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Edelweiss Tokio Investment Plans
Edelweiss Life Wealth Secure Plus is a unit-linked savings plan. The W ...Read More
Edelweiss Life Wealth Secure Plus is a unit-linked savings plan. The Wealth Secure Plus plan allows you to stay invested and generate wealth through the unit-linked funds and the additions provided by the company.
A quick read on what this Edelweiss Tokio Investment Plans term plan covers and why it might be a fit for you.
Savings Alone Won't Work Invest Smartly with Edelweiss Tokio Life Wealth Secure Plus.
Edelweiss Life Wealth Secure Plus is a unit-linked savings plan. The Wealth Secure Plus plan allows you to stay invested and generate wealth through the unit-linked funds and the additions provided by the company. The plan has three variants: Life Cover, Joint Cover, and Child Cover. Each variant is designed to serve different objectives and goals of life.
It offers a choice of 7 unit-linked fund options to match your risk tolerance and financial goals. You can easily transfer investments from one fund to another by switching or redirecting your premiums. In this plan, you'll get regular additions to the basic sum assured to maximize your savings, such as Loyalty, Booster, and Maturity Additions.
The product offers a life stage & duration-based strategy and self-managed strategy. If you opt for a self-managed strategy, you can opt for unlimited switches free of cost. Under the top-up premiums feature, you can increase the investment component by paying extra premiums.
Edelweiss Tokio Life Wealth Secure Plus offers you a range of benefits including:
A quick honest summary — the strengths and the trade-offs.
Eligibility criteria pulled straight from the policy wording.
Let's understand how the Edelweiss Tokio Life Wealth Secure Plus works with a simple premium illustration.
Mr. Verma is looking for an investment plan to create long-term wealth for his child.
His financial advisor advised him to buy the Edelweiss Tokio Life Wealth Secure Plus. He visited PolicyX.com
Let's understand how the Edelweiss Tokio Life Wealth Secure Plus Plan works for him with a premium illustration table.
| Age of policyholder | Annual Premiums | Policy tenure | Sum Assured | Maturity Benefits |
| 30 years | Rs 1 lakhs | 20 years | Rs 12,87,500 | Rs 22,72,489 |
Key Takeaways: At the end of the policy tenure the maturity benefits of Rs 22,72,489 are paid to the policyholder.
There are various benefits to buying the Edelweiss Life Wealth Secure Plus Plan. Let’s understand each of them in detail:
Key features that make Edelweiss Tokio Wealth Secure Plus stand out.
Multiple Plan Options
The plan offers a choice of 7 unit-linked fund options to match your risk tolerance and financial goals.
Choice of Investment Strategy
The product offers a life stage & duration-based strategy and self-managed strategy.
Additional benefits
The product offers additional annual allocations, namely, Extra Allocation and Premium Booster.
Top-up PremiumOption
With the top-up premium feature, you can even invest a lump sum as a top-up premium over the base premium to increase your fund value.
Keep these documents handy when applying for Edelweiss Tokio Wealth Secure Plus.
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 Edelweiss Life Wealth Secure Plus Plan offline by visiting one of their nearest branch offices. One of their representatives will help you buy the plan.
Here are the key features of the Edelweiss Tokio Wealth Secure Plus.
| What’s Good Here | What’s Missing |
| Choice of plan option | Premium Offset |
| Partial withdrawals | Premium continuance |
| Maturity Benefit | Auto cover continuance |
| Switching | Top-up premium |
The Edelweiss Tokio Life Wealth Secure Plus plan is a single-pay unit-linked insurance plan helps you stay invested and generate wealth through unit-linked funds and loyalty additions. For further assistance, you can reach out to us at PolicyX.com. With our insurance experts' expertise, you get all of your answers in no time.
The 5 most-asked questions about Edelweiss Tokio Wealth Secure Plus, answered.
PolicyX content is researched in-house and reviewed by an IRDAI-certified insurance specialist before publication.
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