IndiaFirst Money Balance Plan

An Ideal Plan For Many

Rohan Singh* is in his late 30’s and a single parent of two school going children. He

has recently concluded that his existing insurance cover may no longer be enough to

provide for his dependants in case of an untimely demise

With multiple insurance policies on offer, he does not know which policy he should

purchase

He shares his dilemma with his close friend, Tejas Kapoor*, who suggests that he

should invest his money in a ULIP – that not only provides a life cover but also

provides the opportunity to earn from market linked returns

However, Rohan is apprehensive about market volatility. While he wants to take the

advantage of market returns he also wants security for the returns earned

This is where the IndiaFirst Money Balance Plan provides a perfect mix.

Situation…

IndiaFirst Money Balance Plan

IndiaFirst Money Balance Plan is a unit

linked insurance plan It offers an ‘automatic trigger-based'

investment option that guarantees

consistent return along with a life cover The policy sum assured is payable in case

of the untimely demise of the life assured

during the policy term

Enjoy life cover, market linked returns and

match policy receipts with important

milestones, all through a single plan.

The Plan…

Suitability

Automatic Trigger Based Investment Strategy

The ‘automatic trigger-based’ investment strategy, helps you systematically

benefit from the upside of equity investment while securing returns on

investments in a relatively safe fund to ensure consistent returns

Every premium is either invested in Equity1 Fund or Debt1 Fund (after deducting

the allocation charges)

Each day, the performance of the

Equity1 Fund is monitored and

any returns in excess of 10%, on

the net money invested, are

transferred to the Debt1 Fund in

order to secure your returns

Additional Benefits

You have multiple premium payment frequencies to choose from -

monthly, six monthly, yearly or one-time

The plan offers you the option to switch from debt to equity (in case

you want to take further advantage of the equity returns)

You are also free to cancel the automatic trigger facility through a

written request any time you wish to

You enjoy tax benefits under section 80C on the premium payable

and section 10 (10D) on the policy benefits receivable on maturity

or death

Disclaimer

Under Unit linked insurance plans, the investment risk in the investment portfolio is

borne by the policyholder. Unit-linked life insurance products are different from the traditional

insurance products and are subject to risk factors. Premiums paid in unit-linked life insurance

policies are subject to investment risks associated with capital markets and NAVs of the units

may go up or down, based on the performance of fund and factors influencing the capital

market and the insured is responsible for his/her decisions. Please know the associated risks

and the applicable charges from your Insurance Agent or the Intermediary. Read the product

brochure carefully before buying the plan. Tax benefits are subject to change from time to time.

Insurance is the subject matter of the solicitation. IndiaFirst Money Balance Plan: Product UIN

143L017V01. Registered and Corporate Office Address: IndiaFirst Life Insurance Company

Ltd., 301, ‘B’ Wing, The Qube, Infinity Park, Dindoshi – Film City Road, Malad (E), Mumbai -

400097. Website: www.indiafirstlife.com. Registration No: 143. Toll Free No. 1800 209 8700.

SMS <FIRST> to 5667735, SMS charges apply.

Thank You