15 Year Investment Plan: Grow Wealth Smartly | Tata AIA

15 Year Investment Plan: Grow Wealth Smartly | Tata AIA

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An investment plan for 15 years is a way to invest money for a fixed long-term period. It helps your savings grow gradually while giving enough ... Read more time to manage market changes. This is ideal for goals that are important but not urgent. People can choose the 15 year investment plans for covering educational expenses, long-term savings, and wealth creation. The best 15 year investment plans are usually better than short-term options. Read less

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Grow your Wealth with Tax-free 2 Returns

21.54% 5-yr Returns 4

All funds rated 4 or 5 stars 3

Zero LTCG tax 2 + Life Cover

Zero premium allocation charge

In this policy, the investment risk in investment portfolio is borne by the policyholder

4 21.54% is the 5-year CAGR of Tata AIA Multi Cap Fund as of Dec'25. Benchmark: 14.86%. T&C apply. Past performance is not indicative of future performance. The linked insurance product do not offer any liquidity during the first five years of the contract. The policy holder will not be able to surrender/withdraw the monies invested in linked insurance products completely or partially till the end of the fifth year.

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Total premium: ₹11.99 Lakh

Life Cover (including Terminal Illness Cover)

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Applicable if the policy is purchased digitally. This discount is auto-applied and can't be removed

A certified Tata AIA expert will call you from a 1600‑series number to help customise your plan.

Tata AIA Premier SIP is a combination of the Tata AIA Smart SIP - Non-participating, Unit-linked, Individual Life Insurance Savings Plan (UIN: 110L174V01 ) and Tata AIA Health Buddy - Non-participating, Non-Linked, Individual Health Product (UIN:110N183V01). Both Tata AIA Smart SIP and Tata AIA Health Buddy are also available for sale individually. Product option: Future Secure.

An investment plan for 15 years is a financial plan where you invest money and stay invested for fifteen years. You can invest through regular payments or a lump sum. These plans may be market-linked 7 , offer fixed returns, or combine both. In this plan, you give your money time to grow steadily while managing risks in a planned way. Over time, this approach often delivers better results than frequent buying and selling.

A 15-year investment plan works slowly at first. In the early years, returns may appear small. Many times, investors expect faster growth and feel unsure. As the years pass, compounding starts to show its effect. Your returns begin to grow on earlier gains. In the later years, the focus often moves to protecting what has been built. Staying invested for the full term helps reduce the impact of short-term market ups and downs.

A 15-year investment period suits many financial needs. Below are some key reasons.

Large goals need time. Planning for education, future security, or wealth creation works better with a longer time frame. A 15-year plan allows steady savings without high monthly pressure.

Compounding works best when investments stay invested for long periods. Over 15 years, even small amounts can grow considerably. This makes it one of the more practical investment options for 15 years.

Markets move up and down in the short term. A longer investment period helps balance these movements. This makes investment plans for 15 years easier to manage during uncertain times.

Investing over a long period encourages regular saving. It reduces emotional decisions and helps maintain focus on long-term goals.

Before choosing the 15 years best investment plan, consider the following points.

Be clear about why you are investing. Different goals may need different types of plans.

Some investors prefer stable returns. Others are comfortable with market-linked 7 growth. Knowing your risk comfort helps you choose wisely.

Higher returns usually come with higher risks. Keep your expectations realistic and aligned with your comfort level.

Some plans limit early withdrawals. If you may need funds during the investment period, check the plan’s flexibility.

Fees and taxes can affect final returns. Over a long period, even small charges matter. Reviewing these details early helps avoid issues later.

An investment plan for 15 years is a very simple and effective way of building investments. It gives sufficient time for compounding and also helps in managing risks related to the market. Choosing a suitable plan aligned with your needs and risk tolerance can help meet future goals. With regular investment, an investment plan for 15 years can help in meeting important financial requirements.

Yes. A 15-year investment plan is suitable for long-term goals like education planning or wealth creation. It gives enough time for growth and stability.

The main risks include market fluctuations, inflation, and limited liquidity. Staying invested for the full term helps reduce short-term risk.

Most plans provide regular statements and online tracking options. Periodic reviews help ensure the plan stays aligned with your goals.

Charges depend on the plan type. They may include management or administrative fees. Understanding them early helps protect long-term returns.

The linked insurance product do not offer any liquidity during the first five years of the contract. The policy holder will not be able to surrender/withdraw the monies invested in linked insurance products completely or partially till the end of the fifth year.

Premier SIP is designed for combination of Benefits of two individual and separate products named (1) Tata AIA Life Insurance Tata AIA Smart SIP - Non-participating, Unit-linked, Individual Life Insurance Savings Plan (UIN: 110L174V02) and (2) Tata AIA Health Buddy - Non-participating, Non-Linked, Individual Health Product (UIN:110N183V01). Product option: Future Secure These products are also available for sale individually without the combination offered/suggested.

Param Raksha Life Pro+ is designed for combination of Benefits of two individual and separate products named (1) Tata AIA Smart Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, Non-Participating, Non-Linked, Individual Health Product (UIN: 110N183V01). These products are also available for sale individually without the combination offered/suggested.

If your policy offers variable benefits, then the illustrations on this page will show two different rates of assumed future investment returns. Currently the gross investment returns are stipulated as 4% p.a. and 8% p.a. These assumed rates of return are not guaranteed, and these are not the upper or lower limits of what you might get back, as the value of your policy is dependent on a number of factors including actual future investment performance.

1 Illustration shows a monthly premium of ₹20,000 for Tata AIA Premier SIP for a 25-year-old male, standard life, premium payment term: 15 years, policy term: 20 years with 100% investment in Tata AIA Multi Cap Fund in Future Secure plan option. 4% and 8% are assumed rates of return. 21.54% is the 5-year return as of December'25. Maturity amount: ₹44,44,252 at 4% returns, ₹74,10,926 at 8% returns and ₹4,25,21,792 at 21.54% returns. The fund value calculation is done by projecting the past returns of multicap fund after adjusting for all expenses in Tata AIA Premier SIP. The above values have been calculated assuming 21.54% p.a. gross investment returns, which is the past 5-year return of Multi Cap Fund as of December'25.

Some benefits are guaranteed, and some benefits are variable with returns based on the future performance of your insurer carrying on life insurance business. If your policy offers guaranteed benefits, then these will be clearly marked “guaranteed’ in the illustration table on this page. If your policy offers variable benefits, then the illustrations on these pages will show two different rates of assumed future investment returns. Currently the gross investment returns are stipulated as 4% p.a. and 8% p.a. These assumed rates of return are not guaranteed, and these are not the upper or lower limits of what you might get back, as the value of your policy is dependent on a number of factors including actual future investment performance.

2 No Goods and Service Tax shall be applicable on Individual life insurance products as per prevailing laws. Tax laws are subject to amendments from time to time. If any imposition (tax or otherwise) is levied by any statutory or administrative body under the Policy, Tata AIA Life Insurance Company Limited reserves the right to claim the same from the Policyholder.

3 All funds open for new business which have completed 5 years since inception are rated 4 or 5 Star by Morningstar as of August 2025.

4 5-year computed NAV for Multi Cap Fund as of December 2025. Other funds are also available. Benchmark of this fund is S&P BSE 200.

5 ©2025 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliates, including, without limitation, Morningstar India Private Limited (“Morningstar”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of Morningstar; (3) is not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources and (5) shall not be construed as an offer to buy or sell any security or other investment vehicle. Neither Morningstar, Inc. nor any of its affiliates (including, without limitation, Morningstar) nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other losses resulting directly or indirectly from the information.

6 The Insured Amount under Terminal Illness with Term Booster option (in Health Buddy) is payable on earlier of death or diagnosis of Terminal illness of the Life Insured. Please refer Terms and Conditions for more details.

Linked Life Insurance products are different from traditional insurance products and are subject to risk factors.

The premium paid in Unit Linked Life Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns. On survival to the end of the policy term, the Total Fund Value including Top-Up Premium Fund Value valued at applicable NAV on the date of Maturity will be paid.

The fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the “Company”). Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Smart SIP is only the name of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns

Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the insurance company.

The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns.

Buying a Life Insurance policy is a long-term commitment. An early termination of the policy usually involves high costs, and the Surrender Value payable may be less than the all the Premiums Paid.

Insurance cover is available under the product. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.

L&C/Advt/2026/Mar/2278

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