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Shriram Life Wealth pro plan

Shriram Life Wealth Pro

Shriram Life Wealth Pro

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Overview

Overview

Shriram Life Wealth Pro (UIN: 128L096V01) is a unit linked insurance plan that protects your loved ones and ensures they are protected financially even when you are not around. It also helps grow your investments and maximizes returns on them thereby offering both savings and protection under a single plan. 

* In this policy, the investment risk in the investment portfolio is borne by the policyholder. 

The Linked Insurance products do not offer any liquidity during the first five years of the contract. The policyholders will not be able to surrender/withdraw the monies invested in Linked Insurance Products completely or partially till the end of fifth year.

Features and Benefits of Shriram Life Wealth Pro

pension-plan

Customized life cover

2 cover options to choose from and choice of cover level within each cover option

unit-plan

Multiple funds

This plan offers a variety of funds and investment strategies for selection.

our-growth

Free of Cost - Fund Switch, Premium redirection, Auto Transfer option

This plan includes unlimited switching, premium redirection, and a free auto transfer option (ATO).

retirement-plan

Wealth Boosters

Wealth booster guaranteed every 5 years*

women-plans

Premium Allocation

Return of Premium Allocation starts from 10th year provided all premiums are duly paid

protection-plan

Liquidity

Easy access to your funds through partial withdrawals

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Investment plan in India

How to Apply for Shriram Life Wealth Pro Plan

You can apply for the Shriram Life Wealth Pro Plan in three easy steps:

apply life insurance

  • Step 01

    Register using your Mobile Number

  • Step 02

    Verify and Proceed using OTP

  • Step 03

    Receive a Call from our representative

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How to Claim for Shriram Life Wealth Pro

You can submit death claims, disability claims, cancer care claims and critical Illness claims for your Shriram Life Wealth Pro online on our website by following simple steps provided below.

claim life insurance

  • Step 01

    Come to the claim center, select intimate claim Button

  • Step 02

    Choose in the dropdown Request Type - death

  • Step 03

    Fill the details of insurer, death event, details of doctor who declared death (Doctor -Non mandatory)

  • Step 04

    Fill the personal and bank details of claimants and upload the documents

Documents to be uploaded

  • Death certificate issued by Local Body/Municipal Body
  • Nominee bank passbook
  • Postmortem report
  • Claim form B
  • Claim form A
  • Policy Document/Policy Schedule
  • Hospital Summary/Hospital records
  • Nominee ID proof (ID proof /address Proof)
  • FIR/ Panchnama/ Inquest Report and final investigation report
  • Upload Signature of claimant
  • Copy of driving license if Life Assured was driving the vehicle at the time of accident (applicable if Rider is opted)
  • NEFT mandate form
  • Claims form C and E wherever applicable
After submission, you will be receiving instant notifications and updates regarding the processing status of the claim. Please note that clear document records will ensure quick claim processes. For death claims, we would request you to please reach out to us as soon as possible and initiate the claim process. For processing death claims faster, we request you to please reach out to your nearest Shriram Life Insurance branch.
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Eligibility

Entry Age

Minimum - 30^ days      
Maximum       
Option I:55 years for policy term 15 and less; 50 years for policy term above 15      
Option II :65 years for all policy terms (Age last birthday)

Maturity Age

Maximum 75 Years (Age last birthday)

Sum Assured

Minimum - 7 X Annualized Premium&     
Maximum - 10 X Annualized Premium, subject to Board approved underwriting policy

Policy Term

10 to 30 years (multiples of 1 year)

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life insurance coverages

What Coverage are offered in Shriram Life Wealth Pro Plan?

Shriram Life Wealth Pro Plan, helps to grow your investments and maximizes returns on them thereby offering both savings and protection under a single plan

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Download Documents for Shriram Life Wealth Pro Plan

All the policy-related documents are easily available online on the website for the comfort and ease of all our customers. You can simply visit our website www.shriramlife.com go to the download section on the policy page and download the policy document, brochure and presentation.

Brochure
Presentation

Testimonials

What our customers say about us

Quotation

I took a life insurance from Shriram. I am happy with their service.

Profile

Senthil kumar

Quotation

I have been associated with Shriram for a period of time. They have prompt and friendly service.

Profile

Rasiya

Quotation

Shriram life insurance products are worth every penny. I am happy with their service.

Profile

Nagamani

Quotation

I am associated with Shriram life insurance for more than a decade. They have a wide-range of policy that will suit everyone's needs.

Profile

Manjunath

Quotation

I took a life insurance from Shriram. I am happy with their service.

Profile

Senthil kumar

Quotation

I have been associated with Shriram for a period of time. They have prompt and friendly service.

Profile

Rasiya

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Disclaimer

1. Unit Linked life insurance products are different from traditional life insurance products and are subject to the market risk factors. 

2. The premium paid in Unit Linked life insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of the fund and factors influencing the capital market and the insured is responsible for his / her decisions. 

3. Shriram Life is only the name of the Life insurance company and Shriram Life Wealth Pro is only the name of the unit linked insurance contract and does not in any way indicate the quality of the plan, its future prospects or returns. 

4. Please know the associated risks and the applicable charges, from your insurance agent or the intermediary or policy document issued by the insurance company. 

5. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects or returns. 

6. The past performance of the fund options is not indicative of future performance of these funds.

$Provided all the premiums are paid and the policy is in force.

*starts from 10th year provided all premiums are duly paid

^Risk cover starts from date of commencement of policy for all lives including minors. In case of a minor life, the policy will vest in the Life Assured on attainment of age 18 years.

&Annualised premium shall be the premium payable in a year chosen by the policyholder, excluding the underwriting extra premiums, rider premiums, loadings for modal premiums, taxes and other statutory levies, if any.

For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

IRDAI Regn No. 128

CIN: U66010TG2005PLC045616  
BEWARE OF SPURIOUS PHONE CALLS AND FICTIOUS/FRADULENT OFFERS

IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.

The Trade Logo displayed above belongs to Shriram Value Services Limited (“SVS”) and used by Shriram Life Insurance Company Limited under a License agreement.”

ARN: SLIC/Elec/Aug 2023/50