Bharti Axa Investment Plans

Bharti AXA Investment Plans: Overview

Bharti AXA Life Online Savings Plans help you achieve your future financial goals. Everyone has different financial plans depending on their needs. That’s why Bharti AXA has launched various savings plans, and you can choose the one that best suits your needs. Various Bharti AXA Life Online Savings Plans are available based on premium payment terms, policy tenure, sum assured, plan options, etc.

Bharti AXA Investment Plans look after your investment needs by offering different life insurance plans with:

• Guaranteed Returns
• Flexible Premium Payment Tenure
• Multiple Plan Options
• Policy Loan Option

Features of Bharti AXA Life Insurance

Bharti AXA Life Insurance has various features. Let's understand each of them in detail:

• Solvency Ratio: Bharti AXA Life Insurance has a Solvency Ratio of 1.6 as per the IRDAI annual report 2023-24.
• Claim Support: As per the IRDAI annual report of 2023-24, the claim support of Bharti AXA Life Insurance is 99.1%.
• Annual Premiums: As per the annual report of IRDAI 2023-24, the annual premium of Bharti AXA Life Insurance is Rs. 2,920.58 Cr.
• PAN India Presence: Bharti AXA Life Insurance has a PAN India presence with over 236 branch offices across India.

Benefits of Bharti AXA Life Investment Plans

There are multiple benefits of Bharti AXA Life Investment Plans. Read below to understand the plethora of advantages provided by the insurer.

Guaranteed Returns

Bharti AXA Savings Plans offer guaranteed returns to the policyholders. They can use the returns to fulfill their financial needs.

Life Insurance Benefits

Bharti AXA Online Savings Plans offer life insurance benefits to their policyholders, which covers their family financially even after their demise.

Multiple Saving Options to Choose From

There are multiple saving options available for policyholders to choose from as per their financial needs and requirements.

Choice of Premium Payment Tenure

Bharti AXA Savings Plans offer policyholders the choice to select their premium payment tenure as per their comfort and requirements.

Additions and Boosters

Bharti AXA Life Savings Plans offer their policyholders additions and boosters that help increase overall maturity benefits.

Riders You Can Avail With Bharti AXA Investment Plans

Documents Required to Purchase Bharti AXA Life Investment Plans

Here is the list of documents required to buy Bharti AXA Life Investment Plans:

• Photo ID Proof: Passport, Aadhaar card, PAN card, Driving license.
• Age Proof: Passport, Aadhaar card, PAN card, Driving license.
• Address Proof: Utility bill, passport, voter ID, ration card.
• Medical Records: If requested by the insurer.
• Income Proof: Bank statement, or last three months' salary slips (for salaried individuals).

Exclusions of Bharti AXA Life Investment Plans

• If a policyholder commits suicide during the first 12 months after obtaining the insurance, the nominee receives no death benefits. They receive just the premiums paid up to the date of the incident or the policy's surrender value, whichever is greater.

How to Calculate Premiums

1. Visit the official website of Bharti AXA Life Insurance Company.
2. Click on ‘Investment plans’ on the navigation bar and select the plan you want to buy.
3. Click on the ‘buy now’ button and fill in the required details.
4. Tap on 'Next' and select a plan as per your requirements.
5. Select the cover option you want and make your payment. Once the payment is made, you will receive a payment confirmation at your registered email address.

How to Port Your Policy

1. Visit the official website of PolicyX.com.
2. Click on the ‘Investment’ tab.
3. A new page will appear.
4. Fill out the form at the top of the page with the necessary details.
5. Select your income and city, then click 'Proceed'.
6. Update your education and occupation details.
7. Choose your preferred plan and click 'Buy this plan'.
8. Select the policy term, premium payment period, investment amount, and riders (if required), then proceed to pay.

Conclusion

In conclusion, Bharti AXA Life Insurance offers a range of flexible, customer-centric investment plans tailored to meet various financial needs and life goals. With its strong digital presence, best claim settlement record, and diverse product portfolio, Bharti AXA Life stands out as a trusted partner for securing one’s financial future. For more info related to Bharti AXA Investment Plans, you can contact Policyx.com 24/7. Our trusted insurance experts listen to your every unique problem and suggest the best possible solution for you.