Wealth Creation ULIPs: These ULIPs assist develop wealth while also providing insurance coverage. You can get a significant return on your investment if you choose a wealth-building ULIP according to your risk tolerance.

    Child ULIPs: Child ULIPs assist in meeting your child’s future financial needs. Even if you are not present, it covers the costs of your child’s education, higher education, and marriage.

    Health ULIPs: A health ULIP is a type of insurance that covers your medical bills. Your premium is split into two parts: one that saves money and the other that protects your health.

    Retirement ULIPs: This strategy aids in the accumulation of funds for your post-retirement years. You can take a lump sum withdrawal and utilize the remainder to buy annuities.