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Key Benefits of Icici Pru Elite Wealth Ii: An Exclusive Unit Linked Insurance Plan For Hnis
Key Benefits of Icici Pru Elite Wealth Ii: An Exclusive Unit Linked Insurance Plan For Hnis
• Optimise Returns- More returns per premium through loyalty additions & Wealth Booster
reducing effective Fund Management Charge.
• Loyalty Addition – Units allocated at end of every year starting from the end of sixth policy
year. Each loyalty addition will be a percentage Fund Value including Top up value if any.
• Wealth Booster: Wealth Boosters is allocated as extra units at the end of every fifth policy year
starting from the end of the tenth policy year. Each addition will be equal of 1% of the the
average Fund value(on the last business day of the last eight policy quarters)
• Invest as per your risk appetite – 7 Funds across Equity , Debt and Balanced
• Manage your investments- unlimited Free switches, capitalize on returns though tax efficient
switching from Debt to Equity etc.
• Insure Your Family- Get higher of Lifecover (SA) 911111or Fund Value on death
• Flexibility in Premium Payment: Pay Premiums for a limited period or entire policy term
• Automatic Transfer Plan: This allows your money to get systematically transferred from Debt
fund to Equity fund and earn higher returns. There would be no additional charges for ATP.
• Tax Benefits : Avail Tax benefit on premium paid under Sec 80 C and get Maturity Tax free
under sec 10(10D)
Multicap Growth Fund 22.1553 3.25% 2.30% 31.01% 6.16% 20.95% 14.88% 11.61% 24-Nov-09
Equity Funds Opportunities Fund 20.2998 3.22% 1.99% 27.34% 3.78% 17.88% 13.59% 10.26% 24-Nov-09
Balanced Fund Multicap Balanced Fund 19.9573 1.30% 3.24% 23.59% 5.95% 15.51% 13.02% 10.00% 24-Nov-09
Income Fund 18.6937 -1.45% 3.26% 12.45% 8.34% 10.89% 9.62% 9.00% 24-Nov-09
Debt Funds Money Market Fund 17.6884 0.52% 3.50% 7.39% 7.69% 8.14% 8.53% 8.16% 24-Nov-09
# Funds and Returns- as of 28th Feb, 2017, NAV -6/3/2017, Source- Ipru Website,