WEALTH PLANNING

 PROPOSER NAME – OMKAR DAGADU MANE

 DOB – 03.11.1993

CTC – Rs. 17,00,000/-

INVESTMENT PLAN – Rs. 5,00,000/- (PER ANNUM)

 TERM LIFE INSURANCE
Term plans provide pure life BAJAJ ALLIANZ LIFE INSURANCE CO. LTD.
cover. This means there is no
savings / profits component.  SUM INSURED – 2 CRORE
They are basic plans which
make life insurance more PPT – 10 YEARS
affordable vis-à-vis other
options. It is possible for the
COVERAGE – TILL AGE OF 85 YEARS
policyholder to opt for a larger
life cover at a lower premium
when compared to a similar PREMIUM – Rs. 75,435/- (PA)
endowment plan.
 MEDICLAIM INSURANCE
• Health insurance is a type of insurance that provides financial
coverage for medical expenses incurred due to illness or accidents.

• CARE HEALTH INSURANCE CO. LTD.

• SUM INSURED – Rs. 10,00,000/-

• PREMIUM – Rs. 11,681/-

 BAJAJ ALLIANZ LIFE ACE
A NON LINKED, PARTICIPATING, INDIVIDUAL LIFEINSURANCE SAVING
PLAN
• PREMIUM – Rs. 1,08,000/-

• CASHBACK – Rs. 36,340/- (PA) TILL AGE OF 68 YEARS

• LIFE COVER – Rs. 11,42,308/-

• MATURITY BENEFIT WITH ROP – Rs. 34,57,123/-

• IF WE INVEST CASHBACK IN MUTUAL FUND, THEN WE CAN BUILD CORPUS OF Rs. 6,00,00,000/-
IN TOTAL POLICY TENURE.

• SO ON MATURITY YOU RECEIVE APPROXIMETALY Rs. 6,50,00,000/-.

 MUTUAL FUND
SYSTEMATIC INVESTMENT PLAN
• SIP AMOUNT – Rs. 20,000/- (PER MONTH)

• INVESTMENT PERIOD – 300 MONTHS (25 YEARS)

• EXPECTED RETURN RATE (PER ANNUM) – 15%

• INVESTMENT AMOUNT FOR 25 YEARS (20K PER MONTH) – Rs. 60,00,000/-

• TOTAL WEALTH AMOUNT CREATED AFTER 25 YEARS – Rs. 6,56,81,475/-

• WITHDRAWAL WILL BE AVAILABLE AT ANY POINT OF TIME BUT THE WEALTH AMOUNT WILL DIFFER
IF GOING FOR WITHDRAWAL PRIOR 25 YEARS.
 Bajaj Allianz Life Assured Wealth Goal Platinum
A Non-linked Non-Participating Individual Life Insurance Savings Plan

• PREMIUM – Rs. 1,04,500/-

• CASHBACK – Rs. 16,411/- (PM) TILL AGE OF 78 YEARS (START FROM

AGE OF 48)

• LIFE COVER – Rs. 12,50,000/-

• MATURITY BENEFIT – Rs. 15,16,936 /-