Bharti – Axa Life Insurance

Published on July 2016 | Categories: Types, Business/Law | Downloads: 46 | Comments: 0 | Views: 554
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Content

By Vivek and Pravah

Bharti-Axa Life Insurance Video

Unit Linke Insurance lan

Insurance

Investment

Rs. 1,00,000
Rs. 10,000

Premium

Rs. 90,000
Rs. 500

ess 10% Allocation Charges

Mortality Charges

Rs. 89,500
Rs. 2,000
Fun Management Charges

Rs. 87,500
Rs. 100
A ministrative Charges

Rs. 87,400

Fun

alue

Equity Funds

87400

Debt Funds

Money Market Funds Balanced Funds

8740 units
NAV
Future?

NAV =12

Fund Value = 8740 x 12 = 104880

Merit Plus Life Invest onfident Life Bright Stars

Life Wealth onfident

Bharti Axa ife

Life Aspire Life

Life Future onfident Life Future onfident II Life Guarantee Builder

Dream Life Pension

Merit Plus

Life Guarantee Builder

Life Bright Stars

Dream Life Pension

Life AspireLife

Life InvestConfident

Life WealthConfident

Life FutureConfident

Life FutureConfident II

Choice of Investment Fund Options
y Growth Opportunities Fund y Grow Money Fund y Save n Grow Fund y Steady Money Fund y Safe Money Fund

Merit Plus Allocation Charges

Merit Plus- Mortality Charges

Merit Plus Policy Administration Charges

Merit Plus Fund Management Charges

Merit Plus- Surrender Charges

WealthConfident Allocation Charges

WealthConfident Mortality Charges

WealthConfident Policy Administration Charges
This charge is deducted y cancellation of units on a monthly asis. The fixed charge is Rs. 55 per month.

WealthConfident Policy Administration Charges

WealthConfident Surrender Charges

Best ULIP WealthConfident
y Partial Withdrawal facility y Switching of funds availa le y asy premium modes y Less Allocation Charges y Less Mortality Charges y Special Additions in the plan y Tax Benefits under Section 80C and Section 10(10D)

Conclusion
y Every plan has certain tax enefits covered under the Income Tax Act, 1961 y In Bharti Axa Life Insurance Co. Ltd., no surrender charge is applica le after 6 years y The popular plans are MeritPlus, AspireLife, BrightStars, WealthConfident y All terms and conditions should e read in the policy y the policyholder eforehand. y Laws, rules and regulations are su ject to change without notice.

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