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Fortune Pro Product Overview

Unit Linked, Individual Life Insurance Savings plan

You have worked hard and smart to earn your money. Now make your money work harder and multiply itself. Introducing, Tata AIA Life Insurance Fortune Pro, a Unit Linked Individual Life Insurance Savings plan that makes your money grow steadily over time and also provides protection to your loved ones.

This plan offers flexibility of policy duration which allows you to mould it into your different financial needs and adjusts itself to your desired level of growth.

Investment in this plan can help you fulfill your medium to long term goals such as children's education, retirement planning and wealth creation.

With Tata AIA Life Insurance Fortune Pro, let your money work smartly as you do.

Fortune Pro Key Features

  • Pay premiums once or for a limited period and get Insurance protection throughout policy term

  • Regular Loyalty Additions1 are credited to the policy to boost your investments

  • Flexibility to choose from 11 Fund options for enhanced investment opportunities

  • Option to customize your plan with three additional Unit Deducting Riders2

  • 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

  • Settlement option is provided on Maturity thus enabling you to receive the maturity amount either in lump sum or in installments over a period of time

  • Tax benefits3 u/s 80C and 10 (10D) of the Income Tax Act, 1961

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