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Wealth Management Services

Listing ID #6823624

  • Business Type Service Provider
Preferred Buyer From : India only

Benefits Of Wealth Ultima   Systematic Monthly Plan (SMP)   Paying a big amount, in one go can be a hassle! That is why we give you the chance to opt for the Systematic Monthly....
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Company Information

  • Member Since 1 Year
  • Nature of Business Service Provider
  • Year of Establishment 2011

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Benefits Of Wealth Ultima

 

Systematic Monthly Plan (SMP)

 

Paying a big amount, in one go can be a hassle! That is why we give you the chance to opt for the Systematic Monthly Plan. With this feature, you can pay your premiums on a monthly basis and get safeguarded from erratic market fluctuations through a smaller premium amount.

 

Investment Options

 

Your choice or ours? You can opt for the Self-managed Investment Strategy, through which you get unlimited switches between funds. Alternatively, we offer the Systematic Transfer Plan (STP) that comes with two options - With the Life Stage and Duration based STP, we manage your funds according to your life stage, and Profit Target based STP protects your profits by shifting it to a bond fund.

 

Systematic Withdrawal Plan (SWP)

 

Make Retirement Easy! From the 10th year, you can choose to receive your payout in the form of regular installments. These installments will be a pre-decided percentage of your fund value and you can decide when and how you want to receive it. With this, you can plan your source of income for a relaxed retired life.

 

Fund Additions

 

A little extra to show that we care! We reward those who stay with us for a long time by routinely making additions to their funds over the years. Guaranteed Additions and Loyalty Additions are added annually starting from your 6th policy year and Booster Additions are added every 5 years starting from the 10th year of your policy. 

 

Tax Benefits³

 

No deductions, no worries! You get tax benefits on premiums paid under section 80 (C) and on the maturity benefit under section 10 (10D).


Company Details close-icon

Edelweiss Tokiyo Life was incorporated in 2011 in Jodhpur (Rajasthan) and is operated under the guidance of Ms. Gayatri Bhardwaj who has a great experience in the insurance industry. We deal in a wide range of insurance services including life insurance services, group insurance services, endowment insurance services, NRI insurance services, COVID insurance services, child insurance services, health insurance services, retirement insurance services, guaranteed income insurance services, unit-linked insurance services, term insurance services, and micro-insurance services. Some of our services also include investment services and income tax services.  We cater to the considerable insurance needs and demands of numerous individuals, corporate clients, and people from other sectors. We are approached to provide genuine advice for insurance, saving & investment schemes, income tax, and the financial need of people from all walks of life.

 

Our objective is to fulfill the exact requirements of clients and to successfully grow in the industry. We are constantly striving to become a reliable companion of our clients while maintaining high standards in our services and becoming an organization to break new ground and achieve higher levels of performance.

 

The company’s principle is to listen to clients patiently and strive to deliver the best that exceeds their expectations. At Edelweiss Tokiyo Life, we understand the financial condition and requirements of the clients to offer an affordable insurance program. We evaluate the present requirement of the clients and then prepare customized plans for investments and loans as per their aspirations. The company is supported by a team of professionals who help our clients prevent any unusual insurance and financial risks. We help people get considerable savings with more protection and guide them to invest in profitable savings & investment schemes. Furthermore, we are efficient in providing outstanding backup support to our clients.

  • Nature of Business Service Provider
  • Number of Employees Below 20
  • Year of Establishment 2011
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Wealth Management Services at Best Price in Jodhpur - ID: 6823624 | EDELWEISS TOKIO LIFE INSURANCE COMPANY LIMITED
Products / Services
  • Products / Services
  • Companies
  • Buy Leads
Post Buy Requirement

Wealth Management Services

Listing ID #6823624

  • Business Type Service Provider
Preferred Buyer From : India only

Benefits Of Wealth Ultima   Systematic Monthly Plan (SMP)   Paying a big amount, in one go can be a hassle! That is why we give you the chance to opt for the Systematic Monthly....
View More Details
Send Enquiry

Company Information

  • Member Since 1 Year
  • Nature of Business Service Provider
  • Year of Establishment 2011

Ask for more detail from the seller

Contact Supplier

Service Details no_img_icon

Benefits Of Wealth Ultima

 

Systematic Monthly Plan (SMP)

 

Paying a big amount, in one go can be a hassle! That is why we give you the chance to opt for the Systematic Monthly Plan. With this feature, you can pay your premiums on a monthly basis and get safeguarded from erratic market fluctuations through a smaller premium amount.

 

Investment Options

 

Your choice or ours? You can opt for the Self-managed Investment Strategy, through which you get unlimited switches between funds. Alternatively, we offer the Systematic Transfer Plan (STP) that comes with two options - With the Life Stage and Duration based STP, we manage your funds according to your life stage, and Profit Target based STP protects your profits by shifting it to a bond fund.

 

Systematic Withdrawal Plan (SWP)

 

Make Retirement Easy! From the 10th year, you can choose to receive your payout in the form of regular installments. These installments will be a pre-decided percentage of your fund value and you can decide when and how you want to receive it. With this, you can plan your source of income for a relaxed retired life.

 

Fund Additions

 

A little extra to show that we care! We reward those who stay with us for a long time by routinely making additions to their funds over the years. Guaranteed Additions and Loyalty Additions are added annually starting from your 6th policy year and Booster Additions are added every 5 years starting from the 10th year of your policy. 

 

Tax Benefits³

 

No deductions, no worries! You get tax benefits on premiums paid under section 80 (C) and on the maturity benefit under section 10 (10D).


Company Details close-icon

Edelweiss Tokiyo Life was incorporated in 2011 in Jodhpur (Rajasthan) and is operated under the guidance of Ms. Gayatri Bhardwaj who has a great experience in the insurance industry. We deal in a wide range of insurance services including life insurance services, group insurance services, endowment insurance services, NRI insurance services, COVID insurance services, child insurance services, health insurance services, retirement insurance services, guaranteed income insurance services, unit-linked insurance services, term insurance services, and micro-insurance services. Some of our services also include investment services and income tax services.  We cater to the considerable insurance needs and demands of numerous individuals, corporate clients, and people from other sectors. We are approached to provide genuine advice for insurance, saving & investment schemes, income tax, and the financial need of people from all walks of life.

 

Our objective is to fulfill the exact requirements of clients and to successfully grow in the industry. We are constantly striving to become a reliable companion of our clients while maintaining high standards in our services and becoming an organization to break new ground and achieve higher levels of performance.

 

The company’s principle is to listen to clients patiently and strive to deliver the best that exceeds their expectations. At Edelweiss Tokiyo Life, we understand the financial condition and requirements of the clients to offer an affordable insurance program. We evaluate the present requirement of the clients and then prepare customized plans for investments and loans as per their aspirations. The company is supported by a team of professionals who help our clients prevent any unusual insurance and financial risks. We help people get considerable savings with more protection and guide them to invest in profitable savings & investment schemes. Furthermore, we are efficient in providing outstanding backup support to our clients.

  • Nature of Business Service Provider
  • Number of Employees Below 20
  • Year of Establishment 2011
Tell us your Buy Requirement to Get Instant Response
Tell us what you need?

Looking for Wealth Management Services?

Quantity
Contact Details

Browse Related Categories

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Allow microphone access to search with voice