IndiaFirst Life - Future Plan

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"You evolve, you mature... And we help you prosper"

The best years of ‘Life’ ought to be your retirement years. You have worked hard all your life, and you deserve the best things in life in these golden years.

We identify with you. We are therefore presenting the perfect plan that will empower you for this golden period. The IndiaFirst Future plan helps you set-aside money in your prime years when are generating income and enjoy a healthy lump sum or a steady income in your retirement years.

Here is what you
could do next:

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You can choose the age at which you want to retire.

You have the option to invest in Debt, Equity or a Balanced fund, where you choose the proportion of your investment into each!

You can make the most of your investments by ‘switching’ from one fund to another.

You have the option to build up your retirement corpus through additional deposits.

You get easy access to your money by being able to withdraw partially.

You can enjoy tax free returns up to 1/3rd of the fund value as at your chosen date of retirement (called Vesting Age).

HOW DOES THE PLAN WORK?
The plan starts with you choosing the age at which you wish to retire. You also choose the amount you wish to contribute towards your retirement corpus as premiums. The premiums contributed by you are invested in funds of your choice. At the vesting age, the fund value is paid to you in lump sum.