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Flexi Wealth
Flexi Wealth
In this policy, the investment risk in investment portfolio is borne by the policyholder. The 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 Linked Insurance Products completely or partially till the end of the fifth year.
This advertisement is designed for combination of benefits of two individual and separate products named (1) Shriram Life Wealth Pro Plan - A Unit Linked Non-Participating Life Insurance Plan (UIN: 128L096V02) and (2) Shriram Life Flexi Shield, A Non-Linked Non-Participating Term Insurance Plan. (UIN: 128N098V02). 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 the detailed sales brochure of respective individual products mentioned herein before concluding sale.
Introducing "Flexi Wealth" — Because Life Deserves a Backup Plan
Life is full of exciting milestones, a growing family, a new home, and bigger dreams. With every new chapter comes greater responsibility, making it important to prepare for the future with confidence.
When it comes to securing your family's future, traditional financial products often offer a choice between growing your wealth or a high cover to be prepared against uncertainties.A well-balanced financial plan allows you to enjoy the best of both worlds. You can secure a substantial life cover to protect your family's future while also investing in funds with potential to deliver strong market-linked returns. This way, your loved ones remain financially secure, and your wealth continues to grow toward your long-term goals.
Flexi Wealth is built for people who refuse to choose between building wealth and protecting what matters most.
With Flexi Wealth, your money works hard in the markets while a robust term cover stands guard so your family's future is never at the mercy of life's unpredictability.
Key Features:
Cover up-to 1.5 Cr
Wealth Boosters guaranteed every 5 years#
Increasing Life cover^
Return of Premium Allocation!
Early payout of 50% of base sum
Eligibility
| Eligibility Criteria | Limits |
| Age at Entry | Minimum: 18 years (age last birthday) Maximum: 45 years (age last birthday) |
| Minimum Age at Maturity | 55 years (age last birthday) |
| Maximum Cover up-to (term) | 80 years (age last birthday) |
| Premium Payment Term | 10 Years, 15 Years |
| Mode of Premium Payment | Yearly, Half yearly, Quarterly, Monthly |
| Premium | Minimum: Annual - Rs. 75,000 Half Yearly - Rs. 36,000 Quarterly - Rs. 18,000 Monthly - Rs. 6,000 Maximum: No limit, subject to Board approved underwriting policy |