IndiaFirst Money Balance Plan

When life gives you more than what you asked for


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  • ensure protection
  • create wealth
  • retire in style

The IndiaFirst Money Balance Plan is a unit-linked insurance plan, it gives you the best of both worlds – investment and security. With this plan your money is automatically transferred to safer funds. It diversifies your funds and reduces risks while building a secure future.

Reasons to buy IndiaFirst Money Balance Plan

  • Optimise your investments with the help of our ‘automatic trigger-based' investment strategy
  • Pay your premiums through single, limited or regular premiums
  • Safeguard your family’s future through a life cover, in case of the life assured's untimely demise
  • Get easy access to your money through partial withdrawals
  • Tax benefits may be available on the premiums paid and benefits received as per prevailing tax laws

What are the eligibility criteria?

  • Minimum age at entry is 5 years and maximum age at entry is 65 years
  • Life cover for a minor starts at the end of two years from the date of commencement of the plan or at the first monthly plan anniversary after attainment of majority, whichever is first
  • Invest from 10 to 70 years when investing in regular premium, from 10 to 25 years in limited premium and from 5 to 20 years in single premium

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