Bajaj Allianz Life My Wealth Goal

Bajaj Allianz Life My Wealth Goal is insurance cum investment plan. The policy combines two plans such as a whole life plan, namely Bajaj Allianz Lifelong Assure, and an insurance plan, namely Bajaj Allianz Life Future Wealth Gain. The policyholders can choose different premium terms and premium modes. The policyholders can avail of cash bonuses and guaranteed cashback to meet their future financial obligations and get income benefits.

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  • Save Upto ₹46,800 in tax under Sec 80C

  • Inbuilt Life Cover

  • Tax Free Returns Unlike FD

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

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Buy Online & Get upto 4% extra#
Get Guaranteed returns along with life cover
invest in 100% Guaranteed Return Plans Tax benefits under sec 80C & No Tax on returns*
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The available investment option helps to increase wealth based on the risk factor chosen and money invested. Thus, the policy helps individuals who can take necessary investment initiatives to get optimum benefits from the policy and increase their wealth to secure financial obligations.

Bajaj Allianz Life My Wealth Goal Plan Details:

Parameters Details
Tenure 100 years less the entry age
Premium Payment Terms
  • Bajaj Allianz Lifelong Assure: 10 years, 15 years, 20 years
  • Bajaj Allianz Life Future Wealth Gain: 5 years, 7 years, 10 years, 15 years
Premium Payment  Mode Monthly, Quarterly, Half-Yearly, Yearly
Entry Age Minimum: 10 years Maximum: 55 years
Maturity Age 100 years 
Grace Period Not Available
Sum Assured As per age, gender, policy term, premium payment term, annualized premiums
Liquidity The policyholders can invest in funds as applicable.

Benefits of Bajaj Allianz Life My Wealth Goal

The core benefits of Bajaj Allianz Life My Wealth Goal are as follows:

  1. Flexibility

    The policyholders can opt for two plans, such as Bajaj Allianz Life Future Wealth Gain and Bajaj Allianz Lifelong Assure. They can also choose from the different premium modes, premium terms, assured sums, and other policy aspects.

  2. High Returns

    Bajaj Allianz Life My Wealth Goal Policy offers the facility to invest in various market-linked funds to generate higher returns from the premiums paid.

  3. Lifelong Income

    The policy covers individuals' financial security by offering guaranteed cashback at 3% of the yearly-assured sum after completing the policy term until 99 years of age. The policyholders become eligible to receive a cash bonus after the 6th policy years. 

  4. Investment Options

    The policyholders will be able to invest in two types of funds. There are Wheel of Life Portfolio Strategy and Selectable Portfolio Strategy, depending on individuals' risk averseness and investment ability. 

  5. Maturity Benefit

    The policyholders will get the maturity benefit at the end of Bajaj Allianz Life My Wealth Goal premium payment term and policy term as a percentage of policy returns as applicable.

  6. Death Benefit

    The policyholders will get the death benefit as a sum of an applicable accrued cash bonus and guaranteed cashback, provided all the premiums are paid.

  7. Tax Benefits

    Bajaj Allianz Life My Wealth Goal Policy offers tax benefits as per Section 80(C) and maturity and death benefits as per Section 10(10D) of Income Tax Act 1961.

*Tax benefit is subject to changes in tax laws

The Premium for Bajaj Allianz Life My Wealth Goal

The policyholders are required to pay premiums applicable to both the plans included. 

  • Bajaj Allianz Future Wealth Gain Plan - The policyholders are required to pay a minimum of Rs. 5,000 for monthly mode, Rs.15,000 for quarterly mode, Rs.30,000 for half-yearly mode, and Rs.50,000 for annual mode.
  • Bajaj Allianz Lifelong Assure - Different premium amounts are available as per the premium Payment Term and the Premium payment mode chosen.

The policy does not have a specific maximum premium payment limit. It is decided based on company discretion. 

Individuals can use Bajaj Allianz Life My Wealth Goal calculator available online to calculate the premium amount based on policy options chosen.

Additional Riders for Bajaj Allianz Life My Wealth Goal

Not Available.

  1. Eligibility for Bajaj Allianz Life My Wealth Goal

    The interested individuals must consider the following eligibility criteria while purchasing Bajaj Allianz Life My Wealth Goal Policy.

    • Entry Age: 10 years to 55 years
    • Maturity Age: 100 years

What are the Documents Required to Buy the Policy?

The policy applicants are required to submit the documents like Identity and Address proofs and income proofs, along with recent photographs, to buy Bajaj Allianz Life My Wealth Goal. These include PAN card, Voter's card, AADHAR card, Driving License, Passport, income statements, etc.

How to Buy this Plan Online?

The insurance cum investment plan is an offline policy. If the interested individuals want to buy Bajaj Allianz Life My Wealth Goal, they must follow the steps mentioned below.

Step 1: The individuals are required to visit the official website of Policybazaar. And, fill the lead form.

Step 2: They need to choose the Bajaj Allianz Life My Wealth Goal premium amount, terms, and assured sums as per the discussion with the advisor and then fill up the application form.

Step 3: They can submit all the necessary KYC documents.

Step 4: They can complete the purchase for the Bajaj Allianz Life My Wealth Goal Policy by making the cheque payment for the premium amount.

The interested individuals should read Bajaj Allianz Life My Wealth Goal Reviews online before making the purchase decision. Once the policy is purchased, the policyholders can check Bajaj Allianz Life My Wealth Goal status through the financial advisors only.

Exclusions of Bajaj Allianz Life My Wealth Goal

Not Available

FAQ's

Disclaimer: Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by an insurer.
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Bajaj Allianz Life My Wealth Goal Reviews & Ratings

0 / 5 (Based on 31 Reviews)
(Showing Newest 25 reviews)
Omkar
Chennai , October 26, 2021
Great features
I have got day care hospitalization feature under the mediclaim policy which i have purchased from the policybazaar. It offered me lifelong renewability Cover. It includes tax exemption benefits, cashless hospitalization and many other facilities. overall i like my plan.
Angoor
Kolkata , October 26, 2021
Trustworthy website
I rarely trust the online purchasing because of the possibility of fraud but Policybazaar has built my trust up. I went through the online process when I was taking care health insurance from here and i found this website trustworthy.
Kush
Surat, October 26, 2021
Helpful staff
I rarely trust the online purchasing because of the possibility of fraud but Policybazaar has built my trust up. I went through the online process when I was taking care health insurance from here and i found this website trustworthy.
Ranveer
Pune, October 26, 2021
Low cost plan
Such a simple and easy process to buy a policy was provided to me by Policybazaar. Someone suggested me to check the health plans on Policybazaar website. i went through a lot of plans and i found the right plan here. i bought star health insurance at low cost.
Kushal
Jaipur, October 26, 2021
Good Coverage
I have bought Bajaj Allianz Health Insurance for my family and by taking a health plan, I have secured my entire family. I have got coverage against medical expenses and buying my policy online has saved my money as I did not have to pay agent fees.
Jitendra
Lucknow, October 26, 2021
Affordable plan
A friend of mine told me about Policybazaar. He said that he has found an affordable health plan deal in Policybazaar. I went to Policybazaar to buy the same plan. I wanted a family health plan so I took Aditya Birla health insurance and it has covered every member of my family.
Rajesh
Kanpur, October 26, 2021
Easy to compare
Last week i went to Policybazaar for taking health plan for my family. An executive explained the policy very well and showed me various plans out of which i chose digit health insurance and it has covered me and my wife.
Kuvar
Nagpur, October 26, 2021
Good plan
I was able to compare the various plans easily on the website of Policybazaar. At first, i was confused about what i should choose as so many options were given there but then i bought sbi general health insurance for my parents. I got really good senior citizen health plan.
Abhijeet
Allahabad, October 26, 2021
Hassle free experience
I had an amazing and hassle free experience with policybazaar. Everything has beem very smooth when i was purchasing health insurance from policybazaar. Their team assisted me in well mannered way.
Bhaskar
Ranchi, October 26, 2021
Problem resolving
I contacted the customer care of policybazaar as i was facing some difficulty. They just took a minute to solve my problem. I am happy that i have bought my health insurance from the right place. Policybazaar always give proper attention to its customers.
Debyendu
Haora, October 26, 2021
Supportive team
When I was buying my health insurance from the website of Policybazaar, I was a little confused about the policy. I got in touch with the customer care and the executive guided me very well and cleared all my doubts with satisfactory answers. Thanks to Policybazaar for guiding me.
Gaurav
Coimbatore, October 26, 2021
Smooth service
In my health insurance, company is providing me financial assistance. i have got medical coverage against medical expenses arising out of health emergency which i have taken from the Policybazaar. service of policybazaar is very smooth and fast.
Angad
Jabalpur, October 26, 2021
Good service
I have bought health insurance through the website of policybazaar. Policybazaar gave me full support and when i contacted the customer care of policybazaar for clearing some of my queries they provided me very good service. Thanks to the Policybazaar for Giving me superb service.
Aniruddh
Gwalior, October 26, 2021
Cashless treatment
I have got cashless treatment facility in my health insurance. This will help me to save my savings as I will not have to bear the financial burden of medical expenses. Anyone who is looking for the best and an affordable health plan I would love to recommend Policybazaar to them.
Onkar
Vijayawada, October 26, 2021
Easy Reimbursement
My experience with Policybazaar has been great. I had taken senior citizen health insurance for my mother from Policybazaar. Last month, she was admitted to the hospital due to a medical emergency. When she got discharged I connected with Policybazaar for reimbursement of hospital bills and I got it immediately
Paramjit
Jodhpur, October 26, 2021
No claim bonus
Policybazaar is totally worthy place to buy any kind of plan. I have been using senior citizen health insurance for a long time which i had take for my parents. I never raised the claim request so i got discount on the premium rate when i was renewing the plan.
Kartik
Madurai, October 26, 2021
Add on cover
I am using senior citizen health insurance since last year which i had taken from the policybazaar and recently i have customized my health plan with add on cover and added some additional features to it which i got at an affordable rate.
Karun
Raipur, October 26, 2021
Low premium
I have taken senior citizen health insurance for my parents. It has Coverage against medical expenses. Pre hospitalization, post hospitalization expenses features are covered under the plan. It has low premium rate and covered huge number of benefits.
Swapan
Kota, October 26, 2021
Easy Reimbursement
I got reimbursement in hospital bills. I bought senior citizen health insurance for my mother from Policybazaar and a month back she faced some medical problems. I connected with policybazaar for reimbursement and i got it without any hassle.
Tarun
Guwahati, October 26, 2021
Pocket friendly plan
I was looking for senior citizen health insurance for a long time which I wanted to take for my father. A relative of mine suggested me the Policybazaar website. I landed to their website and checked the health plans. In the end I finally found one that came within my budget.
Tejas
Chandigarh, October 26, 2021
Affordable plan
I was looking for family health insurance for a long time. I searched a lot on Google and finally found the website of policybazaar. Here i got family health insurance according to my budget and needs. I really liked the service provided by the Policybazaar.
Ayesha
Solapur, October 26, 2021
High coverage
I have secured my family with the help of family health insurance which i have purchased from Policybazaar. In my health plan, i have got coverage for medical expenses. From now on i do not have to bear financial burden as my policy will give me financial protection.
Bahaar
Hubli And Dharwad, October 26, 2021
Good in customer handling
Policybazaar is very good in terms of handling customers. I bought family health insurance from Policybazaar and their team maintained professionalism with courteous demeanor which was absolutely impressive. I would definitely like to get in touch with Policybazaar for more plans.
Bhagyashree
Bareilly, October 26, 2021
Minimal paperwork
In my family health insurance, every member of my family are covered. there was minimal and Hassle free paperwork. I got high number of coverage and benefits under my plan. the team of policybazaar guided me and helped me to select the suitable plan.
Devika
Moradabad, October 26, 2021
Faster claim settlement
Thankfully I had taken family health insurance from Policybazaar. a while ago, i had to admitted my father to the hospital due to sudden medical emergency. i had claimed and got the claim very easily and quickly. I got faster claim settlement. I am happy with the service.
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