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One-time lumpsum payment: Make a single investment of as little as Rs. 25,000.
7 Investment funds: Select among Flexi-Growth, R.I.C.H., Multiplier, Flexi-Balanced, Balancer, Protector, and Preserver, based on your financial goals and risk profile.
Pension options: Out of the five annuity options, pick one that will best suit your post-retirement requirements.
Pre-decided retirement age: Determine the age at which you want to start receiving your pensions. The minimum age of receiving pensions is 45 years.
Switch benefit: Switch between funds anytime to adjust your portfolio, based on your goals and risk profiles. You can switch funds 4 times a year, at no cost. For subsequent switches, you will be required to pay a switch fee of Rs. 100.
Tax benefits: Receive up to one-third of the accumulated value as a tax-free lump sum on your retirement day. Also enjoy tax benefits on the premiums you pay (under u/s 80 CCC).
If you would like to know more about this plan, please click here for our advisor to contact you!
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