Mutual Funds / ULIP Plans
Plan for Tomorrow. Grow with Purpose.
Market-linked plans that bring protection and long-term investing together — explained clearly, with an advisor by your side.
Investing with a longer view
Protection and growth, in one considered plan.
Mutual fund and ULIP options let you participate in market-linked opportunities while keeping your wider responsibilities in view. We focus on clarity — fund choices, charges, lock-ins and illustrations shown as they are written.
Goal-led approach
Start from what you are planning for, not from a product.
Transparent structure
Charges, funds and terms explained before you commit.
The collection
Available Plans
Choose from market-linked plans designed around different goals and planning horizons.
Why consider them
Key Benefits
What draws people to market-linked plans — weighed carefully alongside the risks and charges.
Market-Linked Growth
Participate in market-linked opportunities aligned with your chosen fund options.
Protection Component
ULIPs combine a life cover element with market-linked investment, as set out in the policy.
Fund Flexibility
Choose and switch between available fund options, subject to product terms and conditions.
Long-Term Discipline
Structured premium payments encourage purposeful, goal-oriented financial planning.
- Market-linked plans with a choice of fund options
- Life cover element combined with long-term investing (ULIPs)
- Flexibility to switch between available funds, subject to terms
- Lock-in and charge structures explained clearly before you decide
- Potential tax benefits as per prevailing income tax rules
- Advisor-led guidance at every step of the decision
A clear process
How It Works
A straightforward journey from first conversation to a plan you understand.
- 01
Share Your Goals
Tell us what you are planning for and your preferred time horizon.
- 02
Compare Options
Review suitable plans, fund choices and illustrations together.
- 03
Choose & Invest
Complete the documentation and begin your premium contributions.
- 04
Review Regularly
Revisit your plan with an advisor as your goals evolve.
Answers
Mutual Funds / ULIP Plans — common questions
Give your long-term goals a considered beginning.
Explore your options or speak with an Assured Life advisor before you decide.