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Shriram Life Wealth Pro Plan

Shriram Life Flexi Wealth Plan

Shriram Life Flexi Wealth Plan

  • Self
  • Spouse
  • Child
  • Grand Child
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  • 15 Lakhs & Above
  • 10-15 Lakhs
  • 7-10 Lakhs
  • 5-7 Lakhs
  • Below 5 Lakhs
  • Male
  • Female
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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:

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Cover up-to 1.5 Cr

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Wealth Boosters guaranteed every 5 years#

retirement

Increasing Life cover^

saving-plan

Return of Premium Allocation!

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Early payout of 50% of base sum

Eligibility

Eligibility CriteriaLimits
Age at EntryMinimum: 18 years (age last birthday)
Maximum: 45 years (age last birthday)
Minimum Age at Maturity55 years (age last birthday)
Maximum Cover up-to (term)80 years (age last birthday)
Premium Payment Term10 Years, 15 Years
Mode of Premium PaymentYearly, Half yearly, Quarterly, Monthly
PremiumMinimum: 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

Disclaimer

For more details on risk factors, terms, and conditions please read the sales prospectus carefully before concluding a sale.   

*Tax Benefits:   
Tax benefits are as per Income Tax Laws & are subject to change from time to time. Please consult your Tax advisor for details.   
You are eligible for Income Tax benefits/exemptions as per the applicable income tax laws in India, which are subject to change from time to time.

IRDAI Regn No: 128   
CIN No : U66010TG2005PLC045616 of the Company

The Trade Logo displayed above belongs to Shriram Value Services Limited (“SVS”) and used by Shriram Life Insurance Company Limited under a License agreement.”

BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS / FRAUDULENT OFFERS

  • IRDAI or its officials do not engage in activities such as selling insurance policies or financial products, announcing bonuses, or investment of premiums. Members of the public who receive such calls are advised to lodge a police complaint.