Retirement planning has changed from settling down in a quiet country side home to planning vacations, visiting family and taking up old hobbies which you have always dreamed of pursuing. That’s why good financial planning can help to make your dreams come true. After all, you retire from work and not life!

To ensure that you take right decisions to live your golden years happily; we bring you two different approaches to meet your financial planning objectives.

Invest Plus allows you to save on a regular basis to build a retirement corpus. The platform lets you decide how much and in which currency you wish to invest, gives access to your capital by allowing, regular withdrawals or partial surrenders and helps to secure your future through adding optional benefits such as additional life cover, accidental death benefits and waiver of premium benefits.

This investment platform follows a Dollar Cost Averaging approach which helps negate market volatility and the wide range of mutual funds helps you build a portfolio allocation matching your risk profile.

Invest Plus is underwritten by Zurich International Life and Citibank is a distributor.

Key features:-

  • Allows you to select a term from 5 years to 15 years
  • Flexible mode of payment (Monthly, Quarterly, Half Yearly, Yearly)
  • Welcome and Loyalty bonus reward scheme for long-term savings

Wealth Accumulation Plan is a single-premium approach towards building a retirement corpus. You can customize your portfolio matching your risk appetite and market conditions. The portfolio allows you to diversify across different fund houses and allows switching between funds based on your market outlook.

Key features:-

  • High flexibility allowing you to add additional premium increment with surplus cash flow
  • Option to withdraw and partial surrender to finance short term capital requirements
  • Offer wife range of investment funds to match your risk profile
  • Allows you to choose from a wide range of currencies

Invest Plus and Wealth Accumulation Plan are underwritten by Zurich International Life and Citibank is a distributor.