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Edelweiss Tokio Life - Wealth Plus
with #Unyakeenable features!

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Additional Allocation to the fund

It’s true. Every year, additional allocations over and above your premium amount are added to the funds. These allocations start at 1% and increase every 5 years to 3%, 5% and 7%. All you need to do is stay invested and let us honour the faith you have entrusted in us. So the longer you pay, higher the rewards. #Unyakeenable, isn’t it?

1Allocation will be made only if premium is paid within the grace period.

These allocations start at 1% & increases every 5 years to 3%, 5%, and 7%.

Tax Benefits

Paying taxes is not a choice, and we can help you save up to INR 45000, under section 80C. That’s not all! Even the returns you get are exempted from tax under section 10(10D). Isn’t that great?

2Provided that the tax rate of 30% is applicable to the individual and he/she is availing exemption of Rs.1,50,000 available under section 80C of Income Tax Act,1961. Tax benefits are subject to changes in the tax laws.

Save tax upto Rs.45000#under section 80C

Life Cover

Your life is valuable to your family. And when you are not around, we might not be able to help your family cope up with the emotional loss but we definitely try to make sure that they do not suffer financially by providing you with a life cover.

Ensure your family's welfare in case of your demise

Rising Star Benefit*

We owe our children a life full of happiness and free of concerns. As our responsibility towards you, in an unfortunate event of your demise, we will waive off all future premiums & credit the amount to your fund value along with the additional allocations as and when due. What’s more, we will also pay a lumpsum amount immediately.

*Under this benefit, policyholder/proposer can be a parent / grand-parent / guardian or any person who has an insurable interest with the insured child.

Benefits for your growing child's uncompromised future.

Your Investment, Your Decision

Life stage and duration based strategy creates an ideal balance between equity and debt, based on your age and financial goals. Whereas the self-managed strategy gives you the freedom to allocate money as per your choice to 5 different funds.

Two strategies, each crafted expertly for your various needs.
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Check Out Our Funds' Performance
(Past performance is not indicative of future performance)


I wish to invest / per month for Yrs



Your returns in 11 Yrs

Allocate Your Funds



Fund Name Allocation % CAGR(returns since inception)* Since Rating# Charges
Equity Large Cap
%
 13.31% 2011 1.35%
Equity Top 250
%
 13.01% 2011 1.35%
Bond Fund
%
 8.85% 2011 1.25%
Managed Fund
%
 10.73% 2011 1.35%
Equity Mid Cap
%
 6.74% 2017 to be rated* 1.35%

#Funds rated by Morningstar as on Mar 31st, 2018 (Investment Research Firm) after 3 years from fund inception

*CAGR calculated as per fund factsheet dated December 31st, 2018.

Fund Allocation %

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1Allocation will be made only if premium is paid within the grace period.
2Provided that the tax rate of 30% is applicable to the individual and he/she is availing exemption of Rs.1,50,000 available under section 80C of Income Tax Act,1961. Tax benefits are subject to changes in the tax laws.

Disclaimer -
These allocations start at 1% & increase every 5 years to 3%, 5% and 7%. Allocation will be made only if premium is paid within the grace period.
The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns.
Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. Edelweiss Tokio Life Insurance is only the name of the Insurance Company and Edelweiss Tokio Life – Wealth Plus 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 various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns. Please know the associated risks and the applicable charges from your Personal Financial Advisor or the Intermediary or policy document of the Insurer.
The premium paid in unit linked life insurance policies are subject to investment risk associated with capital markets and the unit price of the units may go up or down based on the performance of investment fund and factors influencing the capital market and the policyholder is responsible for his/her decisions. Tax benefits are subject to changes in the tax laws.
For more details on the risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
Edelweiss Tokio Life Insurance Company Limited | IRDAI Regn. No.: 147 | CIN: U66010MH2009PLC197336 | Product UIN: 147L055V02 | Advt. No.: WLa/12a/Apr 2018
Registered Office: 4th Floor, Tower 3, Wing ‘B’, Kohinoor City, Kirol Road, Kurla (W), Mumbai - 400070.
Corporate Office Address: 4th Floor, Tower 3, Wing ‘B’, Kohinoor City, Kirol Road, Kurla (W), Mumbai - 400070. Toll Free No.: 1800 212 1212 | Fax No.: +91 22 7100 4133 | www.edelweisstokio.in
Flower & Edelweiss are trademarks of Edelweiss Financial Services Limited; Tokio is Trademark of Tokio Marine Holdings Inc. and used by Edelweiss Tokio Life Insurance Co. Ltd. under license

1Allocation will be made only if premium is paid within the grace period.
2Provided that the tax rate of 30% is applicable to the individual and he/she is availing exemption of Rs.1,50,000 available under section 80C of Income Tax Act,1961. Tax benefits are subject to changes in the tax laws.

Disclaimer -
Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. Edelweiss Tokio Life Insurance is only the name of the Insurance Company and Edelweiss Tokio Life – Wealth Plus 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 various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns. Please know the associated risks and the applicable charges from your Personal Financial Advisor or the Intermediary or policy document of the Insurer.
The premium paid in unit linked life insurance policies are subject to investment risk associated with capital markets and the unit price of the units may go up or down based on the performance of investment fund and factors influencing the capital market and the policyholder is responsible for his/her decisions. Tax benefits are subject to changes in the tax laws.
For more details on the risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
Edelweiss Tokio Life Insurance Company Limited | IRDAI Regn. No.: 147 | CIN: U66010MH2009PLC197336 | Product UIN: 147L055V01 | Advt. No.: WLa/12a/Apr 2018
Registered Office: 6th Floor, Tower 3, Wing ‘B’, Kohinoor City, Kirol Road, Kurla (W), Mumbai - 400070.
Corporate Office Address: 4th Floor, Tower 3, Wing ‘B’, Kohinoor City, Kirol Road, Kurla (W), Mumbai - 400070. Toll Free No.: 1800 212 1212 | Fax No.: +91 22 7100 4133 | www.edelweisstokio.in
Flower & Edelweiss are trademarks of Edelweiss Financial Services Limited; Tokio is Trademark of Tokio Marine Holdings Inc. and used by Edelweiss Tokio Life Insurance Co. Ltd. under license


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