LINKED INSURANCE PRODUCTS DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDER WILL NOT BE ABLE TO SURRENDER/ WITHDRAW THE MONIES INVESTED IN LINKED INSURANCE PRODUCTS COMPLETELY OR PARTIALLY TILL THE END OF THE FIFTH YEAR.
The complete name of Tata AIA Wealth Pro is Tata AIA Life Insurance Wealth Pro (UIN: 110L111V05) – Non-Participating, Unit Linked, Individual Life Insurance Savings Plan
^Rider is not mandatory and is available for a nominal extra cost. For more details on benefits, premiums, and exclusions under the Rider, please contact Tata AIA Life’s Insurance Advisor/ branch.
Tata AIA Waiver of Premium (Linked) Rider - Linked, Individual, Health Insurance Rider (UIN:110A026V02 or later), Tata AIA Waiver of Premium Plus (Linked) Rider - Linked, Individual, Health Insurance Rider (UIN:110A025V02 or later), Tata AIA Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider – Linked Individual, Health Insurance Rider (UIN:110A027V02 or later), Tata AIA Vitality Protect Plus - A Non-Linked, Non- Participating Individual Health rider (UIN: 110A048V03 or any other later version), Tata AIA Vitality Health Plus - A Non-Linked, Non- Participating Individual Health rider (UIN: 110A047V02 or later), Tata AIA Life Insurance Linked Comprehensive Health Rider - A Non-Linked, Non- Participating Individual Health rider (UIN: 110A031V03 or later), Tata AIA Life Insurance Linked Comprehensive Protection Rider- A Non-Linked, Non- Participating Individual Health rider (UIN: 110A032V03 or later) are available under this plan
~Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfilment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you.
#Market-linked returns are subject to market risks and terms & conditions of the product. The assumed rate of returns or illustrated amount may not be guaranteed and depends on market fluctuations.
##Loyalty Additions will be credited only if Policy is in-force and all due premiums have been paid. For Regular Pay, additional units @ 0.20% of units in each of the funds under Regular Premium Account will be credited (post deduction of applicable charges) to the respective funds every Policy Anniversary starting from eleventh (11th) Policy Anniversary till end of Policy Term. For Single Pay, additional units @ 0.35% of units in each of the funds under the Single Premium Account will be credited (post deduction of applicable charges) to the respective funds every policy anniversary starting from sixth (6th) Policy Anniversary till end of Policy Term. Loyalty Additions are not payable on Top-up Premium Account
@All funds open for new business which have completed 5 years since inception are rated 4 star or 5 star by Morningstar as of August 2024.
**©2024 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliates, including, without limitation, Morningstar India Private Limited (“Morningstar”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of Morningstar; (3) is not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources and (5) shall not be construed as an offer to buy or sell any security or other investment vehicle. Neither Morningstar, Inc. nor any of its affiliates (including, without limitation, Morningstar) nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other losses resulting directly or indirectly from the information.
^^Applicable to only non-early claims with more than 3 years of policy duration, non-investigation cases, up to Sum Assured of Rs. 50 lakhs. Applicable for branch walk in. Time limit to submit claim to Tata AIA Life Insurance is 2 pm on working days. Subject to submission of complete documents. Not applicable for ULIP policies and open title claims.
~~Individual Death Claim Settlement Ratio is 99.13% for FY 2023 - 24 as per the latest annual audited figures.
- 1All Premiums, Charges, and interest payable under the policy are exclusive of applicable taxes, duties, surcharge, cesses or levies which will be entirely borne/ paid by the Policyholder, in addition to the payment of such Premium, charges or interest. Tata AIA Life shall have the right to claim, deduct, adjust and recover the amount of any applicable tax or imposition, levied by any statutory or administrative body, from the benefits payable under the Policy.
25-year computed NAV for Multi Cap Fund as of Aug 2024. Other funds are also available. Benchmark of this fund is S&P BSE 200.
Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Life Insurance Wealth Pro – Non-Linked, Unit Linked, Individual Life Insurance Savings Plan (UIN: 110L111V05) - is only the name of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.
The fund is managed by Tata AIA Life Insurance Company Ltd.
For more details on risk factors, terms and conditions please read Sales Brochure carefully before concluding a sale. The precise terms and condition of this plan are specified in the Policy Contract.
Past performance is not indicative of future performance. Returns are calculated on an absolute basis for a period of less than (or equal to) a year, with reinvestment of dividends (if any).
Investments are subject to market risks. The Company does not guarantee any assured returns. The investment income and price may go down as well as up depending on several factors influencing the market.
The underlying Fund's NAV will be affected by interest rates and the performance of the underlying stocks.
Please make your own independent decision after consulting your financial or other professional advisor.
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.
Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the Insurance Company.
Insurance cover is available under the product.
The products are underwritten by Tata AIA Life Insurance Company Ltd.
The plans are not a guaranteed issuance plan, and it will be subject to Company’s underwriting and acceptance.
For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.
L&C/Advt/2024/Sep/2666
FOR EXISTING POLICY 
1860 266 9966
FOR NEW POLICY 
