Wealth Creation & ULIP Solutions
Unit-linked insurance plans combine life insurance with market-linked investment funds. Investment risk is borne by the policyholder, and returns are not guaranteed. They are generally more relevant to long-term investors who understand market volatility, charges and lock-in requirements.
Products you can discuss with an advisor
Premier SIP
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Smart SIP
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Smart Fortune Plus
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Fortune Pro
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I Systematic Insurance Plan
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Smart Sampoorna Raksha Supreme
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Questions to cover in your consultation
What are the fund options?
Your advisor can explain how this point affects product selection and suitability.
What policy charges apply?
Your advisor can explain how this point affects product selection and suitability.
What is the lock-in period?
Your advisor can explain how this point affects product selection and suitability.
How does switching between funds work?
Your advisor can explain how this point affects product selection and suitability.