Wealth Maxima Product Overview

Unit Linked Individual, Whole of Life Insurance Savings Plan

You have always aspired for the best in life. So it should be your financial planning to provide you with the best. Tata AIA Life ensures that it offers you superlative investment avenues for all time to come. Presenting, Tata AIA Life Insurance Wealth Maxima, a Unit Linked Individual, Whole of Life Insurance Savings Plan that maximizes your long term financial security.

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

This plan allows you to tap into force multipliers of the market to create a lasting legacy for your loved ones. So like other successes in your life enjoy another successful venture with Tata AIA Life Insurance Wealth Maxima.

Wealth Maxima Key Benefits

  • Pay premiums once or for a limited period and get Insurance protection for your entire life

  • 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

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