Bharti AXA Life Wealth Pro is an insurance plan, which offers an investment opportunity with high-interest investments and life cover to provide financial security to individuals and family members. The policy offers maturity benefits, death benefits, tax benefits, investment opportunities, etc., which can help the beneficiaries protect the family members even in uncertainties. However, the services received depend on market conditions and the investment options chosen.
Therefore, it empowers the policyholders to earn benefits based on their decision and choices made within the policy's scope. The policy also offers flexibility in premium modes, premium terms, and other policy management options chosen to continue without any hassle.
|Premium Payment Terms(PPT)||
|Premium Payment Mode||Monthly and Annual|
|Sum Insured||Minimum :
|Liquidity||The policy offers partial withdrawals.|
The core benefits of Bharti AXA Life Wealth Pro are mentioned below:
Flexibility: The policy allows policyholders to choose between two premium payment terms such as limited pay and single pay. They can also opt for either monthly or annual Bharti AXA Life Wealth Pro Premium payment modes. It requires they can make partial withdrawals.
Maturity Benefits: Bharti AXA Life Wealth Pro Policy offers the following benefits based on the Policy Fund value at the time of maturity.
Death Benefits: The policyholders can receive the following death benefits, which are higher,
Investment Facility: The policyholders can choose from seven listed different investment funds of the different risk profiles to earn more value.
Tax Benefits: The policy offers tax benefits* as per income tax act 1961. The benefits depend on the premiums paid and facilities taken.
(*Tax benefit is subject to changes in tax laws.)
The policyholders can consider the premium amount before they go on to buy Bharti AXA Life Wealth Pro plan.
Rs.1, 00,000 for Single Pay and Rs. 25,000 for Limited /Regular Pay
Rs. 25,000 for Limited /RegularPay(No Single Pay option)
The policyholders can choose the Bharti AXA Life Wealth Pro Premium amount through the Bharti AXA Life Wealth Pro Calculator available online.
The policyholders must consider the key eligibility criteria mentioned below if they want to buy Bharti AXA Life Wealth Pro.
Minimum Entry Age:
Maximum Entry Age:
Following documents are to process the KYC operations of policy management required while purchasing the policy.
Online Bharti AXA Life Wealth Pro Policy is not available. Therefore, interested individuals must follow the steps mentioned below to buy the policy.
Step 1: They must visit the official website of Policybazaar Insurance Brokers Private Limited (formerly known as Policybazaar Insurance Web Aggregator Private Limited)
Step 2: The interested individuals must provide necessary details related to the premium amount, terms, modes, and insured sums.
Step 3: They are required to fill up the application form under the guidance of the company's financial advisor.
Step 4: Make the payment and provide necessary documents for KYC processing.
It is recommended that the interested individuals will read Bharti AXA Life Wealth Pro reviews available online and calculate the premium amount by using the online Bharti AXA Life Wealth Pro Calculator to make better policy choices.
Bharti AXA Life Wealth Pro Policy excludes the benefits in case of death due to suicide. However, it offers Fund Value as applicable if death occurs within the 12 months from the date of risk commencement or policy revival. The company also adds any accrued charges to the fund value recovered after the date of intimation of death.