At Birla Sun Life Insurance (BSLI) we realize that you leave no stone unturned to ensure that your family's dreams are realized. You want to ensure that windfalls of large amounts are suitably invested so as to get you the maximum benefit from good returns to help you convert your family's dreams to reality. You also need an investment option that allows you to choose how your money is invested so that you are always in control. |
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Presenting BSLI Wealth Max Plan, a single premium plan that gives you the freedom to choose how your money gets invested. |
This plan offers you:
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• Life cover with an option to choose the amount of cover
• Freedom to invest your money in funds of your choice
• Choice of policy term |
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How does BSLI Wealth Max Plan work? |
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• Choose the amount you wish to pay and how long you wish to remain investedÂ
 BSLI Wealth Max Plan has three options of policy term, i.e. the amount of time for which you wish to remain invested – 7 years, 10 years and 15 years. For 7 years' policy term, the minimum premium payable is Rs 5,00,000 and for the other two, it is Rs 1,00,000.
• Choose the amount of life cover
 Basic Sum Assured, i.e. life cover is the amount of financial protection that you provide to your family. You can choose either 125% or 500% of the Single Premium as your Basic Sum Assured.
• Decide how you wish to invest your premium
 BSLI Wealth Max Plan offers the Self Managed Option for investment. With this option, you have a choice of 13 funds to choose from, ranging from high risk to low risk. Depending on your risk appetite, you can choose a combination of funds and create the right balance for you. |
Plan Summary |
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Entry Age (age as of last birthday) |
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3 - 60 years, subject to minimum attained age of 18 at maturity |
Policy Term 7, 10 or 15 years |
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7, 10 or 15 years |
Pay Term |
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Single pay |
Basic Premium Minimum |
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Minimum 5,00,000 for Policy Term of 7 years |
Minimum 1,00,000 for Policy Term of 10 or 15 years |
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Basic Sum Assured |
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Minimum 125% of the Single Premium; or |
Maximum 500% of the Single Premium |
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Disclaimer
The premium paid in unit linked life insurance policies are subject to investment risk associated with capital markets and the unit price of the units may go up or down based on the performance of investment fund and factors influencing the capital market and the policyholder is responsible for his/her decisions. Tax benefits are subject to changes in the tax laws. Insurance is the subject matter of solicitation. Birla Sun Life Insurance - BSLI Wealth Max Plan - are only the names of the Company and Policy respectively and do not in any way indicate their quality, future prospects or returns. The names of the funds offered in this plan do not in any way indicate their quality, future prospects or returns. Investment risk in investment portfolio is the borne by the policyholder. For more details on risk factors , terms & conditions , please read sales brochure carefully before concluding the sale’. Registered Office: One Indiabulls Centre, Tower 1, 16th floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013. Registration No. 109
Unique No.: 109L073V01
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