Investment Plan for 20 Years: Securing Long-Term Finances | Tata AIA

Investment Plan for 20 Years: Securing Long-Term Finances | Tata AIA

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A 20-year investment plan combines regular savings and investment returns for achieving the long-term goals. An early start and regular ... Read more portfolio review can help obtain suitable benefits to secure your financial future. Investors can make well-informed decisions that support their individual goals by choosing the best 20-year investment plan that offers easy investment possibilities for 20 years. 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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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 20 years might be a good option for long term financial planning.

This method could help assets increase for 20 years by applying compound interest.

Monthly contributions enable consistency and could support your long-term objectives.

Life insurance is offered by many plans, which provides future security.

Depending on the risk, investors may split their capital into different financial assets to align with market conditions.

Although contributions may be eligible for tax 2 benefits within appropriate restrictions, maturity is often tax efficient.

These plans include growth, security, and flexibility to meet your changing financial requirements.

When selecting a plan, take these things into account to make sure it meets your financial goals and risk tolerance.

Before choosing a plan, it is essential to outline your financial objectives, such as retirement planning, funding your children's education, or generating wealth.

Decide your risk tolerance, and based on that, choose a plan of investment.

You may consider plans that offer facilities such as fund switching, premium reinvestment, and partial withdrawal.

Many 20-year plans offer both life insurance and investment protection, giving your family financial stability in the event of unanticipated circumstances.

Plan your expenses first to understand their effect on your returns.

TATA AIA offers many investment plans to help investors achieve long-term financial goals. It helps to protect your financial future by combining security measures and disciplined investing.

Planning ahead may be a smart approach, as a 20-year investment plan provides time to increase your wealth. These plans come with flexibility and safety, according to your needs. To secure your future, it is advisable to take a step today and consider a lifetime insurance plan. By incorporating a life insurance policy, individuals can work towards achieving their financial goals for the future. A strong and long-lasting financial legacy could be built by starting such a plan now.

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 multi cap fund after adjusting for all expenses in Tata AIA Premier SIP. The above values have been calculated assuming 21.54% p.a. CAGR, 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 & Tata AIA Smart Sampoorna Raksha Supreme 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/2277

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