Navigation

  • Skip to Content

I Am

  • An Individual
  • A Corporate
  • A Distributor
  • An Employee

I Am An Individual

  • About Us
  • Blog
  • English
  • ગુજરાતી
  • हिन्दी
  • తెలుగు
IndiaFirst Life Insurance
  • Online PLANS
    • Online Term Plan
    • IndiaFirst Life Guaranteed Protection Plan *New*
    • IndiaFirst Life Guaranteed Annuity Plan
    • IndiaFirst Guaranteed Retirement Plan
  • Plans
      • Term Plans
      • IndiaFirst Life Guaranteed Protection Plan *New*
      • IndiaFirst Life Plan
      • Online Term Plan
      • Investment Plans - ULIPS
      • IndiaFirst Money Balance Plan
      • IndiaFirst Smart Save Plan
      • IndiaFirst Life Wealth Maximizer Plan
      • Savings Plan
      • IndiaFirst Life Mahajeevan Plus Plan*New*
      • IndiaFirst Cash Back Plan
      • IndiaFirst Maha Jeevan Plan
      • View All
      • Retirement Plans
      • IndiaFirst Guaranteed Retirement Plan
      • IndiaFirst Immediate Annuity Plan
      • IndiaFirst Life Guaranteed Annuity Plan
      • Micro Insurance Plans
      • IndiaFirst Micro Bachat Plan
      • IndiaFirst Life “INSURANCE KHATA” Plan (Micro-Insurance Product)
      • Common Service Center Plans (CSC)
      • IndiaFirst CSC Shubhlabh Plan
      • Child Plans
      • IndiaFirst Life Little Champ Plan
      • Point Of Sale (POS)
      • IndiaFirst Life POS Cash Back Plan
      • IndiaFirst Life Smart Pay Plan
      • INDIAFIRST LIFE RIDERS
      • IndiaFirst Term Rider
      • IndiaFirst Life Waiver of Premium Rider
  • Investments
    • Overview
    • Composite Fund Fact Sheet
    • Fund Performance
    • VIP POLICY ACCOUNT VALUE
    • Events
  • Customer Service
      • Payment
      • Pay Renewal Premium
      • Set Standing instructions
      • NACH Registration
      • Payment History
      • Manage Your Policy
      • Update Nominee
      • Unclaimed Amount
      • Premium Redirection
      • Online Fund Switch
      • Do a Fund Switch
      • Track/Continue
      • Track Queries & Complaints
      • Track My Application
      • Continue Application
      • Manage Your Profile
      • Update Contact Details
      • Reach out to us
      • Contact Details
      • Branch Locator
      • Feedback
      • Live Chat
      • List of hospital networks
      • Raise Queries and complaints
      • FAQs
      • Claims
      • Register a Claim
      • Claims Overview
      • Track Claim
      • Claim Forms
      • Disasters & Natural Calamities
      • Claims Approval In 1 Day!
      • Download Forms
      • Download Forms
      • Policy Statements
      • PMJJBY Download COI
      • Download Surrender Form
      • Suitability Form
      • Statement of Product Value
  • Online PLANS
    • Online Term Plan
    • IndiaFirst Life Guaranteed Protection Plan *New*
    • IndiaFirst Life Guaranteed Annuity Plan
    • IndiaFirst Guaranteed Retirement Plan
  • Plans
    • Term Plans
    • Investment Plans - ULIPS
    • Savings Plan
    • Retirement Plans
    • Micro Insurance Plans
    • Common Service Center Plans (CSC)
    • Child Plans
    • Point Of Sale (POS)
    • IndiaFirst Life Smart Pay Plan
    • INDIAFIRST LIFE RIDERS
  • Investments
    • Overview
    • Composite Fund Fact Sheet
    • Fund Performance
    • VIP POLICY ACCOUNT VALUE
    • Events
  • Customer Service
    • Payment
      • Pay Renewal Premium
      • Set Standing instructions
      • NACH Registration
      • Payment History
    • Manage Your Policy
      • Update Nominee
      • Unclaimed Amount
      • Premium Redirection
      • Online Fund Switch
      • Do a Fund Switch
    • Track/Continue
      • Track Queries & Complaints
      • Track My Application
      • Continue Application
    • Manage Your Profile
      • Update Contact Details
    • Reach out to us
      • Contact Details
      • Branch Locator
      • Feedback
      • Live Chat
      • List of hospital networks
      • Raise Queries and complaints
      • FAQs
    • Claims
      • Register a Claim
      • Claims Overview
      • Track Claim
      • Claim Forms
      • Disasters & Natural Calamities
      • Claims Approval In 1 Day!
    • Download Forms
      • Download Forms
      • Policy Statements
      • PMJJBY Download COI
      • Download Surrender Form
      • Suitability Form
      • Statement of Product Value
  • Social Media Links
    • Facebook
    • Twitter
    • LinkedIn
    • Youtube
  • About Us

Online Fund Switch - iflwebportal

  • Customer Service
  • Online Fund Switch
Overview
  • UPDATE CONTACT DETAILS
  • UPDATE NOMINEE
  • ONLINE FUND SWITCH
  • KNOW HOW TO DO A FUND SWITCH

ONLINE FUND SWITCH



Enter Details

Continue
OR


Time left : Resend OTP

If your number is not registered then Call 1800-209-8700 (Toll free) to register your mobile number.

  • My Profile
  • My Policies
View Demo

Switch funds for your unit linked policies

Maximize returns by balancing your investment portfolio



Proceed
  • Important Points to consider
  • FAQs
  • Understanding Funds in a ULIP policy

    ULIP policies generally give you an opportunity to allocate your investment into different funds while investing. Funds may have different names like Bond fund, Balanced fund, Equity fund, Debt fund etc. You should have a fair idea about the investment pattern of each funds in your ULIP policy and it can be obtained from the product brochure or insurance document of your policy.

  • Understand the overall economic scenarios

    If you have a good understanding of market movements, the decision making process can become much smoother for you.

  • Your Asset allocation

    What does your asset allocation say? Each asset has varying risk return characteristics. Therefore Depending on your risk appetite, life stage needs, you must select between the debt and equity ratio.

  • Automatic Switching

    If you feel that tracking the markets is not your cup of tea and your hectic lifestyle does not leave you with enough time to monitor your plan, you can choose the automatic switching option. IndiaFirst Life offers auto-trigger options that allow for automatic switching based on the behavior of the underlying assets in the fund.
    (Note: This feature is available for IndiaFirst Money Balance Plan only)

  • What is Fund Switch?

    Switching is the option under which you can move some or all your units from an existing fund into one or more funds at the respective unit price on the day the switch is affected.

  • What are the limits for Switching?

    There are limits to the number of switches and minimum switch amount allowed for a policy. Please refer your policy document for further details.

  • Will Fund Switch change the future Fund Allocation of the Policy?

    Fund Switch will impact the allocation of existing units held by you, all future premiums paid by you will be continued to be invested as per the Premium Allocation pattern chosen by you.

  • What is Premium Redirection?

    Under Premium Redirection you can redirect your future investments towards a different fund or set of funds. However, under the premium redirection option your past allocation of premium does not change.

  • How do I maximize returns through Fund Switch?

    Returns in unit linked insurance plans are market linked and not guaranteed. However, an important feature of ULIPs is that it allows you to control your investment and may optimize your returns. Under ULIPs, you can not only decide the amount to be invested across different asset classes, but also switch between funds or re-direct your future premiums in different funds based on the changes in your risk profile and market conditions.

FAQs

Quick Links

  • Pay PremiumPay Premium
  • My PoliciesMy Policies
  • My ProfileMy Profile
  • Premium RedirectionPremium Redirection
x

Please choose your occupation

Please select your annual income

Select the premium duration

Promoted By
  • About Us
  • Company Overview
  • Our Team
  • Awards & Recognition
  • Media Centre
  • CSR Activities
  • Why Choose Us
  • Quick Links
  • Goods and Services Tax (GST) Rates 2017
  • Tenders
  • IRDAI
  • Ombudsman
  • Code of Conduct
  • KMP- Company Secretary
  • Life Insurance Council
  • Filing Format for Ombudsman
  • Terminated Agents
  • Insurance Act Amendments
  • Careers
  • Disasters & Natural Calamities – Claims Process
  • Important Information
  • Statutory Disclosures
  • Disclaimer
  • Terms and Conditions
  • Bonus Declared
  • Familiarization Programme - Independent Directors
  • Underwriting Philosophy
  • Sitemap
  • Covid-19 Communication
  • Service
  • Downloads
  • Do not call registry
  • Grievance redressal process
  • Unclaimed Amount
  • Service Parameters
  • Knowledge
  • E-Insurance
  • FAQ'S
  • Privacy Policy
  • IRDAI's Consumer Education Website
  • Knowledge Center

Reg. Off: 12th and 13th Floor, North [C] wing, Tower 4, Nesco IT Park, Nesco Center, Western Express Highway, Goregaon (East), Mumbai – 400063.

IRDAI Regd. No. 143 | CIN: U66010MH2008PLC183679

For more details on risk factors, associated terms and conditions and exclusions please read the product brochure before concluding a sale.

© IndiaFirst Life Insurance Company Limited. All rights reserved.

BEWARE OF SPURIOUS/FRAUD PHONE CALLS

IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.

 

Live Chat

Chat with a IndiaFirst
Life expert

Are you sure you want to end the chat?

Yes No