Bharti AXA Investment Plans
Bharti AXA Investment Plans
  • Guarantees Financial Protection
  • Withdraw Options
  • Tax Benefits Under 80C
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Bharti AXA Investment Plans

Bharti AXA is a solid partnership between Bharti enterprises & the AXA group. Founded in 2006, Bharti AXA has felt no corner unturned with its exceptional services. The policies offered by the company is one of the most respected & demanded among the Indian market. One of the policy's categories is associated with life investment. Under this, Bharti AXA has designed a few plans which are highly liked by their customers.

For your insight, we have chosen the 12 best Bharti AXA investment plans. Details about the same are given below.

Types of Bharti AXA Investment Plans

1. Bharti AXA Life Elite Advantage

This one of the Bharti’s famous long term savings plan which offers 2 benefits- high returns & 8.5-9.5% of maturity sum assured.

Benefits

  • It offers various premium payment terms- 5, 7 & 12 years.
  • Guaranteed benefits at uniform rates.
FactorsEligibility
Policy term10 years12 years
Premium payment term5 years7/12 years
Minimum entry age8 years6 years
Maximum entry age65 years
Minimum maturity ageNA
Maximum maturity age75 years77 years

2. Bharti AXA Life Super Series

This Bharti AXA Investment plan has something exciting for the customer. At the end of the premium term, you will get a lump sum amount along with increasing payout until maturity. Finally, the plan will offer a lump sum amount at maturity.

Benefits

  • Tax benefits always make people happy. Just pay the premium on-time and you will be eligible for tax deductions.
  • Flexible premium payment terms- 6 & 10 years.
FactorsEligibility
Policy term12 years20 years
Premium payment term6 years10 years
Minimum entry age6 years0 year
Maximum entry age63 years60 years

3. Bharti AXA Life Super Endowment Plan

This plan is designed to follow planned steps to boost your wealth in order to meet your future financial goals.

Benefits

  • For more safety, you can choose the extended life cover by paying additional premiums.
  • Freedom to select among 10 policy & premium payment terms.
FactorsEligibility
Policy term16 years18 years20 years
Premium payment term8 years9 years8-15 years
Minimum entry age2 years91 days
Maximum entry age60 years
Minimum maturity ageNA
Maximum maturity age76 years78 years80 years
Minimum sum assuredRs.50,000
Maximum sum assuredNo limit

4. Bharti AXA Life Monthly Income Plan+

It provides guaranteed monthly income with complete financial protection to fight unfortunate consequences.

Benefits

  • Premium payment not only guarantees financial protection. It also makes you entitled to tax benefits.
  • It allows you to customize the fixed monthly income. Accordingly, the premium is calculated.
FactorsEligibility
Policy term15 years20 years
Premium payment term7 years10 years
Minimum entry age3 years0 year
Maximum entry age65 years60 years
Minimum maturity ageNA
Maximum maturity age80 years
Minimum sum assuredRs.1,92,000Rs.2,10,000

5. Bharti AXA Life Dhan Varsha

This plan came into existence to offer 3 important benefits to its user- non-guaranteed cash bonuses from the 7th year, survival benefits from the 10th year & lump sum amount at the end of the policy.

Benefits

  • You can opt for a premium waiver to receive benefits even after the insured's death.
  • As per your convenience, you can go with any premium payment term.
FactorsEligibility
Policy term20 years25 years
Premium payment term10 years15 years
Minimum entry age91 days
Maximum entry age55 years50 years
Minimum maturity ageNA
Maximum maturity age75 years
Minimum sum assuredRs.25,000
Maximum sum assuredNo limit

6. Bharti AXA Life Samriddhi

It is a non-participating & non-linked plan that makes you save money to meet your future mountain of expenses.

Benefits

  • 8 various premium payment terms are at your disposal. You can choose the one that is a perfect match with your needs.
  • There is a high chance for you to earn a little extra via bonuses. It all depends on the company, of course.
FactorsEligibility
Policy term10 years20 years
Premium payment term5 years12 years
Minimum entry age8 years0 year
Maximum entry age55 years50 years
Minimum sum assuredNA
Maximum sum assured65 years70 years

7. Bharti AXA Life Monthly Advantage

This Bharti AXA Investment plan works on a simple logic- guaranteed monthly income without staying invested for a long time. It is feasible & more than helpful for the user.

Benefits

  • Apart from the benefits, you can also avail of tax deductions under the Income Tax Act, 1961.
  • An accrued bonus is an excellent way to get financial returns. This plan will help you get it if the company declares it for you.
FactorsEligibility
Policy term12 years16 years
Premium payment term6 years8 years
Minimum entry age6 years2 years
Maximum entry age65 years
Minimum sum assuredRs.50,000

8. Bharti AXA Life Secure Income Plan

This plan helps to secure your financial future for low premiums in return. Once your premium payment term is over, you will start receiving 8% per annum of sum assured as monthly income.

Benefits

  • Along with financial safety, you can enjoy the perks of tax deductions under the Income Tax Act, 1961.
  • It allows you to pick a convenient policy term which runs handy with your current financial situation.
FactorsEligibility
Policy term15 years17 years
Premium payment term5 years7 years
Minimum entry age3 years1 year
Maximum entry age3 years1 year
Maximum entry age65 years63 years
Minimum maturity ageNA
Maximum maturity age80 years

9. Bharti AXA Life Guaranteed Income Plan

It is a savings plan which stands guard to increase your yearly income to meet the never-ending expenses. It also adds a benefit of life coverage in case you come face to face with an unfortunate incident.

Benefits

  • If an insured survives and pays the premiums till the end of the policy, he/she will receive 1% of the annual premium on the maturity date.
  • Because of the kindness of the Income Tax Act, 1961, you will get tax benefits if you pay the premiums of this policy on-time.
FactorsEligibility
Policy term15 years19 years
Premium payment term8 years10 years
Minimum entry age3 years91 years
Maximum entry age55 years
Minimum maturity ageNA
Maximum maturity age70 years74 years
Minimum sum assuredRs.25,000
Maximum sum assuredNo limit

10. Bharti AXA Life Aajeevan Sampatti+

This Bharti AXA Investment plan promises to offer life cover up to 100 years & annual pay-outs to the insured party.

Benefits

  • Flexible policy & premium payment term options are available to choose from.
  • Tax benefits add a punch of happiness on the face of the insured when he/she is hit with this policy’s advantages.
FactorsEligibility
Policy termTo age 100To age 85
Minimum entry age91 days
Maximum entry age60 years50 years
Minimum maturity ageNA
Maximum maturity age85/100 years (totally depending on the policy term)
Minimum sum assuredRs.50,000
Maximum sum assuredNo limit

11. Bharti AXA Life Flexi Save

The main focus of this plan is to help you save enough money to look after your future expenses.

Benefits

  • If you choose flexi benefit period, you can easily withdraw your savings & benefits at any given time.
  • Awesome duo (tax benefits and flexible policy/premium payment term options) for the policyholders.
FactorsEligibility
Policy term20 years25 years
Premium payment term5 years7 years
Minimum entry age8 years3 years
Maximum entry age65 years60 years
Minimum maturity ageNA
Maximum maturity age85 years

12. Bharti AXA Life Serv Suraksha

By making a single premium payment, this plan will create a financial protection bubble around you & your family.

Benefits

  • Once the policy is matured, you will get 110% of the premium.
  • In case the policyholder suffers an unfortunate death, his/her family will receive the sum assured.

Why Should You Blindly Trust Bharti AXA Investment Plans?

There comes a time in our life when we sit back, relax and start to think about the financial future of our families. This is when we open our mobile/laptops and search for investment plans. Today, they have become popular because people are happy about the financial safety that it promises to their loved ones. But like any other industry, competition is at its peak and people do get confused while choosing an appropriate provider.

Surprisingly, Bharti AXA has managed to grab all the limelight. Of course, it is a huge brand but that is not the reason why the company is famous for its investment plans. Frankly, Bharti AXA Investment Plans offer similar benefits to other providers but it manages to shine in 2 departments- the ability to keep its promises and an expert team who is responsible to handle customer queries on time. Because of this, Bharti AXA is able to make a permanent dent in the hearts of its customers.

Bharti AXA Investment Plans: FAQs

Yes, you can ask for a copy of your medical test report (except for a full medical report). According to company guidelines, they can’t share that.

If your policy is expired, you will have to pay an 8% interest rate on overdue premiums.

If your policy gets declined/postponed, you will receive a refund in 10 working days.

Last updated on 05-11-2020