Wealth Management Services

Benefits Of Wealth Ultima

Systematic Monthly Plan (SMP)

Paying a big amount, in one go can be a hassle! That is why we give you the chance to opt for the Systematic Monthly Plan. With this feature, you can pay your premiums on a monthly basis and get safeguarded from erratic market fluctuations through a smaller premium amount.

Investment Options

Your choice or ours? You can opt for the Self-managed Investment Strategy, through which you get unlimited switches between funds. Alternatively, we offer the Systematic Transfer Plan (STP) that comes with two options - With the Life Stage and Duration based STP, we manage your funds according to your life stage, and Profit Target based STP protects your profits by shifting it to a bond fund.

Systematic Withdrawal Plan (SWP)

Make Retirement Easy! From the 10th year, you can choose to receive your payout in the form of regular installments. These installments will be a pre-decided percentage of your fund value and you can decide when and how you want to receive it. With this, you can plan your source of income for a relaxed retired life.

Fund Additions

A little extra to show that we care! We reward those who stay with us for a long time by routinely making additions to their funds over the years. Guaranteed Additions and Loyalty Additions are added annually starting from your 6th policy year and Booster Additions are added every 5 years starting from the 10th year of your policy. 

Tax Benefits³

No deductions, no worries! You get tax benefits on premiums paid under section 80 (C) and on the maturity benefit under section 10 (10D).