Bharti Axa Investment Plans
Bharti Axa Wealth Pro Plan offers you dual benefits- life cover to pro ...Read More
Bharti Axa Wealth Pro Plan offers you dual benefits- life cover to protect your family financially even in your absence and create wealth over a period. This plan comes in two variants- The growth and the Legacy variants.
A quick read on what this Bharti Axa Investment Plans term plan covers and why it might be a fit for you.
Bharti Axa Wealth Pro Plan offers you dual benefits- life cover to protect your family financially even in your absence and create wealth over a period. This life insurance plan comes in two variants- The growth and the Legacy variants. There are multiple investment options and strategies available under this plan that help you grow your wealth over time. This article will help you understand about Wealth Pro Plan including its features, benefits, associated charges, buying process, etc.
Bharti Axa Wealth Pro Plan offers you a range of benefits including:
Wealth boosters,
Multiple investment strategies,
Maturity benefits,
Partial withdrawals,
A quick honest summary — the strengths and the trade-offs.
Eligibility criteria pulled straight from the policy wording.
Let's understand how the Bharti Axa Life Wealth Pro Plan works with a simple premium illustration.
Mr. Verma is looking for an Investment plan that helps him create a lump sum amount to fulfill his financial needs.
His financial advisor advised him to buy the Bharti Axa Life Wealth Pro Plan. He visited PolicyX.com
Let's understand how the Bharti Axa Life Wealth Pro Plan works for him with a premium illustration table.
| Age of policyholder | Annual Premium | Policy tenure | Premium Payment Tenure | Maturity Benefits |
| 40 years | Rs 2,00,000 | 10 years | 10 years | Rs 22,09,532 |
Key Takeaways: At the end of the policy tenure the maturity benefits of Rs 22,09,532 are paid to the policyholder.
There are various benefits to buying the Bharti Axa Life Wealth Pro Plan. Let’s understand each of them in detail:
Key features that make Bharti Axa Life Wealth Pro stand out.
Partial withdrawals
This plan offers you the facility of partial withdrawals after the end of the lock-in period in case of any emergency or financial requirements.
Grace period
This plan offers you a grace period of 15 days if you make monthly premium payments and 30 days if you make quarterly, half-yearly, and yearly payments to pay the missed payments.
Policy revival
You can revive your discontinued policy by paying the unpaid premiums with minimal charges if the lock-in period has passed.
Free-look option
Wealth Pro Plan offers a 15-day free-look period to their policyholders to check terms and conditions. Moreover, they can also cancel their policy within the free-look period.
Keep these documents handy when applying for Bharti Axa Life Wealth Pro.
Photo ID Proof
Photo ID Proof (either of one) - Passport, Aadhaar card, PAN card, Driving license.
Age Proof
Age Proof (either of one) - Passport, Aadhar card, PAN card, Driving license.
Address Proof
Address Proof (either of one) - Utility bill, passport, voter ID, ration card.
Medical Records
Medical Records of the policyholder if requested.
Income Proof
Income Proof ( either of one) - bank statement, last three months' salary slips (if you are salaried).
You can buy the Bharti Axa Wealth Pro Plan offline by visiting one of their nearest branch offices. One of their representatives will help you buy the plan.
Given below are some exclusions of the Bharti Axa Wealth Pro Plan-
Suicide within 12 months of the policy purchase is not covered.
Consumption of any intoxicants.
Death due to any aviation accident.
Death due to any adventurous sports.
Here are the key features of the Bharti Axa Life Wealth Pro.
| What’s Good Here | What’s Missing |
| Switching or Redirecting Premiums | Guaranteed Additions |
| Multiple investment options | Premium Offset |
| Wealth boosters | Whole Life Cover |
| Loyalty additions | No Auto Cover Continuance |
Bharti Axa Life Wealth Pro Plan is the right choice for you if you are looking for a plan that provides insurance coverage along with helping you create wealth over time. Your premiums are invested in market-linked funds that offer you various additions including loyalty addition and wealth booster. If you are not sure whether this plan is right for you or not you can contact us at PolicyX.com. One of our insurance experts will reach out to you shortly, understand your requirements, and help you choose a plan that best suits your needs.
The 5 most-asked questions about Bharti Axa Life Wealth Pro, answered.
PolicyX content is researched in-house and reviewed by an IRDAI-certified insurance specialist before publication.
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