Wealth Solutions

Build wealth with a plan for tomorrow.

Explore long-term wealth solutions that combine investment opportunities, financial protection and flexibility — with guidance for customers across India.

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Long-term wealth planning
Explore solutions designed around long-term financial goals.
Investment flexibility
Selected solutions offer different fund and investment choices.
Guidance across India
Connect with Maa Bhagwati Fintech from anywhere in India.
Grow With Purpose

Wealth planning beyond just saving

The Wealth Solutions category includes options with market-linked growth, loyalty additions, life cover and flexible investment choices. The right approach depends on your goals, risk appetite, time horizon and eligibility.

Explore Your Options

Wealth Solutions for different financial goals

Explore the available solutions and understand the features that may be relevant to your long-term financial planning.

01

Tata AIA Smart SIP

  • Zero Premium Allocation Charge
  • Smart Lady benefit with extra allocation for eligible female customers
  • Inbuilt Waiver of Premium Benefit with applicable Future Secure and Family Secure options
  • Partial withdrawal strategies for creating a second income
  • Wellness Benefit with Vitality riders, subject to terms
  • Tax benefits as applicable
02

Tata AIA Smart Fortune Plus

  • Life cover till 100 years, subject to policy terms
  • Smart Lady benefit with extra allocation for eligible female customers
  • Inbuilt Waiver of Premium Benefit with applicable options
  • Loyalty additions and maturity booster
  • Partial withdrawal strategies for creating a second income
  • Tax benefits as applicable
03

Tata AIA Life Insurance Wealth Pro

  • Market-linked returns for investment growth
  • Regular loyalty additions to the fund
  • Flexibility to invest across a variety of funds
  • Life cover to protect loved ones
  • Tax benefits as applicable
04

Tata AIA Life Insurance Fortune Pro

  • ULIP plan with funds stated in the supplied information as rated 4 or 5 stars by Morningstar
  • Regular loyalty additions to boost investments
  • Choice from a range of funds
  • Option to customise the plan with Unit Deducting Riders
05

Tata AIA Life Insurance Fortune Maxima

  • ULIP plan with funds stated in the supplied information as rated 4 or 5 stars by Morningstar
  • Regular loyalty additions
  • Flexibility to choose from a range of funds
  • Option to customise with additional Unit Deducting Riders
06

Tata AIA Life Insurance Wealth Maxima

  • Zero Premium Allocation Charge
  • Smart Lady benefit with extra allocation for eligible female customers
  • Inbuilt Waiver of Premium Benefit with applicable options
  • Three partial withdrawal strategies to create a second income
  • Tata AIA Health Buddy Wellness Program
  • Tax benefits as applicable
07

Tata AIA Premier SIP

  • Market-linked returns with life insurance cover
  • Multiple funds based on risk appetite
  • Refund of 2X Premium Allocation Charges, as stated in supplied information
  • Refund of 2X Mortality Charges, as stated in supplied information
  • Return on maturity at the end of policy term, subject to terms
  • Simplified onboarding with no medicals, subject to eligibility
A Smarter Approach

Choose a wealth strategy around your goals

Market-linked solutions can involve investment risk. Understanding the product, charges, fund choices and policy conditions is important before making a decision.

STEP 01

Define your goal

Whether you are building a corpus, planning a second income or investing for long-term growth, start with the goal.

STEP 02

Understand your options

Review fund choices, protection features, liquidity, payment terms and other applicable benefits.

STEP 03

Invest with clarity

Make an informed decision after understanding risk, charges, eligibility and policy terms.

Before You Choose

Look beyond returns.

Wealth planning is not only about potential growth. Consider how the solution fits your financial goals, investment horizon, risk appetite and protection needs.

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Investment risk Understand whether the solution is market-linked and how investment risk applies.
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Time horizon Consider how long you intend to remain invested and whether it matches your financial objective.
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Liquidity Understand applicable withdrawal conditions, restrictions and policy provisions.
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Charges & policy terms Review applicable charges, eligibility, exclusions and other policy conditions.
Frequently Asked Questions

Wealth Solutions — FAQs

Helpful answers to common questions about wealth-focused insurance and investment solutions.

Wealth Solutions include products designed for long-term wealth creation and financial planning, including options with market-linked returns, fund choices, loyalty additions and life cover.
Several products in the Wealth Solutions information mention market-linked returns. Market-linked investments are subject to investment risk and the applicable product terms.
Consider your financial goal, investment horizon, risk appetite, liquidity needs, protection requirements and eligibility. An advisor can help you understand the available options.
Yes. The supplied product information identifies life cover as a feature of several Wealth Solutions. The exact cover depends on the selected product and its applicable policy terms.
Yes. Maa Bhagwati Fintech is positioned to serve customers across India. You can enquire online or contact the team for guidance.
No. Market-linked investments are subject to market risks. Returns are not guaranteed unless specifically stated under the applicable product terms. Always review the relevant policy documents before making an investment decision.
Wealth Planning

Turn your financial goals into a clear plan.

Speak with Maa Bhagwati Fintech to understand Wealth Solutions and other options that may fit your long-term financial goals.

Market-linked investments are subject to market risks. Benefits, charges, eligibility and tax treatment are subject to applicable policy terms and prevailing laws.
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Important: Wealth and market-linked insurance products are subject to investment risks, eligibility requirements, policy terms, exclusions, charges and applicable conditions. The information presented on this page is for general understanding and does not constitute investment advice, a guarantee of returns or a recommendation to purchase any specific product. Please review the applicable policy documents and terms before making a financial decision.