Bajaj Allianz
Investment Plans
Investment Plans

Bajaj Allianz Life Smart Wealth Goal

When you dream big, you need to think out-of-the-box. And when it comes to planning your finances to help to achieve those goals, you have to think and act smart.

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Smart Wealth Goal By Bajaj Allianz Life
When you dream big, you need to think out-of-the-box. And when it comes to planning your finances to help to achieve those goals, you have to think and act smart. A smart ULIP plan is the preferred answer. A unit-linked life insurance policy, Bajaj Allianz Life Smart Wealth Goal is loaded with features like the return of mortality charge, the return of allocation charge and fund boosters, which may enable faster wealth creation. It offers multiple investment strategies to allow you to create a desirable corpus to achieve your life goals. The plan offers three variants -
-Wealth
-Child Wealth
-Joint Life Wealth

KEY ADVANTAGE



ELIGIBILITY
Entry Age
Minimum age is 0 year
In case of minor life, the risk cover will commence immediately on date of commencement of Policy and the Policy will vest on the attainment of majority (age 18 years)
Maximum age is 60 years

Maturity
Minimum Age at Maturity is 18 years
Maximum Age at Maturity is 85 years

Policy Term
Minimum Policy Term is 10 years
Maximum Policy Term is 30 years

Premium Paying Term
Minimum PPT is 5 years
Maximum PPT is Equal to Policy Term

Premium
Minimum Premium


Quarterly & Monthly Premium payment frequency will be available under auto-debit options as approved by RBI
Maximum Premium - No Limit

Premium Payment Frequency
Yearly, Half yearly, Quarterly and Monthly

Minimum & Maximum Sum Assured
10 times Annualized Premium

Minimum Top up Sum Assured
1.25 times Top up Premium

Maximum Top up Sum Assured
10 times Top up Premium

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