Life Goals Loading…

Have us call you

Please enter a Name
Please enter a Mobile No.
Please select a option
Please select a option

Thanks for sharing your details, A Sales representative from
Bajaj Allianz Life will contact you shortly.

We request you to connect with us in our next business working hours , 9 am to 9 pm (Monday to Saturday). Thank you for your understanding.

IN BAJAJ ALLIANZ LIFE FUTURE WEALTH GAIN, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.

Bajaj Allianz Life My Wealth Goal

  • Benefits of two products in one policy
  • Potential for High Returns
  • Life Long Cover
  • Life Long Income
  • Multiple portfolio strategies/fund options
Investment plan to create wealth
  • Overview
  • Key Advantage
  • Eligibility
  • Downloads
birthday_image

Investment Plan To Create Wealth - Bajaj Allianz Life My Wealth Goal

We are usually working concurrently for many life goals, sometimes in planned manner and many a times with not much planning. From preparing a corpus for your child’s education to planning the dream holiday or building a retirement corpus, each life goal has a different approach, and many a times a single approach or an investment plan may not be sufficient. Each of these life goals have a differentiated term and hence the approach to meet them may differ too. Could a single life insurance policy help you deliver on this? And save you the trouble of managing multiple policies?

Bajaj Allianz Life My Wealth Goal, can. It is an insurance cum investment plan that combines the features of two Bajaj Allianz Life plans – Bajaj Allianz Life Future Wealth Gain, a ULIP plan and Bajaj Allianz Lifelong Assure, a Non-Linked whole-life traditional plan – to ensure that you are able to build a healthy corpus and also receive a lifelong regular income. Thereby enabling you to not only have multiple life goals, but providing you a simpler more efficient way of achieving them. 

Combination of two policies

Combines the features of two very different kind of plans – Future Wealth Gain, a ULIP plan Lifelong Assure, a whole-life traditional plan – to take care of life goals which may be very different in nature.

Potential for Higher returns

The ULIP plan invests a part of your premium in market linked funds chosen by you allowing you to benefit from potential of earning higher returns.

Lifelong Income

From the whole-life traditional plan you are eligible for Cash Bonus, if any, from the end of the sixth year, till the age of 99 years. Also, you start receiving guaranteed cash back of 3% of the sum assured every year after the end of the premium payment term till the age of 99 years.

Lifelong cover

The whole-life traditional plan covers your life for 100 years by paying premium for a limited term.

Multiple portfolio strategies/fund options

Future Wealth Gain allows you to choose between Investor Selectable Portfolio Strategy and Wheel of Life Portfolio Strategy in keeping with your risk appetite and requirement. Under the former, you can choose from eight different funds and in the latter, the money is invested in funds in proportion, depending on the outstanding years to maturity.

Entry Age

Minimum age is 10 years

Maximum age is 55 years

Policy Term

100 minus Entry Age

Premium Payment Term

Bajaj Allianz Life Future Wealth Gain

5, 7, 10 & 15 years

Bajaj Allianz Lifelong Assure

10, 15 & 20 years

Minimum Premium

Bajaj Allianz Life Future Wealth Gain

Annual

Half-yearly

Quaterly

Monthly

` 50,000

` 30,000

` 15,000

` 5,000

Bajaj Allianz Lifelong Assure

PPT 10 years

` 18,303

` 10,000

` 5,500

` 2,000

PPT 15 years

` 13,401

` 8,500

` 4,625

` 1,667

PPT 20 years

` 10,811

` 7,000

` 3,875

` 1,471

Maximum Premium

No Limit

Premium Payment Frequency

Yearly, Half yearly, Quarterly and Monthly

Quarterly & Monthly premium payment frequency will be available under auto debit options.

Avail Systematic Investment Plans for a more stable financial future

Avail Systematic Investment Plans for a more stable financial future

READ MORE
Tips to help you make the right investment from Bajaj Allianz Life

Investing for the first time? here are 6 tips to help you make the right online investment

READ MORE
4 ways to invest your annual bonus

4 Ways You Can Spend Your Annual Bonus - Know How To Invest Money

READ MORE
X
  • Talk to an Expert
  • About Us
Have us
call you
Please enter a Name
Please enter a Mobile No.
Please select a option
  • Claim deposits via electronic transfer to make process faster
  • Solvency ratio of 767% **
  • Our Priority is not to sell Life Insurance, it is to serve you in the fastest & most convenient manner when you need us.

**All figures as on 31 December, 2018.

"What are your life goals?" is one of the most common questions that comes to one's mind while taking any step further in Life. Most just answer it by laughing it off or saying we will think about it.

A key reason that they feel this way is that they haven't spent enough time thinking about what they want from their life, and haven't set themselves any goals.

Goals keep changing as per different life stages and one has to plan meticulously for their future.

Deciding your Life Goal is all about planning to "Live your life, your way". There could be various Life Goals such as trotting the globe, becoming a food blogger to starting your own business, owning your dream house, or planning your Childs education or marriage.

L"IF"E is full of IF's... and one needs to plan to secure their loved ones and themselves against the Ifs of Life. When you opt for a life insurance plan, you transfer your family's financial risks in case of any unfortunate event to the life insurer. This allows you and your loved ones to live life fearlessly. Life Insurance protects your family's financial wellbeing from the consequences of living without an income.

When you purchase a life insurance policy, one of your major life goal gets fulfilled i.e. you purchase a sense of security. A safety net that cushions your family members from the financial impact of your sudden absence and ensures that any outstanding debts that were incurred during your lifetime don't fall upon your loved ones.

Having life goals is an important aspect in each one's life. One needs to be SMART and plan out well in advance to ensure nothing goes wrong in the future. Life insurance offers a range of products that could come in handy for meeting your financial goals.

To ensure that it is not too late, get your #LifeGoals insured with us today! It will help you smile in the face of tomorrow's uncertainties and let you live a worry free life!

This advertisement is designed for combination of Benefits of two or more individual and separate products named (1) Bajaj Allianz Life Future Wealth Gain (2) Bajaj Allianz Lifelong Assure. These products are also available for sale individually without the combination offered/ suggested. This benefit illustration is the arithmetic combination and chronological listing of combined benefits of individual products. The customer is advised to refer to the detailed sales brochure of respective individual products mentioned herein before concluding the sale.