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Wealth Plus Financial Services

Listing ID #6823603

  • Business Type Service Provider
Preferred Buyer From : India only

Benefits Of Wealth Plus   Additional Allocations   We like to treat our friends!  This amount starts at 1% of your annual premium for the first 5 years and increases by 2% every 5....
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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 Plus

 

Additional Allocations

 

We like to treat our friends!  This amount starts at 1% of your annual premium for the first 5 years and increases by 2% every 5 years. 

 

Rising Star Benefit

 

Children carry the hope of a brighter future and nothing should diminish their potential. That is why this optional benefit provides an additional payout to your child in case you are no longer around, waives off any future premiums and keeps the policy benefits intact. 

 

Investment Strategies

 

Strategy is the name of the game! You can choose from different types of investment strategies to start growing your wealth. The first is the Self-managed Strategy where you make all the decisions, aided by the power of unlimited switches between funds. The second is the Life Stage and Duration Strategy, where our team of experts manage the funds for you. 

 

Easy Liquidity Option

 

No one likes to wait! You don’t need to wait till the end of your policy term to start getting your returns. From the 6th policy year onwards, you can start making partial withdrawals from your fund value as per your needs. 

 

Top-Up Premium Option

 

A little extra goes a long way! Invest any extra funds you have into the policy at your leisure. These extra additions maximize your fund value and get you better returns!

 

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

Tax³ Benefits

No more deductions! The premiums paid under this plan are eligible for tax benefit under Section 80(C) and the returns you get are eligible for tax benefit under Section 10(10D).

 


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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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