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Lakshya 100 Limited Period SIP Plan
1/11/25, 6:30 am
Lakshya 100 Limited Period SIP Plan :
Unlock Financial Security with Our Smart Investment Plan
*Invest ₹ 100000 ( Rupees One Lakh) per Month for 5 Years Only. (Total Investment ₹60,00,000 ( Rupees Sixty Lakh Only)*
What you get :
1. Life Insurance Cover of Rs. 10 Crores ( Upto 60 Years Age) (Term Insurance Plan)
2. 1 Crore Family Floater Health Insurance (For 4 Members - 2Adults, 2 Children)
3. Money Back ₹ 50 Lakhs ( on 16th Years of Your Plan)
4. Money Back ₹ 1 Crore (On 21st Year of Your Plan)
5. Money Back ₹ 5 Crore ( On 31st Year of Your Plan)
6. Monthly Pension of ₹ 10 Lakh Upto 100 Age
7. Early Exit Possible any time after Completion of 40 Years in Plan
Lakshya 100 Limited Period SIP Plan :
Unlock Financial Security with Our Smart Investment Plan
*Invest ₹ 100000 ( Rupees One Lakh) per Month for 5 Years Only. (Total Investment ₹60,00,000 ( Rupees Sixty Lakh Only)*
What you get :
1. Life Insurance Cover of Rs. 10 Crores ( Upto 60 Years Age) (Term Insurance Plan)
2. 1 Crore Family Floater Health Insurance (For 4 Members - 2Adults, 2 Children)
3. Money Back ₹ 50 Lakhs ( on 16th Years of Your Plan)
4. Money Back ₹ 1 Crore (On 21st Year of Your Plan)
5. Money Back ₹ 5 Crore ( On 31st Year of Your Plan)
6. Monthly Pension of ₹ 10 Lakh Upto 100 Age
7. Early Exit Possible any time after Completion of 40 Years in Plan
How it Works:
Invest ₹10,000 per month in a liquid fund to pay insurance premiums
Allocate the remaining amount to various equity funds for potential long-term growth
Enjoy the benefits of life insurance (₹10 crore) and health insurance (₹1 crore family floater for 4)
*Key Benefits:*
1. No need to look for various Insurance & Investment Producs. You have to remeber only 1 SIP
2. We use 2 bucket Strategy where your funds grows uninterruptedly, while payment of your insurance premium is paid from other bucket. All future increase in Health Insurance Premium are taken care of from your liquid fund gains & other mutual Fund Gains.
3. After payment of SIP for 5 years ( At the top of your career) funds are left in your hand for your other Goals.
4. Money Backs funds your various needs in the Life Journey.
5. Big Retirement Pension secures your Retired Life.
6. Till Your earning age your life is covered with 10 Crore Term Plan which protects your family life style in your absence.
7. When you have a huge corpus, term insurance is useless so it is dicontinued at this age & unnecessary Premium Payments are saved.
8. Sufficient amount of Health Insurance premium increament is already considered in calculations, so your savings are not drained out by medical emergencies.
9. No entry exit load at any point in this plan.
You can Exit At any point after completion of 40 years. Projected Returns at various points are as follows :
(Considering Entry at 30 Years Age)
Age Corpus Money Back Pension Total Returns Net Returns
70 ₹130 crore ₹6.5 crore ₹12 crore ₹31.5 crore ₹30.9 crore
75 ₹120 crore ₹6.5 crore ₹18 crore ₹36.5 crore ₹35.9 crore
80 ₹120 crore ₹6.5 crore ₹24 crore ₹42.5 crore ₹41.9 crore
85 ₹110 crore ₹6.5 crore ₹30 crore ₹47.5 crore ₹46.9 crore
90 ₹100 crore ₹6.5 crore ₹36 crore ₹52.5 crore ₹51.9 crore
95 ₹80 crore ₹6.5 crore ₹42 crore ₹56.5 crore ₹55.9 crore
100 ₹50 crore ₹6.5 crore ₹48 crore ₹59.5 crore ₹58.9 crore
*Why Choose Us?*
Our investment strategy is designed to provide a balanced mix of growth, protection, and income. By investing in a diversified portfolio of equity funds, we aim to deliver attractive long-term returns while managing risk.
*Important Notes / Disclaimers*
1.This is a mutual fund investment strategy, and returns are subject to market fluctuations.
2. The projected returns presented here are calculations based on past performance and are not guaranteed. Actual returns may vary depending on market conditions.
3. Mutual Fund Investments are subject to Market Risk. Read all scheme related Documents carefully & understand all risks & Pron & cons before investing
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