Financial Planning

InvestBefikar to achieve your financial goals

Financial goals
We individuals have various financial goals. Some of these include:

  1. Building a fund for child education and marriage: Every parent wishes to send their children to the best institute for higher education. Similarly, every parent dreams of having a ‘Big fat Indian wedding’ for their children such that it is the talk of the town and people remember it for a long time in future.
  2. Retirement: We all aspire to build a retirement fund that can take care of all our financial needs during the retirement years so that we are not dependent on anyone during the golden years.
  3. Down payment for a home loan, annual vacation, capital for starting a business etc.

Whatever be your financial goal/s, you will look for an investment product that can help you reach your financial goal with all the flexibility available.

Road to achieving your financial goal
To help you #InvestBefikar and reach your financial goal/s, Bajaj Allianz Life Insurance is coming up with an investment product which will help you realise your long-term financial goals and #JiyoBefikar. It comes with the following benefits:

  1. Wealth creation: The product will help you build a fund for your financial goal/s by making regular contributions
  2. Protection: In the wealth creation process, if you meet with untimely death, then the family will get a lumpsum amount to accomplish the financial goal/s in your absence
  3. Tax benefits: The premium that you will pay will be eligible for deduction from your taxable income as per tax laws. Also the amount received on maturity / death of the policyholder will be tax free as per tax laws.

Thus the product will have the benefits of growing your wealth and protection.

Bajaj Allianz Life Insurance will be launching the product on the 22nd June 2017. Stay tuned with us for more updates about the launch. You can get live updates on the brand’s Twitter Handle @BajajAllianzLIC. You can also follow the brand on Facebook for more updates about the product.

The few product benefits that we have discussed above are just the curtain raiser. To know about all the features of the product you need to wait for the product launch. We can tell you for sure that the product will allow you to #InvestBefikar for your financial goals and thus #JiyoBefikar thereafter.

One thought on “InvestBefikar to achieve your financial goals

  1. It makes perfect sense to start investing as early as possible to achieve one’s financial goals. Features such as Insurance, Wealth creation and tax benefits, look attractive. The concept of #Investbefikaar is worth finding out more about.

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