Capital Guarantee Solution

Policy Details

Understand your plan

1. - Capital Guarantee
2. - Tax Savings
3. - Market Linked returns
4. - ₹ 12 L Life Cover
5. - Partial Withdrawals

Investment Strategies

Investor Selectable Portfolio Strategy
You can choose the funds in which you want to invest and manage your investment as per the risk you are able to take.

Wheel of Life Portfolio Strategy
This is a lifecycle based strategy. Generally, younger individuals have a higher appetite for risk, hence the fund is allocated automatically hence You don't have to actively manage your funds. As your age increases the premium is allocated to debt funds to minimize your risk.

Trigger Based Portfolio Strategy
Under this strategy, your investments will initially be distributed between two funds - Equity Growth Fund II, an equity oriented fund and Bond Fund, a debt oriented fund - in a 75%: 25% proportion. This allocation may subsequently change on account of market movements. The portfolio will be rebalanced on the occurrence of a trigger event.

Auto Transfer Portfolio Strategy
This strategy helps you to invest your money in a systematic way by automatically transferring your money every month, from low risk fund to fund(s) of your choice.

Product Benefits

Capital Guarantee
Your invested amount is 100% guaranteed and will be returned at maturity.

Market Upside
Get benefit of market linked returns with zero risk to invested amount.

Zero Commission
We charge no commission when you buy from us.

Inbuilt Life Cover
Inbuilt life Cover of ₹12 Lac throughout the policy term.

Partial Withdrawals
You can withdraw any amount anytime after 5 years. Multiple withdrawals are allowed only for market link funds

Investment Criteria

Age to start Investing
------Minimum18 Year
------Maximum52 Years
Number of years after which your investment will mature
------Minimum10 Years
------Maximum20 Years
Minimum amount to invest
------Monthly₹1800
------Quarterly₹5400
------Half Yearly₹10800
------Yearly₹21600
--------------------------------------------- Number of years you can invest
Regular Pay
You invest throughout the policy duration
Limited Pay
Invest for a few years and stay invested for the entire policy duration Choose from 5,7,10 and 12 Years

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