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Create Wealth with Long-Term Investment Plans and Explore Options for Better Finances

Long term Investment plans provide various advantages. They help to compound the interest like fix deposits of banks. Moreover, there are several tax efficient investment instruments such as mutual funds. Long term Investments are made for three years or more. Such kind of investment needs strong commitment even when the person faces some financial crunches in between. Long term investments provide superior returns at the time of maturity. These kinds of investment perfectly suit child needs as they can plan financially for kids’ education, marriage etc. There are a number of long-term Investment plans available. One must carefully choose right plan depending on the financial goals and the attached risk factors of each investment plan. These plans are called Long Term because one invests in it should forget about it till the maturity.

Long Term Savings Plan

Here are the details of some of the recommended long term investment plans with high returns.

Bharti AXA Life Wealth Pro*

This plan helps to grow wings to your dreams. It is an insurance cum investment plan. It provides comprehensive Financial Solutions along with life cover of nearly 10 times the premium. The plan also helps in building wealth over long period. It ensures that all the aspirations of your family are fulfilled.

Reasons to Buy

  • One can choose from the two variants the plan provides.
    • Growth variant: In this variant the policy term available in various options such as 10, 15 and 20 years. It also provides multiple premium payment options.
    • Legacy variant: When person wants to provide Legacy fund to his family this option helps. The plan offers coverage of up to 10 times of the annual premium throughout the term.
  • Growing your wealth with the help of wealth booster: The plan offers some percentage of fund value as wealth boosters provided the policy is in-force. These boosters are available for both the variants.
  • Several investment strategies to fit your needs: The plan helps to choose from two different investment strategies. They are dynamic fund allocation and systematic transfer plan. It also provides multiple fund option depending on the investment goals the potentiality towards their risk return.

Bharti AXA Life Grow Wealth**

A savings/investment-oriented unit linked insurance plan that offers you multiple fund options to suit your investment needs with a life insurance cover and high interest investments to protect your family in case of any unfortunate event. It also provides additional benefits in the form of loyalty additions to ensure your money works as hard as you.

Reasons to Buy

  • Flexibility in Investment Tenure: The plan not only offers you multiple options to choose Investment duration of your desire but also offers you the flexibility on how you want to pay your premiums – either as a single payment or for a limited duration or for the entire policy term basis your investment needs.
  • Single Life/Joint Life Option:The plan allows you the option to choose between Single Life (life coverage for one individual) and Joint Life Coverage (life coverage for two individuals under the policy).
  • Grow your wealth with Loyalty Additions: Subject to Policy being in-force, a percentage of Fund Value is added at the end of every Policy year from 6th Policy Year to end of Policy Term, making it a great wealth insurance option.
  • Multiple Fund Options to suit your investment needs: The plan lets you choose from 7 fund options basis the desired risk-return potential.
  • Zero Premium Allocation Charges: There is zero premium allocation charge.
  • Tax Benefits: You may be eligible for tax benefits on the premiums paid and the benefits received subject to the prevailing provisions. The tax benefits are subject to change as per change in Tax laws from time to time.

These long-term investment plans help to inculcate habit of savings regularly. They also offer high returns and tax exemptions.

Disclaimer:

Life Insurance Coverage is available

*IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER

Bharti AXA Life Insurance Company is only the name of the insurance company and Bharti AXA Life Wealth Pro is the name of the Unit Linked non- participating individual Life Insurance plan, and does not in any way represent or indicate the quality of the product or its future prospects. UIN- : 130L100V01

The Unit Linked Insurance Products do not offer any liquidity during the first five years of the contract. The policyholder will not be able to surrender or withdraw the monies invested in Unit Linked Insurance Products completely or partially till the end of the fifth year. The premium paid in Unit Linked Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions. Past performance of the Fund Options is not indicative of future performance.

**IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER

Bharti AXA Life Insurance Company is only the name of the insurance company and Bharti AXA Life Grow Wealth is the name of the A Unit Linked, Non-Participating Individual Life Insurance Plan, and does not in any way indicate the quality of the product or its future prospects UIN- 130L088V03

The Unit Linked Insurance Products do not offer any liquidity during the first five years of the contract. The policyholder will not be able to surrender or withdraw the monies invested in Unit Linked Insurance Products completely or partially till the end of the fifth year. The premium paid in Unit Linked Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions. Past performance of the Fund Options is not indicative of future performance.

Tax benefits are as per Income Tax Act, 1961, and are subject to amendments made thereto from time to time.

For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

Advt. No.- II-Oct-2021-3311

Suggested Plans

Bharti AXA Life Wealth Pro

  • An Individual Linked life cover with Insurance cum Savings Plan.
  • Choose a Variant: The plan offers you two variants to choose from a) Growth Variant b) Legacy variant
  • Grow your wealth further with Wealth booster
  • Multiple Investment Strategies to suit your investment needs
  • Tax benefits

Bharti AXA Life Grow Wealth

  • Flexibility in Investment Tenure T
  • Single Life/Joint Life Option
  • Grow your wealth further with Loyalty Additions
  • Multiple Fund Options to suit your investment needs and zero premium allocation charges
  • Tax benefits

Bharti AXA Life eFuture Invest

  • An affordable online Investment Plan.
  • Choose between two premium payment terms
  • Flexibilty of Partial withdrawal
  • Zero allocation charges
  • Tax Benefits
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