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Wealthsurance TM

Wealthsurance TM. Foundation plan UIN:135L001V01. What is the Wealthsurance Foundation Plan?. Wealthsurance Foundation plan is hereafter referred to as Wealthsurance Account.

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Wealthsurance TM

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  1. WealthsuranceTM Foundation plan UIN:135L001V01

  2. What is the Wealthsurance Foundation Plan? Wealthsurance Foundation plan is hereafter referred to as Wealthsurance Account

  3. ‘The most powerful force in the universe is compound interest’- Albert Einstein Rs. 1 crore In Rupees Rs. 42 lakhs If you start investing Rs. 50,000 per year at age 25, you will have Rs. 1 crore by age 56. But if you delay the beginning till age 45, you will have only Rs. 16 lakhs. Rs. 16 lakhs Age in years *Interest rate assumed at 10%, compounded annually

  4. WEALTHSURANCE ACCOUNT can be opened with an investment as low as Rs. 10000/- There is no limit for maximum amount as investment in this account.

  5. We offer life cover which is 5 times of your investment, to make your investment eligible for tax rebates under section 80C & 80 D and the returns that you get will also be tax free under section 10 (10) D.

  6. The life cover offered for an investment of Rs. 10000/- is Rs. 50000/- which is the minimum, but if you desire you can even insure yourself for an amount of 10 Lakhs also or even more than that.

  7. The life cover has an inbuilt Terminal illness benefit.(Terminal illness is defined as rapidly progressing, incurable disease which is expected to lead to death within six months.No recovery made even if Insured Person survives for longer than six months.Sum Insured reduced by the Terminal Illness Benefit paid and policy will continue.)In case the investment account holder is DIAGNOSED as terminally ill and is not expected to live for more than 6 months,the investment account holder will be paid the difference between the life cover and the fund value while the investment account holder is alive.

  8. For example The live cover chosen is 10 Lakhs and the investment per year is Rs. 25000/- for a period of 3 years then the fund value is Rs. 75000/- + interest on this amount (Let’s assume Rs. 25000) i.e. the total fund value is Rs. 1 Lakh. The account holder will be paid a sum of Rs. 9 Lakhs as Terminal illness benefit if he is diagnosed as terminally ill and not expected to live for more than 6 months.

  9. If you desire you can also take the benefit of MAJOR DIESEASE BENEFIT by which you will be covered for the following 17 diseases: 1. Heart Attack, 2. Coronary Bypass Surgery, 3. Heart Valve Surgery, 4. Surgery of Aorta, 5. Cancer, 6. Stroke, 7. Kidney Failure, 8. Major Organ Transplant, 9. Paralysis, 10. Coma, 11. Multiple Sclerosis, 12. Alzheimer’s disease, 13 .Parkinson’s Disease, 14. Benign Brain Tumor, 15. Major Head Trauma, 16. Major Burns & 17. Primary Pulmonary Arterial Hypertension.

  10. The charges for above coverage are not much. Exemplary charges for a healthy male aged 35 years are: Benefit of Rs. 1 lakh payable on death or terminal illness will cost Rs. 221 per year. (Rs. 2210/- only For 10 Lakhs ) Benefit of Rs. 1 lakh payable on diagnosis of any of the 17 specified Major Diseases will cost Rs. 373 per year (Rs. 746/- only For 2 Lakhs ). The charges are deducted in a monthly mode from the investment done by you i.e. you need not pay for this charges separately.

  11. The Account can be opened by making only one time contribution or regular payment of at least three years. The funds have a lock in period of three years and after that you can make partial withdrawals or even close the account.

  12. You can invest amount in MINIMUM Guaranteed Return Fund where we promise you a return of Rs. 19.00 on Rs. 10.00 over a period of 10 Years. The amount is under your control and you can do unlimited Fund switching from one fund to other funds of the company free of cost. The Equity growth fund of the company was at -3. 81% in March 2009, in May 2009 it had reached 14.39% and currently it is giving a return of 28.01%. The fund performance is published in our monthly magazine known as wealth trends

  13. Now see the power of . . . . . . .

  14. Hit a Six and Score a Crore Pay 1.9 Lac for 6 Years and see the power of Wealthsurance turn it into a CRORE. You also get 28.50 Lakh of Life cover Note: Age 30, Term 30 PPT 6 Fund Options Used: 50% Nifty Index & 50% Income Fund

  15. Bet For Eight Pay 2.25 Lac for 8 Years and see the power of Wealthsurance turn it into a CRORE. You also Get 28.10 lakh of Life cover. Fund Options Used: 50% Nifty Index & 50% Income Fund Note: Age 35, Term 25 PPT 8

  16. Char Ka Kammal Ho Jao Malamal! Pay 6.03 Lac for 4 Years and see the power of Wealthsurance turn it into a CRORE. You also get 60 Lakhs of life cover Note: Age 40, Term 20 PPT 4 Fund Options Used: 50% Nifty Index & 50% Income Fund

  17. Seven Steps to Success Pay 5.55 Lac for 7 Years and see the power of Wealthsurance turn it into a CRORE. You also Get 41.60 Lakh of Life cover. Note: Age 45, Term 15 PPT 7 Fund Options Used: 50% Nifty Index & 50% Income Fund

  18. The Power of 10 Pay 9555 Per Month for 12 Years and see the power of Wealthsurance turn it into a Crore. • You also get, • 17.20 Lakhs of Life Cover Note: Age 30, Term 30 PPT 12

  19. Boond Boond Se 10 Lac Pay 924 Per Month for 15 Years and see the power of Wealthsurance make it a Million. • You also get • 1.65 lakh of life cover. Note: Age 30, Term 30 PPT 15

  20. The Power of One on One!! Pay 8.55 Lac Once and see the power of Wealthsurance turn it into a Crore. Also Get. 42.75 Lakh of life cover Note: Age 30, Term 30 PPT 1

  21. Exclusive fund for loved ones * Subject to conditions

  22. Make Your Child A Crorepati! Pay 2.5 Lac for 7 Years and see the power of Wealthsurance see your Child a Crorepati. You also Get, Withdrawal Option From Age 18 – Age 23 10 Lac Per Annum OR a Crore at 25 Note: Age 1, Term 25 PPT 7

  23. 15 Ka Kamaal maturity pe maalamal. Pay 15000 for 15 Years get protection of 20 Lakh for 30 Years and get back 4.0 lakh at Maturity. Note: Age 30, Term 30 PPT 15 Fund Options Used: 50% Nifty Index & 50% Income Fund

  24. Eat Your Cake And Have It TOO! Pay 2.10 Lac for 6 Years and see the power of Wealthsurance turn it into a CRORE. • Also get. 31.5 lakh of life cover. • 20 Lakh ADDR. • 10 Lakh major disease care. • Rs. 2000 hospital care. Living Benefits : 20 Lac- ADDR, 10 Lac Major Disease, 2000 Hospital Care Note: Age 30, Term 30 PPT 6

  25. Though no one can go back and make a brand new start, anyone can start from now and create history….

  26. Thank you

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