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ICICI Pru Elite Wealth

ICICI Pru Elite Wealth. Introducing. An exclusive Unit Linked Insurance Plan for HNIs. Key features of ICICI Pru Elite Wealth. Get best value for money. Optimize returns. Reducing effective Fund Management Charge. Invest as per your risk appetite.

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ICICI Pru Elite Wealth

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  1. ICICI Pru Elite Wealth

  2. Introducing An exclusive Unit Linked Insurance Plan for HNIs

  3. Key features of ICICI Pru Elite Wealth Get best value for money Optimize returns Reducing effective Fund Management Charge Invest as per your risk appetite Nine funds with different risk-return profiles • Equity oriented, debt oriented, balanced, Rule based and return guarantee Manage your investments Unlimited free switches, ATS & premium redirection Insure your family Get higher of Sum Assured or Fund Value on death

  4. ICICI Pru Elite Wealth at a glance

  5. Reduction of effective FMC Reduction in FMC is the most efficient way to optimize returns • Effective FMC will be reduced by allocating Loyalty Additions from sixth year onwards • And it will further reduce from 11th year onwards • * • Benefits of reduced FMC will be passed on by allocating Loyalty Additions at the end of the policy years • This illustration is for all funds other than RGF and Money Market Fund. • Also, this illustration does not consider service tax and timing implications.

  6. Loyalty Additions Long term customer behavior to be awarded through Loyalty Additions • Get rewarded with Loyalty Additions at the end of every policy year starting from the end of the sixth policy year • It will be a percentage of the average of daily fund values in that same year • This Loyalty Addition will reduce the effective FMC • * • This illustration is for all funds other than RGF and Money Market Fund. • Also, this illustration does not consider service tax and timing implications.

  7. Other benefits

  8. Charge structure

  9. Fund management charges

  10. Thank You

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