Tata AIA Investment Plans
- Explore Tata AIA Investment Plans
- Benefits Offered
- Buying Process
Tata AIA Life Insurance is a joint venture between Tata Sons and AIA Group Ltd. It is one of the leading life insurers in India offering a range of insurance solutions including- term insurance plans, child plans, retirement solutions, etc.
Tata AIA Investment Plans are designed to offer you life coverage along with maturity benefits to ensure wealth creation. There are various different investment plans offered by Tata AIA and you can choose the one that best fits your requirements and risk appetite.
Tata AIA Investment Plans ensures to look after your investment needs by offering:
Financial Security
Wealth Accumulation
Additions and Bonuses
Tax Benefits
Minimum Age - 0 year
100 years
Minimum term - 6 years Maximum term - 30 years
5 to 30 years
Yearly, half-yearly
Rs 25,000 to No limit
To cater to the dynamic insurance needs of an individual and their family, Tata AIA comes with a range of plans. This allows their customers to choose an ideal plan for themselves. The company ensures to offer a plan for everyone.
| Plan | Entry Age | Tenure | Minimum Sum Assured | Unique Features |
|---|---|---|---|---|
| Diamond Savings Plan | Min- 0 years Max- 50 years | 18 to 25 years | 11 times of the Annualised Premium |
|
| Gold Income Plan | Minimum 3 years Maximum 65 years | 12 years | Rs. 11,00,000 |
|
| Tata AIA Smart Income Plus Plan | Min- 0 years Max- 50 years | 15 years, 21 years, and 25 years | 11 times Annualized Premium |
|
| Fortune Guarantee Plus | Minimum Age - 1 year Maximum Age - 60 years | Minimum- 5 years, Maximum- 17 years | Rs 50,000 to No limit |
|
| Tata AIA MahaLife Gold | Minimum Age - 30 days Maximum Age - 60 years | 100 minus Entry Age | Rs 1 lakhs to No limit |
|
| Tata AIA Guaranteed Monthly Income | Minimum Age - 6 years Maximum Age - 13 years | 5 to 12 years | 11 times the Annualized Premiums |
|
| Tata AIA Smart Value Income Plan | Minimum Age - 45 years Maximum Age - 65 years | 100 minus Entry Age | Death Benefit Multiple of 10 times Single Premium |
|
| Tata AIA Guaranteed Return Insurance Plan | Minimum Age - 45 years Maximum Age - 65 years | 6 to 13 years | Death Benefit Multiple x Annualized Premium |
|
Here is a quick overview of the Tata AIA Plans listed in the above table.
Tata AIA Diamond Savings Plan is a protection and savings-based life insurance plan with a guaranteed income option. The plan offers dual benefits of guaranteed income during the policy term and growth of investments through annual bonuses.
There are multiple benefits of Tata AIA Life Investment Plans. Read below to understand the plethora of advantages provided by the insurer.
Tata AIA Investment Plans helps you accumulate a lump sum amount to fulfill your future financial goals.
Tata AIA Investment Plans offer financial coverage to your loved ones in case something unfortunate happens to you.
Tata AIA Investment Plans offers flexibility to choose policy term, premium payment tenure and sum assured that best suits your needs.
Tata AIA Investment Plans offer you to choose additional rider options as per your requirements by paying an additional amount.
Tax Benefits can be availed for premium payments of Tata AIA Investment plans under the Income Tax Act 1961.
| Name of the Rider | Benefits |
| Tata AIA Accidental Death Rider | Offers financial help to your dependents in addition to base policy benefits in case of the policyholder’s death due to the accident. |
| Tata AIA Acicidental Disability Rider | This rider offers financial benefits in case the policyholder becomes partially or totally disabled due to an accident. |
| Tata AIA Waiver of Premium Rider | It will waive off all future premiums and the benefits of the policy will remain the same in case of disability, dismemberment, or diagnosis of critical illness. |
Boost your savings with life cover: Get a quote for Tata AIA Diamond Plan Today. Tata AIA Diamond Savings Plan is a protection and savings-based life ...
Unique Features
Tata AIA Gold Income Plan is a non-liked individual life insurance saving plan. This plan is designed to offer guaranteed returns and life insurance p...
Unique Features
Invest smartly with Tata AIA Smart Income Plus – secure savings, guaranteed income, and financial security. A wise man once said, 'Be ready for ...
Unique Features
Tata AIA Fortune Guarantee Plus by Tata AIA Life Insurance is an individual non-linked life insurance savings plan. It is designed to provide the dual...
Unique Features
Tata AIA MahaLife Gold is a traditional life insurance savings plan offered by Tata AIA Life Insurance. It offers whole-life coverage up to the age of...
Unique Features
Invest Smartly with Tata AIA Monthly Income Plan – Guaranteed Income and Assured Life Cover. Tata AIA Life Insurance Guaranteed Monthly Income P...
Unique Features
To Save More, Invest Smartly with the Tata AIA Smart Value Income Plan. Tata AIA Smart Value Income plan, from Tata AIA Life Insurance, is a guarantee...
Unique Features
Tata AIA Guaranteed Return Insurance Plan by Tata AIA Life Insurance is a savings plan with assured life cover. With this plan, you can build wealth w...
Unique Features
Here is the list of documents required to buy Tata AIA Investment Plans:
Photo ID Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
Tata AIA Investment Plans allows you to buy life insurance plans via two platforms. You can either buy the plan online from the official website of the company or through third-party intermediaries like agents, brokers, etc. Given below is a detailed explanation of both these types of buying processes.
Visit the official website of PolicyX.com.
Click on the ‘Investment’ tab.
A new page will appear on the screen.
Fill out the form at the top of the page with the necessary details.
Select your income and city. Click on 'Proceed'.
Update your education and occupation details.
Choose your preferred plan and click on 'Buy this plan'.
Select the policy term, premium period, investment amount, and riders (if required), and then proceed to pay.
Visit the official website of Tata AIA Life Insurance Company.
Click on ‘Investment plans’ on the navigation bar and select the plan you want to buy.
Click on the ‘buy now’ button and fill in the required details.
Tap on 'next' and select a plan as per your requirements.
Select the cover option you want and make your payment. Once the payment is made, you will get a payment confirmation at your registered email address.
If you have any more queries regarding Tata AIA Investment Plans ,
Renewals, or Claim Procedures, contact our insurance experts at:
1800-4200-269 now!
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Himanshu is a seasoned content writer specializing in keeping readers engaged with the insurance industry, term and life insurance developments, etc. With an experience of 2 years in insurance and HR tech, Himanshu simplifies the insurance information and it is completely visible in his content pieces. He believes in making the content understandable to any common man.
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