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Best Investment Plan

Features and Benefits

Maximum benefits, at the lowest cost.

Get your money to work as hard as you do, to generate future gains for you and your family. With Bajaj Finserv’s Investment Plan offerings, you get the power to choose from a range of investment methods and funds, ensuring that you generate optimum profit from your savings.

  • Maximum Premium Allocation

    Get maximum allocation of your premium into investments, thus generating maximum returns.

  • Choice of Investment Strategies

    Choose from two different investment strategies, to get the best combination of benefits for your financial needs.

  • Choice of Investment Funds

    Choose among various funds, for a diverse investment portfolio that gets you optimum benefits at the lowest possible risk.

  • Partial Withdrawal Facility

    Get the power to make partial withdrawals from your funds, to take care of any unforeseen financial needs.

  • Flexible Premium Payment

    Get the option to pay your premium in the frequency you prefer, with the ability to pay top-up premium as well.

  • Flexible Pay-out Options

    Get the option to choose how you want your maturity benefits paid – as a lump sum or in instalments, as best suits your needs.

  • Tax Benefits

    Get tax benefits for premium paid under sections 80C and 10(10D) of the Income Tax Act.

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