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Tata AIA Life Insurance Fortune Pro Plan
The Tata AIA Life Insurance Fortune Pro Plan is an investment product offered by Tata AIA Life Insurance Company Limited. This plan is designed to provide financial protection and investment opportunities to policyholders. Policyholders can invest premiums in various funds, to grow their wealth. The plan provides flexibility in premium payments and additional benefits like riders for critical illness or accidental death.
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Tata AIA Ulip Plans
- Tata AIA Life Fortune Pro Plan
List of ULIP Funds ~
Fund Name
AUM
NAV
Returns (in %)
3 Year
5 Year
10 Year
Top 300 Fund
SBI Life
AUM:1,981 Cr
1,981 Cr
NAV
54.12
-0.72%
Returns
10.88%
Opportunities Fund
HDFC Life
AUM:35,377 Cr
35,377 Cr
NAV
72.5
-1.64%
Returns
18.39%
Highest Returns
High Growth Fund
Axis Max Life
AUM:12,572 Cr
12,572 Cr
NAV
108.6
-2.41%
Returns
25.2%
Highest Returns
Opportunities Fund
ICICI Prudential Life
AUM:3,551 Cr
3,551 Cr
NAV
56.21
-1.11%
Returns
15.22%
Highest Returns
Multi Cap Fund
Tata AIA Life
AUM:9,938 Cr
9,938 Cr
NAV
60.37
-1.12%
Returns
18.45%
see more plans
Disclaimer :
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
What is Tata AIA Life Insurance Fortune Pro Plan?
The Tata AIA Life Insurance Fortune Pro Plan is a Unit-Linked Insurance Plan (ULIP) that offers a combination of life insurance protection and investment potential. It is designed to help you achieve your long-term financial goals, such as retirement planning, child's education plan, or wealth creation.
What is the Eligibility Criteria for Tata AIA Life Insurance Fortune Pro Plan?
| Criteria | Details | |||||||||||||||||||||||||||||||||||
| Minimum Issue Age | 0 years (30 days) | |||||||||||||||||||||||||||||||||||
| Maximum Issue Age | 65 years | |||||||||||||||||||||||||||||||||||
| Minimum Maturity Age | 18 years | |||||||||||||||||||||||||||||||||||
| Maximum Maturity Age | 80 years | |||||||||||||||||||||||||||||||||||
| Policy Term | 6 to 40 years | |||||||||||||||||||||||||||||||||||
| Premium Paying Term | Single Pay Limited Pay – 5 to 20 years Regular Pay – 12 to 40 years |
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| Pay Mode | Single, Annual, Semi-Annual, Quarterly, Monthly |
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| Minimum Premium | Single Pay – ₹25,000 Regular/Limited Pay – ₹12,000per annum |
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| Maximum Premium | Single Pay – ₹5,00,000 Regular/Limited Pay – ₹5,00,000 per annum |
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| Minimum Basic Sum Assured | For Single Pay – 1.25 times the Single Premium For Regular / Limited Pay – 7 * AP |
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| Maximum Basic Sum Assured | For Single Pay –
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What are the Features and Benefits of Tata AIA Life Insurance Fortune Pro Plan?
Here are the features and benefits of Tata AIA Life Insurance Fortune Pro Plan:
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Flexible Premium Options: Choose terms and payment modes aligning with your financial goals.
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Optional Riders: Enhance coverage with additional benefits for family protection and premium waiver.
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Strategized Investment: Implement Enhanced SMART (Enhanced Systematic Money Allocation & Regular Transfer) portfolio strategy for structured growth in volatile markets.
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Tax Benefits: Enjoy tax advantages as per prevailing income tax laws.
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Affordable Investment: Start with just Rs 1000/month.
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Regular Loyalty Additions: Boost investments over time.
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Diverse Fund Options: Choose from a range of funds for enhanced opportunities.
How Does Tata AIA Life Insurance Fortune Pro Plan Work?
The Tata AIA Life Insurance Fortune Pro Plan offers a simple process, this is how the plan works:
Step 1: Select Sum Assured: Choose the sum assured based on your premium payment mode - Single Pay, Regular Pay, or Limited Pay.
Step 2: Choose Policy Term and Premium Payment Term: Policy terms range from 6 to 40 years, while premium payment terms vary from Single Pay to Limited Pay (5 to 20 years) to Regular Pay (12 to 40 years).
Step 3: Complete Online Purchase: Use digital payment channels to pay premiums and finalize the purchase online.
People also read: ULIP Calculator
Riders Under Tata AIA Life Insurance Fortune Pro Plan
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Tata AIA Accidental Death and Dismemberment (Long Scale) (ADDL) Linked Rider
Linked, Individual, Health Insurance Rider (UIN: 110A027V02 or later)
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Tata AIA Waiver of Premium (Linked) Rider
Linked, Individual, Health Insurance Rider (UIN: 110A026V02 or later)
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Tata AIA Waiver of Premium Plus (Linked) Rider
A Non-Linked, Non-Participating, Individual Health Insurance, Premium Paying Rider (UIN: 110B029V02 or later)
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Tata AIA Vitality Protect Plus
A Non-Linked, Non- Participating Individual Health rider (UIN: 110A048V03 or any later version)
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Tata AIA Vitality Health Plus
A Non-Linked, Non- Participating Individual Health rider (UIN: 110A047V02 or any later version)
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Tata AIA Life Insurance Linked Comprehensive Health Rider
A Non-Linked, Non- Participating Individual Health rider (UIN: 110A031V03 or any later version)
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Tata AIA Life Insurance Linked Comprehensive Protection Rider
A Non-Linked, Non- Participating Individual Health rider (UIN: 110A032V03 or any later version)
People also read: What is ULIP
Latest ULIP NAVs
See more plans
Exclusion Under Tata AIA Life Insurance Fortune Pro Plan
In the unfortunate event of death by suicide within 12 months from the policy's commencement or revival date, the nominee or beneficiary shall receive the fund value/policy account value as of the date of death notification. Any charges, except Fund Management charges, incurred after the date of death will be reimbursed to the nominee or beneficiary along with the death benefit.
Additional Plan Details of Tata AIA Life Insurance Fortune Pro Plan
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Free Look Period: You have the option to cancel the policy within 15 days (extended to 30 days for distance marketing) of receiving it, provided you state objections or reasons in writing. Upon cancellation, you'll receive the non-allocated premium, charges, fund value, minus applicable deductions like risk premium and stamp duty.
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Grace Period: A grace period of 30 days (15 days for monthly mode) is provided for unpaid premiums, during which the policy remains in force with the risk cover intact.
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Backdating: Backdating is not permitted under this plan.
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Policy Loan: Policy loan facility is not available.
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Juvenile Policy: If the policy is issued for a minor, it automatically vests in the life insured upon reaching the age of majority.
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Exclusions: Death by suicide within 12 months from policy commencement or revival results in the nominee receiving fund value. Rider benefits have separate exclusion clauses.
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Tax Benefits: Tax benefits are available as per prevailing tax laws, subject to conditions. Tax laws may change, and consult with a tax consultant for accurate information.
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Assignment and Nomination: Allowed as per provisions of the Insurance Act 1938.
Insurers Offering ULIPs
Disclaimer: Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by an insurer.
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˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ