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The first step towards achieving your major life goals is to invest today, so you can create the wealth you and your family need to live the life of your dreams. With the life insurance investment solutions from Tata AIA Life Insurance, enjoy the benefits of market-linked returns coupled with a life insurance cover. Start your wealth creation journey by choosing one of our life insurance investment plans. 

Become a member of the Tata AIA Life Insurance family

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How a life insurance
investment plan works

This video can tell about things to know about term plan (duration/

amount/age/right choice of plan etc…)

Invest to enjoy market-linked returns.

Frequently asked questions
What are life insurance investment plans?

Life insurance investment plans offer you the dual benefits of a life cover, as well as market-linked returns. They help multiply your money over the long term, so you create the wealth needed to fulfil your dreams and aspirations. By choosing a life insurance investment plan, you get to take advantage of market movements, and make your investments grow big over time.

When should I purchase a life insurance investment plan?

Life insurance investment plans help your money multiply over the long term by tapping into the benefit of market-linked returns. So, the earlier you purchase a life insurance investment plan, the more time your money has to grow. Additionally, if you purchase a life insurance investment plan when you are younger, the premiums tend to be more affordable. That is why it is a good idea to purchase a wealth plan as early as possible.

What is the premium payment frequency for life insurance investment plans?

You can choose from the following  premium payment frequencies.

  • Annual
  • Half-yearly
  • Quarterly
  • Monthly
What documents would I require to buy an insurance policy?

To buy an insurance policy, you need to submit the following mandatory documents.

Proof of address:

The following documents are accepted as valid proof of your address.

  • Bank Statement (or passbook) with the latest entries for six months 
  • Aadhaar card
  • Passport
  • Voter's ID
  • Driver's License
  • Electricity/telephone bill
  • Ration Card

Proof of identity:

Some of the documents that are accepted as valid proof of your identity include:

  • PAN card
  • Aadhaar Card
  • Passport
  • Driver's license

Documents showing proof of income:

These documents, which are required only for a few plans, include:

  • Salary slips of the previous 3 months
  • Income tax returns/Employer certificate
  • Bank statement of the previous 6 months
  • Latest Form 16
What are riders? Which rider can I purchase with the Fortune Maxima plan?

Riders are additional provisions that you can add on to your basic insurance policy, in order to enhance the protection and the benefits you receive.

With the Tata AIA Life Insurance Fortune Maxima plan, you can purchase the following riders if you choose the limited premium payment option.

  • Tata AIA Life Insurance Waiver of Premium (Linked) Rider (UIN: 110A026V02)
  • Tata AIA Life Insurance Waiver of Premium Plus (Linked) Rider (UIN: 110A025V02)
  • Tata AIA Life Insurance Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider (UIN: 110A027V02)

    If you opt for the single premium payment option, you can choose to add the Tata AIA Life Insurance Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider to your base plan
Why purchase plans online?
  • Better control over your purchase
  • Hassle-free buying experience
  • Paperless journey

Why purchase plans online?

Better control over your purchase
Hassle-free buying experience
Paperless journey
Articles & blogs
Tax benefits

When you purchase an insurance policy, you become eligible for income tax benefits. According to section 80C of the Income Tax Act, 1961, the premium you pay for your life insurance plan is eligible to be deducted from your total income up to Rs. 1,50,000. This reduces your total taxable income and minimizes your tax burden. The maturity benefits and death benefits offered are also exempted from tax, as per the provisions of section 10(10D) of the Income Tax Act, 1961.

Save tax

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