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Edelweiss Tokio Investment Plans
Edelweiss Tokio Life Wealth Plus is a unit-linked savings plan that al ...Read More
A quick read on what this Edelweiss Tokio Investment Plans term plan covers and why it might be a fit for you.
Edelweiss Tokio Life Wealth Plus is a unit-linked savings plan that allows you to invest and generate wealth through unit-linked funds. It offers a choice of 7 unit-linked fund options to match your risk appetite and financial goals.
To ensure 100% of the premium you pay is allocated to the fund, the insurer provides additional allocation yearly, such as extra allocation and premium booster. The product offers a life stage & duration-based strategy and self-managed strategy. If you opt for a self-managed strategy, you can opt for unlimited switches or redirection free of cost.
With the Rising Star benefit feature, you can be ready to cater to your child's future financial needs. In this benefit, the policyholder can be a parent, grandparent, or guardian, and the life insured should be a child. With the Wealth Plus plan, you can even invest your lump sum money as a top-up premium over and above the premium to increase your fund value.
Edelweiss Tokio Life Wealth Plus Plan offers you a range of benefits including:
A quick honest summary — the strengths and the trade-offs.
Eligibility criteria pulled straight from the policy wording.
Let's understand how the Edelweiss Tokio Life Wealth Plus works with a simple premium illustration.
Mr. Verma is looking for an Investment plan that helps him create a lump sum amount to fulfill his financial needs.
His financial advisor advised him to buy the Edelweiss Tokio Life Wealth Plus Plan. He visited PolicyX.com
Let's understand how the Edelweiss Tokio Life Wealth Plus Plan works for him with a premium illustration table.
| Age of policyholder | Annual Premium | Policy tenure | Premium Payment Tenure | Maturity Benefits |
| 40 years | Rs 50,000 | 20 years | 20 years | Rs 13,88,880 |
Key Takeaways: At the end of the policy tenure the maturity benefits of Rs 13,88,880 are paid to the policyholder.
There are various benefits to buying the Edelweiss Tokio Life Wealth Plus Plan. Let’s understand each of them in detail:
Key features that make Edelweiss Tokio Wealth Plus Plan stand out.
Multiple Plan Options
The plan offers a choice of 7 unit-linked fund options to match your risk appetite and financial goals.
Choice of Investment Strategy
The product offers a life stage & duration-based strategy and self-managed strategy.
Additional benefits
The product offers additional annual allocations, namely, Extra Allocation and Premium Booster.
Top-up PremiumOption
With the top-up premium feature, you can even invest a lump sum as a top-up premium over the base premium to increase your fund value.
Keep these documents handy when applying for Edelweiss Tokio Wealth Plus Plan.
Photo ID Proof
Photo ID Proof (either of one) - Passport, Aadhaar card, PAN card, Driving license.
Age Proof
Age Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
Address Proof
Address Proof (either of one) - Utility bill, passport, voter ID, ration card.
Medical Records
Medical Records of the policyholder if requested.
Income Proof
Income Proof (either of one) - bank statement, last three months' salary slips (if you are salaried).
You can buy the Edelweiss Tokio Wealth Plan offline by visiting one of their nearest branch offices. One of their representatives will help you buy the plan.
Given below are some exclusions of the Edelweiss Tokio Wealth Plus Policy:
Suicide within 12 months of the policy purchase is not covered.
Consumption of any intoxicants.
Death due to any aviation accident.
Death due to any adventurous sports.
Here are the key features of the Edelweiss Tokio Wealth Plus Plan.
| What’s Good Here | What’s Missing |
| Choice of plan option | Premium Offset |
| Partial withdrawals | Premium continuance |
| Maturity Benefit | Auto cover continuance |
| Switching | Top-up premium |
Savings alone won't help you to build wealth or achieve future goals. With the Edelweiss Tokio Life Wealth Plus plan, you can invest smartly and get attractive returns through unit-linked funds and extra additions. You can even cater to your child’s future financial needs when you’re not around with rising star benefits. For further details to know more about the wealth plus plan, you can reach out to us at PolicyX.com. With the guidance of our insurance experts, we can help you get all the answers you need quickly.
The 5 most-asked questions about Edelweiss Tokio Wealth Plus Plan, answered.
PolicyX content is researched in-house and reviewed by an IRDAI-certified insurance specialist before publication.
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