Shubh Legacy

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Preserve Your Legacy. Protect What Matters.

As a leader, you've shaped success with vision, resilience, and a lasting impact. Now, it's time to extend that legacy beyond the boardroom with exclusive life insurance and wealth preservation solutions from Tata AIA.

About Tata AIA Shubh Legacy

A bespoke program, thoughtfully crafted for senior leaders within the Tata Group. Tailored to align with your aspirations and lifestyle, it offers you seamless access to our top-tier offerings.

Why Tata AIA Shubh Legacy?

Exclusively for CXOs & Senior Executives

Choose from a curated selection Life Insurance solutions designed for leaders like you.
Long-Term Wealth Growth with Minimal Charges

Build wealth for the future while keeping costs low, ensuring more of your legacy is passed on.
Flexible Retirement Planning with the Power of Equity

Plan for retirement and secure wealth for your loved ones with the growth potential of equity-driven solutions.
Protection Coverage till Age 100

Safeguard your family’s future with lifetime coverage that ensures their financial security even in your absence.
Dollar-denominated Investment Plan for Children’s Education

Secure your children's future education abroad, protecting against currency fluctuations.

Why choose Tata AIA Life Insurance?

1.3 Lakh Crore+

Assets Under Management
(AUM)²¹

Rs. 7.9 Lakh Crore+

#1 in Retail Sum Assured²²

89 Lakh+

Families protected so far¹

600+ Branches

Presence across India

99.13%

Individual Death Claim
Settlement Ratio in FY24-25

4 Hours

Express Claim Settlement²³

²³T&C apply.

Your legacy deserves the best. Take the first step today….

Share your details and our dedicated relationship manager will assist you in choosing the best-fit solution.

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Our Individual Death Claim Settlement Ratio is 99.41% for FY 2023 - 24 as per the latest annual audited figures.
89,43,554 families protected till May 31, 2025
As on 31st May 2025, the company has a total Assets Under Management (AUM) of Rs 130,053 Crores
Retail Sum Assured for FY2024-25 is ₹7,90,982 Crores
Applicable to only non-early claims more than 3 years of policy duration, non-investigation cases, up to Sum assured of 50 lacs. Applicable for branch walk in. Time limit to submit claim to Tata AIA by 2 pm (working days). Subject to submission of complete documents. Not applicable to ULIP policies and open title claims.
This product is underwritten by Tata AIA Life Insurance Company Ltd. Buying a Life Insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the Surrender Value payable may be less than all the Premiums Paid. 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/Misc/2025/Jul/