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by Poonam Tandon

As the Chief Investment Officer at IndiaFirst Life, Dr. Poonam Tandon heads investment management for the organisation. Poonam is an accomplished veteran with keen insight on the financial markets and investment management in the BFSI sector. In her 13-year-long association with IndiaFirst Life, Poonam has managed several portfolios, namely the Corporate Group business, the Debt portfolio in ULIP and Traditional Fund, Liquidity Management, Asset Allocation for Investment in Equity in the traditional portfolio and contribution to the Asset Liability Committee (ALCO). In an illustrious career spanning ~30 years in the financial services sector, Poonam has worked with several leading insurance entities, including MetLife India Insurance, Paternoster LLC, Securities Trading Corporation of India (STCI) and Industrial Development Bank of India. Poonam’s noteworthy achievements include being a part of the team that established the corporate bonds desk in 2001, and the swaps desk in 2004 at STCI. The desks became extremely active in corporate bonds apart from significantly adding to the bottom line of the company. Poonam has been a regular visiting faculty at the National Institute of Securities Markets (NISM) from 2010 to 2012. She has delivered guest lectures at the RBI Bankers Training College, NMIMS (Mumbai), and UTI Institute of Capital Markets, among others. She has authored two papers that have been published in international peer-reviewed journals focussing on the Fixed Income category. A B.Com.(Hons) graduate from Jesus and Mary College, New Delhi, Poonam is an alumnus of XLRI, Jamshedpur, with a post graduate diploma in business management. She received her PhD in financial management from NMIMS, Mumbai.

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Product Category Term Plan

IndiaFirst Life Guaranteed Protection Plus Plan

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IndiaFirst Life Guaranteed Protection Plus Plan
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Tax Saving
Product Description

Need a protection plan that is tailored especially for your needs? Look no further! This plan aims to give you and your family financial security in an easy and convenient way.

Product Benefits
  • Option to Get Your Money Back (ROP)
  • Tailormade plans 
  • Flexibility to pay premiums at your convenience. 
  • Insure your spouse in the same policy
  • Cover till 99 years of age
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IndiaFirst Life Plan

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IndiaFirst Life Plan
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Tax Saving
Product Description

A protection plan for your family that helps them stand independently! IndiaFirst Life Plan gives your family a financial cushion to fall back on in your absence.

Product Benefits
  • Flexibility to choose the duration 
  • Family will receive the payout 
  • Flexibility to choose the assured amount 
  • Long term protection
  • Tax* benefits
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IndiaFirst Life Radiance Smart Invest Plan

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IndiaFirst Life Radiance Smart Invest Plan
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Investment
Product Description

Have you heard of a plan that not only gives you a life cover but also helps in wealth creation? Enjoy 2 benefits in 1 plan with IndiaFirst Life Radiance Smart Invest Plan.

Product Benefits
  • Zero Fund allocation charges
  • 10 different funds to choose from
  • 3 plan options to achieve your investment goals
  • 100% money invested for higher returns
  • Life cover charges returned at the end of policy year
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IndiaFirst Life Guarantee of Life Dreams Plan

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IndiaFirst Life Guarantee of Life Dreams Plan
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Savings
Product Description

Wouldn't it be wonderful if we had a second source of income to support our dreams? Here is a way to make your dreams come true where you can start earning an income from the end of the 1st month itself.

Product Benefits
  • Choice of 3 income Options
  • Guaranteed Long-Term Income
  • Life Insurance Cover
  • Benefits of long-term Savings.
  • Protection even if you miss one premium.
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Indiafirst Life Guaranteed Single Premium Plan

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Indiafirst Life Guaranteed Single Premium Plan
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Guaranteed Returns
Product Description

Wondering if there is a way to get 7x return on your investments? Your search ends here! With this single payment plan, you can achieve your financial goals.

Product Benefits
  • Guaranteed 7x returns on investment
  • One-time payment (Single Pay)
  • Tax saving benefits
  • Life Cover that is 1.25 times higher
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IndiaFirst Life Guaranteed Pension Plan

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IndiaFirst Life Guaranteed Pension Plan
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Retirement
Product Description

Make your golden years truly golden! Invest in the Guaranteed Pension Plan that is designed to guarantee an income for as long as you live.

Product Benefits
  • Receive income during retirement years. 
  • Choose among 5 different annuities.
  • Option to extend pension benefits to loved ones. 
  • Return of purchase price 
  • Increasing annuity(pension) option
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