"I wanted to invest in mutual funds that offered the insurance plan benefits as well as mutual fund returns on investment. With the assistance of Policy Bazaar's customer service, I was able to identify and purchase the HDFC Life Opportunity fund that meets my long-term requirements. Policy Bazaar's services have exceeded my expectations."
A
Ankur
Jodhpur, March 05, 2022
Additional features
"I began investing in SIP plans through Policy Bazaar three years ago. I bought an HDFC Life Smart Woman plan opportunities fund for my sister last year, and she made a huge profit on her investment. For the next three years, I will receive return of 11.4 percent. I'm looking forward to purchase additional plans. Policy bazaar's services were commendable."
S
Sunita
Vijayawada, March 04, 2022
Low risk fund
"I wanted to invest in mutual funds, which aren't particularly risky. I was able to invest in low-risk mutual funds through Policy Bazaar. Last year, I made a monthly investment in the HDFC Life Smart Pro Growth Plus Opportunities Fund. My investment has yielded a profit of more than 79.4 percent. Policy bazaar provides excellent customer service."
M
Mauli
Jabalpur, March 03, 2022
Best plan and one stop
"I bought an HDFC LIFE Click 2 investment opportunity from Policy bazaar. I invested a minimum of RS 8000 per month for three years and received a return of more than 11.4 percent. The customer service was fantastic and helped me every step of the way."
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Ankush
Haridwar, February 28, 2022
Market linked plan
"I am a working professional, and I want to invest in the HDFC Opportunity Fund, which is designed to benefit people from all walks of life. I purchased this SIP plan from Policy bazaar. The fund is a market-linked plan that provides capital appreciation as well as insurance to the investor's family members. The scheme is an open-ended Midcap Equity fund. Policy bazaar is appreciated."
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Rakesh
Rewari, February 27, 2022
Convenient process
"I invested in the HDFC Opportunity Fund, which is an equity-based fund that invest heavily in equity and capital markets. In addition, the fund invests in low-risk assets. Purchasing the fund was a simple and very convenient process. Thank you very much, Policy Bazaar team."
˜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 Disclaimer:#The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. In Unit Linked Insurance Plans, the investment risk in the investment portfolio is borne by the policyholder and the returns are not guaranteed. Maturity Value: ₹1,05,02,174 @ CAGR 8%; ₹50,45,591 @ CAGR 4%. All SIPs listed here are of insurance companies’ funds. 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.
*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
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
**Returns are based on past 10 years’ fund performance data (Fund Data Source: Value Research).
