Are you looking to grow your wealth? Then you are on right path.
Here find you best SBI Life Investment Plans for 5 years
1 SBI Life – Smart Wealth Builder Plan
This is one of the popular sbi investment plan for 5 years.
This plan is ideal for investors aiming for capital appreciation and wealth generation.
Entry age – Just 7th year
- Market-Linked Returns: This is one of the popular market-linked policies. Maturity benefits are determined by market performance and paid as a lump sum.
- Partial Withdrawals: You can withdraw funds under specific circumstances during the policy term. Withdrawals are deducted from the sum assured and adjusted in the maturity benefit.
- Flexibility in Fund Options: You can chose 11 different funds to align with your financial goals.
2 SBI Life – Shubh Nivesh SBI Investment Plan
Yes. This also sbi investment plan for 5 years only for you.
A participating plan offers maturity benefits and monetary returns through dividend declarations while the policy is active.
- Entry age – 18th Years
- Max age of entry – 60th Years
- Lifetime Cover Option: Extend tenure for whole-life coverage.
- Endowment Features: Protects your family by providing a death benefit along with a revised bonus added to the maturity benefit in case of an eventuality.
Riders: Additional rider options are available for enhanced protection
3 SBI Life Life Smart Elite Plus SBI Investment Plan
You can get high returns on your money through SBI Life Smart Elite Plus investment.
This is An Individual, Unit-Linked, Non-Participating, Life Insurance Saving Product for Your Wealthy Future.
Entry age – 18th Years
Max age of entry – 65th Years
SBI Life Life Smart Elite Plus Offers You –
- Security – Secure your family with financial protection
- Flexibility – to pay premiums as per your choice
- Liquidity – with partial withdrawals after completed 5 years of policy
Additional benefits with this policy Accidental Death Benefit (ADB) and Accidental Total and Permanent Disability (ATPD) Benefit
Any Tax Benefits In This Policy –
As per the Income Tax Act, tax benefits are available and may change from time to time. For More Details Please Contact with your Tax Adviser
You may be eligible for income tax benefits/exemptions under the applicable income tax laws in India, which are subject to periodic changes.
4 SBI Life – Smart Privilege Plus SBI Investment Plan
As per our knowledge above sbi investment plan for 5 years is also good for investing.
This plan is perfect for those who want to live a better life, establish their destiny and become financially independent. It gives you both protection and flexibility, thereby increasing the value of your money and providing you with financial security.
Entry age – 13th Years
Max age of entry – 70th Years
Key Benefits:
Market-Linked Wealth Creation: Enjoy the potential for growth with 12 diverse fund options tailored to meet your investment goals.
Loyalty Additions: After the end 6th year of policy, loyalty additions boost your fund value for policies that remain in force.
Unlimited Free Fund Switching: Adapt your investments to market trends with unlimited, cost-free fund switching.
5 SBI Life – Saral Pension SBI Investment Plan
This pension plan caters to the needs of retired individuals or those nearing retirement, offering steady growth through interest accumulation.
- Entry age – 18th Years
- Any Bonuses? Yes.
- 2.5 % bonus for starting 3 years.
- 2.75 % bonus after that 2 years.
- Extended Tenure: Option to extend the term by 5 years based on premium payment frequency.
- Death Benefits: Beneficiaries receive the revised bonus added to the death benefit in a lump sum.
