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Build your wealth today. Save for tomorrow with Shriram Life Golden Jubilee Plan

Build your wealth today. Save for tomorrow with Shriram Life Golden Jubilee 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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Shriram Life Golden Jubilee Plan

Protect your family's financial future today

What is Shriram Life Golden Jubilee Plan?

You have financial goals for yourself and the ones you love. You need a financial plan that helps you achieve
these goals while protecting them in adverse situations.
Presenting the Shriram Life Golden Jubilee Plan (UIN: 128L095V02), an insurance plan that combines
protection with investments.
Stay invested for whole life or for a specified period of time, choose the type and level of cover that suits you
and get unmatched flexibility with options to alter your policy term, premium payment term, sum assured, and
premium.
In addition, the Shriram Life Golden Jubilee Plan offers smart features like Return of Mortality charge,
Return of Premium Allocation charge and Wealth Booster additions to make the most of your investment. This
plan also empowers you with full control over your investments by way of multiple investment funds and
strategies that align with your risk appetite and personal preferences. You can also enjoy unlimited free
switches/premium re-direction, top-up, partial withdrawals, and settlement options.
In this policy, the investment risk in the 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 policyholders will not be able to surrender/withdraw the monies invested in Linked Insurance.

  • Financial control with multiple fund options, unlimited free switches and unlimited free premium redirection.
  • Two different plan options such as Life Goal and Legacy.
  • Wealth Boosters guaranteed every 5 years!
  • Flexibility to top-up your scheduled premiums whenever you have additional funds.
  • Different options for premium payment terms i.e., Single, Regular or Limited pays are available.
  • You are eligible for additional protection through the riders.

Features and Benefits of the Shriram Life Golden Jubilee Plan

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Partial Withdrawal

You are allowed to make a partial withdrawal from the plan as per your needs.

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Top-Up

You can go for a top-up to enhance your coverage.

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Multiple Options for Premium Payment

You can pay the premium Single, annually, half-yearly, quarterly or monthly as per your convenience.

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Twin Benefits

This policy comes with twin benefits of protection and Investments.

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Switching

 You can switch from one fund to another

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Tax Benefits

You can claim tax deductions as per the existing provisions of the income tax law. 

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Multiple funds

Financial control with multiple funds options, unlimited free switches and unlimited free premium redirection

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Auto Transfer option

Auto Transfer option (ATO) without any additional charge, to tackle market volatility

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Wealth Boosters

Guaranteed every 5 years !

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Whole Life Option

To save for your next generation or withdraw whenever you want

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Customised life cover

2 cover options to choose from and choice of cover level within each cover option

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How to Apply for Shriram Life Golden Jubilee Plan

You can apply for the Shriram Life Golden Jubilee Plan in three easy steps:

apply life insurance
  • Step 01

    Enter Your State, City, District and Location

  • Step 02

    Please choose your nearest Shriram Life Insurance Company branch

  • Step 03

    Visit the Shriram Life Insurance Company branch with all the Documents Required

  • Step 04

    Verify Your Documents and Purchase Your Policy

How to Claim for Shriram Golden Jubilee Plan

You can submit death claims, disability claims, cancer care claims and critical Illness claims for your Shriram Life Golden Jubilee Plan online on our website by following simple steps provided below

claim life insurance
  • Step 01

    Come to the claim center, select intimate claim Button

  • Step 02

    Choose in the dropdown Request Type - death

  • Step 03

    Fill the details of insurer, death event, details of doctor who declared death (Doctor -Non mandatory)

  • Step 04

    Fill the personal and bank details of claimants and upload the documents

Documents to be uploaded

  • Death certificate issued by Local Body/Municipal Body
  • Nominee bank passbook
  • Postmortem report
  • Claim form B
  • Claim form A
  • Policy Document
  • Hospital Summary/Hospital records
  • Nominee ID proof (ID proof /address Proof)
  • FIR/ Panchnama/ Inquest Report and final investigation report
  • Upload Signature of claimant
  • Copy of driving license if Life Assured was driving the vehicle at the time of accident (applicable if Rider is opted)
  • NEFT mandate form
  • Claims form C and E wherever applicable
After submission, you will be receiving instant notifications and updates regarding the processing status of the claim. Please note that clear document records will ensure quick claim processes. For death claims, we would request you to please reach out to us as soon as possible and initiate the claim process. For processing death claims faster, we request you to please reach out to your nearest Shriram Life Insurance branch.
Know more

Eligibility and Documents Required for Shriram Life Golden Jubilee Plan

Eligibility Criteria

Limits

Age Criteria

30 days^

 

Life Goal

Legacy

Option 1

For PT <= 20: 55 years
For PT > 20: 50 years

NA

Option 2

65 Years

Maximum Maturity

Life Goal: 75 years (age last birthday)
Legacy: 100 years (age last birthday)

Policy Term

Min: 10 Years
Max: Life Goal:30 Years (in Multiples of 1 year)
Legacy: 100 minus age at entry

Premium Paying Term

 

Life Goal

Legacy

Single Pay

Single Payment

NA

Limited Pay

Min: 5 Years
Max: PT minus 5 Years

Min: 10 Years
Max:100 minus age at entry (PPT multiples of 5 Years)

Regular Pay

Same as Policy Term

Same as Policy Term

Premium Mode

Single, Yearly, Half-yearly, Quarterly, Monthly

Premium

Minimum
Single
₹ 3, 00,000 for all policy terms
Limited & Regular
Yearly: ₹ 1,00,000
Half-yearly: ₹ 50,000
Quarterly: ₹ 25,000
Monthly: ₹ 10,000

Maximum
No limit, subject to Board approved underwriting policy.

Minimum Sum Assured

For entry ages below 50 years: 
Regular & Limited: ₹ 7, 00,000
Single: ₹ 3,75,000

For entry ages 50 years and above: 
Regular & Limited: ₹ 5, 00,000
Single: ₹ 3,30,000

Maximum Sum Assured

10 times Annualized premium/Single premium, as per Board approved underwriting policy

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What does Shriram Life Golden Jubilee Plan cover?

Shriram Life Golden Jubilee Plan provides a long life cover of up to 100 years along with the top-up facility to further enhance your cover by increasing your sum assured. It also comes with three different premium paying terms options, i.e., single premium payment or regular premium payment term or limited premium payment term. This plan comes with death benefits, maturity benefits and Investment options as per the plan selected by you. Thus, benefits under the plan will be paid in case the insured person passes away and even in case the insured person survives.

Downloads

All the policy-related documents are easily available online on the website for the comfort and ease of all our customers. You can simply visit our website www.shriramlife.com go to the download section on the policy page and download the policy document, prospectus and presentation.

Disclaimer

1. Unit Linked life insurance products are different from traditional life insurance products and are subject to the market risk factors.
2. The premium paid in Unit Linked life insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of the fund and factors influencing the capital market and the insured is responsible for his / her decisions. 
3. Shriram Life is only the name of the Life insurance company and Shriram Life Wealth Pro is only the name of the unit linked insurance contract and does not in any way indicate the quality of the plan, its future prospects or returns. 
4. Please know the associated risks and the applicable charges, from your insurance agent or the intermediary or policy document issued by the insurance company. 
5. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects or returns. 
6. The past performance of the fund options is not indicative of future performance of these funds.

# Provided all the premiums are paid and the policy is in force.
^ Risk cover starts from date of commencement of policy for all lives including minors. In case of a minor life, the policy will vest in the Life Assured on attainment of age 18 years.

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 
ARN - SLIC/ELEC/Mar 2026/2379

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