Life Needs Solutions Wealth Solutions Tata AIA Life Insurance Fortune Maxima
UIN: 110L113V01

Tata AIA Life Insurance Fortune Maxima

Product Overview

Ensuring financial security of your near and dear ones is one of the primary objectives of life. Tata AIA Life Insurance Fortune Maxima, a Non-Participating Unit Linked Whole of Life Plan that allows you to fulfill this critical life need with a greater degree of efficiency.

This plan allows you to maximize your whole life protection corpus with the power of market driven growth.

Investment in this plan can help you fulfill your medium to long term goals such as children's education, retirement planning and creating legacy for future generations.

Tata AIA Life Insurance Fortune Maxima, protecting your dreams over a life time.

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Key Features

  • Pay premiums once or for a limited period and get Insurance protection for your entire life
  • Regular Loyalty Additions are credited to the policy to boost your investments
  • Flexibility to choose from 6 Fund options for enhanced investment opportunities
  • Option to customize your plan with three additional unit deducting riders
  • Choice of Enhanced Systematic Money Allocation & Regular Transfer Investment Portfolio Strategy
  • Top-up facility to further augment your portfolio
  • Flexibility of Partial Withdrawals after five policy years to meet your financial needs
  • Tax benefits u/s 80C and 10 (10D) of the Income Tax Act, 1961


  • Insurance is the subject matter of the solicitation.
  • This product is underwritten by Tata AIA Life Insurance Company Limited.
  • For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.
  • Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benefit available to you.
  • Service tax is applicable as per governing laws and the same shall be borne by the policyholder. Tata AIA Life Insurance Company Limited reserves the right to recover from the Policyholder, any levies and duties (including service tax), as imposed by the government from time to time. Kindly refer to the Sales Illustration for the exact premium.
  • Past performance is not indicative of future performance.
  • In case of sub-standard lives, extra premiums will be charged as per our underwriting guidelines
  • Insurance cover is available under this product.
  • Investments are subject to market risks.
  • Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. Please know the associated risks and the applicable charges, from your Insurance agent or the Intermediary or policy document issued by the insurance company.
  • 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 and returns. The underlying Funds NAV will be affected by interest rates and the performance of the underlying stocks
  • The performance of the managed portfolios and funds is not guaranteed and the value may increase or decrease in accordance with the future experience of the managed portfolios and funds. Past performance is not indicative of future performance.
  • Riders are not mandatory and are available for a nominal extra cost. For more details on benefits, premiums and exclusions under the Rider(s), please contact Tata AIA Life's insurance advisor/ branch
  • The Premium paid in the 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 fund and factors influencing the capital market and the Insured is responsible for his/her decisions.


IRDA of India clarifies to public that

  • IRDA of India or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.
  • IRDA of India does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number.

For any information including cancellation, claims and complaints, please contact our Insurance advisor or visit Tata AIA Life's nearest branch office or call 1-800-267-9966 (toll free) and 1-860-266-9966 (wherein local charges would apply) or write to us at Visit us at: or SMS 'LIFE' to 58888

Tata AIA Life Insurance Company Ltd. (IRDA of India Regn. No. 110), CIN No. U66010MH2000PLC128403 Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai - 400013

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